The Retirement Referee with Steve Caruso

This week Steve Caruso outlines some of the worst retirement missteps. He shows how making small changes can make a big difference in your retirement in the long run. That and more on this week's Retirement Referee. Visit LaurelWS.com to learn more. Call 800-705-9995.

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As we get closer to retirement we hope to minimize our financial risk. We want to travel, spend time with the grandkids or just relax for a while. Those risks can sneak up on you. To help you avoid them we’ve put together a list of the biggies and some ideas to avoid them. That and more on this week's Retirement Referee. Visit LaurelWS.com to learn more. Call 800-705-9995.

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Dealing with change is often difficult. This week Steve Caruso shows  how planning for retirement has evolved over the past twenty years or so. He’s got the top ten changes in getting to that next phase of life called retirement. That and more on this week's Retirement Referee. Visit LaurelWS.com to learn more. Call 800-705-9995.

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The closer we get to retirement the more important it is to avoid costly mistakes. This week Steve Caruso highlights three retirement investment mistakes older seniors should do everything possible to avoid. That and more on this week's Financial Referee. Visit LaurelWS.com to learn more. Call 800-705-9995.

See omnystudio.com/listener for privacy information.

The closer we get to retirement the more important it is to avoid costly mistakes. This week Steve Caruso highlights three retirement investment mistakes older seniors should do everything possible to avoid. That and more on this week's Financial Referee. Visit LaurelWS.com to learn more. Call 800-705-9995.

See omnystudio.com/listener for privacy information.

Just getting to retirement is a major accomplishment. You’ve saved, planned and now it’s time for the fun stuff. However statistics show that the first few years of retirement can be surprisingly tense. Today Steve Caruso has some tips to help you minimize risk, preserve your wealth and your sanity.  Visit LaurelWS.com to learn more. Call 800-705-9995.

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Getting to retirement is all about the plan, and there has to be an income component. Steve Caruso digs into how to properly put a retirement and income plan together. From proper asset allocation to the sequence of returns risk he breaks it all down. Visit LaurelWS.com to learn more. Call 800-705-9995.

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When inflation took center stage it was called “transitory”. It has become something a little more lengthy with no sign of relief. Inflation can be particularly hard on seniors. This week Steve Caruso offers some ideas to help you fight back against inflation and keep your retirement plan on track.  Visit LaurelWS.com to learn more. Call 800-705-9995.

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Financial literacy is key when it comes to building wealth and retiring comfortably. Just because  you’ve been a good saver doesn’t always equal success. This week Steve Caruso discusses the importance of financial education even after retirement. Visit LaurelWS.com to learn more. Call 800-705-9995.

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One way to maintain your lifestyle in retirement is to make sure your plan evolves with you. This week Steve Caruso discusses some of the most important things you should consider when planning your retirement, especially as you near the day you hang up your work shoes. Visit LaurelWS.com to learn more. Call 800-705-9995.

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The U-S Senate is expected to vote soon on what’s being called SECURE Act 2.0. The original SECURE Act passed in 2019 and brought many changes to retirement planning. What’s in 2.0? Steve breaks down some highlights including extending RMD’s to age 75. Visit LaurelWS.com to learn more. Call 800-705-9995.

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When is the best time to retire? There is no right or wrong answer. On today’s show Steve Caruso highlights some things you can do now to help insure you and your finances are ready when you take that big step into retirement. Visit LaurelWS.com to learn more. Call 800-705-9995.

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There are many outside forces influencing your portfolio. The pandemic, geopolitical events and inflation. If you’re feeling a little nervous about your own retirement Steve Caruso offers some tips to help bring that anxiety level down. Visit LaurelWS.com to learn more. Call 800-705-9995.

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Don’t let taxes derail your retirement and estate planning. Today Steve Caruso outlines several strategies that could help keep more of your retirement dollars where they belong…with you. Visit LaurelWS.com to learn more. Call 800-705-9995.

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This week Steve Caruso tackled two obstacles regarding inflation: 1, rising prices put stress on fixed income and 2, investing in a retirement plan to keep up with a higher cost of living. Steve offers several potential solutions to help avoid the pain. Visit LaurelWS.com to learn more. Call 800-705-9995.

See omnystudio.com/listener for privacy information.

Retirees aren’t always up to date on every part of the tax code and as a result end up paying more in taxes than necessary. This week Steve Caruso offers some tips to make sure more of your nest egg stays with you and not Uncle Sam. Visit LaurelWS.com to learn more. Call 800-705-9995.

See omnystudio.com/listener for privacy information.

Creating income in retirement is one of the main goals. This week Steve Caruso outlines five sources of retirement income that you may not have thought about. Social Security is great but it certainly isn’t enough. From HSA’s to real estate Steve hits them all on this week's edition of The Retirement Referee. Visit LaurelWS.com to learn more. Call 800-705-9995.

See omnystudio.com/listener for privacy information.