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Ep 78: 6-Step Retirement Checklist

Everyone’s journey to retirement tends to look a lot different, but there are still some fundamentals that everyone needs to pay attention to before taking that leap. You don’t want to be a few years from retirement before you question whether you have covered all your bases. In today’s episode, we will talk about [...]

By |2022-09-28T20:10:28+00:00September 28th, 2022|Podcast|0 Comments

Ep 77: Going Against the Grain

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. We don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” [...]

By |2022-09-23T12:33:06+00:00September 21st, 2022|Podcast|0 Comments

Ep 70: Bucket Strategy 101

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you [...]

By |2022-09-06T18:54:10+00:00July 20th, 2022|Podcast|Comments Off on Ep 70: Bucket Strategy 101

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 |2022-08-09T19:35:35+00:00June 15th, 2022|Podcast|Comments Off on Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

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 |2022-08-09T19:36:14+00:00June 1st, 2022|Podcast|Comments Off on Ep 67: Retirement Community Living With Joe and Suzanne Best

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 |2022-08-09T19:36:54+00:00May 18th, 2022|Podcast|Comments Off on Ep 66: The Most Important Birthdays in Retirement Planning

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 |2022-08-09T19:37:17+00:00May 4th, 2022|Podcast|Comments Off on Ep 65: Common Housing Questions from Retirees

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 |2022-08-09T19:37:44+00:00April 20th, 2022|Podcast|Comments Off on Ep 64: How To Recognize Your Own Voice of Greed

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 |2022-08-09T19:38:11+00:00April 6th, 2022|Podcast|Comments Off on Ep 63: How Baseball Principles Also Score Financial Runs
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