Women often have different financial needs than men, and even more when there has been a change in their marital situation. This week, Devin and John talk with Russ Thorton of . Russ works with financial planning for women, with …
Many current retirees have a background of military service. Benefits from military service can become a big part of the retirement planning picture, but it can be hard to know what benefits are available and how you can use them. …
So you find yourself retiring in a second marriage? This week’s episode is full of useful information and fascinating stories about one of the most complicated family situations: Second marriages. There is so much to consider: Social Security...
John shares the stories of when, and why, you would disinherits a spouse. Devin gives advice to Kim who wants to know how to say “no” to her adult children’s request for money. For more great advice about how to …
We are half way through the year and it's time to review the market performance with Andrew Comstock from . Market Snapshot: DOW (DJI) opened at 20,665.17 on April 3, 2017 and closed at 21,287.03 on June 29, 2017. The …
, financial editor of NBC's Today show, discusses her new book “AgeProof” about balancing your health and your wealth. She shares some habits that can help you thrive, both financially and physically. Teamwork: Working with a partner can...
Social Security benefits are confusing - even for those who work at the SS Office. Often, the person looking for advice is unsure of what information the SS Office needs - or how to communicate it to them. Nancy tells …
Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in place and no way to help your family transition through the process. John walks us through 5 things to do after someone …
Did you know that a copy of a will may not hold up in Probate? John talks about the need to keep an original copy of the will up-to-date and in a safe place. Devin is asked if buying a …
Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from personal experience. His mom needed help at retirement - but she didn't have enough assets to work with most financial planners. Steve from...
Recessions and market declines are going to happen. What are the lessons we can learn from the Tech Bubble of 2000's and the Great Recession of 2008? Devin shares the 5 lessons he learned during the two most recent market …
Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in your Will. These are just a few of the things you NEED to understand so you can avoid making a major mistake with your estate planning. …
Linda and her husband have been raising their grandchildren since birth. Both of the children’s parents are alive. Do the grandchildren qualify for Social Security? Clyde asks if there is any situation where you would roll an IRA into a …
Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John and I. He comes on to share stories from his history - and how human emotions come into play when making investing …
In Part 1 we covered credits, earnings limits, and more. In this episode we finish the series by talking about: Length of marriage rules Spousal Benefits vs Survivor Benefits How you are taxed on social security benefits and more. If …
Part 1 in a 2-part series about what you need to know about Social Security. For more information, or to have a conversation with Devin Carroll or John Ross, visit
Wanda wrote in to ask why she shouldn’t add a child to her checking account? Brenda retired from a company that offers a pension. She asks if it would be better to take the pension in a stream of payments …
Can we expect 3 rate increases this year? What could that mean for the market - or our savings? Andrew Comstock, Chief Investment Officer for , joins us again to recap the market's performance from the first quarter of 2017. …
In the previous episode we talked about Wills: Why you need one and what to look out for so you do it right. But before you draft out your will, these are the things you need to consider: • Why …
According to a survey, 71% of Americans do not have a current Will - and half of Americans age 65 or older don't have a Will that is not up-to-date. In this episode we cover the common mistakes people make …
Devin and John answer a question from Mitch about why the Social Security Office would not recognize his Power of Attorney statement. Charlotte is asking about ABLE accounts - tax-advantaged savings accounts for individuals with disabilities and...
Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while still being able to plan and save for tomorrow. He likens it to a teeter-totter, and reflects on things his mother taught before she passed …
7 doable steps for making it easier to be organized with your retirement finances. One of the biggest hurdles to a successful retirement is getting - and staying - organized. It’s easy for account statements, legal forms and other important...
What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential legal advisor, what to watch out for, and the benefits of paying a flat fee versus …