The Year You Retire
BookmarkJohn Bever and Jim Uren
The Year You Retire is a business podcast hosted by John Bever and Jim Uren. It has 18 episodes, with the latest published June 2024.
The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years golden.Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.
business ·en-us ·18 episodes
Do I Have to Pay Taxes on My Social Security Income?
Reduce Your RMD Tax Hit: Essential Tips for Retirees
Should I Pay Off My Mortgage Before I Retire?
How to Save Big on Your Capital Gains Tax Bill
Getting the Most Out of Social Security Spousal Benefits
To Convert or Not to Convert: How to Know if a Roth Conversion is Right for You
A Guided Tour Through Our Financial Planning Process
7 Primary Retirement Predators
Budgeting Tools and Apps
Financial Advisor or DIY?
Getting the Most Out of Your Charitable Giving
7 Principles of Retirement Happiness
Navigating the Medicare Maze
Getting The Most Out of Social Security
How Can I Earn More on My Short-Term Savings?
Head-to-Head Battle of the IRA vs 401k
What's This Going to Cost Me?
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