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All About Retirement

Eps 11: How COVID-19 Impacts Your Taxes in 2020

Scott Libman, founder of Libman & Associates joins us to discuss how your taxes may be impacted by COVID-19 relief.

  1. What is the PPP?
  2. What is the Payroll Tax Holiday?
  3. What you need to know about your retirement accounts

All About Retirement

Eps 10: What Boomers Need to Know About Social Security Before Retirement

Marc Kiner and Jim Blair, co-founders of Premier Social Security Consulting and National Social Security Advisor Certificate (NSSA) join us to discuss what you need to know about Social Security:

  1. Is Social Security going to run out?
  2. When should I claim benefits?
  3. What if I am divorced?
  4. What if I am widowed?
  5. What if I am covered by a pension?
  6. And much more!

All About Retirement

Eps 9: The Real Retirement Story of Bob and Robin

We all wonder what retirement is going to be like.

In this episode, we explore the real retirement journey of Bob and Robin and their valuable lessons and insights along the way.

They share their experience about:

  1. Their different transitions into retirement
  2. Their new schedules
  3. What was tough vs. easy
  4. Advice to people contemplating their own retirement

All About Retirement

Eps 8: Don’t Downsize Until You Listen To This

Amanda & Danny Ferrara, founders of Rhode to Home Real Estate, join us to discuss everything you need to know about downsizing.

In this episode we discuss:

  1. How to get your home ready to sell
  2. What to look for next
  3. How to choose the right realtor

All About Retirement

Eps 6: The Signs You Are Ready to Retire

You are financially ready to retire. But, are you mentally ready?

Retirement is an 8,000 days period. What does it look like for you?

All About Retirement

Eps 5: Lock it Up…Your Digital Estate

In this short, but sweet episode we discuss your digital estate.

Your Facebook profile, your email account, banking logins, cell phone and pictures…

What happens to these when you’re gone?

All About Retirement

Eps 4: Help…I’ve Fallen and Can’t Get Up

Deb Burton, gerontologist and founder of Senior’s Choice Consulting joins us to discuss how to safely age in place.

In this episode we discuss:

  1. When to get help
  2. Where to get help
  3. Who pays for what

All About Retirement

Eps 3: Medicare - What You Need to Know

In this episode we talk to Dr. John Luo, founder of Doctors Choice USA.

Here we discuss:

  1. What is Medicare
  2. What does it cover
  3. How to choose a plan

All About Retirement

Eps 2: How Long Will My Money Last in Retirement?

How much can I safely withdraw from my retirement savings each month? This is the question we all wonder!

In this episode, we discuss:

  1. How much is too much?
  2. What is sequence risk…AKA the biggest risk you’ve never heard of!

All About Retirement

Eps 1: Is Your Portfolio Too Aggressive?

In our first episode, we talk about three key points:

  1. How to know if you are in the right portfolio
  2. Risk questionnaires are flawed
  3. Why you need a plan

All About Retirement

Introducing… Our NEW Podcast!!

Welcome to the “All About Retirement” podcast.

I’m your host, Jason Siperstein, Certified Financial Planner, and Chartered Financial Analyst, with me today is my cohost Paul McDermott who has spent the last 30 years in the financial services industry, and this is our first episode!