All About Retirement
09/18/2020 • By Jason Siperstein, CFA, CFP®, RMA®
Scott Libman , founder of Libman & Associates joins us to discuss how your taxes may be impacted by COVID-19 relief.
What is the PPP?
What is the Payroll Tax Holiday?
What you need to know about your retirement accounts
All About Retirement
08/21/2020 • By Jason Siperstein, CFA, CFP®, RMA®
Marc Kiner and Jim Blair , co-founders of Premier Social Security Consulting and National Social Security Advisor Certificate (NSSA) join us to discuss what you need to know about Social Security:
Is Social Security going to run out?
When should I claim benefits?
What if I am divorced?
What if I am widowed?
What if I am covered by a pension?
And much more!
All About Retirement
08/17/2020 • By Jason Siperstein, CFA, CFP®, RMA®
We all wonder what retirement is going to be like.
In this episode, we explore the real retirement journey of Bob and Robin and their valuable lessons and insights along the way.
They share their experience about:
Their different transitions into retirement
Their new schedules
What was tough vs. easy
Advice to people contemplating their own retirement
All About Retirement
08/03/2020 • By Jason Siperstein, CFA, CFP®, RMA®
Amanda & Danny Ferrara , founders of Rhode to Home Real Estate, join us to discuss everything you need to know about downsizing.
In this episode we discuss:
How to get your home ready to sell
What to look for next
How to choose the right realtor
All About Retirement
07/18/2020 • By Jason Siperstein, CFA, CFP®, RMA®
How should you structure your retirement? What does a fulfilling retirement look like?
Tune in with Harvard trained psychiatrist, Dr. Dana Siperstein (aka Jason’s wife)!
All About Retirement
07/14/2020 • By Jason Siperstein, CFA, CFP®, RMA®
You are financially ready to retire. But, are you mentally ready?
Retirement is an 8,000 days period. What does it look like for you?
All About Retirement
06/30/2020 • By Jason Siperstein, CFA, CFP®, RMA®
In this short, but sweet episode we discuss your digital estate.
Your Facebook profile, your email account, banking logins, cell phone and pictures…
What happens to these when you’re gone?
All About Retirement
06/12/2020 • By Jason Siperstein, CFA, CFP®, RMA®
Deb Burton , gerontologist and founder of Senior’s Choice Consulting joins us to discuss how to safely age in place.
In this episode we discuss:
When to get help
Where to get help
Who pays for what
All About Retirement
06/09/2020 • By Jason Siperstein, CFA, CFP®, RMA®
In this episode we talk to Dr. John Luo , founder of Doctors Choice USA.
Here we discuss:
What is Medicare
What does it cover
How to choose a plan
All About Retirement
05/27/2020 • By Jason Siperstein, CFA, CFP®, RMA®
How much can I safely withdraw from my retirement savings each month? This is the question we all wonder!
In this episode, we discuss:
How much is too much?
What is sequence risk…AKA the biggest risk you’ve never heard of!
All About Retirement
05/13/2020 • By Jason Siperstein, CFA, CFP®, RMA®
In our first episode, we talk about three key points:
How to know if you are in the right portfolio
Risk questionnaires are flawed
Why you need a plan
All About Retirement
05/12/2020 • By Jason Siperstein, CFA, CFP®, RMA®
Welcome to the “All About Retirement” podcast.
I’m your host, Jason Siperstein, Certified Financial Planner, and Chartered Financial Analyst, with me today is my cohost Paul McDermott who has spent the last 30 years in the financial services industry, and this is our first episode!
