Retiree and Pre-Retiree Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to consumers!!! Subscribe at the bottom of this page and enjoy.

Note: To access the financial professional articles, whitepapers, webinar replays, and videos, you must be a CG Financial Group agent and register for the agent portal HERE.

The Roth IRA Conversion “Pro Rata Rule”

by Charlie Gipple, CFP®, CLU®, ChFC® | March 5, 2025 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer) | 0 Comments

This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also...

The “Docker” Union Strike and Creative Destruction

by Charlie Gipple, CFP®, CLU®, ChFC® | October 3, 2024 | Consumer Content, Economic (Consumer) | 0 Comments

Many of you have read about the “International Longshoremen’s Association (ILA)” strike that kicked off on Monday, September 30. I am not going to give you some of my opinions on what the union is requesting, outside of the “automation” component that they are fighting against. I will touch on that at the end. But first, a quick summary.

Required Minimum Distribution Reference Guide

by Charlie Gipple, CFP®, CLU®, ChFC® | June 13, 2024 | Annuities, Annuities (Consumer), IRAs and Qualified Money, News, Retirement (Consumer), Taxes, Whitepapers | 0 Comments

To view the various pages in the below document, click the arrows at the bottom of the document to...

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Additional Posts

Your Top 6 Questions About Social Security Benefits – Answered

by Charlie Gipple, CFP®, CLU®, ChFC® | Sep 27, 2021 | Consumer Content, Financial Professional Content, Retirement (Consumer)

When am I eligible to file for Social Security Benefits?You’re eligible to file for Social Security benefits once you have been age 62 for an entire month....

Video: The Risk/Reward Spectrum

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 10, 2021 | Consumer Content, Retirement (Consumer)

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

Guaranteed Streams of Income Make You Happier

by Charlie Gipple, CFP®, CLU®, ChFC® | Aug 24, 2021 | Annuities, Annuities (Consumer), Consumer Content, Financial Professional Content, GLWBs (Annuity), Retirement (Consumer)

It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water was like glass. It was one of the most...

Whitepaper: Women and Social Security

by Charlie Gipple, CFP®, CLU®, ChFC® | May 8, 2021 | Financial Professional Content, Practice Management, Social Security, Social Security (Consumer), Whitepapers

Everything is So Expensive!!! Good News and Bad News

by Charlie Gipple, CFP®, CLU®, ChFC® | Jul 14, 2021 | Consumer Content, Financial Professional Content, Practice Management, Retirement (Consumer)

Three items in this quick article: 1. Brisket Inflation. 2. Social Security "Pay Raises" 3. Omaha, Ne Social Security Workshop in October Hello...

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