Episodes
58
Latest episode
Jul 2025
Language
EN
Financial Advisors Jeff Mitchell and Camille Butterfield of Monolith Financial discuss various topics relating to getting people like you to, and through retirement.
Jeff and Camille go over some of the major regrets people have when it comes to retirement planning, including not starting to save early enough and more. They also look at ways to take control of your retirement planning, as well as answering some listener questions.
The advisor who helped grow your investment accounts may not be the one to help put a retirement plan together for you. Jeff and Camille look at signs to watch for which could indicate you should look for someone different to manage your money for the stage of life you are in. They also answer listener questions in the ever popular mailbag segment.
A recent poll discovered many younger workers feel they are not in as good as financial shape when it comes to retirement as their parents were. Jeff and Camille go over these results and discuss ways people can help themselves get into a better position for retirement. They also answer listener questions from the mailbag.
A retirement income plan needs guaranteed sources of money to cover regular expenses. Jeff and Camille take a look at what can provide this protected income, such as Social Security optimization and income providing annuities, and how to make it as tax efficient as possible.
Wealthier, or so-called high net worth clients, need a financial plan as much as anyone. And their wealth can provide different opportunities as well. Jeff and Camille discuss why these opportunities are so important not only now, but in passing a legacy down in a tax efficient manner. They also take a look at timeless advice with historical quotes from famous people.
Tax rates will almost certainly change in the coming years - perhaps as soon as the end of 2025. Camille takes a look at various tax planning strategies, including Roth conversions, could help certain individuals control the amount they need to pay to the IRS and helping keep more money in their own pocket for retirement.
Are you concerned about the ups and downs of the stock market? Most people are. Camille addresses this issue and provides ways to stay proactive about your plan when the market goes through stretches of volatility. She also answers other listener questions in the popular mailbag segment.
The cost of retirement can be hard to figure because of longevity risk, changing tax law, possible health care challenges and more. Jeff and Camille take a look at some of the ways to account for these costs, including putting a budget together so you can get a grip on ordinary expenses and plan for some of your money to cover things like inflation or long term care.
Women have their own special needs when it comes to retirement planning. Jeff and Camille take a look at what these include and how women can help themselves by becoming familiar with a plan developed by their spouse or partner, or choosing a financial professional to help put one together for them.
One thing retirees need to decide is where they want to live in retirement. Do they stay in their current home, downsize to a smaller one, or even move to a different state? Jeff and Camille look at this subject and the factors involved in making that decision. They also answer listener questions on a variety of other retirement topics.
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