The Retirement Risk Show
I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
Episodes
133 episodes
Proactive Retirement Planning for Lifestyle and Legacy
Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico,...
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Episode 133
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32:01
Elder Care Planning: The Complete Picture for Retirement Part 2
Welcome to another episode of The Retirement Risk Show! Hosted by Dave Hall, he brings back Alisha Wright to finish this duology that delves into essential strategies for securing a comfortable and risk-free retirement. In today's epis...
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Episode 132
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30:14
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Elder Care Planning: The Complete Picture for Retirement Part 1
Dave Hall and Alisha Wright delve into the pressing issue of elder care planning in retirement. It is a critical area that needs strategic financial planning to prevent running out of retirement funds.They emphasize maximizing Social Sec...
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Episode 131
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30:47
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Building a Resilient Retirement: Cash Flow and Diversification
Dave brings back Brian Britt this week to discuss cash flow planning in retirement planning. The chat covers the challenges of transitioning from wealth accumulation to distribution, the significance of guaranteed income, and the impacts of mar...
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Episode 130
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32:45
Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts
In this episode, you are treated to a deep dive into the complexities of retirement planning. This episode is especially critical for those who are nearing the final stretch of their careers and looking to maximize their retirement contribut...
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Episode 129
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29:03
Required Minimum Distributions: Key Considerations for Retirement Accounts
Dave explains what RMDs are, why they matter, and how recent changes in the law have affected when retirees must start taking these distributions from their tax-deferred retirement accounts.Throughout the episode, Dave covers various str...
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Episode 128
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24:56
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Utilizing Trusts to Control Asset Distribution and Minimize Taxes
In this week's episode, Dave delves into the critical role of trusts in estate planning. Trusts help control asset transfers, limit taxes, and prevent family disputes. They are essential for prenuptial planning, protecting assets for biological...
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Episode 127
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33:01
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Managing Your Gain: A Guide to Inherited IRAs
Dave Hall explains the intricacies of setting up beneficiaries for your retirement accounts, including the importance of careful planning to avoid tax problems and family disputes.Dave highlights real-life examples where poor planning le...
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Episode 126
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26:58
From Tax Cuts to Rising Rates: The Economic Tightrope
Dave Hall sits down with the best-selling author of "The Power of Zero", David McKnight, to tackle some of the most pressing financial challenges facing Americans today. Together, they dive deep into the potential impacts of rising tax rates pr...
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Episode 125
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35:22
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Unlocking Home Equity as a Retirement Tool
In this episode, Dave is talking all things reverse mortgages with Steve Resch, the VP of Retirement Strategies over at Finance of America Reverse. Forget what you thought you knew—Steve's here to clear up the myths and show how reverse mortgag...
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Episode 124
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37:30
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The Strategic Role of Insurance in Retirement Risk Mitigation
In this serious and informative installment, Dave Hall and Retirement Risk Advisor Brian Britt delve into the intricate world of retirement planning, focusing on the comparative safety and potential returns of insurance policies versus the stoc...
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34:57
From Expenses to Income: Your Informed Retirement Planning Guide
In this episode, Dave explores the importance of outlining significant future expenditures and mapping out financial needs for the next 10 to 20 years. The discussion highlights the necessity of diversifying income sources, including Social Sec...
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Episode 122
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27:00
Managing Retirement Risk: The Importance of Withdrawal Rates
Today, we're tackling an especially important topic for anyone thinking about retirement: how much can you safely withdraw from your savings each year without the fear of running out? It's a hot debate and Dave is here to guide us through the c...
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Episode 121
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29:20
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How to Recognize and Avoid Emerging Elder Financial Exploitation
Dave says in this week's episode: "And for some [elders and retirees], it's a time of great loneliness. You've gotten to a point where maybe your whole working career, you were in an office or an environment where you were around people all the...
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Episode 120
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27:53
Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt
This episode of the Retirement Risk Show dives into the looming concern of long-term care and rising medical costs. Dave Hall, alongside Brian Britt, addresses a significant retirement challenge—managing the costs of long-term care. Amidst a de...
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Episode 119
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28:38
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Work Credits & Social Security: How They Work with Alisha Wright
In this episode, Dave brings to light the daunting reality of retirement — a period that could span decades, and highlights the essential resources available on retirementriskadvisors.com, designed to help you navigate retirement risks. As the ...
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Episode 118
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25:49
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Tips for Mitigating Retirement Investment Risk
In this episode, we take a deep dive into the timeless investing wisdom of Warren Buffett, as presented by retirement risk expert, Dave Hall. Through an in-depth exploration of Buffett's top ten investing tips, we unravel the profound insights ...
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Episode 117
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16:46
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Longer Life Could Mean More Retirement Risk with Brian Britt Part 2
In this episode, Dave Hall continues the conversation with Brian Britt about the various risks and challenges people face in retirement, particularly focusing on longevity and the crucial role of annuities in providing a secure and lasting inco...
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Episode 116
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28:50
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Longer Life Could Mean More Retirement Risk with Brian Britt Part 1
In this episode, Dave Hall and Brian Britt delve into the critical topic of longevity risk in retirement. They dissect the financial implications of extended life expectancy and the inadequacies of relying solely on Social Security for retireme...
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Episode 115
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24:45
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Smart Tax Solutions for Retirement
Dave Hall delves into the critical topic of tax rate risk in retirement. With over 30 years of tax expertise, he breaks down the various taxes retirees may face, from federal and state taxes to capital gains, net investment tax, and more. Dave ...
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Episode 114
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17:04
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Exploring Affordability and Future Retirement Impacts
Dave Hall dives into the evolving landscape of middle-class life and the potential challenges on the horizon. Referencing an article by Cindy Lamoth in Yahoo Finance, Dave examines 7 things that the middle class has historically enjoyed but may...
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Episode 113
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17:04
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Medicare's Financial Stability: Proposed Revenue Generators and Cost Reducers
Dave states, "This program that we call Medicare is far too important to the overall economic health of our country and to making sure retirees are able to maintain steady lifestyles in retirement, that we do expect adjustments to be made."...
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Episode 112
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19:35
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Part Two: Out with the Old, In with the New Retirement Paradigm with Brian Britt
Dave Hall and Brian Britt are back! In this episode, they tackle the ins and outs of the last of the Top Ten Financial Retirement Risks. They cover a wide range of topics, from long-term care challenges and the impact of inflation to the comple...
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Episode 111
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24:01
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Part One: Out with the Old, In with the New Retirement Paradigm with Brian Britt
In our latest installment of the Retirement Risk Show, Dave Hall brings back Brian Britt to delve into the critical topic of retirement planning. They tackle the pivotal shift from the old paradigm of retirement planning to the new, ex...
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Episode 110
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25:27
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Addressing Elder Financial Abuse: Research and Prevention Tips with Dr. Peter Lichtenberg
In today's episode, host Dave Hall invites back Dr. Peter Lichtenberg, a renowned expert in the field of elder financial abuse, to shed light on this critical issue. Dr. Lichtenberg, a clinical gyropsychologist, discusses the misappropriation o...
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Episode 109
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21:48
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