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Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.

By |June 15th, 2022|Categories: Podcast|Tags: , , , , |

Ep 67: Retirement Community Living With Joe and Suzanne Best

On this episode of the podcast, we chat with Joe and Suzanne Best. Before retirement, Joe worked as a federal probation officer and Suzanne worked in the public education sector. Once retirement was a reality, they decided to move into a retirement community. We will talk with them about what their experience has been like and what their lifestyle looks like now.

By |June 1st, 2022|Categories: Podcast|Tags: , , , |

Ep 66: The Most Important Birthdays in Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

By |May 18th, 2022|Categories: Podcast|Tags: , , , |

Ep 65: Common Housing Questions from Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.

By |May 4th, 2022|Categories: Podcast|Tags: , , , , |

Ep 64: How To Recognize Your Own Voice of Greed

When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it…

By |April 20th, 2022|Categories: Podcast|Tags: , , , , , |

Ep 63: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

By |April 6th, 2022|Categories: Podcast|Tags: , , , , , |

Ep 62: Planning for Things You Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

By |March 16th, 2022|Categories: Podcast|Tags: , , , , , , |

Ep 61: Who Needs a Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

By |March 2nd, 2022|Categories: Podcast|Tags: , , , , |

Ep 59: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

By |February 2nd, 2022|Categories: Podcast|Tags: , , , |
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