Strategically Planning The Road To Your Retirement Podcast
1) Tax Refund Options to Improve Your Finances
Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.
2) Retirement Rumors to Ignore
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement ...Show More
3) What Will You Leave Behind?
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement ...Show More
4) What if You Never Plan to Retire?
Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.
5) All About Annuities
Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.
6) Spending Less in Retirement
Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..
7) 5 Steps to Prep for a Better Retirement in your Sixties
Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your r...Show More
8) Rollover Precautions
Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
9) 5 Traits of Successful Teams
In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.
10) Celebrities Legacy Planning Mistakes
Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.