Podcasts by Money In Motion

One more look at RMDs for 2023 from 2023-12-07T16:18:04

Have you completed your RMD distributions?

Gifting practices in 2023 from 2023-11-30T16:26:37

A look at how much you can gift and to whom this year!

Looking at the Cost of LTC Care and the Impact on Retirement from 2023-11-16T16:03:05

Options for Covering the Need for Care

Planning for future college expenses? from 2023-11-09T18:50:42

Strategies to help children/grandchildren with future funding

Hitting a Bullseye for Retirement from 2023-11-02T16:01:15

Steps to make today to ensure your financial future!

Planning and Caring for Aging Parents from 2023-10-26T14:46:46

Considerations for your life and your retirement planning

Taking your Social Security early vs. Full Retirement Age from 2022-04-21T14:58:16

How to know the right timing for Social Security income

Simplify, Consolidate and Diversify in your planning from 2022-04-14T14:49:37

Why it makes sense to bring it all together

Careful Planning with Pension Choices from 2022-03-31T15:02:17

Importance of making the correct pension plan decision

Should you have a mortgage in retirement? from 2022-03-24T19:40:15

Implications of mortgage debt and household expenses in retirement

Protecting Your Finances with Best Security Practices from 2022-03-17T15:54:13

How to Lessen Your Exposure to Identity Theft

How to Plan Financially for Life till 100 from 2022-03-10T15:47:52

Longevity and its effects on your retirement plan

Understanding the truth behind guarantees from 2022-03-03T16:52:03

Differences between FDIC & SIPC

Allocation Strategies as Retirement is in Focus from 2022-02-24T16:33:38

Where you should be with Cash/Stocks/Bonds in portfolio

Turning“50”and Needing a Roadmap? from 2022-02-17T17:17:20

Suggestions NOW to Help Future Retirement Years

Planning for Retirement Income with Social Security from 2022-02-10T20:11:15

How much income will you derive from Social Security benefit?

Consolidating Old Life Insurance Policies from 2022-02-03T15:57:55

Ways to Clean up Policy Clutter and Not Lose on Taxes

Rolling over your retirement account from 2022-01-27T16:19

Understand Your Choices BEFORE rolling over

Your Final Chapter- Funeral Planning Decisions from 2022-01-20T16:37:12

How making choices NOW can help your family LATER

Importance of Estate Planning along with your retirement from 2022-01-13T18:01:56

Looking at how to adjust your estate planning Today

Avoiding mistakes in Your Retirement Planning from 2022-01-06T15:51:05

Slowing down and making smarter decisions

Financial Goals for Your Future from 2021-12-30T15:52:46

Adjustments to make in 2022

When can I retire? from 2021-12-16T17:24:15

How to know when the time is right

Understanding the Ins and Outs of RMDs from 2021-12-09T17:43:04

How to make sure you don’t end up with a penalty!

Christmas Spending Tips from 2021-12-02T16:12:44

Planning now to spend less

Understanding Associated Fees in Retirement Planning from 2021-11-18T22:34:40

What to Know About Gifting and Limits from 2021-11-11T15:19:22

RMDs from 2021-11-04T15:53:24

How they can be used in a charitable and tax-saving way

Pre-65 retirement and health insurance? from 2021-10-28T14:47

Health insurance choices prior to Medicare

Cash in the bank or under the mattress for retirement? from 2021-10-21T15:06:15

When Emergency Savings Goes too far

Can I collect Social Security while working? from 2021-10-14T14:15:50

Income limits and benefit reductions to consider

Evaluating Risk and Reward in Your Portfolio from 2021-10-07T14:46:55

Reducing risk as retirement comes into focus

Estate Planning and Your Affairs from 2021-09-30T14:52:12

Time to make future asset transfer decisions

Where are the guarantees and what do they really mean? from 2021-09-23T14:48:46

FDIC, SIPC and other Guarantees for your money

Spousal Benefits surrounding Social Security from 2021-09-16T14:47:43

Understanding your choices when claiming your benefit

I have arrived safely to RETIREMENT! Now What? from 2021-09-09T14:46:47

Ideas for What to Do With Yourself in Retirement!

Safe Withdrawal Rates for Lifetime of Income from 2021-09-02T19:01:10

Consideration of retirement income and how RMDs figure in

Planning Retirement Income for Small Business Owners from 2021-08-26T14:54:13

Timing of Business Valuation and Succession Planning

Should I depend on Social Security to fund retirement? from 2021-08-19T15:41:47

Retirement income sources for your retirement?

Turning 65 and Medicare Choices! from 2021-08-12T15:56:40

Understanding Part A, B, and Part D as you get on the plan!

Investment Principles to Follow from 2021-08-05T14:25:06

Understanding how best to prepare for your one and only retirement

Does Long Term Care Insurance make sense? from 2021-07-29T14:16:55

Understanding potential costs of care in our future

What, I get extra $$$ if I wait? from 2021-07-22T14:47:15

Delayed Retirement Credits and Your SS Benefit

Do I pay taxes on inheriting assets? from 2021-07-15T17:24:09

Understanding the blessing and taxes of your Inheritance

Pension Choices and Your Retirement from 2021-07-08T14:51:21

Making sure your Pension Selection is the right one!

Understanding Annuities and what you need to know from 2021-07-01T14:22:38

Should I start taking social security at 62? from 2021-06-24T15:04:24

Calculating the best age for your SS benefit to begin

Is inflation really here? from 2021-06-17T14:54:58

Understanding inflation and how best to react

The Bullseye Plan for your Retirement Account from 2021-06-11T13:53:49

How much you SHOULD be putting away towards retirement

Are my Social Security Benefits Taxed? from 2021-05-27T15:31:23

Taxable income may include your SS Benefits

Should I fund a Traditional or Roth IRA this year? from 2021-05-21T22:03:45

Different IRAs for your situation

Planning for RMDs in the future from 2021-05-13T14:47:21

Looking at choices and taxes for RMDs

How the word FREE plays into your Retirement Planning from 2021-05-06T15:46:32

Taking advantage of all things FREE!

The Economics of Retirement Savings from 2021-04-29T15:05:21

How your nest egg will fund your future income

What is considered MY full retirement age? from 2021-04-26T19:20:19

Why your FRA is important to know

You have departed, where do your assets go? from 2021-04-15T12:59:24

Why you need to look at your beneficiaries

Retired and now what? from 2021-04-08T20:06:49

Ideas for WHAT TO DO when you GET TO DO NOTHING

Trying to Retire with Debt from 2021-04-01T22:31:16

How to plan for debt elimination

Goodbye Job and Health Insurance! from 2021-04-01T20:31:16

Looking at how COBRA may be in the picture

Does everyone receive a social security benefit? from 2021-03-25T15:58:04

Work=Earnings=Credits=Your Social Security Benefit

Giving to Charity in 2021 from 2021-03-12T15:13:06

Review of options and the impact of QCDs

Do I need a Power of Attorney? from 2021-03-04T17:05:37

Looking at why you should probably have POAs

Socially Responsible Investing from 2021-02-25T18:11:26

A look at SRI and ESG Investing Choices

Is my SS benefit penalized if I keep working? from 2021-02-18T18:03:44

Looking at your SS benefit and income parameters

Should we stay or should we go? from 2021-02-11T20:11:42

Helping answer all your retirement questions about downsizing or relocating.

Women and their Money from 2021-02-04T16:43:14

Helping answer all your retirement questions.

Retiring to a Retirement-Friendly State? What Are Your Options? from 2021-01-31T22:10:42.023393

A look at the financial and lifestyle considerations of moving out of state.

Elder Abuse & Scams: Watching Out for Parents and Yourself from 2021-01-31T22:10:42.023393

Creating awareness of elder abuse in the financial industry.

Am I In Need of Long Term Care Insurance? from 2021-01-31T22:10:42.023393

A look at how to mitigate financial risk to your portfolio.

Social Security Income in Your Household from 2021-01-31T22:10:42.023393

Understanding Social Security benefits for spouses and ex-spouses.

2020 IRA & 401k Contribution Limits: Time to check your progress from 2021-01-31T22:10:42.023393

Adjusting your budget mid-year to accomplish your goals.

How to Best Plan for Education Expenses from 2021-01-31T22:10:42.023393

Things to be aware of as you look at funding college expenses.

Review of Beneficiaries: Who is Listed as Primary? Per Stirpes? from 2021-01-31T22:10:42.023393

Taking time to make sure your assets will be divided as you prefer.

Understanding Guarantees for Your Money from 2021-01-31T22:10:42.023393

What to know about FDIC and SIPC.

How to Accomplish Tax-Efficient Investing from 2021-01-31T22:10:42.023393

When this can make sense in your investment portfolio?

Renting vs. Owning Property in Retirement from 2021-01-31T22:10:42.023393

Considerations of downsizing or renting in future years.

Back-Door Roth IRA Contributions from 2021-01-31T22:10:42.023393

Where the back door meets Roth conversion.

5 Tips Before You Go Car Shopping from 2021-01-31T22:10:42.023393

Considerations of what to look for and how to finance.

Understanding Trusts & Probate for Your Estate from 2021-01-31T22:10:42.023393

When advanced estate planning may be warranted.

What to Know About Gifting in 2020 from 2021-01-31T22:10:42.023393

Considerations of when to begin dripping dollars to your family.

RMD Rules and What to Know from 2021-01-31T22:10:42.023393

Making sure your Required Minimum Distribution is accurate.

End of Year Tax Planning for 2020 from 2021-01-31T22:10:42.023393

How to prepare before the end of the year.

How Is My Social Security Benefit Calculated? from 2021-01-31T22:10:42.023393

Understanding Social Security benefit calculations.

Is My Social Security Benefit Taxed? from 2021-01-31T22:10:42.023393

How your Social Security benefit is taxed.

Has My Identity Been Stolen? from 2021-01-31T22:10:42.023393

What to know about identity theft and best ways to protect yourself.

Dealing With Health Insurance Costs in Retirement from 2021-01-31T22:10:42.023393

Being aware of rising costs and how they may affect your retirement.

Retirement Income for Small Business Owners from 2021-01-31T22:10:42.023393

Timing of business valuation and succession planning.

Pros and Cons of Hiring a Financial Advisor from 2021-01-31T22:10:42.023393

DIY or look to professionals for your financial future…?

Are you working while collecting SS benefits? from 2021-01-31T22:10:42.023393

How your benefit may be impacted.

8 Mistakes to Avoid with Retirement Planning from 2021-01-31T22:10:42.023393

Important considerations for your best retirement outcome.

Congrats, You Are a Beneficiary! Now What? from 2021-01-31T22:10:42.023393

Understanding potential taxation on your inheritance.

Turning 65 and Here Comes Medicare! from 2021-01-31T22:10:42.023393

Medicare coverage and how it applies to your situation.

Retiring Early? from 2021-01-31T22:10:42.023393

Tools to help you accomplish a pre-65 retirement.

The Value of a CPA and Your Taxes from 2021-01-28T22:58:53

Helping you prepare for changing tax laws.

Best Ages to Consider Social Security from 2021-01-21T23:05:04

Looking at other income sources and longevity.

Spend Less, Save More… Retire Sooner! from 2021-01-21T15:51:17

Planning now for your future.

Turning 55? Choices to Know About from 2021-01-14T15:47:22

Separation from employer and the tax implications.

Must I begin RMD income? from 2020-12-17T16:15:06

Looking at Required Minimum Distributions.

Importance of Social Security Income in Your Plan from 2020-12-10T16:00:53

The best timing for you to begin Social Security benefit.