logo
episode-header-image
Sep 2024
19m 6s

How to Retire: Stay Flexible with Your R...

MORNINGSTAR
About this episode
Derek Tharp discusses how to adjust your spending throughout retirement 
Up next
Aug 2022
Stock and Short-Term Bond Fund Picks
In this week’s podcast, Dave Sekera shares the top stock picks for the third quarter, Russ Kinnel finds a place to hide from interest-rate risk, and Christine Benz covers some strategies for a bear market.  
19m 43s
Aug 2022
What You Need to Know About Estate Planning
In this week’s podcast, Dave Sekera and Susan Dziubinski discuss stock sectors to skip, Susan Dziubinski shares her thoughts on undervalued stocks, Christine Benz talks estate planning, and David Harrell shares his insights on dividend stocks. 
22m 6s
Aug 2022
Will Rising Interest Rates and Inflation Sink Dividend Stocks?
In this week’s podcast, Dave Sekera and David Harrell discuss midyear dividend stock picks, Russ Kinnel reveals 3 good funds having a great year, and Carole Hodorowicz and Katherine Lynch talk about how to prepare for a recession. 
15m 31s
Recommended Episodes
Oct 2024
How To Retire w/ Christine Benz #887
Ok, here us out: retirement is a topic that we talk about all the time here at How To Money, but simultaneously we probably don’t talk about it nearly enough! How is that possible you might ask? Well, we are oftentimes discussing retirement through the lens of investing – spendin ... Show More
57m 32s
Oct 2024
Money Bootcamp: Investing for retirement
Welcome to the Santam Insure your Future money boot camp with Maya Fisher-French and Mapalo Makhu.  In the last two episodes we looked at saving and investing for those goals we want to achieve during our working years. But at some point, we want to kick back and retire, or at le ... Show More
33m 13s
Sep 2024
560: Dude ACTUALLY Withdraws From His 401(k) and Retires at 47
Did you know you can use your 401(k) to retire early? Yep, it’s possible. And today’s guest, Eric Cooper, is doing it atage 47! Most FIRE chasers search for how to withdraw from a 401(k) early but know that doing so will hit them with substantial penalties. The best way around th ... Show More
46m 39s
May 2023
Plan for Retirement like a Grown-Up
For the very first episode of “Grown-Up Stuff: How to Adult,” we’re gonna get down to the basics of a very adult matter: retirement. Joined by CPA and Asset and Wealth Management Assurance Senior Manager Jonah Batista, Molly learns it’s never too early to start thinking and savin ... Show More
26m 11s
Jul 2024
The Step-By-Step Guide to Self-Funding Your Retirement!
In this episode of the Personal Finance Podcast, we're going to talk about the step by step guide to self funding your retirement. How Andrew Can Help You: Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your path ... Show More
30m 48s
Aug 8
The Magic Number Needed to Retire Comfortably?
💸 Learn to invest in what matters most. Check out our free investing and retirement resources. How much do you actually need to retire? In this episode, find out what the experts say is themagic number and how to plan today for the retirement of your dreams. Next Steps: • 🎥 Wat ... Show More
14m 13s
Feb 2024
Roger Young: Visualizing Retirement Is So Important
<p>Our guest on the podcast today is Roger Young. Roger is thought leadership director at T. Rowe Price, where he and his team conduct research on retirement planning and financial planning matters. Roger has been with T. Rowe Price since 2017. Prior to that, he was a financial a ... Show More
49m 44s
Aug 2024
Q&A: The Unintended Consequences of Early Retirement
#529: Anonymous, 60, recently lost her job and is worried about retirement. She owns a paid-off triplex, living in one unit and renting the others for $30,000 a year. She used her 401(k) funds to buy the triplex and now has $50,000 in retirement savings and $150,000 in cash. She ... Show More
1h 13m
Feb 2025
3035: [Part 1] Generating Retirement Income Before Age 59 by Darrow Kirkpatrick of Can I Retire Yet
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3035: Darrow Kirkpatrick explores various strategies, from leveraging taxable investment accounts to taking advantage of Ro ... Show More
10m 34s
Jul 2025
Mini Retirements: How to Take a Break Sooner That Could Also Boost Your Career and Income with Jillian Johnsrud
#239: Why wait until you're 65? It's feasible for almost anyone to take a mini retirement and when done right, it can also fast-track your career and income. Learn how to plan one, negotiate time off, manage costs, avoid pitfalls, and make it work if you’re self-employed. Plus, w ... Show More
1 h