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Retirement Planning and Living Longer, plus Client Circle Guest Mary
Episode 145
On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if y…
1 year, 8 months ago
How to Master Your Retirement and not Outlive Your Savings
Episode 144
On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning fo…
1 year, 9 months ago
How to Make a Little Money go a Long Way in Retirement
Episode 147
On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need t…
1 year, 9 months ago
Retirement is About More Than Just the Money and Client Circle Guest Eileen
Episode 142
On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a…
1 year, 9 months ago
Do You Have a Retirement Gameplan
Episode 141
On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fun…
1 year, 10 months ago
Retirement Tax Talk & Client Circle Guest Joyce
Episode 140
On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the …
1 year, 10 months ago
Avoid bad Retirement Advice & Client Circle Guest Dafton
Episode 139
Coming up on this week's show we will cover the worst retirement advice and what to do if you are following it. Client Circle guest Dafton joins Stev…
1 year, 10 months ago
Retire Like A Champ with Client Circle Guest Mary
Episode 138
On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. Retire like a ch…
1 year, 11 months ago
Are You Ready for Changes in Retirement and Client Circle Guest Jeff
Episode 137
Retirement is all About Change, are you Ready? On this week’s show we will discuss changes that will be coming when you enter retirement. How you cho…
1 year, 11 months ago
New Year Financial Resolutions & Client Circle Guest Dale & Katy
Episode 136
On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Achieving financial…
1 year, 11 months ago