Podcast Episodes
Back to Search
Protecting Your Assets: What to Look for When Choosing an Advisor
Episode 155
On this edition of Protecting Your Assets. We're going to talk about how you can find a financial advisor and not just anyone, but the right one. We …
1 year, 5 months ago
Good News, Bad News, What's a Retiree to do? and Client Circle Guest Bruce
Episode 154
On this edition of "Protecting Your Assets" we talk good news and bad news for retirees. How do you handle uncertainty in retirement? Client Circle G…
1 year, 6 months ago
10,000 Baby Boomers Retire Daily, How will that Impact You?
Episode 153
Baby Boomers are retiring at 10,000 per day on average and this will impact those already in retirement. On this week’s show we dig into those areas …
1 year, 6 months ago
Can You Count on the 4% Rule for Retirement Income
Episode 152
On this week's show we jump on the 4% Rule and does it still hold water? So many things will impact you as you move through retirement and your withd…
1 year, 6 months ago
Understanding Retirement Challenges with Special Guest Bron Urbanick American Equity
Episode 151
On this week's show Steve Shyman welcomes special guest Bron Urbanick VP American Equity. The discussion will be around understanding the challenges …
1 year, 7 months ago
BlackRock including Annuities in 401K programs!?!
Episode 150
On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can fo…
1 year, 7 months ago
Uncertainty and How to Plan Your Retirement
Episode 149
On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward r…
1 year, 7 months ago
Retirement Myths Cleared Up and Client Circle Guest Bernie
Episode 148
On this week’s show Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big differe…
1 year, 8 months ago
Retirement Planning Regrets and How to Avoid Them
Episode 147
On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big one…
1 year, 8 months ago
Tips for Getting to and Through Retirement plus Client Circle Guest Corrine
Episode 146
On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to…
1 year, 8 months ago