Justin Pritchard, CFP® on Retirement Planning

Is One-Time Advice a Thing? Can You Talk to a Financial Advisor Just Once?

14 hours ago • 0 • P

Is One-Time Advice a Thing? Can You Talk to a Financial Advisor Just Once?

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14 hours ago

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Do You Pay Tax on Social Security Income in Retirement? Retirement Tax Rules

1 day ago • 0 • P

Do You Pay Tax on Social Security Income in Retirement? Retirement Tax Rules

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1 day ago

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Is It Okay to Hold Bonds and Cash in Retirement? (Retirement Investing Risk)

1 week ago • 0 • P

Is It Okay to Hold Bonds and Cash in Retirement? (Retirement Investing Risk)

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1 week ago

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Roth 401(k) and IRA vs Traditional 401(k): RMDs, Medicare & Social Security

1 week ago • 0 • P

Roth 401(k) and IRA vs Traditional 401(k): RMDs, Medicare & Social Security

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1 week ago

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The Surviving Spouse Problem Most Retirement Plans Ignore

1 week ago • 0 • P

The Surviving Spouse Problem Most Retirement Plans Ignore

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1 week ago

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Why Your Social Security PIA Matters for Retirement

2 weeks ago • 0 • P

Why Your Social Security PIA Matters for Retirement

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2 weeks ago

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Spousal Social Security Rule Most People Miss (Your Spouse Must Claim First)

3 weeks ago • 0 • P

Spousal Social Security Rule Most People Miss (Your Spouse Must Claim First)

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3 weeks ago

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You CAN Get Financial Advice Without Transferring Your Accounts

3 weeks ago • 0 • P

You CAN Get Financial Advice Without Transferring Your Accounts

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3 weeks ago

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When to Do a Roth Conversion: 5 Critical Windows Explained

1 month ago • 0 • P

When to Do a Roth Conversion: 5 Critical Windows Explained

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1 month ago

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Easily Calculate Tax on a 401(k) Withdrawal (Free Calculator + Tips)

2 months ago • 0 • P

Easily Calculate Tax on a 401(k) Withdrawal (Free Calculator + Tips)

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2 months ago

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Your Variable Annuity Just Matured — Now What?

2 months ago • 0 • P

Your Variable Annuity Just Matured — Now What?

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2 months ago

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Your Bank Is Quietly Taking Your Money

2 months ago • 0 • P

Your Bank Is Quietly Taking Your Money

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2 months ago

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Retirement Tax Planning: Is There an Ideal Pre-Tax & Roth Balance?

2 months ago • 0 • P

Retirement Tax Planning: Is There an Ideal Pre-Tax & Roth Balance?

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2 months ago

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How Many Years of Cash do You Need in Retirement (to Ride Out a Crash)?

3 months ago • 0 • P

How Many Years of Cash do You Need in Retirement (to Ride Out a Crash)?

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3 months ago

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Retirement Tax Planning: Roth vs Traditional Strategy

3 months ago • 0 • P

Retirement Tax Planning: Roth vs Traditional Strategy

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3 months ago

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Stop Guessing Your Retirement Budget - Here's the Exact Method That Works

4 months ago • 0 • P

Stop Guessing Your Retirement Budget - Here's the Exact Method That Works

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4 months ago

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Can AI Really Build My Entire Retirement Strategy? Testing It Live

4 months ago • 0 • P

Can AI Really Build My Entire Retirement Strategy? Testing It Live

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4 months ago

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How Much Is Enough, Tips for Spending, & Uncertainty With Carl Richards

4 months ago • 0 • P

How Much Is Enough, Tips for Spending, & Uncertainty With Carl Richards

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4 months ago

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Can You Keep Cash in Your 401k? (Most People Don't Know This)

5 months ago • 0 • P

Can You Keep Cash in Your 401k? (Most People Don't Know This)

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5 months ago

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Christine Benz Shares Insights on Retiring Well

5 months ago • 0 • P

Christine Benz Shares Insights on Retiring Well

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5 months ago

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62 With $800k and They can Spend More NOW

6 months ago • 0 • P

62 With $800k and They can Spend More NOW

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6 months ago

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Claim Now or Wait? The Numbers on Social Security Cuts

6 months ago • 0 • P

Claim Now or Wait? The Numbers on Social Security Cuts

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6 months ago

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How Social Security Benefits Grow—Even Before You Claim

7 months ago • 0 • P

How Social Security Benefits Grow—Even Before You Claim

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7 months ago

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Why You Might Not Get a Spousal Benefit (Yet)

7 months ago • 0 • P

Why You Might Not Get a Spousal Benefit (Yet)

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7 months ago

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Better than Breakeven: 9 Ways to Think About Social Security Claiming

7 months ago • 0 • P

Better than Breakeven: 9 Ways to Think About Social Security Claiming

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7 months ago

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Retirement Investing Basics: What You Need to Know

7 months ago • 0 • P

Retirement Investing Basics: What You Need to Know

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7 months ago

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Full Retirement Age (FRA) Is a Bigger Deal Than You Think

7 months ago • 0 • P

Full Retirement Age (FRA) Is a Bigger Deal Than You Think

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7 months ago

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How Early Retirement Shrinks Social Security (Calculators Compared)

8 months ago • 0 • P

How Early Retirement Shrinks Social Security (Calculators Compared)

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8 months ago

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This Is How You Know When to Retire

8 months ago • 0 • P

This Is How You Know When to Retire

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8 months ago

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Ready for Retirement? Here’s What You Need to Focus on in the Last 2-5 Years

8 months ago • 0 • P

Ready for Retirement? Here’s What You Need to Focus on in the Last 2-5 Years

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8 months ago

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Real-Life Case Studies of Retirement Savings Getting Robbed

9 months ago • 0 • P

Real-Life Case Studies of Retirement Savings Getting Robbed

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9 months ago

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What does vesting mean in a 401(k)?

9 months ago • 0 • P

What does vesting mean in a 401(k)?

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9 months ago

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The Best Way to Ease Concerns When Markets Fall

9 months ago • 0 • P

The Best Way to Ease Concerns When Markets Fall

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9 months ago

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Lower Earner is Older: Spousal Benefits for Social Security

9 months ago • 0 • P

Lower Earner is Older: Spousal Benefits for Social Security

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9 months ago

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5 ways to pay for long-term care (LTC)

9 months ago • 0 • P

5 ways to pay for long-term care (LTC)

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9 months ago

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Do you HAVE to take Social Security when you retire?

9 months ago • 0 • P

Do you HAVE to take Social Security when you retire?

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9 months ago

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Suspend Social Security: How a Pause Might Help Your Retirement

9 months ago • 0 • P

Suspend Social Security: How a Pause Might Help Your Retirement

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9 months ago

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Should I take Social Security early and invest?

9 months ago • 0 • P

Should I take Social Security early and invest?

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9 months ago

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Roth Conversions & Contributions: Should You MAX OUT Early?

9 months ago • 0 • P

Roth Conversions & Contributions: Should You MAX OUT Early?

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9 months ago

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Early Retirement Before 62: The Pre-Social Security Factors

9 months ago • 0 • P

Early Retirement Before 62: The Pre-Social Security Factors

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9 months ago

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Retire Early with These IRA & 401(k) Rules

10 months ago • 0 • P

Retire Early with These IRA & 401(k) Rules

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10 months ago

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Can Expats Collect Social Security?

10 months ago • 0 • P

Can Expats Collect Social Security?

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10 months ago

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How much will a financial advisor charge you?

10 months ago • 0 • P

How much will a financial advisor charge you?

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10 months ago

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Are Social Security Benefits Taxed?

10 months ago • 0 • P

Are Social Security Benefits Taxed?

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10 months ago

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How to Manage Your TSP After Separation

10 months ago • 0 • P

How to Manage Your TSP After Separation

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10 months ago

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Are You Prepared For The Uncertainty Of Tax Rates In Retirement?

10 months ago • 0 • P

Are You Prepared For The Uncertainty Of Tax Rates In Retirement?

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10 months ago

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Nobody Knows How Long They'll Live

10 months ago • 0 • P

Nobody Knows How Long They'll Live

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10 months ago

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The 3 Phases of Retirement (You NEED to Plan for Them)

10 months ago • 0 • P

The 3 Phases of Retirement (You NEED to Plan for Them)

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10 months ago

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Is Your Retirement Bucketing Strategy Too Complicated?

10 months ago • 0 • P

Is Your Retirement Bucketing Strategy Too Complicated?

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10 months ago

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Changing Financial Advisors Is Easier Than You Think

10 months ago • 0 • P

Changing Financial Advisors Is Easier Than You Think

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10 months ago

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The Truth About Roth vs Traditional IRA/401(k) Math

10 months ago • 0 • P

The Truth About Roth vs Traditional IRA/401(k) Math

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10 months ago

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3 BIG Roth Strategies You Need To Know: MegaBackdoor, Conversion, & Backdoor

10 months ago • 0 • P

3 BIG Roth Strategies You Need To Know: MegaBackdoor, Conversion, & Backdoor

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10 months ago

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Fee Only Advisors: How it Works, How You Pay

10 months ago • 0 • P

Fee Only Advisors: How it Works, How You Pay

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10 months ago

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ETFs vs Mutual Funds What's the Best Choice for Investors

10 months ago • 0 • P

ETFs vs Mutual Funds What's the Best Choice for Investors

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10 months ago

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The Hidden Danger of Winning Big in the Market

10 months ago • 0 • P

The Hidden Danger of Winning Big in the Market

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10 months ago

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Where to Invest After Maxing Your 401(k)

10 months ago • 0 • P

Where to Invest After Maxing Your 401(k)

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10 months ago

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Why Some Millionaires Are Switching To Flat Fee Advisors

10 months ago • 0 • P

Why Some Millionaires Are Switching To Flat Fee Advisors

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10 months ago

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This Retirement Account Strategy Could Save You Thousands

11 months ago • 0 • P

This Retirement Account Strategy Could Save You Thousands

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11 months ago

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Why Gen X Retirement Numbers Might Not Be As Bad As You Think

11 months ago • 0 • P

Why Gen X Retirement Numbers Might Not Be As Bad As You Think

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11 months ago

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Social Security Survivor Benefits: What You've Probably Never Heard

11 months ago • 0 • P

Social Security Survivor Benefits: What You've Probably Never Heard

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11 months ago

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Convert Everything to Roth? More Is Better, Right?

12 months ago • 0 • P

Convert Everything to Roth? More Is Better, Right?

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12 months ago

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Can You Switch to a Higher Social Security Payment?

12 months ago • 0 • P

Can You Switch to a Higher Social Security Payment?

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12 months ago

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Help, my 401(k) is expensive!

12 months ago • 0 • P

Help, my 401(k) is expensive!

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12 months ago

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What to Do With a 401(k) After Leaving a Job

1 year ago • 0 • P

What to Do With a 401(k) After Leaving a Job

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1 year ago

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No income, no Roth conversion?

1 year ago • 0 • P

No income, no Roth conversion?

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1 year ago

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Most Important Ages for Retirement

1 year ago • 0 • P

Most Important Ages for Retirement

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1 year ago

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How to Get 50% of Spouse's Social Security

1 year ago • 0 • P

How to Get 50% of Spouse's Social Security

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1 year ago

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At Death: What Happens to 401(k) and IRA?

1 year ago • 0 • P

At Death: What Happens to 401(k) and IRA?

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1 year ago

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Is $500,000 Enough?

1 year ago • 0 • P

Is $500,000 Enough?

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1 year ago

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Can You Retire With a Mortgage?

1 year ago • 0 • P

Can You Retire With a Mortgage?

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1 year ago

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Social Security Survivor Benefits: Avoid Common Mistakes

1 year ago • 0 • P

Social Security Survivor Benefits: Avoid Common Mistakes

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1 year ago

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Which Is Better: Tax Credit vs. Deduction?

1 year ago • 0 • P

Which Is Better: Tax Credit vs. Deduction?

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1 year ago

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Why Taxable Brokerage Accounts? Non-Retirement Investing

1 year ago • 0 • P

Why Taxable Brokerage Accounts? Non-Retirement Investing

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1 year ago

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Retiring In Your 50s - Early Retirement Tips

1 year ago • 0 • P

Retiring In Your 50s - Early Retirement Tips

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1 year ago

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Should Parents Give Money? How?

1 year ago • 0 • P

Should Parents Give Money? How?

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1 year ago

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Retirement Cash Flow 101: How to Spend Your Money #financialplanning #retirementsavings

1 year ago • 0 • P

Retirement Cash Flow 101: How to Spend Your Money #financialplanning #retirementsavings

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1 year ago

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Rethink Social Security: Does Breakeven Age Matter?

1 year ago • 0 • P

Rethink Social Security: Does Breakeven Age Matter?

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1 year ago

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Roth vs. Traditional Factors #shorts #rothira

1 year ago • 0 • P

Roth vs. Traditional Factors #shorts #rothira

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1 year ago

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Do I Stop Saving for Retirement? #shorts

1 year ago • 0 • P

Do I Stop Saving for Retirement? #shorts

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1 year ago

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Early Retirement? Social Security is Wrong #retireearly #socialsecurity #shorts

1 year ago • 0 • P

Early Retirement? Social Security is Wrong #retireearly #socialsecurity #shorts

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1 year ago

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$1 Million to Retire? Maybe Not #retirementsavings #401k

1 year ago • 0 • P

$1 Million to Retire? Maybe Not #retirementsavings #401k

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1 year ago

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Don't Miss the Max: 401(k) Contribution Limits #retirementsavings #401k #personalfinance

1 year ago • 0 • P

Don't Miss the Max: 401(k) Contribution Limits #retirementsavings #401k #personalfinance

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1 year ago

Pending

Medicare Advantage vs Medigap #medicare #retirementplanning #healthcare

1 year ago • 0 • P

Medicare Advantage vs Medigap #medicare #retirementplanning #healthcare

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1 year ago

Pending

Spousal IRA Strategy: How it Works #retirementsavings #personalfinance #rothira

1 year ago • 0 • P

Spousal IRA Strategy: How it Works #retirementsavings #personalfinance #rothira

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1 year ago

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Can You Stop Working (Mostly) via Semi Retirement? #retirementincome #retirementplanning #shorts

1 year ago • 0 • P

Can You Stop Working (Mostly) via Semi Retirement? #retirementincome #retirementplanning #shorts

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1 year ago

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Why the 4% Percent Rule Isn't Great for Retirement Planning #401k #retirement #shorts

1 year ago • 0 • P

Why the 4% Percent Rule Isn't Great for Retirement Planning #401k #retirement #shorts

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1 year ago

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Bigger 401(k) Catch-Up Limit (For Early 60s in 2025) #retirementincome #shorts #401k

1 year ago • 0 • P

Bigger 401(k) Catch-Up Limit (For Early 60s in 2025) #retirementincome #shorts #401k

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1 year ago

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Online Tool to Plan Your Retirement Income (Tax Graph)

1 year ago • 0 • P

Online Tool to Plan Your Retirement Income (Tax Graph)

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1 year ago

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Yes, You CAN Improve a Bad 401(k) Plan

1 year ago • 0 • P

Yes, You CAN Improve a Bad 401(k) Plan

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1 year ago

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Will You Cut Spending in Retirement? It Makes a (Big) Difference

1 year ago • 0 • P

Will You Cut Spending in Retirement? It Makes a (Big) Difference

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1 year ago

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Don’t Ignore Non-Retirement Accounts: Tax Tips and Features for Taxable Brokerage Accounts

1 year ago • 0 • P

Don’t Ignore Non-Retirement Accounts: Tax Tips and Features for Taxable Brokerage Accounts

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1 year ago

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Calculate Your Retirement Numbers (5 Different Ways)

1 year ago • 0 • P

Calculate Your Retirement Numbers (5 Different Ways)

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1 year ago

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Q&A: Spend $500k at a 4% Rate (And Much More) Example

1 year ago • 0 • P

Q&A: Spend $500k at a 4% Rate (And Much More) Example

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1 year ago

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Investments for Retirement Income: What You Need to Know

1 year ago • 0 • P

Investments for Retirement Income: What You Need to Know

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1 year ago

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Why You Don't Get Half of Your Spouse's Social Security (3 Basic Rules)

1 year ago • 0 • P

Why You Don't Get Half of Your Spouse's Social Security (3 Basic Rules)

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1 year ago

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401k Returns: Understand Your Rate of Return (Compare, Calculate, & More)

1 year ago • 0 • P

401k Returns: Understand Your Rate of Return (Compare, Calculate, & More)

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1 year ago

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Best Ways to Catch Up on Retirement: Save More vs. Aggressive Investing

1 year ago • 0 • P

Best Ways to Catch Up on Retirement: Save More vs. Aggressive Investing

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1 year ago

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Mutual Fund vs. ETF vs. Index Funds: Does it Matter?

1 year ago • 0 • P

Mutual Fund vs. ETF vs. Index Funds: Does it Matter?

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1 year ago

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Which Money to Spend First: Retirement Withdrawal Strategy

1 year ago • 0 • P

Which Money to Spend First: Retirement Withdrawal Strategy

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1 year ago

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Don't Skip This: Check Your Financial Advisor's Background

1 year ago • 0 • P

Don't Skip This: Check Your Financial Advisor's Background

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1 year ago

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I'm 60 With $750k Saved. Can I Retire Yet?

1 year ago • 0 • P

I'm 60 With $750k Saved. Can I Retire Yet?

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1 year ago

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Q&A: Easy to Manage Retirement Income

2 years ago • 0 • P

Q&A: Easy to Manage Retirement Income

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2 years ago

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What Is My Retirement Tax Rate? How to Estimate

2 years ago • 0 • P

What Is My Retirement Tax Rate? How to Estimate

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2 years ago

Pending

Q&A: How Much Tax on 401(k) Withdrawal?

2 years ago • 0 • P

Q&A: How Much Tax on 401(k) Withdrawal?

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2 years ago

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How Much to Convert to Roth Each Year

2 years ago • 0 • P

How Much to Convert to Roth Each Year

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2 years ago

Pending

401(k) Limits and FAQ for 2024: How Much Can You Save?

2 years ago • 0 • P

401(k) Limits and FAQ for 2024: How Much Can You Save?

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2 years ago

Pending

Can ChatGPT Plan Your Retirement? The Verdict on AI

2 years ago • 0 • P

Can ChatGPT Plan Your Retirement? The Verdict on AI

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2 years ago

Pending

Why Couples Need to Anticipate an Unexpected Death

2 years ago • 0 • P

Why Couples Need to Anticipate an Unexpected Death

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2 years ago

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Why One Spouse Claims Social Security at 62 and the Other Delays to 70

2 years ago • 0 • P

Why One Spouse Claims Social Security at 62 and the Other Delays to 70

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2 years ago

Pending

Roth 401k vs Traditional 401k: Which Is Best for You?

2 years ago • 0 • P

Roth 401k vs Traditional 401k: Which Is Best for You?

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2 years ago

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How to Pay for LTC in Retirement: 5 Ways to Get Care

2 years ago • 0 • P

How to Pay for LTC in Retirement: 5 Ways to Get Care

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2 years ago

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Free FDIC Calculator: Are You Covered? #shorts

2 years ago • 0 • P

Free FDIC Calculator: Are You Covered? #shorts

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2 years ago

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Do Retirement Rules of Thumb Actually Work? Explore 4 Simple Planning Rules

2 years ago • 0 • P

Do Retirement Rules of Thumb Actually Work? Explore 4 Simple Planning Rules

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2 years ago

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How to Avoid Tax on Retirement Withdrawals

2 years ago • 0 • P

How to Avoid Tax on Retirement Withdrawals

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2 years ago

Pending

How Much Tax Do You Pay on 401(k) Withdrawals?

2 years ago • 0 • P

How Much Tax Do You Pay on 401(k) Withdrawals?

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2 years ago

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What are my options for RMDs? Can I reinvest?

2 years ago • 0 • P

What are my options for RMDs? Can I reinvest?

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2 years ago

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Do You REALLY Need $1 Million to Retire?

3 years ago • 0 • P

Do You REALLY Need $1 Million to Retire?

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3 years ago

Pending

Should You Consolidate Retirement Accounts?

3 years ago • 0 • P

Should You Consolidate Retirement Accounts?

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3 years ago

Pending

Updated Retirement Withdrawal Rates With Inflation

3 years ago • 0 • P

Updated Retirement Withdrawal Rates With Inflation

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3 years ago

Pending

Best Retirement Plans When Self Employed: SEP vs. Solo 401(k) & More

3 years ago • 0 • P

Best Retirement Plans When Self Employed: SEP vs. Solo 401(k) & More

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3 years ago

Pending

Is a Retirement Bucket Strategy Right for You?

3 years ago • 0 • P

Is a Retirement Bucket Strategy Right for You?

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3 years ago

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401(k) Max Contribution Basics: Do You Know How it Works?

3 years ago • 0 • P

401(k) Max Contribution Basics: Do You Know How it Works?

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3 years ago

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IRA Contributions: Am I Allowed?

3 years ago • 0 • P

IRA Contributions: Am I Allowed?

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3 years ago

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Retirement Goals: How Specific Do You Want Them?

3 years ago • 0 • P

Retirement Goals: How Specific Do You Want Them?

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3 years ago

Pending

Can I Retire at 55? Tips for Early Retirement

3 years ago • 0 • P

Can I Retire at 55? Tips for Early Retirement

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3 years ago

Pending

Early Retirement Before Claiming Social Security: The Power of the Bridge Strategy

3 years ago • 0 • P

Early Retirement Before Claiming Social Security: The Power of the Bridge Strategy

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3 years ago

Pending

How Much Does Retirement Cost? Tools & Tips

3 years ago • 0 • P

How Much Does Retirement Cost? Tools & Tips

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3 years ago

Pending

Don't Overdo Roth Conversions

3 years ago • 0 • P

Don't Overdo Roth Conversions

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3 years ago

Pending

How Reverse Rollovers Work: IRA to 401(k), 403(b), or TSP

3 years ago • 0 • P

How Reverse Rollovers Work: IRA to 401(k), 403(b), or TSP

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3 years ago

Pending

Retirement Budget Tips (2 Ways to Estimate Accurately)

3 years ago • 0 • P

Retirement Budget Tips (2 Ways to Estimate Accurately)

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3 years ago

Pending

Retire at 60 With $1 Million: What to Expect

3 years ago • 0 • P

Retire at 60 With $1 Million: What to Expect

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3 years ago

Pending

What’s the Best Age to Take Social Security?

3 years ago • 0 • P

What’s the Best Age to Take Social Security?

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3 years ago

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Do Withdrawal Rates Make Sense for Retirement?

3 years ago • 0 • P

Do Withdrawal Rates Make Sense for Retirement?

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3 years ago

Pending

Retirement Losses? What to Do Now

3 years ago • 0 • P

Retirement Losses? What to Do Now

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3 years ago

Pending

Taxes on Social Security: When Is it Tax-Free?

3 years ago • 0 • P

Taxes on Social Security: When Is it Tax-Free?

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3 years ago

Pending

Healthcare in Retirement: Costs and Tips

3 years ago • 0 • P

Healthcare in Retirement: Costs and Tips

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3 years ago

Pending

Retirement Spending: Tips and Research Findings

3 years ago • 0 • P

Retirement Spending: Tips and Research Findings

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3 years ago

Pending

Retire With $500,000: How it Works, Examples

3 years ago • 0 • P

Retire With $500,000: How it Works, Examples

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3 years ago

Pending

Retirement Planning in Your 50s and Beyond

3 years ago • 0 • P

Retirement Planning in Your 50s and Beyond

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3 years ago

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Tax Credits vs. Tax Deductions: How Do They Work, Which is Better?

3 years ago • 0 • P

Tax Credits vs. Tax Deductions: How Do They Work, Which is Better?

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3 years ago

Pending

Why Would I Talk to a Financial Advisor Online?

3 years ago • 0 • P

Why Would I Talk to a Financial Advisor Online?

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3 years ago

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Compound Interest and Investments

3 years ago • 0 • P

Compound Interest and Investments

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3 years ago

Pending

6 Ways You'll Lose Your Retirement Money

3 years ago • 0 • P

6 Ways You'll Lose Your Retirement Money

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3 years ago

Pending

What Happens When You Delay Social Security?

3 years ago • 0 • P

What Happens When You Delay Social Security?

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3 years ago

Pending

Which is Best? Asset Management vs Wealth Management

4 years ago • 0 • P

Which is Best? Asset Management vs Wealth Management

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4 years ago

Pending

Social Security Basics

4 years ago • 0 • P

Social Security Basics

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4 years ago

Pending

Retire With $50k per Year: Single Example

4 years ago • 0 • P

Retire With $50k per Year: Single Example

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4 years ago

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401(k) Fees: What Costs Do You Pay? How to Save

4 years ago • 0 • P

401(k) Fees: What Costs Do You Pay? How to Save

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4 years ago

Pending

Roth Conversions vs Back Door vs Mega Backdoor: What's the Difference?

4 years ago • 0 • P

Roth Conversions vs Back Door vs Mega Backdoor: What's the Difference?

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4 years ago

Pending

Year-End Tax Tips: Retirement and Investing

4 years ago • 0 • P

Year-End Tax Tips: Retirement and Investing

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4 years ago

Pending

Here's WHY Your Age Matters for Retirement Planning

4 years ago • 0 • P

Here's WHY Your Age Matters for Retirement Planning

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4 years ago

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How to Plan for $100k of Retirement Income

4 years ago • 0 • P

How to Plan for $100k of Retirement Income

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4 years ago

Pending

Where to Transfer Your 401(k) After Leaving a Job (What to Do, and Why)

4 years ago • 0 • P

Where to Transfer Your 401(k) After Leaving a Job (What to Do, and Why)

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4 years ago

Pending

How Much Do Financial Advisors Cost?

4 years ago • 0 • P

How Much Do Financial Advisors Cost?

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4 years ago

Pending

How 401(k) Loans Work: What to Expect

4 years ago • 0 • P

How 401(k) Loans Work: What to Expect

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4 years ago

Pending

Can Financial Advisors Steal Your Money? Tips to Protect Yourself

4 years ago • 0 • P

Can Financial Advisors Steal Your Money? Tips to Protect Yourself

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4 years ago

Pending

Retirement Planning for Teachers

4 years ago • 0 • P

Retirement Planning for Teachers

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4 years ago

Pending

Are Today’s Retirees Comfortable (Financially)?

4 years ago • 0 • P

Are Today’s Retirees Comfortable (Financially)?

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4 years ago

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Tips for Your Retirement Income Plan

4 years ago • 0 • P

Tips for Your Retirement Income Plan

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4 years ago

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Retirement Planning for Singles

4 years ago • 0 • P

Retirement Planning for Singles

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4 years ago

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How to Retire With $300,000 (Tax-Friendly)

4 years ago • 0 • P

How to Retire With $300,000 (Tax-Friendly)

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4 years ago

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Wait... I Can LOSE Money in Index Funds?

4 years ago • 0 • P

Wait... I Can LOSE Money in Index Funds?

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4 years ago

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Ways to Get Money Out of a 401(k) - Working or Not

4 years ago • 0 • P

Ways to Get Money Out of a 401(k) - Working or Not

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4 years ago

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A SMART Way to Pay off the Mortgage With Retirement Savings

4 years ago • 0 • P

A SMART Way to Pay off the Mortgage With Retirement Savings

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4 years ago

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Roth IRA: Early Withdrawals & Tax-Free Income

4 years ago • 0 • P

Roth IRA: Early Withdrawals & Tax-Free Income

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4 years ago

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3 Retirement Questions (Non-Financial) #shorts

4 years ago • 0 • P

3 Retirement Questions (Non-Financial) #shorts

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4 years ago

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401k to IRA: Pros and Cons, How to Do It

4 years ago • 0 • P

401k to IRA: Pros and Cons, How to Do It

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4 years ago

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Vesting: How Your 401k Vested Balance Works

4 years ago • 0 • P

Vesting: How Your 401k Vested Balance Works

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4 years ago

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Will Your Roth Get Taxed? #shorts

4 years ago • 0 • P

Will Your Roth Get Taxed? #shorts

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4 years ago

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Retirement Plans For Nonprofits: 403(b), 401(k), or Something Else?

4 years ago • 0 • P

Retirement Plans For Nonprofits: 403(b), 401(k), or Something Else?

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4 years ago

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When Can I Retire?

4 years ago • 0 • P

When Can I Retire?

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4 years ago

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The Logic Behind Roth IRA and Roth 401(k)

4 years ago • 0 • P

The Logic Behind Roth IRA and Roth 401(k)

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4 years ago

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Want to Be a CFP® Professional?

4 years ago • 0 • P

Want to Be a CFP® Professional?

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4 years ago

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How Much Life Insurance Do You Need? Tips for Choosing

4 years ago • 0 • P

How Much Life Insurance Do You Need? Tips for Choosing

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4 years ago

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2 Ways to Delay Social Security for Bigger Benefits

4 years ago • 0 • P

2 Ways to Delay Social Security for Bigger Benefits

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4 years ago

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I Care a Lot: Elder Law Attorney Explains

4 years ago • 0 • P

I Care a Lot: Elder Law Attorney Explains

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4 years ago

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Retirement Savings by Age & More

4 years ago • 0 • P

Retirement Savings by Age & More

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4 years ago

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What Is the Retirement Age? Taxes and Benefits

4 years ago • 0 • P

What Is the Retirement Age? Taxes and Benefits

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4 years ago

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Taxes in Retirement: Why You Still Pay Tax (For Income & Investments)

4 years ago • 0 • P

Taxes in Retirement: Why You Still Pay Tax (For Income & Investments)

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4 years ago

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How to Change Your Financial Advisor: Costs, Process, and Tips

4 years ago • 0 • P

How to Change Your Financial Advisor: Costs, Process, and Tips

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4 years ago

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Should You Pay Off Your Mortgage At Retirement?

4 years ago • 0 • P

Should You Pay Off Your Mortgage At Retirement?

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4 years ago

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Is Your SSN Required? Maybe Not

5 years ago • 0 • P

Is Your SSN Required? Maybe Not

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5 years ago

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Financial Abuse Explained

5 years ago • 0 • P

Financial Abuse Explained

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5 years ago

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Can You Save for Retirement in 15 Years?

5 years ago • 0 • P

Can You Save for Retirement in 15 Years?

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5 years ago

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How Annuities Work for Retirement Planning

5 years ago • 0 • P

How Annuities Work for Retirement Planning

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5 years ago

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What Women Need to Know About Retirement Planning

5 years ago • 0 • P

What Women Need to Know About Retirement Planning

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5 years ago

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Your Retirement Questions Answered

5 years ago • 0 • P

Your Retirement Questions Answered

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5 years ago

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Specialist Explains: What Is Long-Term Care (LTC)?

5 years ago • 0 • P

Specialist Explains: What Is Long-Term Care (LTC)?

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5 years ago

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Tips to Help You Retire Confidently

5 years ago • 0 • P

Tips to Help You Retire Confidently

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5 years ago

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Can You Retire on $500k? Here's How to Do It

5 years ago • 0 • P

Can You Retire on $500k? Here's How to Do It

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5 years ago

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Crucial Questions to Ask Financial Advisor

5 years ago • 0 • P

Crucial Questions to Ask Financial Advisor

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5 years ago

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Annuities: Do You Get Principal Back?

5 years ago • 0 • P

Annuities: Do You Get Principal Back?

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5 years ago

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2 Charts in 6 Minutes - Coronavirus and Stock Markets

5 years ago • 0 • P

2 Charts in 6 Minutes - Coronavirus and Stock Markets

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5 years ago

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401(k) Fiduciaries: 3(16), 3(38), & 3(21)

5 years ago • 0 • P

401(k) Fiduciaries: 3(16), 3(38), & 3(21)

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5 years ago

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Working With Justin Pritchard, CFP® in Montrose, Colorado (or Remotely!)

6 years ago • 0 • P

Working With Justin Pritchard, CFP® in Montrose, Colorado (or Remotely!)

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6 years ago

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Old Guy Surfing

6 years ago • 0 • P

Old Guy Surfing

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6 years ago

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Solo 401(k) Mistakes to Avoid

6 years ago • 0 • P

Solo 401(k) Mistakes to Avoid

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6 years ago

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Will Social Security Still Be There for You?

6 years ago • 0 • P

Will Social Security Still Be There for You?

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6 years ago

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The 4 Percent Rule for Retirement

6 years ago • 0 • P

The 4 Percent Rule for Retirement

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6 years ago

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Should You Freeze Your Credit? How to Make Life Easy

6 years ago • 0 • P

Should You Freeze Your Credit? How to Make Life Easy

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6 years ago

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401(k) Costs For Employers: What to Expect

6 years ago • 0 • P

401(k) Costs For Employers: What to Expect

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6 years ago

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How Businesses Save With 401k Plans

6 years ago • 0 • P

How Businesses Save With 401k Plans

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6 years ago

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APR Calculator

6 years ago • 0 • P

APR Calculator

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6 years ago

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Use Your HSA for Retirement: How and Why

7 years ago • 0 • P

Use Your HSA for Retirement: How and Why

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7 years ago

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Multiples Cuentas De Ahorro?

7 years ago • 0 • P

Multiples Cuentas De Ahorro?

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7 years ago

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How Much Income Will You Need in Retirement? 3 Ways to Estimate Your Future Spending Goal

7 years ago • 0 • P

How Much Income Will You Need in Retirement? 3 Ways to Estimate Your Future Spending Goal

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7 years ago

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Why Use Multiple Savings Accounts?

7 years ago • 0 • P

Why Use Multiple Savings Accounts?

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7 years ago

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