Pension Protectors

You finally exited DROP, but now what do you do with the money?  A lot of times this is the majority of your nest egg.  You know you can’t screw this up.  Clint and Matt will help guide you so you can remove the anxiety around having this large pot of money.  

Join Matt and Clint as they dive into the often complex world of health insurance and the accounts associated with them.  

Clint and Matt talk about what to do and the nuanced rules when faced with an inheritance.  

Matt has a candid discussion about relationships with Dr. Erica Birkley from Birkley Consulting.  Dr. Birkley specializes in working with first responders in helping them improve their relationships at home and ultimately their performance at work.  Listen in as Matt and Erica dive deep into what makes relationships work and not work when having to deal with things like trauma on a regular basis.  

Clint and Matt dive into the sometimes messy topic of how and when to combine finances with your significant other.  

Clint and Matt talk about how the Windfall Elimination Provision and Government Pension Offset may or may not affect your retirement benefits.  

You have finally made it to retirement!  But now what?  You have all this time and maybe no direction.  Join Clint and Matt as they talk about different ways to fill your day and create purpose in your golden years.  

Clint and Matt talk about where they see retirees getting things right and getting them wrong.  

You have done a great job saving, but now what?  How do you go about the decumulation process?  How much should you take and when should you take it?These are all questions Clint and Matt try to answer on this week's episode.  

Clint and Matt discuss the basics and not so basics of deferred comp.  They even covered little known rules that you can potentially use to your advantage.