The top 5 financial planning issues for recent retirees to consider in order to enjoy their golden years

What is the most intense sporting event David has experienced? What made David decide to pursue a career in finance? And why does he have a black eye?

A pre-tax retirement account that is not taxable in New York State? Tune in to learn about the savings vehicle available to federal employees - Thrift Savings Plan. In this episode David and I discuss: -Who the account is for -The tax benefits in New York State -What happens if you roll funds into an IRA

In this episode David Rath and JT Cox discuss different pension options available to individuals with a pension, specifically the strategy of pension max: -What is it? -How does it work? -Considerations when thinking about whether it makes sense for you. -Pros and cons of the strategy

In this episode David Rath and JT Cox discuss Social Security. Learn about-The first person to claim Social Security-Limits for how much you can earn while collecting Social Security-Strategies couples may consider And more!

JT and David discuss the importance of focusing on what you can control vs things outside of your control. We discuss how focusing on areas outside of our control can distract us. Some areas clients should focus on include: -Your plan- How much you spend- How much you save- How you invest And much more!