Don and Ashley offer information on the different scam operations out there and tips to avoid them.  They also dissect survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

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Don and Ashley remind us of what can happen when we make assumptions.  It can be even more serious when it’s retirement assumptions.  They clarify some common ones such as thinking you’ll retire at 65, underestimating how long you’ll live, and on how much you think you’ll spend in retirement.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.

Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy.  Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb.

You can reach Don Spini and Ashley Patterson by calling 800-875-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.

Don and Ashley run down some expenses that can eat away at your savings when you’re in retirement.  They include healthcare, home ownership, inflation, taxes, and longevity.  They also look into the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.

Don and Ashley start the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers.  They devote the rest of the podcast in cutting through misinformation and declaring whether retirement statements are fact, fiction, or somewhere in between.

Reach DNA Wealth Partners at 800-514-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.

Don and Ashley dissect some of the more notable quotes from legendary investor Warren Buffet.  They discuss some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission.  Don and Ashley also share some strategies to implement and some to avoid in helping to make sure you don’t run out of money in retirement and then they go over some hypothetical case studies.

You can reach out to Don and Ashley by calling 800-514-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.

Don starts with a look at a recent survey showing disturbing signs of insecurity among Americans approaching retirement.  Great suggestions are offered in helping to build confidence.  He also examines why people may procrastinate in implementing some good financial practices and discusses helpful tips in moving on these strategies.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.

Do you have a retirement plan that eases the fear of running out of money?  Don and Ashley cover what to consider in helping to allay that fear including developing a spending plan, aggressively contributing to your retirement accounts, building an emergency fund, and preparing for health care costs.  They offer suggestions to help you stay on track in your retirement.  Don and Ashley stress to not give up on the stock market but to properly allocate your risk and to consider safer alternative investment options.  If you ask a retirement professional if you are ready to retire or how much you will need in retirement, you’ll probably get some questions from them to help them ascertain.  Questions covered in this podcast include if you’ve considered a “second act” in your retirement, how important your financial legacy is to you, and if you and your spouse or partner share your retirement lifestyle vision.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

See omnystudio.com/listener for privacy information.