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<description>&lt;p class="p1"&gt;What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the &lt;a href= "https://www.theamericancollege.edu/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523" target="_blank" rel="noopener"&gt;American College of Financial Services&lt;/a&gt; tells us what his research shows. He also shares his insights on the four percent rule for retirement withdrawals and whether there is anything we can do to stave off the effects of aging on our cognitive abilities. That’s today on Your Money, Your Wealth podcast number 523 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joe and Big Al do some retirement spitballing: can Jon in Pennsylvania retire early at age 56, and would it be better for him to take his pension monthly or as a lump sum? Steve and his wife in Colorado are 48 and 54 and have $3 million saved. When can they retire? Eager Eagle and his wife in Washington state have $2 million saved at ages 61 and 63. Can they retire next year?&lt;/p&gt; &lt;p class="p1"&gt;Free financial resources &amp; episode transcript: &lt;a href="https://bit.ly/ymyw-523" target="_blank" rel="noopener"&gt;&lt;strong&gt;https://bit.ly/ymyw-523&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p1"&gt;&lt;strong&gt;DOWNLOAD&lt;/strong&gt; &lt;a href= "https://purefinancial.com/white-papers/retirement-lifestyles-guide/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;strong&gt;The Retirement Lifestyles Guide&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt; &lt;/strong&gt;&lt;/p&gt; &lt;p class="p1"&gt;&lt;strong&gt;DOWNLOAD&lt;/strong&gt; &lt;a href= "https://purefinancial.com/white-papers/social-security-handbook/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;strong&gt;The Social Security Handbook&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p1"&gt;&lt;strong&gt;WATCH:&lt;/strong&gt; &lt;a href= "https://purefinancial.com/ymyw/episodes/social-security-basics-common-questions-answered/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;strong&gt;Social Security Basics You Need to Know: Common Social Security Questions Answered&lt;/strong&gt;&lt;/a&gt; &lt;strong&gt;on YMYW TV &lt;/strong&gt;&lt;/p&gt; &lt;p class="p1"&gt;&lt;strong&gt;WATCH/LISTEN:&lt;/strong&gt; &lt;a href= "https://purefinancial.com/ymyw/podcasts/choosing-your-retirement-income-style-top-5-ways-manage-market-volatility-522/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;strong&gt;What’s Your Retirement Income Style? &lt;/strong&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p3"&gt;&lt;span class="s1"&gt;&lt;strong&gt;ASK Joe &amp; Big Al for your&lt;/strong&gt; &lt;a href= "https://purefinancial.com/ymyw/ask-joe-and-al/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;span class="s2"&gt;&lt;strong&gt;Retirement Spitball Analysis&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p3"&gt;&lt;span class="s1"&gt;&lt;strong&gt;SCHEDULE your&lt;/strong&gt; &lt;a href= "https://purefinancial.com/lp/free-assessment/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;span class="s2"&gt;&lt;strong&gt;Free Financial Assessment&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p3"&gt;&lt;span class="s1"&gt;&lt;strong&gt;SUBSCRIBE to&lt;/strong&gt; &lt;a href= "https://www.youtube.com/playlist?list=PLaYddQ5LA8egnNwVr1qIkg8DDOeIbrCkI"&gt; &lt;span class="s2"&gt;&lt;strong&gt;YMYW on YouTube&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p3"&gt;&lt;span class="s1"&gt;&lt;strong&gt;DOWNLOAD&lt;/strong&gt; &lt;a href= "https://purefinancial.com/white-papers/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;span class="s2"&gt;&lt;strong&gt;more free guides&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p3"&gt;&lt;span class="s1"&gt;&lt;strong&gt;READ&lt;/strong&gt; &lt;a href= "https://purefinancial.com/learning-center/blog/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;span class="s2"&gt;&lt;strong&gt;financial blogs&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p3"&gt;&lt;span class="s1"&gt;&lt;strong&gt;WATCH&lt;/strong&gt; &lt;a href= "https://purefinancial.com/ask-pure/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;span class="s2"&gt;&lt;strong&gt;educational videos&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p4"&gt;&lt;span class="s3"&gt;&lt;strong&gt;SUBSCRIBE to the&lt;/strong&gt; &lt;a href= "https://purefinancial.com/lp/newsletter-sign-up/?utm_source=LibsynDestinations&amp;utm_medium=podcast&amp;utm_campaign=YMYW-523"&gt; &lt;span class="s2"&gt;&lt;strong&gt;YMYW Newsletter&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt;</description>

Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

These Three Investments Make for a Happier Retirement - 523

APR 1, 202543 MIN
Your Money, Your Wealth

These Three Investments Make for a Happier Retirement - 523

APR 1, 202543 MIN

Description

What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American College of Financial Services tells us what his research shows. He also shares his insights on the four percent rule for retirement withdrawals and whether there is anything we can do to stave off the effects of aging on our cognitive abilities. That’s today on Your Money, Your Wealth podcast number 523 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joe and Big Al do some retirement spitballing: can Jon in Pennsylvania retire early at age 56, and would it be better for him to take his pension monthly or as a lump sum? Steve and his wife in Colorado are 48 and 54 and have $3 million saved. When can they retire? Eager Eagle and his wife in Washington state have $2 million saved at ages 61 and 63. Can they retire next year?

Free financial resources & episode transcript: https://bit.ly/ymyw-523

DOWNLOAD The Retirement Lifestyles Guide 

DOWNLOAD The Social Security Handbook

WATCH: Social Security Basics You Need to Know: Common Social Security Questions Answered on YMYW TV 

WATCH/LISTEN: What’s Your Retirement Income Style? 

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