I enjoyed catching up with fellow advisor Josh St. Laurent on his podcast, Wealth in Yourself. Together, we discussed the opportunities and challenges for those approaching and entering retirement, what it means to align your money with what you care about, and more. You can listen in or read the transcript below: Josh: Welcome to…
An Estate Planning Checklist for Your Head and Heart Your estate plan isn’t just about distributing your assets; it’s also about ensuring your loved ones are taken care of, your wishes are honored, and potential complications are avoided. In this comprehensive guide, I’ll walk you through an essential estate planning checklist to help you make…
The concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life that is much more fluid and flexible than what most of us previously imagined. In fact, retirement has become a matter of personal definition. If you prefer to listen to this post, click…
Change is situational. Transition, on the other hand, is psychological. It is not those events but rather the inner reorientation or self-redefinition that you have to go through in order to incorporate any of those changes into your life. – William Bridges, PhD | Transitions: Making Sense of Life’s Changes If you prefer to listen…
Planning for Medicare and adequate healthcare coverage is central to retirement planning. Often, unknown Medicare surcharges lurk for those over certain income thresholds. This post discusses those fees, thresholds, and your options for reducing them. What is a Medicare Surcharge? Medicare surcharges (also known as income-related monthly adjustment amount or IRMAA) increase the premiums paid…
Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg. In fact, retirement should be thought of as a major life transition that deserves thought and preparation in all areas of life. (I like to provide you with a few options for…
At CWP, we’re proponents of exercising our brains and bodies, which is why we’re introducing our walk and learn series. We encourage you to put in your headphones and enjoy a walk while you listen to our 9-minute summary of what happened in the markets during the last quarter of 2022 and what it might…
Woman’s Retirement Radio – With Brenna Baucum “One of the biggest barriers might be the financial industry itself. It’s incredibly difficult to navigate information out here meaningfully.” Collective Wealth Planning Founder Brenna Baucum speaks on the Women’s Retirement Radio about navigating the financial industry and the challenges facing women as they approach retirement.