I Am Already Retired
Ep 75: How to Decide When to Move into a Retirement Community
In this episode, Michelle interviews Royce on the process of downsizing, picking the community, and what her family’s experience has been.
Ep 69. What You Forget to Plan for, Until After Your Spouse Passes
In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.
Ep 68. What to Learn from Retirees Who Donated All Their Money
This fictional plan covers how we helped two retirees plan to donate all their money, fund healthcare in elder years, and build estate plans.
Giving Strategies for Retirees: Qualified Charitable Distributions (QCDs) [Video]
Learn more about how retirees can reduce their taxable income with a strategy called Qualified Charitable Distributions!
Should I Get Long Term Care Insurance? [Video]
Should you get long term care insurance? In this video we walk you through the types of care available and different ways to pay for them.
Ep 67. Repairing DIY Retirement Plans
In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.
