This week Jim and John address an issue facing many retirees and those contemplating retirement; how to generate adequate income when short-term interest rates are essentially zero, and likely to stay that way for at least the next few years. In looking at what retirees can do to survive, Jim discusses several strategies to best utilize the cash on hand, as well as strategies to create more income, both prior to and in retirement. Jim also looks at how to best inflation-proof your portfolio to protect against the likelihood of rising medical bills and other living expenses. Jim and John also offer a case study to illustrate this very important issue. The guest this week is attorney Roberta Robinson, who speaks about tax planning and discusses specific tax planning strategies. Roberta is well known for her ability to explain complex ideas in a clear manner.
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