Preview Mode Links will not work in preview mode

Make Retirement Work

Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics.

Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island.

Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).

Dec 9, 2021

I was recently a guest on NebraskaLand Bank Podcast and spoke with hosts Ty Lucas and Danielle Remus. Today I’m sharing our conversation on my podcast. Here are some of the highlights.

What should people be thinking about with retirement planning?

As far as the end of year, a lot of it centers on capital...


Nov 11, 2021

In today’s mailbag, we’re answering listener questions about how to retire early, whether to take a pension lump sum and if it makes sense to have two financial advisors.

 

Read more and get additional financial resources here: https://makeretirementwork.com/make-retirement-work/podcast.html 

 

What we discuss on...


Sep 9, 2021

Today we’re sharing some potential red flags you should be aware of in your finances. How would you answer these questions?

Can you name all of the investments in your portfolio? 

It’s not a red flag if you can’t name them all, but you should know generally what you own. If you can name them all, you might not be...


Aug 12, 2021

Marc is on the hot seat with this financial and retirement quiz. Play along and see how you do as well.

 

Read more and get additional financial resources here: https://makeretirementwork.com/1399/ep-28-test-your-financial-knowledge/ 

 

What we discuss on this episode: 

2:30 – Scary retirement

4:22 – Scary...


Jul 15, 2021

We’re changing it up today with some funny financial planning jokes and what we can learn from the humor.

Read more and get additional financial resources here: https://makeretirementwork.com/podcasts/

What we discuss on this episode: 

1:57 – Credit cards

4:52 – Buying bonds

8:02 – Check my balance

11:23 –...