Podcast Episodes
Back to SearchPassing the Torch: Creating a Smooth Transition for Your Wealth
Episode 11
Episode Synopsis: Seamless Wealth Succession
In this episode of the Happiness in Retirement Program podcast, we delve into the critical topic of estat…
1 year, 6 months ago
Swedish Death Cleaning: Declutter Your Life, Embrace What Matters
Episode 10
In this episode of the Happiness in Retirement podcast, I delve into the concept of "Swedish death cleaning," a mindful decluttering process that emp…
1 year, 7 months ago
Smart Giving: Unlocking the Power of Qualified Charitable Donations and Donor-Advised Funds
Episode 9
In this episode of the Happiness in Retirement Program, I delve into two powerful charitable giving strategies: Qualifying Charitable Donations (QCDs…
1 year, 7 months ago
Digital Afterlife: Securing Your Online Legacy
Episode 8
Plan Your Digital Estate Now
In an increasingly digital world, the assets we accumulate are not just physical items; they often reside in the intangib…
1 year, 7 months ago
How to put more smile in your retirement income smile
Episode 7
The Go-Go years of retirement are when you are healthy, have free-time, and can enjoy the fruits of your labor. Sooner or later, you will slow down …
1 year, 8 months ago
To Roth or Not to Roth?
Episode 6
How do you choose between contributing to a traditional, tax deferred 401K or a Roth 401K? Are you just guessing when you choose between contribut…
1 year, 8 months ago
Three ways to set goals that will motivate and inspire you to act on your financial plan
Episode 5
Step one of the financial planning process is to create goals around what matters most to you. Check-out this episode to learn three ways to get ins…
1 year, 9 months ago
The Four Steps to Craft your Financial Plan - and why They Should be Followed in This Order
Episode 4
Their are four steps to crafting your financial plan, and if you miss any of them, it could derail your financial future. Tune-in to learn the the f…
1 year, 9 months ago
The Miracle of Compound Interest Creates the Headache of Compound Tax
Episode 3
You probably learned about the miracle of compound interest in grade school, but they probably didn't teach you about the ever increasing, compound t…
1 year, 9 months ago
What's the Economically Correct Amount of Life Insurance you Should Have on Your Life?
Episode 2
Many people use a needs based approach to figuring out how much life insurance they need, but it leaves them woefully underinsured. Tune-in to learn…
1 year, 9 months ago