Adjusting in Retirement (Part 3 of 3)

Episode 9 December 07, 2020 00:25:09
Adjusting in Retirement (Part 3 of 3)
Ed's Edge
Adjusting in Retirement (Part 3 of 3)

Dec 07 2020 | 00:25:09

/

Show Notes

So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving forward. Throughout your retirement years there are some minor adjustments to make once your plan is in place, and we tackle them here. In this episode we talk about the best ways to PROTECT your assets. We will cover how to:

• Minimize taxes in retirement

• Know if you have the right insurance

• Take care of your loved ones upon passing

Other Episodes

Episode 2

September 06, 2020 00:17:56
Episode Cover

How to Manage Your Emotions in a Volatile Market

When the market cratered in March 2020, it was hard not to wonder if this time the market would never recover. Maybe this was...

Listen

Episode 6

September 13, 2023 00:21:43
Episode Cover

7 Lessons to Learn About Money (At Any Age)

Join Ed and James for a 20-minute journey into the fascinating world of money, where they delve into the most valuable lessons about your...

Listen

Episode 6

July 20, 2021 00:24:29
Episode Cover

Interest Rates, Inflation, & Implications for Your Bond Portfolio

You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this...

Listen