Podcast Episodes
Back to SearchWhy is it important for BOTH spouses to do the RISA® assessment while making a plan for retirement income
In this week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them …
1 year, 9 months ago
4 BIG uncomfortable questions to ask about your retirement
In this week's episode, we'll explore some uncomfortable questions about retirement. What could happen to make your current plan ineffective? How wil…
1 year, 9 months ago
The 5 Most Important Things in Your Retirement Today
In this week's episode, we'll discuss the 5 most important things that need to be in your retirement plan today. Is retirement really all about how y…
1 year, 9 months ago
How will inflation impact YOUR retirement now and in the future and what can you do about it?
In this week's episode, we'll explore how inflation can impact your retirement. How has inflation affected the costs of everyday things? What can you…
1 year, 10 months ago
What are the 4 "L's" in retirement and why are they important to your retirement plan?
In this week's episode, we'll discuss the 4 "L's" in retirement and why they are important. How long do you need to plan for in retirement? What is m…
1 year, 10 months ago
My RISA® (Retirement Income Style Awareness®) results and what they mean and how to get yours
In this week's episode, we'll explore the RISA® (Retirement Income Style Awareness®) assessment and what my results were. What is a Safety-First reti…
1 year, 10 months ago
What can you do to get to the MAGIC NUMBER for retirement today?
In this week's episode, we'll discuss what the "magic number" is for 2024 to retire comfortably. What do you NEED for income? Where does happiness co…
1 year, 10 months ago
The 4 steps to take to "Spring Clean" your retirement plan
In this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of ret…
1 year, 11 months ago
How can you KNOW that you will have enough income in retirement? For as long as your retirement lasts...
In this week's episode, we'll discuss a few do's and don'ts for making a solid income plan in retirement. When should you start to take your Social S…
1 year, 11 months ago
How can you KNOW you have the best advisor for your specific situation
In this week's episode, we'll explore how someone can KNOW they have the best advisor for them. Can another advisor show you things that your current…
1 year, 11 months ago