Andy and Tanya Nichols from Retire Agile share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:


  • How we help clients get over the hurdle of actually spending their savings ( 10:27 )
  • Their thoughts on having mortgages in retirement ( 22:27 )
  • What they think is likely to happen to the Social Security system, and what changes might be made in advance of the trust fund depleting in a few years ( 34:56 )
  • When people should start spending down their Health Savings Accounts, or HSAs ( 44:10 )
  • Some state-specific tax planning considerations to keep in mind ( 53:07 )
  • Their thoughts on living/revocable trusts, when they're needed, when they're not, etc. ( 1:03:12 )
  • Alternatives to bond for people looking for investments that sit between the volatility and growth potential of stocks, and the stability and principal protection of cash and cash equivalents ( 1:16:39 )


Links in this episode:


To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com


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