Podcast Episodes
Back to SearchHow can you plan for a long retirement and what are your retirement and passing going to look like
In this week's episode, we'll explore what you can do to plan for a long retirement and what your retirement will look like. When should you claim your Social Security? What is a part-time retirement…
Published on 4 hours ago
How will a rate drop by the Fed impact your retirement and should you embrace a "boring" retirement plan
In this week's episode, we discuss how the Fed changing the prime rate will impact your retirement plan. What if you've always heard that annuities are bad? Is it smart to embrace the boring, predict…
Published on 1 week, 1 day ago
How can you know when to retire and does where you get your advice from and when you start matter
In this week's episode, we explore when you should retire and why many don't work with a retirement expert. How can you know your plan is the best for you? Do ALL advisors charge fees? Can you make a…
Published on 1 week, 4 days ago
Why is Warrenn Buffett changing his will and what can you learn from this, and why are most retirement accounts a tax bomb waiting to go off
In this week's episode, we start a brand new chapter with a new show format and welcome a new co-host and former voice of the Atlanta Braves, Kevin McAlpin. Why is Warren Buffett updating his will at…
Published on 3 weeks, 6 days ago
What is a Fact Finder and what is the process of working with Safe Money Retirement
In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appoint…
Published on 1 month ago
How many seasons do you have left and how can you be ready financially for whenever you pass
In this week's episode, we'll discuss how you need to have a realistic mindset around how long you have left in your life and plan accordingly. How can you make sure you're not underliving or overliv…
Published on 1 month, 1 week ago
When is Safe Money Retirement NOT a good fit for a potential client
In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the excitement of wins and losses in the market, are we …
Published on 1 month, 2 weeks ago
How can you have your own personal "Financial Independence Day" everyday in retirement
In this week's episode, we'll wish the USA a happy birthday and explore how you can have your own financial independence day. Have you evaluated your spending and determined what your ongoing expense…
Published on 1 month, 3 weeks ago
What is a "Honeyboomer" and how can you be one
In this week's episode, we'll discuss how you can be a "Honeyboomer." Can you really take a honeymoon-type trip every single year? What can you do to KNOW FOR SURE you'll have enough income to cover …
Published on 1 month, 4 weeks ago
Is now the right time to "cash in" before the current overvalued market bubble bursts
In this week's episode, we'll explore whether now is the right time to "cash in" before the bubble bursts. With the market overvalued, what's next? What does history tell us? Is your retirement plan …
Published on 2 months, 1 week ago