Financial Planning Resources

To help you prepare for and enjoy your retirement years.

Media Type
All
Blogs
Podcasts
Videos
Downloads
Topic
Retirement Planning
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
A group of people around a table.

How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings

EP
84
March 29, 2024
Listen Now
A group of people around a table.

What To Do If You're Laid Off Near Retirement

EP
073
September 15, 2023
Listen Now
A group of people around a table.

Living the Half-Retire Lifestyle with Jim Muehlhausen

EP
064
September 29, 2021
Listen Now
A group of people around a table.

Retirement Plan Options for Small Business Owners with Brian Hartstein

EP
063
September 2, 2021
Listen Now
A group of people around a table.

10 Things You Shouldn't Do As You Plan For Retirement

EP
061
June 11, 2021
Listen Now
A group of people around a table.

How to Avoid the Retirement Tax Time Bomb with Ed Slott

EP
060
April 21, 2021
Listen Now
A group of people around a table.

The Fundamentals of Saving For Retirement with Sarah Holden

EP
051
October 29, 2020
Listen Now
A group of people around a table.

Are You In Your Retirement Red Zone?

EP
050
October 21, 2020
Listen Now
A group of people around a table.

Learn the Secrets to Maxing Out Your Social Security with Larry Kotlikoff

EP
045
June 26, 2020
Listen Now
A group of people around a table.

How the Stimulus Plan will Affect Your Retirement Accounts with Ed Slott

EP
043
March 27, 2020
Listen Now
A group of people around a table.

What the SECURE Act Means for Business Owners and Employees with Brian Hartstein

EP
042
March 10, 2020
Listen Now
A group of people around a table.

The SECURE Act & It's Impact To You

EP
041
February 28, 2020
Listen Now
A group of people around a table.

Retirement Planning for Business Owners (and the People Who Work For Them) with Brian Hartstein

EP
037
September 22, 2019
Listen Now
A group of people around a table.

How to Find the Right Care Facilities for Older Adults with David Piontek

EP
036
September 4, 2019
Listen Now
A group of people around a table.

Secure Your Retirement by Planning like a Pro with Ed Slott

EP
034
August 7, 2019
Listen Now
A group of people around a table.

How to Plan For the Five Years Before You Retire with Emily Guy Birken

EP
026
February 21, 2019
Listen Now
A group of people around a table.

The Health Savings Account - Maximize Your Tax Benefits with this Powerhouse Retirement Account

EP
021
October 15, 2018
Listen Now
A group of people around a table.

Everything You Need to Know About RMDs Part 3: How to Handle an Inherited IRA or Retirement Account

EP
019
September 4, 2018
Listen Now
A group of people around a table.

5 Strategies to Reduce Your Required Minimum Distributions

EP
017
August 10, 2018
Listen Now
A group of people around a table.

How to Make the Most of Your Required Minimum Distribution (Part 1)

EP
016
July 27, 2018
Listen Now
A group of people around a table.

Strategic Retirement Planning for Business Owners and Entrepreneurs

EP
013
April 24, 2018
Listen Now
A group of people around a table.

Navigating Executive Compensation Packages: What You Need to Know

June 21, 2024
Read Now
A group of people around a table.

Exploring Different Types of Retirement Income Streams: Diversify and Achieve Financial Security

June 14, 2024
Read Now
A group of people around a table.

Optimize Taxes in Retirement: Effective Strategies Explained

June 7, 2024
Read Now
A group of people around a table.

Effective Roth IRA Conversion Strategies Explained

May 31, 2024
Read Now
A group of people around a table.

Maximizing Retirement Savings for Entrepreneurs: Tax-Efficient Strategies to Secure Your Financial Future

May 24, 2024
Read Now
A group of people around a table.

Navigating the Road to Retirement: Essential Milestones and Planning Considerations

May 17, 2024
Read Now
A group of people around a table.

The Ultimate Financial Planning Guide for Established Professionals

May 10, 2024
Read Now
A group of people around a table.

Retirement Tax Planning: Strategies for Tax-Efficient Wealth Management

April 5, 2024
Read Now
A group of people around a table.

Do I Need a Financial Advisor?

March 14, 2024
Read Now
A group of people around a table.

Achieve Your Retirement Dreams: Meet Andrew Rafal, Founder of Bayntree

January 1, 2024
Read Now
A group of people around a table.

How to Find Purpose and Live Your Best Life in Retirement

October 28, 2023
Read Now
A group of people around a table.

Facing a Layoff Near Retirement

August 3, 2023
Read Now
A group of people around a table.

Retirement Travel: Planning and Budgeting for Your Dream Trips

July 21, 2023
Read Now
A group of people around a table.

Preparing for Retirement at Every Stage

May 13, 2023
Read Now
A group of people around a table.

Roth IRAs: Top 6 Most Common Mistakes to Avoid

April 1, 2023
Read Now
A group of people around a table.

Paying Yourself In Retirement

March 2, 2023
Read Now
A group of people around a table.

7 Financial Tips for Your 50s

February 17, 2023
Read Now
A group of people around a table.

6 Ways the SECURE Act 2.0 May Impact You

January 5, 2023
Read Now
A group of people around a table.

Why You Should Read Your Social Security Benefits Statement

December 17, 2022
Read Now
A group of people around a table.

The Real Cost of Caregiving

October 25, 2022
Read Now
A group of people around a table.

Should You Roll Over Your 401k To Your New Employer?

August 18, 2022
Read Now
A group of people around a table.

5 Retirement Hacks for 40-Somethings

October 15, 2021
Read Now
A group of people around a table.

5 Key Components of a Strong Financial Plan

October 1, 2021
Read Now
A group of people around a table.

Bayntree's Top 10 Greatest Hits

August 27, 2021
Read Now
A group of people around a table.

7 Things You Should Know About Social Security

July 22, 2021
Read Now
A group of people around a table.

What is a Solo 401k?

July 9, 2021
Read Now
A group of people around a table.

Are You Considering Early Retirement?

June 23, 2021
Read Now
A group of people around a table.

Can A Side Hustle Help You Reach Your Retirement Goals?

May 6, 2021
Read Now
A group of people around a table.

Your 4-Step Checklist When Choosing a Financial Advisor

January 11, 2021
Read Now
A group of people around a table.

The Top 5 Reasons to Retire in Phoenix, Arizona

November 3, 2020
Read Now
A group of people around a table.

What You Need to Know About Estate Planning

October 27, 2020
Read Now
A group of people around a table.

Are You in the Retirement Red Zone?

October 13, 2020
Read Now
A group of people around a table.

Retirement Guidance: Five Behaviors to Consider Avoiding

September 22, 2020
Read Now
A group of people around a table.

What Millennials Should Know About Their 401k's

July 31, 2020
Read Now
A group of people around a table.

Financial Tips for Taking an Early Airline Retirement Buyout

July 29, 2020
Read Now
A group of people around a table.

Take Advantage of New RMD Rules Through August 31, 2020

July 28, 2020
Read Now
A group of people around a table.

Ways to Protect Your Retirement in a COVID Environment

July 15, 2020
Read Now
A group of people around a table.

Long-Term Care Insurance: Lifeline or Long Shot

June 15, 2020
Read Now
A group of people around a table.

Your 5 Biggest Questions About Long Term Care Answered

November 1, 2019
Read Now
A group of people around a table.

Why is a Will Important?

September 1, 2019
Read Now
A group of people around a table.

What To Do if You're Forced to Retire Early

August 1, 2019
Read Now
A group of people around a table.

5 Reasons to Continue Working After Retirement

July 1, 2019
Read Now
A group of people around a table.

5 Social Security Rules You Might Not Know (And Could Cost You)

June 1, 2019
Read Now
A group of people around a table.

Roth 401(k) vs. Traditional 401(k)

May 1, 2019
Read Now
A group of people around a table.

What Will Retirement Look Like for You?

October 15, 2018
Read Now
A group of people around a table.

4 Mistakes to Avoid Near Retirement

July 16, 2018
Read Now
A group of people around a table.

Top 6 Things to Address as You Approach Retirement

March 15, 2018
Read Now
A group of people around a table.

Social Security Is Changing for 2018

January 12, 2018
Read Now
A group of people around a table.

Inside Scoop on What a Financial Advisor Does For YOU

August 14, 2017
Read Now
A group of people around a table.

Four Mistakes to Avoid as You Near Retirement

July 20, 2017
Read Now
A group of people around a table.

Tips On Turning Your Investments Into Retirement Income

May 16, 2017
Read Now
A group of people around a table.

What Is A QLAC and Could You Benefit From One?

April 29, 2017
Read Now
A group of people around a table.

How Much Will You Need In Retirement? - Part 2

April 13, 2017
Read Now
A group of people around a table.

How Much Will You Need In Retirement?

March 29, 2017
Read Now
A group of people around a table.

Using Your IRA to Fund Your Health Savings Plan

September 14, 2016
Read Now
A group of people around a table.

The Backdoor Roth IRA

June 22, 2016
Read Now
A group of people around a table.

Tips for Taking RMDs

April 2, 2016
Read Now
A group of people around a table.

Sweeping Changes To Popular Social Security Claiming Strategies

November 12, 2015
Read Now
A group of people around a table.

Medicare Offers Open Enrollment

October 26, 2015
Read Now
A group of people around a table.

Required Minimum Distributions Revealed

October 7, 2015
Read Now
A group of people around a table.

Calculating your RMD from Retirement Accounts

September 27, 2015
Read Now
A group of people around a table.

What is your Retirement Number? Is this the Best Strategy?

September 22, 2015
Read Now
A group of people around a table.

Preparing for Retirement Income

August 1, 2015
Read Now
A group of people around a table.

Social Security Options for Spouses

August 1, 2015
Read Now
A group of people around a table.

2024 Mid Year Financial Checkup

June 28, 2024
Watch Now
A group of people around a table.

Understanding Social Security: Plan Well, Retire Well

June 19, 2024
Watch Now
A group of people around a table.

The Surprising Habits of Millionaires

May 10, 2024
Watch Now
A group of people around a table.

Financial Impact of Election 2024

March 27, 2024
Watch Now
A group of people around a table.

5 Game-Changing Tips to Supercharge Your Retirement

January 12, 2024
Watch Now
A group of people around a table.

Top 10 IRA Rollover Mistakes

May 8, 2024
View Now
A group of people around a table.

Discover the 5 Keys to Creating a Meaningful Retirement

January 1, 2024
View Now
View More

Master Your Retirement
With These Essential Resources

How Much Do I Need to Retire?

This short quiz is the first step on your journey to a well-planned retirement.

Take the Quiz
toolkit books mockup

Dream Plan Retire™ Toolkit

The perfect starting point to help make your retirement dreams a reality.

Download the Toolkit