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Ep. 10 - 7 Primary Retirement Predators

Ep. 10 - 7 Primary Retirement Predators

In this episode of The Year You Retire, hosts John Bever and Jim Uren reveal their list of the seven primary retirement predators.  These retirement predators are the biggest threats to your financial lifestyle in retirement and it is critical that you prepare yourself against the potential damage they can cause.  So listen along as John and Jim discuss each of the seven predators and provide practical steps you can take to help protect yourself.  With a friendly and relatable approach, they share real-life examples and their professional insight, making this episode an essential resource for individuals approaching retirement.

In this episode, you will be able to:

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Ep. 9 - Budgeting Tools and Apps

Ep. 9 - Budgeting Tools and Apps

The buzz about Mint exiting the market has sent shockwaves through its user base, leaving many in search of a worthy alternative. Whether you've been a dedicated Mint user or are just diving into the world of budgeting apps, we've got you covered in this episode.

The silver lining? There's a plethora of apps ready to empower you in taking charge of your spending and to help kick start your savings journey. However, with the sea of options out there, navigating through the information overload to find the perfect app for you can be a bit overwhelming.

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Ep. 8 - Financial Advisor or DIY?

Ep. 8 - Financial Advisor or DIY?

In this episode, Jim Uren and John Bever discuss the decision of using a financial advisor versus managing retirement planning on your own. They cover the advantages and disadvantages of both approaches, highlighting the cost-saving potential and personal enjoyment of the DIY method, but also cautioning about the time and potential for costly mistakes. On the other hand, they emphasize the expertise and knowledge that financial advisors bring to the table, along with the potential for costly mistakes. However, they also address the drawbacks, including the cost and the possibility of working with the wrong advisor. Jim and John present a balanced view, emphasizing the importance of considering one's preferences, skills, and resources when making the decision. If you're nearing retirement age, this episode can help you make more informed decisions about your retirement planning, whether you're considering going it alone or seeking professional financial advice.

In this episode, you will:

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Ep. 7 - Getting the Most Out of Your Charitable Giving

Ep. 7 - Getting the Most Out of Your Charitable Giving

Join John Bever and Jim Uren in this episode of "The Year You Retire" podcast as they tackle the topic of Getting the Most Out of Your Charitable Giving.  Enjoy their friendly and approachable style, as you discover strategies like bunching charitable contributions and using donor advised funds, with real-life examples.   Get inspired, informed, and uplifted with valuable insights on optimizing your charitable contributions for maximum tax benefits. 

In this episode, you will be able to:

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Ep. 6 - 7 Principles of Retirement Happiness

Ep. 6 - 7 Principles of Retirement Happiness

In this episode of The Year You Retire podcast, hosts John Bever and Jim Uren delve into the topic of retirement happiness, drawing from extensive research and insights to provide valuable takeaways for retirees. Listen along as they discuss the positive trend of happiness during retirement and emphasizes the importance of finding meaning and purpose beyond your financial circumstances. Explore the transformative aspect of aging, the complex relationship between money and happiness, the role of relationships in retirement happiness, and the potential benefits of religious involvement. Furthermore, discover the positive impact that volunteering and practicing gratitude can have in retirement to boost happiness. This episode offers practical advice and actionable steps and is a must-listen if you want to maximize your happiness and fulfillment in the year you retire.

In this episode, you will:

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