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Retirement Stewardship

Retirement Stewardship

A blog about Christian retirement and stewardship

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Investing and Taxes

To Ladder or Not to Ladder?

January 25, 2023 by cjcagle

In the last two articles, I discussed …

Read moreTo Ladder or Not to Ladder?

Individual Bonds or Bond Funds?

January 18, 2023 by cjcagle

Suppose you've decided to keep a portion …

Read moreIndividual Bonds or Bond Funds?

The Secure Act 2.0 May Have Passed While You Weren't Looking

January 11, 2023 by cjcagle

The Secure Act 2.0 was finally passed as …

Read moreThe Secure Act 2.0 May Have Passed While You Weren't Looking

Do Bonds Still Belong in a Retiree's Portfolio?

January 4, 2023 by cjcagle

An important preliminary note: Given …

Read moreDo Bonds Still Belong in a Retiree's Portfolio?

Looking Forward to Making Qualified Charitable Distributions (QCDs)

December 7, 2022 by cjcagle

Now that I've reached age 70, I'm …

Read moreLooking Forward to Making Qualified Charitable Distributions (QCDs)

The Four Paths of Retirement

November 2, 2022 by cjcagle

I recently read an interesting study on …

Read moreThe Four Paths of Retirement

Thinking (But Not Too Concerned) About RMDs

October 5, 2022 by cjcagle

If you read much about retirement …

Read moreThinking (But Not Too Concerned) About RMDs

How Sequence Of Returns Affects Your Retirement

September 7, 2022 by cjcagle

I have written about the significant …

Read moreHow Sequence Of Returns Affects Your Retirement

Beware the Free Steak Dinner and Financial Advice Retirement Seminar

June 8, 2022 by cjcagle

I recently received another one: an …

Read moreBeware the Free Steak Dinner and Financial Advice Retirement Seminar

Faithful Investing

May 25, 2022 by cjcagle

Some months ago, I received an email …

Read moreFaithful Investing

Responding to "Epochal Change"

May 11, 2022 by cjcagle

If you believe, as I do, that we're …

Read moreResponding to "Epochal Change"

Are We Experiencing "Epochal Change"?

April 27, 2022 by cjcagle

I recently came across the phrase …

Read moreAre We Experiencing "Epochal Change"?

Does Cryptocurrency Belong in Your Retirement Portfolio?

March 30, 2022 by cjcagle

Like millions of others, I watched the …

Read moreDoes Cryptocurrency Belong in Your Retirement Portfolio?

Should You Buy Gold?

March 16, 2022 by cjcagle

To say that we live in tumultuous times …

Read moreShould You Buy Gold?

A Challenging Time for Retirement Investors

March 2, 2022 by cjcagle

(Note: We all have our eyes, hearts, and …

Read moreA Challenging Time for Retirement Investors

Retirement Account Rollovers and Transfers—You've Got to get it Right (Part Two)

February 2, 2022 by cjcagle

This article is the second of two about …

Read moreRetirement Account Rollovers and Transfers—You've Got to get it Right (Part Two)

Retirement Account Rollovers and Transfers—You've Got to Get it Right (Part One)

January 19, 2022 by cjcagle

I've recently had the opportunity to …

Read moreRetirement Account Rollovers and Transfers—You've Got to Get it Right (Part One)

Don't Gamble Away Your Retirement Savings

January 5, 2022 by cjcagle

For many people, the end of one year and …

Read moreDon't Gamble Away Your Retirement Savings

My Year-End Retirement Stewardship Review and Planning Routine

December 15, 2021 by cjcagle

I'm occasionally asked how I manage my …

Read moreMy Year-End Retirement Stewardship Review and Planning Routine

Will Your Social Security Benefits be Taxed (and if so, how much)?

November 3, 2021 by cjcagle

Most don't think too much about income …

Read moreWill Your Social Security Benefits be Taxed (and if so, how much)?

Do Advisor and Investment Fees Really Matter?

October 20, 2021 by cjcagle

A Dave Ramsey (Ramsey …

Read moreDo Advisor and Investment Fees Really Matter?

Minimizing Regret in Retirement

August 4, 2021 by cjcagle

Regret. Webster defines it as "Feeling …

Read moreMinimizing Regret in Retirement

Should You Purchase an Indexed or Variable Annuity?

June 23, 2021 by cjcagle

This is a follow-up to my last article …

Read moreShould You Purchase an Indexed or Variable Annuity?

What To Do If You're Already In Retirement But Without Enough Income

June 9, 2021 by cjcagle

My newest book, Redeeming Retirement: A …

Read moreWhat To Do If You're Already In Retirement But Without Enough Income

Better Retirement Investments Than Money

May 12, 2021 by cjcagle

Since my last post, I've done …

Read moreBetter Retirement Investments Than Money

My New Book "Redeeming Retirement: A Practical Guide to Catch Up" Has Been Released!

April 13, 2021 by cjcagle

I announced earlier that I would soon …

Read moreMy New Book "Redeeming Retirement: A Practical Guide to Catch Up" Has Been Released!

The New Administration and Your Retirement Stewardship: Part 2

January 6, 2021 by cjcagle

This article is the second about the …

Read moreThe New Administration and Your Retirement Stewardship: Part 2

The New Administration and Retirement Stewardship: Part 1

December 23, 2020 by cjcagle

As you know, I don't "get political" on …

Read moreThe New Administration and Retirement Stewardship: Part 1

My "Bucket Strategy"

November 27, 2020 by cjcagle

I think many retirees, especially those …

Read moreMy "Bucket Strategy"

The "Cash Bucket Strategy": Issues and Alternatives

November 11, 2020 by cjcagle

This article is the second in a …

Read moreThe "Cash Bucket Strategy": Issues and Alternatives

The Coronavirus Pandemic and the "Cash Bucket Strategy"

October 28, 2020 by cjcagle

The coronavirus pandemic and …

Read moreThe Coronavirus Pandemic and the "Cash Bucket Strategy"

Retirement Stewardship During Extremely Low Interest Rates

September 25, 2020 by cjcagle

The COVID-19 pandemic has created some …

Read moreRetirement Stewardship During Extremely Low Interest Rates

Announcing My New Book: "The Minister's Retirement"

August 20, 2020 by cjcagle

I am very excited to announce that my …

Read moreAnnouncing My New Book: "The Minister's Retirement"

The Growing Federal Debt and Your Investments

July 8, 2020 by cjcagle

With the COVID-19 pandemic came …

Read moreThe Growing Federal Debt and Your Investments

Out of the Stock Market? Now What?

June 24, 2020 by cjcagle

For older workers starting to think …

Read moreOut of the Stock Market? Now What?

Redeeming Stewardship Failures

June 12, 2020 by cjcagle

Financial crises have a way of revealing …

Read moreRedeeming Stewardship Failures

Retirement Stewardship Q&As During This Time of Coronavirus

April 4, 2020 by cjcagle

A lot has changed in the social and …

Read moreRetirement Stewardship Q&As During This Time of Coronavirus

What Should Wise Retirement Stewards Do Now?

March 18, 2020 by cjcagle

It's honestly hard to know what to write …

Read moreWhat Should Wise Retirement Stewards Do Now?

Pandemics, Market Crashes, and Retirement Stewardship

March 4, 2020 by cjcagle

Note: Because of extreme volatility, the …

Read morePandemics, Market Crashes, and Retirement Stewardship

Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 2)?

December 4, 2019 by cjcagle

In this article, we are going to …

Read moreShould Whole Life Insurance Be Part Of Your Retirement Plan (Part 2)?

Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 1)?

November 20, 2019 by cjcagle

A reader recently asked me to take a …

Read moreShould Whole Life Insurance Be Part Of Your Retirement Plan (Part 1)?

My New Book, "Reimagine Retirement: Planning and Living for the Glory of God," Has Been Released!

November 5, 2019 by cjcagle

Well, folks, I have great news: as of …

Read moreMy New Book, "Reimagine Retirement: Planning and Living for the Glory of God," Has Been Released!

Stock Market Volatility and "The Prudent Man Rule"

August 28, 2019 by cjcagle

In case you haven't noticed, after a …

Read moreStock Market Volatility and "The Prudent Man Rule"

Should I Include Annuities in my Retirement Plan (Part 3)?

July 31, 2019 by cjcagle

In this, the third and final article in …

Read moreShould I Include Annuities in my Retirement Plan (Part 3)?

Should I Include Annuities in my Retirement Plan (Part 2)?

July 24, 2019 by cjcagle

In my last article, I looked at …

Read moreShould I Include Annuities in my Retirement Plan (Part 2)?

Should I Include Annuities in my Retirement Plan (Part 1)?

July 10, 2019 by cjcagle

I recently helped a friend evaluate an …

Read moreShould I Include Annuities in my Retirement Plan (Part 1)?

5 Ways Congress May Make it Easier to Plan for Retirement

May 29, 2019 by cjcagle

As a reader of this blog, you know that …

Read more5 Ways Congress May Make it Easier to Plan for Retirement

12 "Hard Truths" For Graduates to Help Them Not Be Broke

May 8, 2019 by cjcagle

I occasionally get the opportunity to …

Read more12 "Hard Truths" For Graduates to Help Them Not Be Broke

All You Need to Know About Personal Finance on a 3 x 5 Inch Index Card – Really?

April 24, 2019 by cjcagle

A few years ago, a University of Chicago …

Read moreAll You Need to Know About Personal Finance on a 3 x 5 Inch Index Card – Really?

My Stewardship Practices – Part Two:  Saving, Investing, and Protecting

March 27, 2019 by cjcagle

In this second of two articles on my …

Read moreMy Stewardship Practices – Part Two:  Saving, Investing, and Protecting

So You Want to be an "Everyday Millionaire"?

February 27, 2019 by cjcagle

Author and speaker Chris Hogan, who is …

Read moreSo You Want to be an "Everyday Millionaire"?

Some Thoughts on "Key Retirement Planning Birthday Milestones"

January 16, 2019 by cjcagle

A friend recently sent me this link to a …

Read moreSome Thoughts on "Key Retirement Planning Birthday Milestones"

New Year Retirement Stewardship 10-Point Check-Up

January 2, 2019 by cjcagle

Happy New Year! Planning is a wise part …

Read moreNew Year Retirement Stewardship 10-Point Check-Up

Reflections and Lessons from 40 Years of Stewardship

October 27, 2018 by cjcagle

As I shared in a previous article, I …

Read moreReflections and Lessons from 40 Years of Stewardship

5 Ways to Prepare for the Next Big Correction (or Recession)

October 12, 2018 by cjcagle

In our last article, we looked at …

Read more5 Ways to Prepare for the Next Big Correction (or Recession)

10 Years Later: 5 Stewardship Lessons from the "Great Recession"

September 27, 2018 by cjcagle

This month could be considered the ten …

Read more10 Years Later: 5 Stewardship Lessons from the "Great Recession"

What Can You Do When An Elderly Parent Is Running Out Of Money?

July 11, 2018 by cjcagle

I recently was asked an interesting …

Read moreWhat Can You Do When An Elderly Parent Is Running Out Of Money?

Investing for Retirement – Part Three

June 6, 2018 by cjcagle

In Investing for Retirement – Parts One …

Read moreInvesting for Retirement – Part Three

Investing for Retirement – Part Two

May 23, 2018 by cjcagle

This is the second article in a …

Read moreInvesting for Retirement – Part Two

Investing for Retirement – Part One

May 9, 2018 by cjcagle

If you have followed this blog for very …

Read moreInvesting for Retirement – Part One

Roth IRAs, Roth Conversions, and the New Tax Law

April 11, 2018 by cjcagle

One of the ways we practice wise …

Read moreRoth IRAs, Roth Conversions, and the New Tax Law

The New Tax Law and Retirement Stewardship

December 23, 2017 by cjcagle

You know the old saying, "The only …

Read moreThe New Tax Law and Retirement Stewardship

7 Hard Truths About Retirement

December 2, 2017 by cjcagle

I was recently reading an article in …

Read more7 Hard Truths About Retirement

Financial Advisors – Part 3: How to Choose One

November 3, 2017 by cjcagle

This article is the third and final one …

Read moreFinancial Advisors – Part 3: How to Choose One

Financial Advisors – Part 2: How They're Paid

October 18, 2017 by cjcagle

In the last article, I discussed the …

Read moreFinancial Advisors – Part 2: How They're Paid

Financial Advisors – Part 1: What They Do

October 4, 2017 by cjcagle

My next three posts will be about …

Read moreFinancial Advisors – Part 1: What They Do

Inflation: A Quiet Threat to Retirement Stewardship

September 1, 2017 by cjcagle

I remember when I was a teenager and …

Read moreInflation: A Quiet Threat to Retirement Stewardship

If You're Close to (or in) Retirement You Need to Understand "Sequence of Returns Risk"

July 9, 2017 by cjcagle

As I wrote in my last article, wise …

Read moreIf You're Close to (or in) Retirement You Need to Understand "Sequence of Returns Risk"

Biblical Traits of a Successful Investor

June 16, 2017 by cjcagle

The subtitle of this blog is, "save …

Read moreBiblical Traits of a Successful Investor

The Most Important Thing to do in Your 60s and Beyond to Retire With Dignity

April 10, 2017 by cjcagle

This article is the fourth and …

Read moreThe Most Important Thing to do in Your 60s and Beyond to Retire With Dignity

The Most Important Thing to do in Your 20s and 30s to Retire With Dignity

March 4, 2017 by cjcagle

On this blog, I provide a checklist of …

Read moreThe Most Important Thing to do in Your 20s and 30s to Retire With Dignity

Annuities and Retirement Stewardship – Part 2

October 10, 2016 by cjcagle

In my last article on annuities, I …

Read moreAnnuities and Retirement Stewardship – Part 2

Annuities and Retirement Stewardship – Part 1

September 28, 2016 by cjcagle

As a financial coach, I often work with …

Read moreAnnuities and Retirement Stewardship – Part 1

Your Four Most Important Financial Decisions – #4: Saving and Investing

July 9, 2016 by cjcagle

This is the third and final article in a …

Read moreYour Four Most Important Financial Decisions – #4: Saving and Investing

Retire Like Dave?

May 6, 2016 by cjcagle

Whether you're just starting out in your …

Read moreRetire Like Dave?

Should Your Financial Planner/Adviser/Broker be a "Fiduciary"?

April 5, 2016 by cjcagle

In this article I assume that you either …

Read moreShould Your Financial Planner/Adviser/Broker be a "Fiduciary"?

What Should You Do About Stock Market Volatility?

February 24, 2016 by cjcagle

One day stocks are up, another day they …

Read moreWhat Should You Do About Stock Market Volatility?

Things You Can Do To Pursue Financial Simplicity in 2016 and Beyond

December 22, 2015 by cjcagle

I've been thinking about what would be …

Read moreThings You Can Do To Pursue Financial Simplicity in 2016 and Beyond

Retirement Stewardship in your 20s

October 16, 2015 by cjcagle

If you're in your 20s and perhaps just …

Read moreRetirement Stewardship in your 20s

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