The Retirement Risk Show

Apr 18 2024

The Retirement Risk Show Podcast artwork

I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.

Subscribe on Podcast Addict

How to Recognize and Avoid Emerging Elder Financial Exploitation

Apr 18 2024 27 mins

Dave says in this week's episode: "And for some [elders and retirees], it's a time of great loneliness. You've gotten to a point where maybe your whole working career, you were in an office or an environment where you were around people all the time, and now you're home, and all of a sudden those people aren't there every day." Join Dave as he bre

Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt

Apr 11 2024 28 mins

This episode of the Retirement Risk Show dives into the looming concern of long-term care and rising medical costs. Dave Hall, alongside Brian Britt, addresses a significant retirement challenge—managing the costs of long-term care. Amidst a declining long-term care insurance market, they discuss innovative insurance solutions and the advantageous chronic illness riders now avail

Work Credits & Social Security: How They Work with Alisha Wright

Apr 04 2024 25 mins

In this episode, Dave brings to light the daunting reality of retirement — a period that could span decades, and highlights the essential resources available on retirementriskadvisors.com, designed to help you navigate retirement risks. As the episode unfolds, Dave and Alisha explore one of the top financial risks retirees face: Social Security. They discuss why the system seems

Tips for Mitigating Retirement Investment Risk

Mar 28 2024 16 mins

In this episode, we take a deep dive into the timeless investing wisdom of Warren Buffett, as presented by retirement risk expert, Dave Hall. Through an in-depth exploration of Buffett's top ten investing tips, we unravel the profound insights on risk management, investment temperament, and the value of sound decision-making. Join us as we dissect these crucial principles and

Longer Life Could Mean More Retirement Risk with Brian Britt Part 2

Mar 21 2024 28 mins

In this episode, Dave Hall continues the conversation with Brian Britt about the various risks and challenges people face in retirement, particularly focusing on longevity and the crucial role of annuities in providing a secure and lasting income. Brian explains the evolution of annuities, highlighting their transformation from high-fee products to reliable, no-load financial plann

Longer Life Could Mean More Retirement Risk with Brian Britt Part 1

Mar 14 2024 24 mins

In this episode, Dave Hall and Brian Britt delve into the critical topic of longevity risk in retirement. They dissect the financial implications of extended life expectancy and the inadequacies of relying solely on Social Security for retirement income. The conversation underscores the importance of seeking professional financial guidance and building a reliable support system for

Smart Tax Solutions for Retirement

Mar 07 2024 17 mins

Dave Hall delves into the critical topic of tax rate risk in retirement. With over 30 years of tax expertise, he breaks down the various taxes retirees may face, from federal and state taxes to capital gains, net investment tax, and more. Dave emphasizes the importance of strategic tax planning, including Roth conversions, Social Security taxation, and the impact of charitable cont

Exploring Affordability and Future Retirement Impacts

Feb 29 2024 17 mins

Dave Hall dives into the evolving landscape of middle-class life and the potential challenges on the horizon. Referencing an article by Cindy Lamoth in Yahoo Finance, Dave examines 7 things that the middle class has historically enjoyed but may soon find unaffordable. From extended family trips to new cars, private school tuition, and health care costs, the episode sheds light on t

Medicare's Financial Stability: Proposed Revenue Generators and Cost Reducers

Feb 22 2024 19 mins

Dave states, "This program that we call Medicare is far too important to the overall economic health of our country and to making sure retirees are able to maintain steady lifestyles in retirement, that we do expect adjustments to be made."So, what does that mean for your retirement and your Medicare enrollment and benefits? In this episode Dave Hall shares valuable insig

Part Two: Out with the Old, In with the New Retirement Paradigm with Brian Britt

Feb 15 2024 24 mins

Dave Hall and Brian Britt are back! In this episode, they tackle the ins and outs of the last of the Top Ten Financial Retirement Risks. They cover a wide range of topics, from long-term care challenges and the impact of inflation to the complexities of Medicare and the growing concern of elder abuse. Additionally, they emphasize the significance of income diversity, offering down-