Where Is My Episode?

Over the last couple of years, we’ve covered many topics on investing and retirement planning. We have a whole library of information on any topic that you can think of.In this episode of the Secure Your Retirement podcast, we share information on where you can find the episodes, you’re looking for over a glass of Erath Pinot Noir wine. We explain the different episodes under different categories and why you should listen or re-listen.Listen in to learn why we advocate for the simple three-bucket retirement strategy instead of the buy and hold strategy.In this episode, find out:●     Episodes on estate planning include wills, power of attorneys, trusts, and much more.●     Recommendations on retirement planning episodes and what you’ll learn.●     Episodes to help you understand tax and how to tax do the planning.●     Episodes on portfolio management – why active management and not buy and hold.●     The big topic of annuities and the 8-part series we have about them.Tweetable Quotes:●     “The retirement bucket strategy is a simple three bucket strategy that takes away all the stress because you’re going to know where your cash, income and safety, and growth are at.”- Radon Stancil●     “Once you have the investment strategy and retirement plan figured out then taxes become something you want to focus on.”- Murs TariqWhere Is My Episode?Estate Planning:EP 1 – Chess Griffin – How to Know What You Need for Your Estate PlanEP 73 – Chess Griffin – Do You Need a Trust?EP 106 – What Should You Consider If Your Spouse Passes Away?EP 109 – Chess Griffin – Special Needs Trust – What You Need to KnowEP 135 – How to Create an Estate Plan Without the StressEP 160 – 6 Considerations for Your Estate PlanRetirement Planning:EP 8 – Planning for Retirement – How the Process Works – Part 1EP 10 – Planning for Retirement – How the Process Works – Part 2EP 12 – Planning for Retirement – How the Process Works – Part 3EP 18 – How to Build an Income Plan For RetirementEP 22 – Looking at The Whole Picture in RetirementEP 44 – How Do IRA and 401K Rollovers Work?EP 48 – How Much Do You Need to Retire?EP 52 – The Retirement Planning ChecklistEP 58 – Social Security – When is The Right Time?EP 88 – Having a Team Approach in RetirementEP 97 – Social Security StrategiesEP 118 – 4 Questions to Help Your Income PlanEP 157 – The Retirement Bucket StrategyEP 162 – 401k Versus IRATaxes:EP 13 – Tom Turner – Planning Taxes and RetirementEP 66 – How To Convert an IRA to a Roth IRAEP 94 – Tax Strategies for Non-IRA Brokerage AccountsEP 124 – IRAs – Required Minimum DistributionsEP 130 – Considerations For Charitable GivingEP 133 – Steven Jarvis – Tax Planning for RetirementEP 158 – Tax Planning Versus Tax PreparationEP 161 – How Required Minimum and QCDs WorkEP 163 – Steven Jarvis – Mid-Year Tax StrategiesPortfolio Management:EP 16 – Investing During Retirement – Buy and Hold or Active Management?EP 19 – Bill Sherman – Buy and Hold is DeadEP 56 – Asset Allocation or Strongest AssetsEP 146 – Risk Adjusted Portfolio – How It WorksEP 150 – What’s The Difference Between a Mutual Fund and a ETF?EP 153 – Bonds Versus Bond AlternativesEP 159 – When Cash Is GoodAnnuities:EP 26 – Annuities – Why Ever Use ThemEP 30 - Annuities – Why Ever Use Them – Part 2EP 34 - Annuities – Why Ever Use Them – Part 3EP 38 - Annuities – Why Ever Use Them – Part 4EP 41 - Annuities – Why Ever Use Them – Part 5EP 46 - Annuities – Why Ever Use Them – Part 6EP 47 – Annuities – Why Ever Use Them – Part 7EP 54 – Annuities – Portfolio Implementation – Part 8EP 128 – Should I Consider an Annuity in My Financial Plan?Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.