『The Retirement Roundtable』のカバーアート

The Retirement Roundtable

The Retirement Roundtable

著者： Veronica Redfield and Grant Hartmann
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
エピソード
  • RMD's in 2026: What You Need to Know to Avoid Costly Mistakes

    RMD's in 2026: What You Need to Know to Avoid Costly Mistakes
    2026/04/18
    As the financial landscape shifts, understanding the SECURE Act 2.0 updates for 2026 is critical to ensuring your retirement strategy remains on track. In this episode, we break down the 73-year-old age threshold and the potentially devastating 25% penalty for missed distributions. You will also learn proactive strategies, such as using Qualified Charitable Distributions (QCDs), to satisfy your requirements while minimizing your overall tax burden.
    続きを読む 一部表示
    1分未満
  • Investing as Women

    Investing as Women
    2026/04/11
    In this episode of The Retirement Roundtable, we explore the unique perspectives and challenges women face when it comes to investing. From longer life expectancies to career breaks and evolving financial goals, we break down strategies designed to build confidence and long-term security. Whether you’re just getting started or refining your approach, this conversation offers practical insights to help women take control of their financial future.
    続きを読む 一部表示
    1分未満
  • The Retirement Plan Most Couples Forget to Build

    The Retirement Plan Most Couples Forget to Build
    2026/03/28
    While many couples spend years aligning their investment portfolios, they often overlook the critical "soft side" of retirement that determines their daily quality of life. This episode explores how to synchronize your individual visions for the future, covering everything from lifestyle expectations to the emotional transition of losing a spouse.
    続きを読む 一部表示
    1分未満
まだレビューはありません