Podcast

Ep #015: What You Should Know About Hybrid Income Annuities

We’ve all heard of hybrid cars, hybrid running backs, even hybrid food, but have you heard of hybrid income annuities? They’re a unique type of investment that is becoming more and more popular nationwide, and understanding them is important so you can make the best decisions regarding how to prepare for your retirement. In this…

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Ep #014: Understanding Variable Annuities

There are plenty of financial tools out there promising to grow your assets, but sometimes the promise of unlimited upside also comes the potential for unlimited downside. One such tool is the variable annuity. While annuities are very popular, it’s important to understand exactly how they work in order to protect your money. Here to…

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Ep #013: The Stages of Spending in Retirement

Have you ever thought about how much you’ll spend after you retire? There’s a common myth that people spend a consistent amount throughout retirement, but that couldn’t be further from the truth. Here to set the record straight is Founder and President of Ross Wealth Advisors, Don Ross. Today, Don explains how spending really goes in…

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Ep #012: The Three Investment Worlds

Life moves in stages, and it stands to reason that the same is true of investing your money. What makes sense for a 20- or 30-year-old’s investments isn’t going to make sense for someone nearing retirement. And when it comes to stocks, bonds, mutual funds or any of the other financial products out there, it’s…

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Ep #011: Preserving and Enjoying Your Retirement Savings

So many people work hard throughout their lives to save and put money away for retirement, but they don’t spend enough time figuring out what they’re going to do once that day comes. Unfortunately, this lack of planning can lead to stress and financial strain later, leaving you worrying about what your income is going…

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Ep #010: Tax Tips From A Retiree’s Financial Survival Handbook

One of the most important things to consider when planning for retirement is how taxes will affect your accounts when it’s time to withdraw. The truth is, it’s not a question of if taxes will impact your funds, it’s a matter of when. And if you don’t consider and plan for the consequences of taxes…

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Ep #008: Income Planning For 2018 and Beyond

Do you have a plan for generating income after you retire? While it may seem counterintuitive to think about earning money in retirement, the fact is that having a plan for doing so is crucial for ensuring your financial well-being. Just ask Don Ross, Founder and President of Ross Wealth Advisors. In this episode, Don…

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Ep #006: The 4 Myths of Retirement Part 3: Working After You Retire

Have you ever wondered what you’ll do after you reach retirement? It’s a common question, but the truth is that your life shouldn’t change dramatically after you retire. And while plenty of people think that retirement is just about quitting your job and not working anymore, Don Ross, Founder and President of Ross Wealth Advisors,…

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