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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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Ep 5. - Navigating the Medicare Maze

Ep 5. - Navigating the Medicare Maze

Planning for retirement involves navigating the complexities of Medicare sign-up, a process that can be confusing and lead to regrettable mistakes. Join hosts John Bever and Jim Uren as they break down key decisions, such as choosing between traditional Medicare and Medicare Advantage, understanding when to sign up, and avoiding enrollment penalties. They'll also address the need for separate prescription drug coverage and provide valuable insights to help you make informed choices. Tune in to gain essential knowledge, recognize pitfalls, and successfully navigate the Medicare maze with confidence.

In this episode, you will be able to:

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Ep. 4 - Getting the Most Out of Social Security

Ep. 4 - Getting the Most Out of Social Security

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 of The Year You Retire, hosts John Bever and Jim Uren will help you discover how you can get the most out of your individual Social Security benefits. With a laid-back and personable tone, they delve into key considerations such as the irrevocable nature of Social Security decisions, the earnings limit, timing of benefit payments, and the advantages of delaying benefits. Offering practical insights, the hosts stress the importance of individual factors like health and life expectancy, while also outlining how delaying benefits can lead to higher retirement income. This episode serves as a valuable resource for individuals nearing retirement age, whether they are just beginning to consider Social Security planning or seeking to optimize their retirement income. Listeners are encouraged to tune in and gain essential knowledge on making the most of their Social Security benefits.

In this episode, you will:

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Ep. 3 - How Can I Earn More on My Short-Term Savings?

Ep. 3 - How Can I Earn More on My Short-Term Savings?

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 investments.  So in this episode, we’ll explore the short-term investment options that you should consider adding to your retirement planning arsenal.  We’ll guide you through the financial thrill ride of different bond types and the potential benefits that may help boost your earnings. We’ll also discuss FDIC insurance and the pros and cons of brokered CDs.  And we discuss the tax implications and various levels of investment security. 

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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

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