If your spouse passes away, you may be eligible to take over their Social Security benefits – but there are rules you need to know. ... youtu.be/fcvzN34Bcws ... #HowToRetire

You know you need to apply for Social Security, but will you have to apply for Medicare? Here's how to find out. ... youtu.be/oQ7lABBAZdk ... #HowToRetire

When it comes to timing Social Security benefits, does life expectancy matter? Will using the average life expectancy change things? ... youtu.be/f1Bzp44gVcQ ... #HowToRetire

The Social Security trust is expected to run out of money by 2035. How will this Social Security bankruptcy affect your retirement plans? ... youtu.be/9J0q01hsXBU ... #HowToRetire

There's an urban legend about aerospace engineers dying within 2 years of retirement. Here's the thing: it's true. ... youtu.be/SFquk1gTKHw ... #HowToRetire

Outliving your investments is called "longevity risk" in retirement planning. Here's why you should plan to live longer than you expect. ... youtu.be/fjv3too8yMg ... #HowToRetire

We're deep into September and the market is negative for the year. What should you do? Here are 4 steps to take in a down market. ... youtu.be/EW70f4GHikk ... #HowToRetire

Should you make a Roth IRA conversion in 2022? Here are 4 questions to consider before making a strategic Roth IRA conversion before year-end. ... youtu.be/U16Q4u2lvLw ... #HowToRetire

Thinking about making a backdoor Roth IRA contribution this year? These two mistakes can cost you thousands in taxes. ... youtu.be/Qo1MntPe2Rc ... #HowToRetire

Given the current yield on I Bonds, wouldn't it be nice to be able to invest more than the $10,000 limit? Well, with this strategy, you can. ... youtu.be/DWTfv-Wq8Ag ... #HowToRetire

With the end of the year fast approaching, these 8 year-end tax planning tips may help you lower your tax bill. ... youtu.be/jX8zwrY4ocU ... #HowToRetire

To combat inflation, the Fed has been consistently raising rates. Here are 5 ways that rising interest rates affect your retirement. ... youtu.be/NBCBUPYtU2Y ... #HowToRetire

While we're approaching year-end, there's still time to do a little be more retirement saving – and plan for next year while we're at it. ... youtu.be/2lEvnl0dFU0 ... #HowToRetire

The SECURE Act 2.0 contains dozens of changes that will impact our retirement planning. Here are 4 major changes from the SECURE Act 2.0. ... youtu.be/Yj6owNa4UgI

It can be tempting to change your investments after a down year in the stock market. Here's an action plan to assess your situation. ... youtu.be/7gSq3C0yPIM

At least once a year, it's good practice to rebalance your 401(k), 403(b), or other employer retirement accounts. Here's how to do it. ... youtu.be/5AguGDk3Exw

If it feels like we just endured a debt ceiling debate, it's because the last one was only 15 months ago! Here's how we should react. ... youtu.be/-W7ATVoO_SQ

It's not just buying a Lambo. Here are 5 surprising ways that people who have done everything right can still blow up their retirement. ... youtu.be/XAG3fGGQF2o

Trying to get everything perfect could actually impede your progress when it comes to retirement planning. ... youtu.be/-jxQUAwHodg

While I don't think there's much to worry about over the Silicon Valley Bank brouhaha, there's one question about the Fed's response that people aren't asking... ... youtu.be/O2nuBWLEG54