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Joe Uppleger

About Joe Uppleger

As host of Safe Money Radio Show and a National Presenter, Joe has enjoyed helping people all across the nation protect their retirement money. Website: joeuppleger.retirevillage.com

Office: (866) 436-0133 | Safe Future Financial LLC

Articles by Joe Uppleger

Are You Prepared For These Retirement Risks?

March 28, 2022/in Retirement Planning/by Joe Uppleger

“Understanding and mitigating the risks that cause plan failures is critical if you want to maintain your lifestyle when you retire.” Joe Uppleger Seniors who want sustainable, inflation-protected income when they no longer work face some significant risks, including inflation risk, sequence of returns risk, and longevity risk. To avoid the possibility of retirement portfolio […]

What Is “TVM” And Why Should You Care?

January 24, 2022/in Retirement Planning/by Joe Uppleger

“Although the “time value” of money is a somewhat intuitive idea, many people fail to take it into account when planning their retirements.”- Joe Uppleger.   The time value of money or TVM is an essential money principle that says that the current value of any sum of money is worth more than the future […]

Should You Sell Your Home When You Retire?

September 8, 2021/in Estate Planning, Retirement Planning/by Joe Uppleger

“If you are at or near retirement, the thought of selling your home may have crossed your mind. Before you make that decision, though, you’d better spend some time considering the pros and cons.”- Joe Uppleger. The sizzling hot housing market has many pre-retirees and retirees thinking about whether they should sell their current homes. […]

Returns Risk Isn’t Going Away, But An Annuity Can Help Lessen The Impact On Your Wealth

July 8, 2021/in Annuities, Retirement Planning/by Joe Uppleger

“Sequence of returns risk is likely to impact your retirement savings for as long as you live. There are, however, several useful techniques you can employ that might minimize the impact and preserve your money.”- Joe Uppleger, As you close in on retirement age, it’s likely your advisor will mention different threats to your savings. […]

What Should You Do If You Inherit An Annuity?

June 4, 2021/in Annuities, Investing, Retirement Planning/by Joe Uppleger

“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” Joe Uppleger While inheriting an annuity from a loved one can be a welcome windfall, particularly as you plan your retirement, there are tax implications that you need to consider. The method of receiving […]

How Can A Hybrid Annuity Help You Plan For Long Term Care

September 16, 2020/in Annuities, Estate Planning, Investing, Retirement Planning/by Joe Uppleger

If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees face increasing costs for long-term care and live longer than ever, your advisor may have suggested you purchase traditional long-term care (LTC) insurance policy. However, […]

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