Pilots always review a preflight checklist before taking off because the cockpit is one place you don rsquo t want to encounter surprises Your retirement is another On today's Faith amp Finance Live host Rob West will welcome Mark Biller to go over your pre-retirement checklist Then they rsquo ll answer your calls and questions about investing nbsp See omnystudio com listener for privacy information [... more]

Do you ever feel like your retirement planning goals are always moving You're not alone We've found that people often move the goalposts in their own retirement planning often to their detriment In this episode we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts Keep in mind that we're talking about the rules you make for yourself rather and not the changes you make to your financial plan We want to have a financial plan that's flexible enough to change as your life does so that's a bit different than this conversation today [... more]

We're only a few years removed from the SECURE Act being passed which brought about significant retirement planning changes Now three years late Congress passed SECURE Act in late December and we have another round of changes to process and adjust to We'll cover these provisions over the course of multiple episodes but today we'll focus primarily on another adjustment to the age you have to begin taking required minimum distributions Starting this year the age will move from to which is pretty big news for people that are in their mid-to-late s Here's some of what you'll learn in [... more]

We always talk about the money side of financial and retirement planning But what about the mental aspect of that big life change Today we'll break down an article written by a Licensed Professional Counselor Kate Schroeder for Psychology Today titled The Psychological Investment In Retirement You might be surprised to find out that many financial advisors actually spend significant time on this side of the planning process and we'll take you through that on this show Here's some of what you'll learn on this episode Few people consider the consequences of leaving your everyday routine behind Why we struggle [... more]

There are plenty of decisions that you'll make in the retirement planning process that can't be undone so you want to make sure that you make the right call On this episode we'll explain why these decisions are so important and can't be undone Here's some of what you'll learn on this episode Why claiming Social Security at isn't always the right decision What's important to know about spousal benefits on a pension Reasons for getting life insurance and why you should decide soon Choosing the appropriate retirement date can keep you from having to go back to work Connect [... more]

There are always many many questions around taxes Let's talk about a few of them and what proactive savvy planners can do about them So you can hold yourself from saying stuff like Have I paid enough Will I get a refund Have all of my forms arrived yet With Planning Matters Radio your troubles will be gone so hit that like and subscribe so you can tune in for more Your Retirement Planning [... more]

Hans and Robby talk about current tax brackets and retirement planning under these parameters Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]

Peter Richon discusses how proper planning can help you follow through and achieve your financial goals in and beyond [... more]

There are many ways to structure your retirement plan but what is the optimal way Author Tom Hegna has studied retirement in detail and wrote best selling books on he topic of retirement planning Listen in as he discusses with Peter Richon the optimal structure of a retirement portfolio [... more]

There are actually a lot of principles from the personal training and fitness world that we can apply to retirement planning Let's explore some similarities and learn how to increase our level of financial fitness Get the full show notes for this episode at http mrstillmansopus com On This Episode - Coaches and Trainers - Specific Goals and Training Plans - Good Habits and Crunches in the Kitchen - The Process Brings You To Your Destination [... more]

If you're heading out on a road trip there's a long checklist of items that you want to be sure you haven't forgotten And in retirement planning some of those exact same items need to be addressed Let's look at some of the items that should appear on both your road trip checklist and your retirement planning checklist Get the full show notes by visiting http mrstillmansopus com [... more]

What does tennis have to do with retirement Probably more than you would think We pulled three aspects to tennis that relate to retirement planning to help you understand the strategy a little better The court is different for singles versus doubles Certain players excel on a particular playing surface Holding serve is important So sit back and let us serve up some retirement analogies so you can ace your investing decisions Check out the full show notes for this episode by clicking here [... more]

Paul on the road to Damascus was struck blind and Jesus said to him Why do you kick against the Goad Kicking against the goad causes pain It is meant to train for discipline you learn to not kick against it Hans is a goad for retirement planning especially for Robby You have to stop pushing off these issues and instead develop some discipline around getting your finances in order to finish well The largest goad people kick against in this instance is long term care insurance Before you need long term care insurance you need a plan for long [... more]

Isaiah - says the seven anointings of the Holy Spirit are wisdom understanding council might knowledge fear of the Lord delight in the fear of the Lord Robbie believes Hans reflects these virtues through his dedication to advising his clients well by staying up-to-date on the retirement industry and adhering to Christian standards This week Hans and Robbie want to keep listeners up-to-date with the SECURE Act and how it will change taxes in retirement Before continuing Hans asks listeners to take a moment and pray for Tom Griffith one of Cardinal's advisors and a regular guest on the show [... more]

In Mathew Jesus confronted the Pharisees and Sadducees when they tried to test Him saying that they knew how to interpret a red sky but couldn't interpret the signs of the times This week Hans and Robby talk about the fear and confusion of retirement taxes People tend to worry when their tax return is smaller than expected while in reality this is no cause for fear because the tax rates holistically have gone down It's important to know the difference between retirement policy and politics so you can plan financially and live well Hans recently participated in a webinar [... more]

Luke talks about the cost of being a disciple In the passage a king prepares for war by counting his troops he does his homework to make sure he is prepared At a certain age you are most likely going to have to confront a health war where you will pay thousands of dollars for health care It is important to prepare for this and know how you are going to pay the costs Understanding Medicare Supplements is the first place to start Hans tells a story about a year old client who was interested in retirement planning Through this [... more]

In this edition of Planning Matters Radio we cover some recent news stories related to financial and retirement planning [... more]

March Madness is upon us and everyone's excited for the upsets buzzer beaters and Cinderella stories As a fan it's an emotional time of year and believe it or not March Madness can teach us a thing or two about retirement Click the link for more in-depth reading in a recent blog post https mrstillmansopus com lifestyle lessons-from-march-madness [... more]

There is a well-known saying The devil is in the details In Jeremiah it is really easy to see that God was in the details way before the devil way This week Hans and Robby discuss the details of estate planning and the exact documents you need to have in order When setting up estate planning documents Hans and Robby discuss how you should be thinking about your family When you are not calling the shots anymore you children or your spouse are going to be the ones doing this Don't you want this process to be easy and laid-out [... more]

retirement planning basics that are too often overlooked Could your financial security and stability be derailed if you have not addressed one of these key issues Tune in as Peter Amber Richon break down the Commandments of Retirement [... more]

This time of year you can find football on TV almost every night of the week Let's take some concepts from the gridiron and apply them to retirement Click the link for more in-depth reading in a recent blog post https mrstillmansopus com retirement retirement-gridiron [... more]

Pride Envy Wrath Sloth Greed Gluttony and Lust How do these seven deadly sins manifest themselves in your retirement planning and how can you be sure you're not guilty [... more]

What can we learn from the mission statements of some well-known companies and organizations and how can we apply that to our retirement planning [... more]

Jeannette Bajalia founder of Woman's Worth joins John to talk about the specific challenges that women face when it comes to financial and retirement planning [... more]

Jim Dischert founder of Financial Group in Chicago joins John to talk about the many different facets of retirement planning [... more]

Chris Scalese financial advisor and author of Retirement is a Marathon Not a Sprint joins John Stillman to talk about the similarities between preparing for a marathon and planning your retirement [... more]

What can we learn about good retirement planning from the fine folks at Chick-fil-A Click the link for more in-depth reading in a recent blog post https mrstillmansopus com investing-behavior the-chick-fil-a-portfolio [... more]