Did you know that paying off your mortgage before you retire might not always be your best move?

In this episode of The Year You Retire, Jim Uren and John

Did you know that your retirement years are often accompanied by large capital gains tax bills?  Do you know if you have the proper strategies in place to help

Are you married, widowed, or divorced? If so, then you may be eligible to receive Social Security Benefits based on your spouse's or former spouse's work

Are you looking for a tax strategy that may help reduce the amount of taxes you pay during retirement?  How about a strategy that may help increase the lifespan

Have you thought about working with a financial planner, but you’re just not sure what to expect?  Have you thought you might benefit from creating a financial

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

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

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

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

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

Planning for retirement involves navigating the complexities of Medicare sign-up, a process that can be confusing and lead to regrettable mistakes. Join hosts

Deciding when to start claiming your Social Security retirement benefits is one of the biggest decisions you need to make in the year you retire.  In this

Episode 3: How to Earn More on Your Short-Term Savings

In the year you retire, you need to make sure that you are well versed in the world of short-term

One of the key decisions you need to make in the year you retire is what to do with the money in your 401(k).  In this episode hosts John Bever and Jim Uren

Episode 1: What’s This Going to Cost Me?

If you're feeling overwhelmed by the uncertainty of retirement expenses and struggling to find an accurate estimation

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