Episode #45 New Years Money Resolutions to Help You Get Financially Healthy This Year!

01/25/19 • 14 min

On The Money with Jerry and Nick Royer Podcast

New Years Resolutions aren't always about losing weight...we can also make money resolutions. And on this episode we will give you many financial resolutions to help make your retirement solid.
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Previous Episode

Episode #44 Four Questions to Ask Yourself To See If You Are Retirement Ready

Are you retirement ready?
Once you get retired, can you stay that way?
Unfortunately, just having a 401(k) and collecting Social Security may not cut it for many of us anymore. So on today's podcast we give you the key questions that you must be asking yourself. You could call it a quick checklist and here are just a few questions to start:
- How many sources of retirement income will you have?
- What is your plan to pay for excess health care and/or long-term care expenses?
- When do you plan to start drawing Social Security benefits?
- What is your inflation hedge plan?
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Next Episode

Episode #46 Resolving to Make This Year Your Best One Financially Yet

In this weeks episode of the On The Money Podcast we will be discussing the financial resolutions to make this year the best one financially. Where to begin and the questions you should be asking.
- When was the last time you reviewed your estate planning and legal documents?
- Are your beneficiaries on your financial accounts and insurance policies correct?
- Why should you include your children in your finances? We consider ourselves a family practice and we are comfortable have this conversation but are you?
- How often should you be having this discussion with your spouse?
- Discussing your long-term care needs and making sure the family know it.
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer