Manage episode 237841547 series 31291
To thrive in life’s third act you need a great retirement strategy! In this episode, Tom and Don get into the science of retirement. Here they explore how to make your savings work for the retirement lifestyle you want to lead, offering a fresh new perspective to approach your retirement with. They also discuss smart Social Security strategies to help you better prepare for your day-to-day living and for your big retirement bucket list, starting today. In addition, Tom and Don tackle listener questions on target date funds, Vanguard’s Small Cap Value Index, Nuveen funds, tax-strategies for inheritance, switching brokerage accounts, and much more.
The science of retirement.
Don’s new course on finding a fiduciary.
Using a Target Date Fund (TDF).
Vanguard’s Small Cap Value Index.
Huge swings in crypto currency.
Managing a Nuveen fund.
Tax-strategies for inheritance.
Changing brokerage accounts.
Vestory — https://vestory.com/
3rd Act Magazine — https://www.3rdactmagazine.com/
SSA — https://www.ssa.gov/
The Fuel for a Fantastic Future — https://www.3rdactmagazine.com/aging/finance-legal/the-fuel-for-a-fantastic-future/
Vanguard (VISVX) — https://investor.vanguard.com/mutual-funds/profile/VISVX
Nuveen — https://www.nuveen.com/global
LPL Broker Firm — https://www.lpl.com/
Advisor Info from the SEC — https://adviserinfo.sec.gov
Talking Real Money Risquiz — https://vestory.com/risquiz
The Science of Retirement — https://www.talkingrealmoney.com/new-events
435 episodes available. A new episode about every 2 days averaging 27 mins duration .