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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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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! Gifts and inheritances are typically 100% free.

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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.

401(k) 181
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Understanding Group Medicare for an Aging Workforce: Key Considerations for HR Leaders

Speaker: Shawnequa Albert

Learn how to simplify complex healthcare decisions, provide clarity on available options, and enhance overall employee confidence in retirement planning. 🔗 Bridging Employer Plans & Group Medicare - Ensuring a structured, employee-friendly transition.

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Thirteen Miscellaneous Financial Nuggets from Recent Webinars

Money Talk

It’s that time again…time to recap “nuggets” from recent webinars and conferences that I attended. Below is a list, in no particular order, of insights, facts, and recommendations that stood out to me as being original, significant, and/or useful: New Definition of Retirement- The word “retire” does not necessarily mean “stop working.”

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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.,