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Smart Money Moves for your First 5 Years of Retirement
Episode 43
On this week’s program we will discuss some smart money moves the first 5 years of retirement. Debt ceiling and rising inflation are dominating the h…
2 years, 7 months ago
How to Live Your Best Retirement Life
On this week’s show we give you tips on how to live your best retirement life. Developing an income plan as part of your overall retirement plan is v…
2 years, 7 months ago
Retirement Planning for Couples Starts with Communication
Episode 41
On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional tha…
2 years, 7 months ago
Cash Flow is King for a Successful Retirement.
Episode 40
On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement start…
2 years, 8 months ago
Two Truths and a Lie about Retirement Planning.
Episode 39
On this week's show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also div…
2 years, 8 months ago
Heading to Hollywood, Financial lessons Compliments of Some of Our Favorite Blockbusters.
Episode 38
On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement pl…
2 years, 8 months ago
Saving for Retirement is Huge, Building Your Distribution Plan is Just as Big.
Episode 37
On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s reti…
2 years, 9 months ago
Financial Planning Questions Answered
Episode 36
On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions yo…
2 years, 9 months ago
Politics, Retirement, Red Flags and Baby Boomers.
Episode 35
Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you nee…
2 years, 9 months ago
Bank Failures What happened, What you need to Know when it Comes to Your Retirement.
Episode 34
On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets
Also mak…
2 years, 9 months ago