Podcast Episodes
Back to SearchDon't put a bandage on your retirement issues, fix them permanently
In this week's episode, we'll discuss how many people put bandages over their retirement issues instead of making a permanent fix. What is your rock-solid plan for LTC? What about lifetime income? Ho…
Published on 2 months, 2 weeks ago
What should you do with your pension or defined-benefit plan once you retire
In this week's episode, we'll explore the different options you will have with your pension plan (or other similar defined-benefit plan) once you get to retirement. If your plan offers a lump sum pay…
Published on 2 months, 3 weeks ago
Who do you need on your retirement team and do you have to know everything about it yourself
In this week's episode, we'll discuss the importance of who you rely on in retirement. Who do you need to have on your team? What's the difference between your wealth team and your retirement team? C…
Published on 3 months ago
How the 3 main categories of retirement plans will impact your taxes in retirement
In this week's episode, we'll explore the three main categories of assets and how each type impacts your retirement plan. When will your beneficiaries have to pay taxes on anything you pass along onc…
Published on 3 months, 1 week ago
How the 4 L's in retirement will make a HUGE impact on your plan (what you need to know)
In this week's episode, we'll discuss the 4 L's in retirement and why you must have a plan for each. What's the biggest risk in retirement? Do most people overestimate or underestimate how long they …
Published on 3 months, 2 weeks ago
Are stocks ALWAYS a good choice for a long-term investment and how to counter the craziness in 2025
In this week's episode, we'll explore the myth that the stock market is a safe place to be long-term. Does it always come back within 10 or 20 years? What can you do to counter this craziness in earl…
Published on 3 months, 3 weeks ago
How to get equity-like returns outside of the stock market and all of its risks
In this week's episode, we'll discuss how you can get equity-like gains with no risk of losses with your retirement nest egg. How do Fixed Indexed Annuities work? Can you change how your money grows …
Published on 3 months, 4 weeks ago
How does your retirement savings compare to the average retiree based on a recent nationwide survey
In this week's episode, we'll explore what the average retiree has saved for retirement based on a recent Federal survey. Is your success in retirement based on how much money you have or what your p…
Published on 4 months ago
How would you feel if your current retirement plan was devestated and what to do now
In this week's episode, we'll discuss the impact of having your retirement plan devastated by an event outside your control. What are you going to do if the worst-case scenario happens? Is there a wa…
Published on 4 months, 1 week ago
Who is your WHO in retirement and how to make sure you have the right team in your corner
In this week's episode, we'll explore how your team in retirement impacts your success rate. Are the Whos on your team the right ones? Do you need to know everything, or do you just need the right pe…
Published on 4 months, 2 weeks ago