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Ep 22: Retirement Potpourri: Fill In The Blank

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!

2022-03-17T14:29:56+00:00March 17th, 2022|Podcasts|Comments Off on Ep 22: Retirement Potpourri: Fill In The Blank

Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

2022-03-03T19:15:36+00:00March 3rd, 2022|Podcasts|Comments Off on Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.

2022-02-04T15:58:28+00:00February 4th, 2022|Podcasts|Comments Off on Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone

Ep 19: Paying Off The House

We always get a lot of questions about how the house (or houses) fit into retirement plans. Let’s address some of the more popular questions and topics.

2022-01-20T16:43:43+00:00January 20th, 2022|Podcasts|Comments Off on Ep 19: Paying Off The House

Ep 18: Long Term Care

Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid planning for it altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can.

2022-01-06T16:39:47+00:00January 6th, 2022|Podcasts|Comments Off on Ep 18: Long Term Care

Ep 14: Are You Ready To Retire?

A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns.

2021-10-26T20:34:14+00:00October 26th, 2021|Podcasts|Comments Off on Ep 14: Are You Ready To Retire?

Ep 12: Busting Social Security Myths

Deciding how to take Social Security is one of the most important choices you'll make when you retire. On this episode, we'll break down five common Social Security myths so you can make sure you're making the proper decisions with your financial plan.

2021-09-02T15:12:06+00:00September 2nd, 2021|Podcasts|Comments Off on Ep 12: Busting Social Security Myths

Ep 11: Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

2021-08-19T13:27:45+00:00August 19th, 2021|Podcasts|Comments Off on Ep 11: Not Your Father’s Retirement
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