Estate Planning vs. Retirement Planning
Estate planning and retirement planning are two very different things. This week on Better Money Boston, Joel Johnson, CFP® discusses the differences, and why preparing for both is so important.
Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.
Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.
Related Resources
-
Preparing for RMDs
Regardless of where you are in your retirement planning journey, required minimum distributions (RMDs) are a key factor to keep in mind. Gaining clarity on RMDs now can help you make more informed… -
What Happens to My Retirement Accounts When I Pass Away?
What happens to your retirement accounts after you die depends largely on your personal situation and legacy planning goals. Are you single or married? Do you have children? Do you want to leave m… -
Making the Most of Your RMDs
Required minimum distributions (RMDs) are a key component of retirement income planning, whether you want them or not. If you’ve saved well for retirement, you might not need those funds to mainta… -
Tariffs and Your Retirement
With growing concerns about rising tariffs and ongoing trade disputes, you may be wondering how these policy shifts could impact your retirement. While the situation around tariffs has stabilized … -
Staying Ahead of the Tax Curve
Retirement doesn’t mean you stop paying taxes – but there are ways to minimize the bite in the long run. With thoughtful, proactive tax planning, you can stay ahead of the curve and keep more of w… -
Can I Still Retire Comfortably If I’m Behind on Saving?
You’ve worked hard to reach retirement, and you deserve to enjoy it comfortably. But what if you discover you’re behind on your savings goal? In this week’s Money Wisdom Question Series, Nichol… -
How Much Will I Get from Social Security?
When planning for retirement income, it’s important to have a clear idea of how much you can expect to receive. However, estimating your future Social Security benefit can be complicated. Your … -
Podcast Episode 411: What Happens to My Money After I Die?
Prefer to watch? Click here to watch and listen on YouTube. No one wants to think about life after they’re gone, but ignoring what happens to your money can leave your loved ones confused and v… -
What’s the Best Age to Start Taking RMDs?
Is it better to take your required minimum distribution (RMD) sooner rather than later? While the IRS determines when you must begin taking RMDs, you may benefit from taking them earlier. An RM… -
Should I Downsize My Home for Retirement?
Equity is on the minds of many pre-retirees and retirees today, more specifically: Should I downsize my home in retirement? And if so, when is the right time to do it? In this week’s Money Wisd…
