Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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Stopping Retirement Losses & Building More Control & Security
Mark Rogers, Financial Educator of Two Room Schoolhouse
Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
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[REPLAY] How To Pay Off Your Mortgage In 5-10 Years
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This is a replay from my other podcast Alternative Wealth. In this episode, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but les…
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[REPLAY] Navigating Financial Planning for Expats with Adam Fayed
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This is a replay from my other podcast Alternative Wealth. In This episode, financial planner Adam Fay discusses tax efficiency, offshoring, and the global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minim…
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Simple Way To Increase Your Social Security Benefit (As A High Income Earner)
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In this episode of Retirement Simplified, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in to learn how IRMAA surcharges impact M…
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Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman
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On this episode of Retirement Simplified, host Ryan Kolden discusses the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives his mission to empower…
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Long Term Care 101 (Cost & Benefits Explained)
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In this episode of Retirement Simplified, host Ryan Kolden explores the importance of planning for long-term care in retirement. He discusses the potential financial impact of long-term care events and highlights strategies for incorporating long-term care into your retirement plan. Kolden emphasizes the significance of protecting your finances wit…
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Retirement Income Strategies and Social Security Planning with Chris Hensley
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On this episode of Retirement Simplified, host Ryan Kolden delves into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retirement in today's eco…
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On this episode of the Retirement Simplified Podcast, host Ryan Kolden dives into the crucial question: "Do you have enough money saved for retirement?" The answer varies for each individual and is largely driven by personal consumption in retirement. By evaluating spending habits and desired lifestyle, listeners can determine the income needed to …
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy…
…
continue reading
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Disability Income, Surprise Retirement Taxes, Final Frustrations (Shown "n" Tell Class Session)
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We review: Disability Income while working-- or stop working We also review Surprise Taxes later in Retirement with Sample "Steve & Sally"-- how much Federal Income taxes will they pay? And we review almost 50% of us don't have a WILL --which creates Final Frustrations! Learn to EARN more-- and BURN less of Savings. Build Security and Control witho…
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Highlighting New Classes & sharing Social Security news for New Retirees
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Announcing 5 NEW Classes to New Retirees and will be published for viewing shortly. We also review Social Security news and taxation to keep that program afloat in 10 years. Drop your Insurance Policy question in the chat box at TwoRoomSchoolhouse.com (Life insurance, Annuity policy, Medicare, Long-Term Care) Is your Income at Risk while WORKING? I…
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Launching of NEW Wednesday Session called "After Class with Mark Rogers"
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Our LAUNCH of the "AFTER CLASS" Series with Mark Rogers, Financial Educator: News Segment: The WA State LTC Payroll Tax is set to start in July 2023. Other States are planning in the strategy and it is best for other State Residents to look at getting ahead of the LTC planning. Questions: One QUESTION has been asked of Mark of late with Retirees wa…
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