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Retirement Archives - The Retirement Academy My title page contents

Retirement Blogposts

Roth IRAs: The Simple and the Not-So-Simple

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | Module 1: Practice Management, Module 6: The Academians' Blog, Retirement, Skill Level Advanced, Taxes | 0 Comments

Roth IRAs: The Basics and Not-So-Basics With the tax increases that will almost inevitably happen, the...

Medicaid Planning in Plain English

by Charlie Gipple, CFP, CLU, CHFC | Feb 2, 2022 | Estate Planning, Marketing and Prospecting, Module 1: Practice Management, Module 3: Annuities Education, Module 5: Long-Term Care Education, Module 6: The Academians' Blog, Retirement, Skill Level Advanced | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

Sequence of Returns and Sequence of Inflation Risks

by Charlie Gipple, CFP, CLU, CHFC | Jan 22, 2022 | Module 1: Practice Management, Module 3: Annuities Education, Module 6: The Academians' Blog, Retirement, Skill Level Intermediate | 0 Comments

This article is a bit of a preface to an article I am making for you that will come out next month. That article will...

What your clients want to know

by Charlie Gipple, CFP, CLU, CHFC | Dec 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Retirement, Skill Level Intermediate, Social Security, Whitepapers | 0 Comments

Below is another great whitepaper by our friend and ongoing Retirement Academy contributor, Heather Schreiber.

Video: The Risk/Reward Spectrum

by Charlie Gipple, CFP, CLU, CHFC | Jul 10, 2021 | Retirement | 0 Comments

The below video is from "The Retirement Academy" which is an educational platform that CG Financial Group also owns....

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