Retirement Outsiders

Speed round! We hit four financial topics and four lifestyle topics. Start planning early and continue up to and into retirement.

We provide some financial and other tips to consider 10, 5, and 2 years before you plan to retire.

We cover the basics behind four of the most common vehicles to invest in. We discuss some of the history of each and why they exist in the first place.

In this episode, we break down the nine U.S. states that spare residents from paying any state income tax. But we don’t stop there—because “no income tax” is only the headline. We dig deeper into weighing factors like sales tax, property tax, and weather to help future retirees understand which of these states may truly offer the best long‑term value.

We discuss the homes, property taxes, amenity fees.

The Villages Part 1! We discuss what the Villages is and is not ... and revisit a brief history.

We discuss the importance of owning your own destiny when it comes to retirement. We introduce the simplicity of the 4% rule and how it helps to figure out where you stand in terms of retirement readiness.

We discuss the potential issues with mostly pre-tax money heading into retirement. How Roth conversions and packing your lower tax brackets full can help lower your overall tax bill. We introduce how the rule of 55 and 72t can aid in early retirement. Lastly, we discuss some options for work/volunteering in retirement.

On this special edition of Retirement Outsiders, we explain the confusing annual INPRS (Indiana Public Retirement System) statement. We point out some funny math they use and teach you how to calculate your estimated Indiana teacher pension. Surprise! It's not what is shown on the statement! It's less!

We discuss wills and trusts. The benefits and differences between the two. We also give a preview of some of our desired retirement destinations and lifestyles.

We discuss income tax planning before and during retirement. We also offer tips for getting comfortable saying no to your adult kids.

We talk Social Security, its history and how it is calculated. Also, we discuss those pesky kids!

We discuss good vs bad debt and how to schedule your time and tasks in retirement.

The focus of this podcast is to discuss various retirement topics from an outsider’s point of view. Today, we discuss spending, savings and the Don't!