We'll explain Required Minimum Distributions (RMDs) and discuss the role they will play in your retirement. We'll also determine whether you're an optimist or pessimist when it comes to retirement planning.
Do you have "Lazy Money" in your portfolio? We'll identify what Lazy Money looks like and how you can put it to work. We'll also discuss some important questions that you should ask an adviser in order to become more finanically fit.
People ask us questions about retirement all the time, but there are other questions they should be asking. We'll talk about those un-asked questions and also discuss popular retirement regrets.