Podcast Episodes
Back to SearchWhy is Warrenn Buffett changing his will and what can you learn from this, and why are most retirement accounts a tax bomb waiting to go off
In this week's episode, we start a brand new chapter with a new show format and welcome a new co-host and former voice of the Atlanta Braves, Kevin M…
1 year, 2 months ago
What is a Fact Finder and what is the process of working with Safe Money Retirement
In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it im…
1 year, 2 months ago
How many seasons do you have left and how can you be ready financially for whenever you pass
In this week's episode, we'll discuss how you need to have a realistic mindset around how long you have left in your life and plan accordingly. How c…
1 year, 2 months ago
When is Safe Money Retirement NOT a good fit for a potential client
In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the ex…
1 year, 2 months ago
How can you have your own personal "Financial Independence Day" everyday in retirement
In this week's episode, we'll wish the USA a happy birthday and explore how you can have your own financial independence day. Have you evaluated your…
1 year, 2 months ago
What is a "Honeyboomer" and how can you be one
In this week's episode, we'll discuss how you can be a "Honeyboomer." Can you really take a honeymoon-type trip every single year? What can you do to…
1 year, 3 months ago
Is now the right time to "cash in" before the current overvalued market bubble bursts
In this week's episode, we'll explore whether now is the right time to "cash in" before the bubble bursts. With the market overvalued, what's next? W…
1 year, 3 months ago
Don'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-…
1 year, 3 months 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…
1 year, 3 months 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 be…
1 year, 4 months ago