Retirement & Freedom

Our Retirement & Freedom category lists all the relevant blogs and bench talks that deal with helping retirees make wise decisions among all the competing priorities they face. Whether it’s dealing with maintaining your nest egg, preserving your investments, understanding annuities, or even helping you achieve your retirement goals, we’ve got you covered.

We’re dedicated to maintaining a strong list of blogs and bench talks so that you can expand your financial knowledge in retirement.

Estate Planning Retirement & Freedom

September 14, 2021

How to Avoid Estate Tax

America is still a place where if you work hard, save your nickels and dimes…

Christian Welborn

Love0

Retirement & Freedom Insurance & Annuities Investing & Market Commentaries

November 24, 2020

The True “Crash Proof” Retirement

"Crash Proof" Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is…

Scott Sommers

Love0

Investing & Market Commentaries Preparing For Retirement Retirement & Freedom

November 2, 2020

What Happens to a 401k After You Quit Your Job?

You may be asking yourself, "what happens to my 401k if I quit my job?"…

Greg Welborn

Love0

Pension options give you plan choices for how you want to receive your benefit with common pension payment options as monthly distributions or lump sum payments.

Retirement & Freedom Financial Planning Preparing For Retirement

August 31, 2020

Which Pension Option Should You Choose

Which Pension Option Should You Choose If you have a pension and are retiring or…

Greg Welborn

Love0

Financial Planning Bench Talk Preparing For Retirement Retirement & Freedom

June 17, 2020

Avoid Running Out Of Money

How To Avoid Running Out Of Money Life is full of things to worry about,…

Greg Welborn

Love0

Financial Planning Families & Professionals Preparing For Retirement Retirement & Freedom

May 5, 2020

How To Attain Real Wealth

Real Wealth There’s a lot of talk about wealth – how to create it, grow…

Greg Welborn

Love0

man gives hand shake to trust financial advisor

Financial Planning Families & Professionals Preparing For Retirement Retirement & Freedom

April 15, 2020

Can You Trust Your Financial Advisor?

Who Can You Really Trust? Life is getting busier and more complicated, so it’s not…

Greg Welborn

Love0

Investing & Market Commentaries Bench Talk Families & Professionals Retirement & Freedom

March 18, 2020

Covid-19 Market Update

Covid-19 Perspective and Encouragement We wanted to take some time and review some important market…

Greg Welborn

Love0

Financial Planning Families & Professionals Preparing For Retirement Retirement & Freedom

February 26, 2020

Working With a Financial Planner

Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture…

Linda Neuenburg

Love0

Investing & Market Commentaries Bench Talk Families & Professionals Preparing For Retirement Retirement & Freedom

January 24, 2020

Best Financial Investments in 2020

What were the best financial investments in 2019? This is the question that many people…

Greg Welborn

Love2

1 2 3 … 13 Next

✆ 626-844-4630

.sharing-default-minimal .nectar-love.loved,body .nectar-social[data-color-override="override"].fixed > a:before,body .nectar-social[data-color-override="override"].fixed .nectar-social-inner a,.sharing-default-minimal .nectar-social[data-color-override="override"] .nectar-social-inner a:hover{background-color:#135f57;}.nectar-social.hover .nectar-love.loved,.nectar-social.hover > .nectar-love-button a:hover,.nectar-social[data-color-override="override"].hover > div a:hover,#single-below-header .nectar-social[data-color-override="override"].hover > div a:hover,.nectar-social[data-color-override="override"].hover .share-btn:hover,.sharing-default-minimal .nectar-social[data-color-override="override"] .nectar-social-inner a{border-color:#135f57;}#single-below-header .nectar-social.hover .nectar-love.loved i,#single-below-header .nectar-social.hover[data-color-override="override"] a:hover,#single-below-header .nectar-social.hover[data-color-override="override"] a:hover i,#single-below-header .nectar-social.hover .nectar-love-button a:hover i,.nectar-love:hover i,.hover .nectar-love:hover .total_loves,.nectar-love.loved i,.nectar-social.hover .nectar-love.loved .total_loves,.nectar-social.hover .share-btn:hover,.nectar-social[data-color-override="override"].hover .nectar-social-inner a:hover,.nectar-social[data-color-override="override"].hover > div:hover span,.sharing-default-minimal .nectar-social[data-color-override="override"] .nectar-social-inner a:not(:hover) i,.sharing-default-minimal .nectar-social[data-color-override="override"] .nectar-social-inner a:not(:hover){color:#135f57;}.archive.author .row .col.section-title span,.archive.category .row .col.section-title span,.archive.tag .row .col.section-title span,.archive.date .row .col.section-title span{padding-left:0;}body.author #page-header-wrap #page-header-bg,body.category #page-header-wrap #page-header-bg,body.tag #page-header-wrap #page-header-bg,body.date #page-header-wrap #page-header-bg{height:auto;padding-top:8%;padding-bottom:8%;}.archive #page-header-wrap{height:auto;}.archive.category .row .col.section-title p,.archive.tag .row .col.section-title p{margin-top:10px;}body[data-bg-header="true"].category .container-wrap,body[data-bg-header="true"].author .container-wrap,body[data-bg-header="true"].date .container-wrap,body[data-bg-header="true"].blog .container-wrap{padding-top:4.1em !important;}body[data-bg-header="true"].archive .container-wrap.meta_overlaid_blog,body[data-bg-header="true"].category .container-wrap.meta_overlaid_blog,body[data-bg-header="true"].author .container-wrap.meta_overlaid_blog,body[data-bg-header="true"].date .container-wrap.meta_overlaid_blog{padding-top:0 !important;}body.archive #page-header-bg:not(.fullscreen-header) .span_6{position:relative;-webkit-transform:none;transform:none;top:0;}#header-space{background-color:#fff;}@media only screen and (min-width:1000px){body #ajax-content-wrap.no-scroll{min-height:calc(100vh - 76px);height:calc(100vh - 76px) !important;}}@media only screen and (min-width:1000px){#page-header-wrap.fullscreen-header,#page-header-wrap.fullscreen-header #page-header-bg,html:not(.nectar-box-roll-loaded) .nectar-box-roll > #page-header-bg.fullscreen-header,.nectar_fullscreen_zoom_recent_projects,#nectar_fullscreen_rows:not(.afterLoaded) > div{height:calc(100vh - 75px);}.wpb_row.vc_row-o-full-height.top-level,.wpb_row.vc_row-o-full-height.top-level > .col.span_12{min-height:calc(100vh - 75px);}html:not(.nectar-box-roll-loaded) .nectar-box-roll > #page-header-bg.fullscreen-header{top:76px;}.nectar-slider-wrap[data-fullscreen="true"]:not(.loaded),.nectar-slider-wrap[data-fullscreen="true"]:not(.loaded) .swiper-container{height:calc(100vh - 74px) !important;}.admin-bar .nectar-slider-wrap[data-fullscreen="true"]:not(.loaded),.admin-bar .nectar-slider-wrap[data-fullscreen="true"]:not(.loaded) .swiper-container{height:calc(100vh - 74px - 32px) !important;}}.screen-reader-text,.nectar-skip-to-content:not(:focus){border:0;clip:rect(1px,1px,1px,1px);clip-path:inset(50%);height:1px;margin:-1px;overflow:hidden;padding:0;position:absolute !important;width:1px;word-wrap:normal !important;}div[data-style="default"] .toggle h3 a{font-size:18px !important;line-height:18px !important;font-weight:600 !important;}.toggle h3 a i{top:14px !important;}body .swiper-slide .content h2{text-shadow:1px 1px 1px #000 !important;}@media only screen and (min-width : 600px) and (max-width : 1300px){body header#top #logo img{height:56px !important;}#header-outer{height:100px !important;}}@media only screen and (min-width: 1000px) and (max-width: 1300px){header#top nav ul:not(.sub-menu) li a{padding-left:6px !important;padding-right:6px !important;font-size:15px !important;}}@media only screen and (min-width : 1px) and (max-width : 1000px){body #header-space{height:56px !important;display:none !important;}#mobile-menu{position:fixed !important;top:52px !important;width:100% !important;}}@media only screen and (min-width : 1px) and (max-width : 600px){body header#top #logo img{hheight:36px !important;}#header-outer{hheight:80px !important;}}@media only screen and (min-width: 1000px){header#top #logo img{text-indent:-9999px;max-width:none;width:auto;margin-bottom:0px;display:block;transition:opacity .4s ease;height:42px !important;}}@media only screen and (min-width: 1000px){header#top #logo .retina-logo{height:42px !important;}}@media only screen and (min-width: 1000px){header#top #logo .starting-logo{height:42px !important;}}@media only screen and (min-width: 1000px){#header-outer[data-transparent-header="true"].transparent #logo img,#header-outer[data-transparent-header="true"] #logo .starting-logo,#header-outer[data-transparent-header="true"].light-text #logo img{height:42px !important;}}@media only screen and (min-width : 1000px){body header#top #logo img{height:42px !important;margin-top:-8px !important;}}@media only screen and (min-width : 1px) and (max-width : 1000px){body header#top #logo img{height:37px !important;margin-top:-6px !important;}}#slide-out-widget-area .inner .off-canvas-menu-container li a{font-size:20px !important;line-height:36px !important;font-family:"Open Sans" !important;font-weight:300 !important;letter-spacing:1px !important;}.container-wrap{background-color:#fff !important;}#page-header-bg h1{color:#135f57 !important;}#page-header-bg .subheader{color:#135f57 !important;}#header-outer[data-transparent-header="true"].transparent #logo img,#header-outer[data-transparent-header="true"] #logo .starting-logo,#header-outer[data-transparent-header="true"].light-text #logo img{height:17px !important;}.nectar-button.large{font-size:15px !important;font-size:15px !important;font-weight:600 !important;letter-spacing:2px !important;text-transform:uppercase !important;padding:15px 35px !important;border-radius:0px;box-shadow:none !important;}#page-header-bg .subheader{font-weight:700 !important;}.row .col img:not([srcset]){margin-left:25px;width:150px;}body[data-header-color="custom"] #header-secondary-outer nav > ul > li#menu-item-1134 > a{color:#d32a2a !important;font-size:22px !important;font-weight:bolder;}@media only screen and (max-width: 800px){body header#top #logo img{height:25px !important;}}@media only screen and (min-width: 800px){#afc_sidebar_5612{display:none !important;}}#afc_sidebar_5612{margin-top:49px !important;pposition:absolute !important;text-align:middle !important;padding-top:7px !important;padding-bottom:7px !important;padding-left:20px !important;font-size:13px !important;}@media only screen and (max-width: 800px){#header-outer[data-transparent-header="true"].transparent #logo img,#header-outer[data-transparent-header="true"] #logo .starting-logo,#header-outer[data-transparent-header="true"].light-text #logo img{height:26px !important;}}@media only screen and (max-width: 800px){#header-outer.transparent header#top #logo,#header-outer.transparent header#top #logo:hover{float:left !important;}}@media only screen and (max-width: 690px){.row .col h4,body h4{font-size:45px !important;line-height:65px !important;}}@media only screen and (max-width: 690px){.row .col h3,body h3,.col h2,h2{font-size:25.5px !important;line-height:31.5px !important;}}@media only screen and (max-width: 1000px) and (min-width: 690px){.row .col h3,body h3,.col h2,h2{font-size:27.2px !important;line-height:33.6px !important;}}@media only screen and (max-width: 1300px) and (min-width: 1000px){body h2{font-size:28.9px !important;line-height:35.7px !important;}}@media only screen and (max-width: 690px){.row .col h4,body h4{font-size:16.2px !important;line-height:22.5px !important;}}input[type=submit]{text-transform:uppercase;letter-spacing:2px !important;font-family:"open sans" !important;font-size:11px !important;background-color:#135f57 !important;}input[type=submit]:hover{opacity:.8 !important;}input[type=text]{background-color:#d2d2d2 !important;}.icon-minus-sign:before{content:"";font-family:"FontAwesome";}.meta-comment-count{display:none !important;}.container-wrap{background-color:#f2f2f2 !important;}.masonry.classic_enhanced .masonry-blog-item .article-content-wrap{padding:17% !important;text-align:center !important;}.masonry.classic_enhanced .masonry-blog-item h3.title{line-height:34px !important;}.post-area.masonry.classic_enhanced article.post .post-meta{text-align:center !important;}article.post .more-link{display:none !important;}@media screen and (min-device-width: 210px) and (max-device-width: 480px){#slide-out-widget-area.slide-out-from-right-hover .off-canvas-social-links{margin-top:110px !important;}}@media screen and (min-device-width: 210px) and (max-device-width: 480px){#slide-out-widget-area.slide-out-from-right-hover .inner{margin-bottom:50px !important;}}#slide-out-widget-area.slide-out-from-right-hover .off-canvas-social-links{margin-top:80px !important;}.cat-item-1526{display:none !important;}.cat-item-1616{display:none !important;}.cat-item-1617{display:none !important;}.masonry.material .masonry-blog-item .meta-category a{display:none !important;}.post-area.masonry.span_9 .masonry-blog-item{width:46.8%;height:669px !important;}.justified_box{text-align-last:center;}@media only screen and (max-width: 690px){.single .blog-title #single-meta ul{float:initial !important;display:-webkit-inline-box !important;}}.light .divider-small-border{background-color:rgba(255,255,255,1) !important;}#menu-item-7355{background-color:#ff6249 !important;height:42px !important;margin-right:10px;top:24px;}#menu-item-7355:hover{background-color:#ff6249 !important;padding-top:-8px !important;height:42px !important;margin-right:10px;opacity:.8 !important;}#menu-item-5387{background-color:#135f57 !important;height:42px !important;margin-right:10px;top:24px;}#menu-item-5387:hover{background-color:#135f57 !important;padding-top:-8px !important;height:42px !important;margin-right:10px;margin-bottom:17px;opacity:.8 !important;}header#top nav > ul > li[class*="button_solid_color"] > a:before,#header-outer.transparent header#top nav > ul > li[class*="button_solid_color"] > a:before{background-color:transparent !important;}#header-outer:not([data-lhe="animated_underline"]) header#top nav ul li[class*="button_solid_color"] a,#header-outer:not([data-lhe="animated_underline"]) header#top nav ul li[class*="button_bordered"] a{padding-left:20px;padding-right:20px;margin-top:-4px !important;margin-bottom:-8px;}.nectar-hor-list-item[data-color="accent-color"]:before{background-color:transparent !important;}#footer-outer #footer-widgets .col ul li,.textwidget{font-size:15px !important;line-height:24px !important;}body #slide-out-widget-area.slide-out-from-right-hover .inner .off-canvas-menu-container li a{font-size:19px !important;}#slide-out-widget-area.slide-out-from-right-hover{padding:50px !important;}#header-outer .sf-menu li ul li a{font-size:17px !important;line-height:17px !important;border-bottom:1px solid #e8e8e8;padding-bottom:11px;margin-bottom:5px;}#menu-item-8396,#menu-item-8382{background-color:#135f57 !important;height:42px !important;margin-right:10px;top:24px;}#menu-item-8396:hover,#menu-item-8382:hover{background-color:#135f57 !important;height:42px !important;margin-right:10px;top:24px;opacity:.8 !important;}#menu-item-8396{display:none !important;}#menu-item-8383{background-color:#ff6249 !important;height:42px !important;margin-right:10px;top:24px;}#menu-item-8383:hover{background-color:#ff6249 !important;height:42px !important;margin-right:10px;top:24px;opacity:.8 !important;}@media only screen and (min-width: 690px){#menu-item-8385{margin-right:15px;}}@media only screen and (max-width: 690px){.menu-item-8382{display:none !important;}}.sf-menu >li ul{width:21em !important;}@media only screen and (max-width: 690px){.row .col.section-title.blog-title{margin-bottom:-20px !important;margin-top:80px !important;}}@media only screen and (max-width: 690px){body:not(.nectar-no-flex-height) #ajax-content-wrap{margin-top:30px !important;}}#text-10,#text-9{margin-bottom:-15px !important;}#text-10 h4{margin-bottom:-50px !important;}#text-9 h4{margin-bottom:-50px !important;}#footer-widgets #text-8 H4{margin-bottom:-50px !important;}@media only screen and (max-width: 690px){iframe.iframe-embed,iframe{-height:auto !important;-width:100% !important;-max-height:320px !important;}}iframe.iframe-embed,iframe{max-width:100%;-height:auto !important;-min-height:210px;}#ssf_MzJPSUk2NE_SNU8zN9I1MUwy0bU0SE7RNTM0SDMxMjYySTU0AAA{height:250px !important;}#footer-outer .icon-salient-spotify{margin-top:-6px !important;}@media only screen and (max-width: 690px){#custom_html-2{display:none !important;}}@media only screen and (min-width: 690px){#media_image-2{display:none !important;}}.rank-math-breadcrumb{background-color:#f2f2f2;padding-left:30px;padding-top:20px;font-size:12px;margin-bottom:-20px;}.twitter-icon{content:url("https://cdn-ckaph.nitrocdn.com/xHbUiJHsblNHsQwNjdCCMuNuYdOviyRL/assets/static/optimized/rev-24c3056/wp-content/uploads/2021/09/Caminho-1.svg");width:15px !important;opacity:.5;}.facebook-icon{content:url("https://cdn-ckaph.nitrocdn.com/xHbUiJHsblNHsQwNjdCCMuNuYdOviyRL/assets/static/optimized/rev-24c3056/wp-content/uploads/2021/09/Caminho-2.svg");width:8px !important;opacity:.5;}.linkedin-icon{content:url("https://cdn-ckaph.nitrocdn.com/xHbUiJHsblNHsQwNjdCCMuNuYdOviyRL/assets/static/optimized/rev-24c3056/wp-content/uploads/2021/09/Caminho-3.svg");width:15px !important;opacity:.5;}.simplecast-icon{content:url("https://cdn-ckaph.nitrocdn.com/xHbUiJHsblNHsQwNjdCCMuNuYdOviyRL/assets/static/optimized/rev-24c3056/wp-content/uploads/2021/09/Grupo-1.svg");width:13px !important;opacity:.5;}.spotify-icon{content:url("https://cdn-ckaph.nitrocdn.com/xHbUiJHsblNHsQwNjdCCMuNuYdOviyRL/assets/static/optimized/rev-24c3056/wp-content/uploads/2021/09/Caminho-4.svg");width:15px !important;opacity:.5;}.social2{position:absolute;right:0px;top:0px;}#footer-outer #copyright p{margin-bottom:-30px;}#footer-outer .social{display:none !important;}@media (min-width: 690px){.span_5{width:100% !important;}}#afc_sidebar_5612{background:#135f57;position:fixed;top:0px;right:0px;width:100%;margin:15px 10px 10px 10px;z-index:999999;padding:10px;color:#fff;}.afc_popup .img{position:absolute;top:-15px;right:-15px;}@media screen and (min-width:481px) and (max-width:768px){}@media only screen and (min-width: 321px) and (max-width: 480px){.afc_popup{margin:0 !important;}.afc_popup iframe{width:100% !important;}}@media only screen and (max-width: 320px){.afc_popup{margin:0 !important;}.afc_popup iframe{width:100% !important;}}

Retirement & Freedom

How to Avoid Estate Tax

The True “Crash Proof” Retirement

What Happens to a 401k After You Quit Your Job?

Which Pension Option Should You Choose

Avoid Running Out Of Money

How To Attain Real Wealth

Can You Trust Your Financial Advisor?

Covid-19 Market Update

Working With a Financial Planner

Best Financial Investments in 2020

Sign Up for Bench Talk Videos

Recent Posts

Search

Categories

WHAT MAKES FEE-ONLY DIFFERENT?

WHAT MAKES FEE-ONLY DIFFERENT?

MARKET COMMENTARIES & FINANCIAL VIDEOS

YOUR TEAM

BLOG POSTS

CONTACT