Podcast Episodes
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Plan Well Gain Peace of Mind
Season 1 Episode 18
On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward r…
2 years, 1 month ago
Retirement Planning Has Changed Over the Last 20 years
Season 1 Episode 17
On this week’s show we discuss the big changes in retirement planning over the last 2 decades. Diving into how to create a retirement paycheck using …
2 years, 1 month ago
Potential Surprises in Retirement and how to Deal with Them
Season 1 Episode 16
On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can fo…
2 years, 1 month ago
Retiring as a Couple takes Planning together.
Season 1 Episode 15
Money can be a touchy subject for couples. Planning for retirement is all about how you handle your finances. Important to be on the same page with y…
2 years, 2 months ago
Why Some People Shy Away from meeting with a Financial Advisor.
Season 1 Episode 13
On this week’s show we will talk about why some people shy away from meeting with a financial advisor. If you are retiring in the near future we hav…
2 years, 2 months ago
Reasons Why Some forego Working with a Financial Professional.
Season 1 Episode 14
On this week’s show we answer the question “ Why do people not meet with a financial planner?’” There are a number of reasons we will go over today. …
2 years, 2 months ago
Questions You need to be Asking Your Financial Advisor
Season 1 Episode 12
On this week’s show we give you questions that you need to be asking your financial advisor. Just because you hit age 65 doesn’t mean you have to ret…
2 years, 2 months ago
Why Work with Retirement Planning Professionals?
Season 1 Episode 11
On this week’s show we discuss concerns people have with working with a financial advisor. We will also dispel those concerns. Retirement planning sc…
2 years, 3 months ago
How to Retire with Wealth & Peace of Mind
Episode 10
On this week’s show wealth and peace of mind are goals for retirement. How do you make that happen? We discuss all that and how longevity plays into …
2 years, 4 months ago
Where is a Good Place to Start with a Retirement Plan?
Episode 9
On this week’s show we start with the beginning. Where should you focus when you first start planning for retirement? We all make mistakes, but it’s …
2 years, 4 months ago