Unlocking Your Financial Future
Business:Investing
Before we start up a new financial series, Ben’s going to open up the mailbag and answer a few questions from listeners that address retirement checklists, military pension benefits, and consolidating all of those retirement accounts you own.
Show Notes and Additional Resources: https://www.baschrock-fg.com/podcast/ep-18-retirement-checklist-pensions-more-mailbag-questions/
Today's Rundown:
0:50 – How’s the new year going?
2:35 – Financial dictionary: Tax-loss harvesting
4:30 – Is this something you do late in the year or can it be done early in a year before tax season?
5:43 – Mailbag question: I’ll be retiring in one year. What’s on the list of things I need to do before I officially walk away?
8:54 – Mailbag question: My husband’s military pension is a very nice monthly benefit but I don’t get any of it after he dies. It’s nothing we can change now so how do we address this problem moving forward?
11:25 – Mailbag question: I’m a little overwhelmed by how many accounts we have. We’ve moved around to a lot of different jobs. Between my wife and I we have 6 401ks, 3 IRAs, 2 Roth IRAs, 2 small pensions, a 403b, and individual stocks. How much do you think we can consolidate and how will that all work?
Updates From The Annual Social Security Trustees Report (Part 2)
Updates From The Annual Social Security Trustees Report (Part 1)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1)
2023 Wrap Up: Market Predictions for 2024 (Part 2)
2023 Wrap Up: End of Year Market Update (Part 1)
Financial Planning for 2024: Retiring in the New Year (Part 2)
End of Year Financial Planning Strategies For 2023 (Part 1)
Roth IRAs and Conversions Explained (Part 2)
Roth IRAs and Conversions Explained (Part 1)
Celebrating a Decade of Marriage and 11 Years In Business
Your TD Ameritrade – Charles Schwab Transition Questions Answered
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)
Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
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