6 Things to Help You Avoid a Miserable Retirement with Catherine Collinson - 155

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 15 February 2018

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Avoid a miserable retirement with 6 actions that can help you prepare for the retirement of your dreams, according to Catherine Collinson of the Transamerica Center for Retirement Studies. Big Al’s got a list of 10 reasons people don’t create a budget. Plus, the fellas cover the best states in which to retire, and they answer yet another question Trump’s new tax law as it relates to the sale of a primary residence.

Transcript

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0:00.0	Southern California, getting the tools and confidence you need to make informed retirement decisions,
0:05.0	it requires a little more than listening to your money, your wealth. There are plenty of opportunities for you to learn from our team in person at our two-day retirement courses or at our free monthly lunch and learn events.
0:16.0	All of our classes are designed to give you the information you need to help you plan for a successful retirement in spite of market volatility.
0:24.0	For dates, times, and locations for our lunch and learn events and retirement classes in San Diego, Orange County, or Los Angeles, just visit the Learning Center at Your Money, Your Wealth.com, or call 888994-6257. That's 888-994-6257.
0:41.2	When we talk about people living to 90,
0:43.6	it's pretty naive to think that a four-year college degree could service for a 40- or 50-year career.
0:50.6	We've got to update our education along the way.
0:53.9	And it doesn't necessarily mean going back and getting a whole other degree, but at least
0:59.1	look into continuing education programs that can help not only keep your skills up to date,
1:05.0	but build networks and learn what's going on in the marketplace.
1:08.8	That's Catherine Collinson, CEO and president of the
1:11.2	Transamerica Institute and its Transamerica Center for Retirement Studies. Today on Your Money,
1:16.3	your wealth, she explains how continuing education and five other actions can help you prepare
1:20.9	for the retirement you dream of rather than the retirement that nightmares are made of.
1:25.5	Another one of those actions is to create a budget,
1:27.9	and Big Al's got a list of 10 reasons why people don't. Plus, the fellows cover the best dates
1:32.6	in which to retire, and they answer yet another question about Donald Trump's new tax law
1:36.8	as it relates to the sale of a primary residence. Capital gains, regular taxes, listen and find out.
1:42.3	But first, somebody please help Joe listen to his podcasts.
1:46.2	Here they are, Joe Anderson, CFP, and Big Al Clopine CPA. I'm having a really tough time with
1:52.4	the update with the iPhone podcast app. Really? Is it not working right? Do you use it? Yes.
1:59.9	It used to work awesome.
	...

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