Financial Planning / Retirement Questions

My husband is collecting his social security since 2013 when he turned 66, which is our main source of income...

Sorry Terry, I hit the wrong button and things disappeared. After listening to your broadcast today on 720 AM, you..

Hi Terry, I am planning to open IRAs at a bank where deposits are FDIC insured for up to 250k...

Today 12/24/23 I read your article on Quicken/simplifi. In your article it said sign up for $2 per month. Went..

I’m in a tax deferred defined contribution pension plan with Enpower. I’m curious if there is a way to transfer..

I am 70 years old and have $350 in diversified funds. Should I be moving my money into cash.

Dear Terry, I retired in 2022 and was on my wife’s insurance until she retired 6/30/2023. We are currently paying..

Hi Terry, i am retiring soon and want to move my 401k account to an IRA account. i currently have..

Can I roll over my 401k into a cd-ira without penalty? My last day of work is December 28th, 2023...

Hi Terry- I’m an avid listener but never heard this question asked before. Are there upper limits on how Social..

I cannot imagine the government letting us do this I do have a will and irrevocable trust, I have a..

Hello Ms. Savage: If you please, I am thinking about refinancing my home using my VA benefits. Do you think..

Dear Terry, We started a trust with a lawyer before I listened to your podcast. We did not put our..

I have my cemetery plot and charges paid for and will be buried next to my husband Should I pay..

I am a widow and turn 73 next year. How much do I need to tell IRS to take from..

Next month I can start receiving widow SS benefits. I will be retiring in 2024. Should I hold off on..

I sold a property and have a one time windfall. SS is being reduced and Medicare premium increased. I will..

Hi Terry – I was recently laid off, but I have well over $200K of company stocks. I am considering..

Is there any chance that WEP will go away. We each worked and paid into SOC SEC for many years....

Hi Terry, I am thinking of requesting my ss while I am still working full time. Is there a restriction..