Share

cover art for Money Talks: Decade Before Retirement

Money Talks

Money Talks: Decade Before Retirement

Do you dream of retiring from your job? No so fast. We have a list of boxes to “check off” in the decade before you make this dream a reality. The final decade before retirement is an opportunity to strengthen a retirement plan and tie up any remaining details that can help secure your future. 


Brighthouse Financial published an article that will be our guide for our discussion today: A Checklist for the Decade Before Your Retirement Date   https://www.usatoday.com/interactives/sponsor-story/brighthouse-financial/a-checklist-for-the-decade-before-your-retirement-date/


Our experts discuss their suggestions:

  1. Review your savings.
  2. Adjust your investment mix.
  3. Make a plan to pay off debt.
  4. Estimate retirement expenses.
  5. Examine options to cover medical costs
  6. Develop a retirement income plan.
  7. Review options for Social Security.
  8. Develop a plan for enrolling in government benefit programs. 

More episodes

View all episodes

  • Money Talks | Detecting Scams

    45:12
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Kevin Farrell, ProducerTopics Discussed: How to detect scams and prevent yourself from falling victimEmail:  money@mpbonline.org.
  • Money Talks | Buying New Cars

    43:38
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives & Kevin Farrell, ProducerGuest: Joseph Yoon, Insights Analyst for Edmunds.comTopics Discussed: Ways you can prepare for financing a new vehicleEmail:  money@mpbonline.org.
  • Money Talks | Financially Preparing for Emergencies

    43:22
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Financially Preparing for EmergenciesEmail:  money@mpbonline.org.
  • Money Talks | Your Credit

    43:30
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Your CreditEmail:  money@mpbonline.org.
  • Money Talks | What Are Mutual Funds?

    43:29
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: What Are Mutual Funds?Email:  money@mpbonline.org.
  • Money Talks | Credit Cards: Benefits & Risks

    42:31
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Credit Cards.Email: money@mpbonline.org
  • Money Talks | Avoid Wasting Money

    44:03
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Ways to Avoid Wasting MoneyEmail:  money@mpbonline.org.
  • Money Talks | Investment Basics

    43:36
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Investment BasicsEmail:  money@mpbonline.org.
  • Money Talks | Social Security Talks

    43:01
    Host(s): Dr. Nancy Lottridge-Anderson, President of New Perspectives, Ryder Taff, Portfolio Manager with New Perspectives & Kevin Farrell, ProducerTopics Discussed: Social Security TalkEmail:  money@mpbonline.org.