Podcast Episodes
Back to SearchNO Ideal Retirement for YOU, Bill & Sally
Episode 57
Yeah, you read that right. Bill and Sally cannot achieve their ideal retirement. That really sucks....or does it???
Remember in episode 55, when I ou…
11 years, 7 months ago
Bill & Sally Created a Net Worth Statement, Have You?
Episode 56
If you asked me what was the most important item you should do to track your financial health I would tell you to track your net worth. A net worth s…
11 years, 7 months ago
How to Dream Big About Your Retirement with Bill and Sally
Episode 55
Too many people are being too reasonable when setting their retirement goals. STOP! When you start your planning for retirement it is critical that y…
11 years, 8 months ago
Buy Cars Better With James Kinson
Episode 54
Want to retire a year earlier? Maybe have a bigger lifestyle budget for travel? You might be able to if you change your relationship with your car.
"…
11 years, 8 months ago
What Do You See for YOUR Retirement?
Episode 53
Okay, you're planning for retirement, but what exactly are you planning for? I don't think most of us think about this. We work and save and work and…
11 years, 8 months ago
A Kitchen Table Talk with Carl and Jane About Retirement
Episode 52
I'm still amazed at the level of engagement and transparency "Carl" has had throughout the process of creating his retirement plan on the show. I'm j…
11 years, 8 months ago
Listener Questions From the Can Carl Retire? Webinar
Episode 51
WOW, your response to the Can Carl Retire? series in January and last Friday's results webinar were off the charts. I received so many kind comment a…
11 years, 9 months ago
Will You Leave a Mess When You Die? Step 4 of Can Carl Retire?
Episode 50
Don't Skip This Step!
Sign Up for Friday's Webniar Here
One of the most heartbreaking things I've seen over 24 years advising families is a surviving…
11 years, 9 months ago
I Want to Retire, But What About...?!?: How to Manage Risk in Retirement
Episode 49
Risks can rob you from living a great life. Focus too much on them and you can miss out on a full life. Ignore risks and you can destroy your family'…
11 years, 9 months ago
Step 2 Identify and Organize Your Financial Resources
Episode 48
Well, Were You Able to Dream Up Your Ideal Retirement? It can be hard to think big. Hopefully, you stretched yourself. No worries, if you're not fini…
11 years, 9 months ago