Staying connected while retirement to the cpa community
Podcast Blog
Retirement Risk Advisors

CPAs: Want to Stay Connected to the Profession in Retirement?

There’s a fork in the road when it comes to retirement. You leave behind your career to begin a new fulfilling chapter in life, but how do you fill your time? Some travel, others spend those years making hobbies a lifestyle or help raise their grandchildren. However, what if

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Podcast Blog
Retirement Risk Advisors

Understanding Financial Independence, Retire Early (FIRE)

Brought to light from the 1992 book Your Money or Your Life by Vicki Robin and Joe Dominquez, the Financial Independence, Retire Early (FIRE) community was born as a movement that analyzes spending in terms of working hours as the ‘payment.’ For example, if your hourly pay is $12,

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Podcast Blog
Retirement Risk Advisors

Working Smarter, Not Harder: Leveraging Your Life Insurance Policy

An unconventional strategy for retirement, to maximize your life insurance policy is premium finance. Premium finance is where policyholders will pay substantial premiums via borrowing from a third-party lender—tying up the bank’s money versus your own capital. With some premium finance loans regular payments may begin shortly after the

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Retirement Risk Advisors

International Living During Retirement

After having a taste of the working life and some traveling, retirees often consider living on foreign soil. Panama and Costa Rica are the two most sought out locations for retiring outside the U.S. If you are thinking settling aboard is in your future, the following are items you

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Podcast Blog
Retirement Risk Advisors

Self-Employed? Consider Self-Directed Retirement Plans

Self-employment is a beautiful thing. It offers a certain type of freedom, but it adds the stress of having to fund your own retirement unlike an employer providing a traditional 401(k) plan. Depending on your circumstances, certain self-directed plans may fit your business and retirement goals more: Traditional or

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Retirement Risk Advisors

Combatting the Blues in Retirement

From working years to the freedom years, retirement is a major life change. An era of structure is met with no given structure. This life change is a major transition for many retirees, and it is important to not only prepare your financial portfolio but take steps to tend

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