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Barbservations from Three Retirement-Focused Webinars

Money Talk

I recently attended three webinars related to retirement planning. One discussed required minimum distribution (RMD) rules, the second, retirement planning in general, and the third, the FIRE ( F inancial I ndependence, R etire E arly) movement. I watch about a dozen personal finance webinars each month.

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Highlights of Recent Webinars: Second Quarter Summary

Money Talk

Every quarter, I like to review and summarize my notes from recent webinars and classes. On the other hand, employer retirement plan match requires worker savings and credit card rewards and restaurant and retailer rewards programs require consumer spending. It’s that time again!

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My Final Quarterly Webinar Summary of 2024

Money Talk

As 2024 winds down next week, its time for my final quarterly summary of take-aways from recent personal finance classes, conferences, and webinars that I attended. Below are some nuggets that you might find useful in your personal financial planning: Offense and Defense- Financial offense involves earning money from one or more sources (e.g.,

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Financial Security and Happiness in Later Life: Reflections from Recent Webinars

Money Talk

I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 The 4 L’s of retirement income optimization are Longevity, Lifestyle, Legacy, and Liquidity.

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More Miscellaneous Insights From Recent Webinars

Money Talk

As I mentioned in three previous posts , I love learning new things and often attend webinars and podcasts to gain knowledge and/or continuing education credits for my CFP® and AFC® as well as to connect virtually with others. Alternatives to generate cash include savings that is not in a retirement plan (if any), employer assistance (e.g.,

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Can Farmers Ever Afford to Retire?

Money Talk

One of my Money Talk clients is my long-time employer, Rutgers Cooperative Extension. In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. My segment of their six-week class series was called Can Farmers Ever Afford to Retire? health insurance).

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Retirement and Taxes: "To" and "Through" Planning

Money Talk

If you picture retirement planning and taxes as a Venn Diagram, there is lots of overlap between these two areas of personal finance. This is true both during one’s working years (when taxpayers are saving for retirement) and later, when people are older and withdrawing taxable income from tax-deferred accounts.

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