retirement coach Latest News

Retirement Coach and Author Greg Taylor was recently featured in the Wall Street Journal in recognition of his latest best-selling book.

Jack Phelps, founder of The Relaxing Retirement Coach, cuts through all the dogmatic beliefs about carrying a mortgage into retirement.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses a very important step in The Relaxing Retirement Formula™.

Jack Phelps, founder of The Relaxing Retirement Coach, reveals the consequences of trying to be too...

Jack Phelps, founder of The Relaxing Retirement Coach, discusses the significance of March 9, 2009 for all...

Retirement Coach and Author, Greg Taylor, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on “The Consumer’s Advocate” TV show.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses the consequences of investing without parameters.

Jack Phelps, founder of The Relaxing Retirement Coach, delves into the significant mindset shift that must occur to successfully invest in retirement.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses why Rules of Thumb leave you lacking financial confidence.

Jack Phelps, founder of The Relaxing Retirement Coach, delves into three critical question you must answer to benefit from The Lesson of 2012.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses tax strategy for 2013.

Jack Phelps, founder of The Relaxing Retirement Coach, introduces a helpful resource for retirees.

Jack Phelps, founder of The Relaxing Retirement Coach, explains that by focusing only on the tax consequences of an investment decision, investors often lose sight of the bigger picture.

Jack Phelps, founder of The Relaxing Retirement Coach, provides helpful information for retirees as 2012 draws to an end.

Jack Phelps, founder of The Relaxing Retirement Coach, explains that a double-edged sword of euphoria and panic are responsible for many investors’ sub-par performance.

Jack Phelps, founder of The Relaxing Retirement Coach, notes that sub-par investment performance often results from a single common mistake.

Jack Phelps, founder of The Relaxing Retirement Coach, shares a chilling story which highlights the importance of “lawsuit insurance”.

Jack Phelps, founder of The Relaxing Retirement Coach, breaks down data which indicates that investors are “underperforming” relative to the markets—primarily due to strategic mistakes.

Jack Phelps, founder of The Relaxing Retirement Coach, breaks down a complicated but very important concept relating to estate taxation.

Jack Phelps, founder of The Relaxing Retirement Coach, recalls lessons learned from the stock market “crash” of 1987.

Jack Phelps, founder of The Relaxing Retirement Coach, details a strategy by which retirees can ensure that their wishes are not delayed by a lengthy probate process.

Jack Phelps, founder of The Relaxing Retirement Coach, highlights an important strategy to help children of retirees avoid a massive tax penalty.

Retirement Coach and Author, Greg Taylor, recently hit three separate Amazon.com best-seller lists with the new retirement book “Winning Retirement.”

Jack Phelps, founder of The Relaxing Retirement Coach, helps retirees to determine the best course of action regarding social security benefits.

Jack Phelps, founder of The Relaxing Retirement Coach, explains why your children and grandchildren need finances in their education.

Jack Phelps, founder of The Relaxing Retirement Coach, notes that tax planning and investment planning must be performed simultaneously.

Jack Phelps, founder of The Relaxing Retirement Coach, explains that enjoying a relaxing and financially comfortable retirement is much like running a marathon.

Financial Advisor Greg Taylor informs life insurance policy holders that they may be paying as much as 70% too much for their life insurance.

Jack Phelps, founder of The Relaxing Retirement Coach, explains that all investments have merit for someone, but very few are appropriate for you.

Jack Phelps, founder of The Relaxing Retirement Coach, reveals the process which allows retirees to both spend and invest confidently

Jack Phelps, founder of The Relaxing Retirement Coach, urges retirees not to fall into the trap of investing in what just performed well.

Jack Phelps, founder of The Relaxing Retirement Coach, highlights the dangers retirees face if they don’t begin their investment process by first identifying the investment rate of return they must personally earn.

Jack Phelps, founder of The Relaxing Retirement Coach, walks readers through the second step in his Relaxing Retirement Formula™

Jack Phelps, founder of The Relaxing Retirement Coach, explains that consistently prioritizing and planning is crucial in order to lead a fulfilling life.

Jack Phelps, founder of The Relaxing Retirement Coach, shares an alternative approach to long term care insurance that is new to the marketplace

Jack Phelps, founder of The Relaxing Retirement Coach, explains that many retirees focus on, and get carried away with, what recently performed well.

Jack Phelps, founder of The Relaxing Retirement Coach, explains why planning for the protection of your lifestyle sustaining income, as opposed to the protection of your principal, should be your dominant investment goal in retirement.

Jack Phelps, founder of The Relaxing Retirement Coach, shares his system for coping with and processing negative economic news.

Jack Phelps, founder of The Relaxing Retirement Coach, was recently featured in an interview for the Biography TV Series

Jack Phelps, founder of The Relaxing Retirement Coach, notes that the average retiree earned 58% less than market averages over the last 20 years due to easily correctible mistakes

Jack Phelps, founder of The Relaxing Retirement Coach, explains the concept of annuities to his readers so that they can evaluate whether or not investing in an annuity makes sense for them.

Jack Phelps, founder of The Relaxing Retirement Coach, takes an in-depth look at annuities and presents several pros and cons of the investment vehicle.

Jack Phelps, founder of The Relaxing Retirement Coach, breaks down recent changes in the tax code and explains how they will benefit retirees.

Jack Phelps, founder of The Relaxing Retirement Coach, explains how your non-spouse beneficiaries can avoid paying income taxes on the entire balance of your IRA all at once.

Jack Phelps, founder of The Relaxing Retirement Coach, provides a step-by-step plan to help retirees organize their estate in order to avoid probate.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses the passing of an IRA to a beneficiary, and evaluates the various options available during this period.

Jack Phelps, founder of The Relaxing Retirement Coach, explains that it is impossible for a retiree to spend money with confidence, and enjoy a relaxing retirement if they don’t know their financial numbers cold.

Jack Phelps, founder of The Relaxing Retirement Coach, walks readers through a process that ensures that they receive the maximum compensation in the event of an insurance claim.

Jack Phelps, founder of The Relaxing Retirement Coach, discusses the possibility of an unforeseen disaster leading to financial ruin—and prescribes a solution to his audience.

Jack Phelps, founder of The Relaxing Retirement Coach, guides readers through a series of questions designed to help retirees examine whether long term care insurance is necessary.