Spending in retirement might sound simple, but it can be quite challenging. In this article, we’ll explore why retirees often struggle to spend money, even when their financial plans say they can. We'll discuss fears of running out of funds and the impact of market volatility. Plus, we’ll share practical ways to create a clearer spending framework, so you can enjoy your money without second-guessing every purchase. Understanding the Challenges of Spending in Retirement When y

Worrying about retirement usually isn’t about money alone. It’s usually about uncertainty and losing control. In this video, we’ll explain why people who’ve saved a lot of money can still feel like they don’t have enough. The goal is to turn retirement from a scary question mark to a plan that you can actually manage. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook:...

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and Luke Van de Loo about a change that could be happening for America’s retirement system. If private equity starts to make up portions of 401(k) plans, here's what you should know. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook: https://www.facebook.com/friendstalkfinancialplanning TRANSCRIPT: Bri

Does the 4% withdrawal rule still work in today’s retirement landscape? You’ll learn how inflation and market volatility have challenged the original estimates that created this popular retirement rule. We’ll compare the 4% rule to newer withdrawal strategies that adapt to changing markets and retirement needs. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook: https://www.fac

What should you know about the tax law changes for 2025 and 2026? In this episode of Friends Talk Financial Planning, John and Bridget discuss the new tax law changes that you should be aware of for the final quarter of 2025 and the entirety of 2026. There are numerous tax planning strategies to consider at this time of year, especially given the recent tax law changes. Don’t miss this opportunity to learn how you can make the most of these changes! Key Tax Law Changes to Con