Podcast Episodes
Back to SearchHow to be prepared for any potential cognitive decline with your retirement plans
In this week's episode, we'll discuss how to plan forward in case cognitive decline becomes an issue. How can a guaranteed lifetime income help? What…
2 years, 2 months ago
The secret to only having WINS in your retirement plan
In this week's episode, we'll explore how you can only have wins in your retirement plan. What if your retirement could be on an elevator that only g…
2 years, 2 months ago
Is it possible to be HAPPY spending money in retirement?
In this week's episode, we'll discuss if it's even possible to be happy and enjoy spending money in retirement. How much of your income will Social S…
2 years, 2 months ago
How to "refinance" your retirement and get much higher rates
In this week's episode, we'll explore how you can "refinance" your retirement plan. With rates still high, can you replace an older annuity with a ne…
2 years, 2 months ago
How do your "Who's" impact your happiness in retirement and how "Who Not How" can change your perspective
In this week's episode, we'll discuss how having "Who's" in your life is more important than knowing how to do everything, especially in retirement. …
2 years, 3 months ago
Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
In this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to n…
2 years, 3 months ago
An incredible health advancement and how it relates to longevity risk and YOUR plan
In this week's episode, we'll discuss an exciting new health innovation and how that will affect your retirement plan. What is your plan to get rid o…
2 years, 3 months ago
The CORE 4 key principals to retirement happiness from the top financial minds in the world
In this week's episode, we'll explore the core 4 keys to a successful retirement as derived from the top financial minds in the world. What is the #1…
2 years, 3 months ago
Why 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 …
2 years, 4 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…
2 years, 4 months ago