There are several different streams that make up retirement income. Tyler from Coast Capital breaks them down for you. Learn about investing at Coast Capital:

Retirement planning for a 40-year-old person. What can you do if you have not started investing for your retirement? Is it too late to start an investment for …

Saving for retirement is one of the most important financial goals for everyone. If you are not going to be on the receiving end of a large trust fund or are not …

When the topic of retirement comes up, most people tend to focus on a couple of questions, “When do I retire,” and “how much money will I need?” But determining your retirement vision is just as important. Where do you want to live? How will you spend your time? Do you want to work part-time or volunteer?

Financial professionals Joe Anderson and Alan Clopine take a look at how to successfully retire and to determine when you are really ready to quit your nine-to-five job.

Important Points:

(00:55) – Retirement Lifestyle Planning: Expectation vs Reality

(01:22) – Retirement Activities: Top 10 Activities Baby Boomers Plan to Pursue in Retirement

(02:53) – Retirement Lifestyle Planning: Activities, Health & Fitness, Intellectual Growth, Don’t Forget Your Finances

(03:23) –Main Focus for Retirement Planning: Lifestyle Considerations:

(04:10) – Are You Ready for Retirement? The Signs You Aren’t Ready to Retire

(06:30) – Best Things to Do in Retirement

(07:12) – Retirement Lifestyle Planning – Download Free Guide Here

(09:59) – Staying Healthy During Retirement

(12:14) – Questions to Consider When You Retire

(17:31) – How Much Money Will You Need to Retire?

(20:21) – How Will the Tax Code Changes for 2018 Impact Investment Philosophy and Tax Preparations?

(21:52) – Parent Plus Loan Interest Rate

(23:30) – Pure Takeaway: Have a Reason to Get Up Every Day, Make Your Health a Priority, Keep Your Brain Sharp, Establish A Written Plan

If you would like to schedule a free assessment with one of our CFP® professionals, click here:

Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.”

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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.


While young (hopefully), do you know how much money you have to set aside for retirement? Is it too early to think of retirement at an early age? This video will …

Today we’re talking about 4 ways retirees can waste their hard-earned retirement savings and investments. Working with retired investors we’ve seen some mistakes that could help you hold on to more of your retirement savings.

We’re an investing service that also helps you keep your dough straight. We’ll manage your retirement investments while teaching you all about your money.

—Ready to subscribe—

For more information visit:

— Instagram @jazzWealth

— Facebook

— Twitter @jazzWealth

Business Affairs 📧


There are states that are working on plans to force you to save from your paycheck to retirement. I get it that people are not saving enough but didn’t they try this with social security? Do you think it is right for them to force you to give them money so they can put it into a retirement plan? Do you really think you will ever see that money again?


Today we’re covering more of the retirement planning and strategy portion of your dough with a focus on retirement income that is not taxed in retirement. Part of every good retirement plan is to make sure you utilize all the advantages available.

We’re an investing service that also helps you keep your dough straight. We’ll manage your retirement investments while teaching you all about your money.

—Ready to subscribe—

For more information visit:

— Instagram @jazzWealth

— Facebook

— Twitter @jazzWealth

Business Affairs 📧


In this video, I’m talking about what you should do if you don’t have a 401k matching contribution.

401k retirement plans like other retirement plans at work usually have a company match, but not all do.

Just because the 401k doesn’t have a company match doesn’t always mean you shouldn’t contribute to the 401k retirement plan. Consider all the pros and cons of saving into your company’s 401k retirement plan.


Book a meeting and start financial planning and investing

Try out our financial planning tool today.

About Travis Sickle:
twitter: @travissickle

Company Website:
twitter: @travissickle

Sickle Hunter Financial Advisors
1905 N Market Street
Tampa, FL 33602



Meet Sam. She is 59, single and ready to retire.

Tomorrow we kick off the 5th Edition of our Retirement Plan Live retirement case study with a listener from the retirement Answer Man podcast. A retirement planning case study with a baby boomer

1. Create her retirement goals
2. Organize her money and resources
3. Talk about how to invest money for retirement
4. How to manage the common retirement risks of retiring

Each week, you’ll get to listen in as Sam and I develop her retirement goals, organize her resources and outline the risks of retiring single. We’ll discuss budgets, pensions, the stock market, social security and much more.

Meet Sam and 5 other singles here

Sign up to get summaries of Sam’s plan and resources to help you create your own

Listen to the Retirement Answer Man Show here

Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He has been a financial planner for over 27 years. Each day he “walks life” with individuals and families, helping them plan for, transition into, and live out their retirement.
He is a former instructor of retirement planning and employee benefits for the Certified Financial Planner certificate program at the University of Texas at Arlington. He has also taught wealth management at Texas Christian University Extended Education.

His recent book is called, Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future.