retirement planning learning hub

Should You Maximize Social Security? Why It May Make Sense To Delay Claiming Your Social Security Benefit!
Retirement Planning, Social Security JP GEISBAUER Retirement Planning, Social Security JP GEISBAUER

Should You Maximize Social Security? Why It May Make Sense To Delay Claiming Your Social Security Benefit!

If you are nearing retirement, deciding when to claim social security benefits may be one of your most important decisions. While many people choose to claim their benefits as soon as they become eligible, there are many compelling reasons to consider delaying your claim. Here are seven key reasons why claiming Social Security late may be a wise decision for your financial future.

Read More
Worried About Overspending During Retirement? Don’t Risk Running Out Of Money! Create A Retirement Paycheck!

Worried About Overspending During Retirement? Don’t Risk Running Out Of Money! Create A Retirement Paycheck!

How do I become a spender after being a net saver my entire life?

This question was posed to me by someone retiring in the next few years, but they couldn't quite wrap their mind around no longer receiving a paycheck. The absence of that security and consistency was unsettling.

In this video, we'll explore how to create something like a paycheck in retirement without actually getting one, how to be strategic about covering your retirement expenses, and make sure you stay until the very end when I'll discuss how to make the entire process easier.

Read More
What Makes a Great Retirement Plan?: How the 4% Rule and Other Rules-of-Thumb Fall Short!

What Makes a Great Retirement Plan?: How the 4% Rule and Other Rules-of-Thumb Fall Short!

Retirement planning can be a daunting task, requiring a great deal of thought and consideration.

There are some popular rules of thumb that people try to use as shortcuts.

This post discusses why these rules are inadequate. And make sure you stay to the very end when I discuss the various components that should be included in a comprehensive retirement plan.

Read More