Retirement Stewardship

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2024

December 3rd : Trump’s 2024 Campaign Promises and Retirees: Part Two
November 26th : Trump’s 2024 Campaign Promises and Retirees: Part One
November 12th : Surviving Spouses’ Options for Inherited IRAs
October 23rd : Retirement Stewardship: Election Edition 2024
October 15th : The “Game” of Retirement Stewardship
October 1st : Are Christians Saving Too Little For Retirement?
September 17th : Opportunity Costs and Retirement Decisions
September 3rd : Retirement, Rightsizing, and the Challenges of Letting Go
August 13th : Should You Ditch Bonds for Money Market Funds?
July 16th : Embracing Our Story of Redemption in all Phases of Life
June 25th : Include Financial Simplicity in Your Retirement Plan
June 4th : I’m Not as Reluctant Toward Annuities, But I’m Still Not Sure I Need One
May 21st : Why Am I Reluctant to Purchase a Lifetime Income Annuity?
May 7th : Artificial Intelligence (AI) and Retirees—Part Two
April 23rd : Artificial Intelligence (AI) and Retirees—Part One
April 9th : Understanding and Navigating Social Security Survivor Benefits
March 26th : Easter, Retirees, and the Hope of the Resurrection
March 13th : Could I Have Done a Better Job of Tax Planning Before I Retired?
February 15th : The ”Fountain of All Good” in Retirement
January 17th : The Curious Concept of ”Retirement Ruin”

2023

December 27th : Reflections After Five Years of Retirement
December 15th : Messy World, Glorious Messiah
November 29th : Retire Like Dave: Part Two—Maybe You Can Withdraw Eight Percent
November 22nd : Figs, Faith, and Thanksgiving
November 15th : Medicare Commercials: The Hilarious But Confusing Comeback Tour You Didn’t Ask For
November 8th : Avoiding Probate: Issues and Options
October 11th : Invest and Retire Like Dave?
September 20th : How Higher Interest Rates Are Impacting Retirees
September 6th : Dealing With Financial Risk in Retirement
August 23rd : Our Greatest Risk In Retirement
August 9th : What Condition is Your (Retirement Financial) Condition In?
July 26th : Sustainable Retirement Income—Part Two: Variable Withdrawals
July 12th : Sustainable Retirement Income—Part One: Fixed Withdrawals
June 21st : Social Security Mythology
June 7th : Space, Time, and Retirees
May 24th : Does Retirement Cost Less As We Age?
May 3rd : Stewarding Your Digital Assets–Part 4: Phishing
April 5th : Back to Work
March 15th : Back to Basics
March 1st : Buckets and Ladders
February 8th : Why a TIPS Ladder?
February 1st : Why Invest in TIPS?
January 25th : To Ladder or Not to Ladder?
January 18th : Individual Bonds or Bond Funds?
January 11th : The Secure Act 2.0 May Have Passed While You Weren’t Looking
January 4th : Do Bonds Still Belong in a Retiree’s Portfolio?

2022

December 21st : I Want to Grow Old Like Simeon
December 7th : Looking Forward to Making Qualified Charitable Distributions (QCDs)
November 16th : Received an Inheritance, Now What?
November 2nd : The Four Paths of Retirement
October 19th : Celebrating an Anniversary, a Birthday, and Reflecting on the Brevity of Life
October 5th : Thinking (But Not Too Concerned) About RMDs
September 21st : Navigating Politics and the Culture Wars as an Older Christian
September 7th : How Sequence Of Returns Affects Your Retirement
August 17th : Is It a Good Time to Retire?
August 3rd : Stewarding Your Digital Assets (Part 3)—Multi-Factor Authentication
July 20th : Am I a ‘Guru’?
July 6th : The ‘Stewardship of Life’ (Part Five)—Hybrid Long-Term Care Insurance
June 22nd : The Ordinary Christian Life in Retirement
June 8th : Beware the Free Steak Dinner and Financial Advice Retirement Seminar
May 25th : Faithful Investing
May 11th : Responding to ”Epochal Change”
April 27th : Are We Experiencing ”Epochal Change”?
April 13th : Living the ”Good Life” in Retirement
March 30th : Does Cryptocurrency Belong in Your Retirement Portfolio?
March 16th : Should You Buy Gold?
March 2nd : A Challenging Time for Retirement Investors
February 16th : The Master of Retirement
February 2nd : Retirement Account Rollovers and Transfers—You’ve Got to get it Right (Part Two)
January 19th : Retirement Account Rollovers and Transfers—You’ve Got to Get it Right (Part One)
January 5th : Don’t Gamble Away Your Retirement Savings

2021

December 23rd : The Stewardship of Christmas
December 15th : My Year-End Retirement Stewardship Review and Planning Routine
December 1st : Schemes and Scams and Fraud, Oh My!
November 24th : A Thankful Heart
November 17th : There’s More to Retirement Stewardship Than Getting the Numbers Right
November 3rd : Will Your Social Security Benefits be Taxed (and if so, how much)?
October 20th : Do Advisor and Investment Fees Really Matter?
October 6th : Thoughts at the Three-Year Mark in Retirement
September 15th : Giving by Leaving a Financial Legacy
September 1st : Giving in Retirement
August 18th : Choosing a Medicare Plan
August 4th : Minimizing Regret in Retirement
July 21st : Is This a Good Time to Upsize, Upgrade, or Downsize Your House?
July 7th : Overcoming Retirement Fears
June 23rd : Should You Purchase an Indexed or Variable Annuity?
June 9th : What To Do If You’re Already In Retirement But Without Enough Income
May 26th : You Can Self-Publish a Book
May 12th : Better Retirement Investments Than Money
April 28th : 3 Things I’ve Learned from 20 Years of Financial Coaching That Helped Me Write ”Redeeming Retirement”
April 13th : My New Book “Redeeming Retirement: A Practical Guide to Catch Up” Has Been Released!
March 31st : What It Really Means to “Retire with Dignity”
March 19th : Housing Decisions and Financing Options in Retirement
March 3rd : Is Paying Off Your Mortgage Wise Stewardship?
February 17th : The Expenses Side of the Retirement Equation
February 2nd : Spending and Retirement Stewardship
January 22nd : In Your Grasp: Three Things for a Financial Miracle
January 6th : The New Administration and Your Retirement Stewardship: Part 2

2020

December 30th : My Top 10 Posts for 2020
December 23rd : The New Administration and Retirement Stewardship: Part 1
December 9th : Is Building Wealth for Retirement “Striving After the Wind”?
November 27th : My “Bucket Strategy”
November 19th : Medicare Commercials – Be Wise as Serpents and Innocent as Doves
November 11th : The “Cash Bucket Strategy”: Issues and Alternatives
October 28th : The Coronavirus Pandemic and the “Cash Bucket Strategy”
October 15th : Jobless and Nearing Retirement Age—What To Do?
October 7th : I Gave Retirement Stewardship a “Facelift!”
September 25th : Retirement Stewardship During Extremely Low Interest Rates
September 4th : The “Promised Land” of Retirement
August 20th : Announcing My New Book: “The Minister’s Retirement”
August 13th : Is Purchasing a Vacation Home Wise Stewardship?
July 25th : Things I am Grateful For as a Retiree During a Pandemic
July 8th : The Growing Federal Debt and Your Investments
June 24th : Out of the Stock Market? Now What?
June 12th : Redeeming Stewardship Failures
May 29th : The ‘Stewardship of Life’ (Part Four)—Long-Term Care Insurance
May 22nd : The ‘Stewardship of Life’ (Part Three)—Paying for Long-Term Care
May 15th : The ‘Stewardship of Life’ (Part Two)—Medicare and Medicaid
May 8th : The ‘Stewardship of Life’ (Part One)—Long-Term Care
April 24th : My View From the Cheap Seats
April 4th : Retirement Stewardship Q&As During This Time of Coronavirus
March 27th : It Can’t Happen Again (But It Did)
March 18th : What Should Wise Retirement Stewards Do Now?
March 4th : Pandemics, Market Crashes, and Retirement Stewardship
February 26th : Finding Your “Calling” in Retirement
February 12th : Some Financial Observations From our First Full Calendar Year in Retirement
January 29th : Loving Your Widow With Wise Stewardship
January 15th : Making New Years Resolutions? How About “Spend Less, Save and Give More”
January 2nd : My Thoughts on the New Retirement Savings (aka, “SECURE”) Act

2019

December 18th : Some Thoughts on “Saving Retirement”
December 4th : Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 2)?
November 20th : Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 1)?
November 5th : My New Book, “Reimagine Retirement: Planning and Living for the Glory of God,” Has Been Released!
October 15th : Imagining Your Retirement
September 25th : Help—I Think Too Much About My Retirement Savings!
September 11th : Social Security Claiming Strategies—Which “Camp” Are You In?
August 28th : Stock Market Volatility and “The Prudent Man Rule”
August 14th : Your Coming Weakness and Retirement Stewardship
July 31st : Should I Include Annuities in my Retirement Plan (Part 3)?
July 24th : Should I Include Annuities in my Retirement Plan (Part 2)?
July 10th : Should I Include Annuities in my Retirement Plan (Part 1)?
June 26th : I Took a Vacation From Retirement
May 29th : 5 Ways Congress May Make it Easier to Plan for Retirement
May 8th : 12 “Hard Truths” For Graduates to Help Them Not Be Broke
April 24th : All You Need to Know About Personal Finance on a 3 x 5 Inch Index Card – Really?
April 10th : The Retirement “Identity Crisis” – a Biblical Perspective
March 27th : My Stewardship Practices – Part Two: Saving, Investing, and Protecting
March 13th : My Stewardship Practices – Part One: Spending, Debt, and Giving
February 27th : So You Want to be an “Everyday Millionaire”?
February 14th : 5 Reasons to be Humble in Retirement Stewardship
January 30th : Are You “Full of Sap?”
January 16th : Some Thoughts on “Key Retirement Planning Birthday Milestones”
January 2nd : New Year Retirement Stewardship 10-Point Check-Up

2018

December 8th : Now That You’re Retired, What Do You Do All Day?
November 19th : 10 “Retirement Stewardship Things” I Am Thankful For (and So Should You Be)
October 27th : Reflections and Lessons from 40 Years of Stewardship
October 12th : 5 Ways to Prepare for the Next Big Correction (or Recession)
September 27th : 10 Years Later: 5 Stewardship Lessons from the “Great Recession”
September 6th : Home Equity and Your Retirement
August 22nd : My Decision to “Retire”
August 3rd : College Planning and Your Retirement
July 11th : What Can You Do When An Elderly Parent Is Running Out Of Money?
June 20th : A Gospel-Centered Retirement
June 6th : Investing for Retirement – Part Three
May 23rd : Investing for Retirement – Part Two
May 9th : Investing for Retirement – Part One
April 25th : Finding Balance in Retirement Stewardship
April 11th : Roth IRAs, Roth Conversions, and the New Tax Law
March 28th : Should You Retire?
March 14th : 5 Reasons You Shouldn’t Save For Retirement
February 24th : The Stewardship of Godly Wisdom
February 14th : Can You Retire? Part 3: Your Decision
January 31st : Can You Retire? Part 2: Your Income
January 20th : Can You Retire? Part 1: Your Expenses
January 6th : Retirement Planning in 2018 and the “Wheel of Life”
January 3rd : Closing out 2017

2017

December 23rd : The New Tax Law and Retirement Stewardship
December 14th : Tithing and Giving in Retirement
December 2nd : 7 Hard Truths About Retirement
November 21st : The Link Between Thankfulness and Retirement Stewardship
November 3rd : Financial Advisors – Part 3: How to Choose One
October 18th : Financial Advisors – Part 2: How They’re Paid
October 4th : Financial Advisors – Part 1: What They Do
September 20th : The High Calling of Retirement Stewardship
September 1st : Inflation: A Quiet Threat to Retirement Stewardship
August 19th : Can Retirement Stewardship Make you a Rich Fool?
July 31st : The 8 Questions I Need to Answer Before I Decide to Retire
July 9th : If You’re Close to (or in) Retirement You Need to Understand “Sequence of Returns Risk”
June 16th : Biblical Traits of a Successful Investor
May 24th : Relocating in Retirement: Should You Stay or Should You Go?
May 6th : Why You Should Consider Delaying Collecting Social Security Benefits
April 22nd : Boats, Seashells, Softball, and Retirement Stewardship
April 10th : The Most Important Thing to do in Your 60s and Beyond to Retire With Dignity
March 27th : The Most Important Thing to do in Your 40s and 50s to Retire With Dignity
March 14th : The Most Important Thing to do in Your 30s and 40s to Retire With Dignity
March 4th : The Most Important Thing to do in Your 20s and 30s to Retire With Dignity
March 1st : Church Fathers, Catechisms, and Retirement Stewardship
February 15th : Do You Need Life Insurance in Retirement?
January 23rd : Pay Down Your Mortgage or Increase Saving For Retirement?
January 17th : Contentment with Retirement Stewardship is Great Gain
January 14th : Is an “Early” Retirement Good Stewardship?

2016

December 29th : The Election and Your Retirement Stewardship: What Should You Do Now?
December 11th : Communicating about Retirement in Marriage
November 22nd : Thanksgiving, Jesus and the Ten Lepers, and One That Wasn’t a “Turkey”
November 10th : Stewarding Your Digital Assets – Part 2: Identity Theft
October 28th : Stewardship of Your Physical and Digital Assets – Part 1: Device Security
October 10th : Annuities and Retirement Stewardship – Part 2
October 8th : Retirement Stewardship and “Making Children Glad in God”
September 28th : Annuities and Retirement Stewardship – Part 1
September 18th : Stewardship and the Challenge of Generosity
September 12th : Planning for Health Care Expenses in Retirement
September 5th : Medicare Health Insurance Options
September 3rd : Health Insurance Options Before Medicare
August 16th : Estate Planning and Your Will
August 1st : Retirement Stewardship and Your Legacy
July 9th : Your Four Most Important Financial Decisions – #4: Saving and Investing
June 13th : Your 4 Most Important Financial Decisions #2 and #3: Car Purchase and General Lifestyle
May 28th : Your 4 Most Important Financial Decisions: #1 – The House Purchase
May 20th : What is Retirement Stewardship?
May 6th : Retire Like Dave?
April 5th : Should Your Financial Planner/Adviser/Broker be a “Fiduciary”?
March 29th : Don’t Carry Debt into Retirement
March 11th : Pascal’s Wager and Retirement Stewardship
February 24th : What Should You Do About Stock Market Volatility?
February 8th : Why Some People Don’t Like Dave Ramsey
January 18th : Why I Like Dave Ramsey
January 4th : Personal Saving During Times of Plenty

2015

November 25th : Thanksgiving and Stewardship
November 24th : How to Allocate Your 15% Savings for Retirement
November 9th : What Will You Do When You Retire?
October 24th : What About Dave Ramsey’s 15% Rule?
October 16th : Retirement Stewardship in your 20s