“Oops, I Forgot About That!”
Are you planning for “unexpected” expenses in retirement? Sometimes people get completely taken by surprise and sometimes people know certain things could happen, yet they still fail to plan for the p...
12 Touko 202320min
Running The Retirement Marathon
A marathon is not a short race and successful retirement planning is planning for the long term. A 20 to 30 year (or longer) retirement is becoming more normal, so on this episode we discuss a variety...
5 Touko 202323min
Retirement Saving Basics
Sometimes it's a good idea to take a step back and review the basics. On this episode we take some time to review a number of different types of retirement accounts and concepts. As you listen in, thi...
28 Huhti 202329min
Financial Fears
Do you have financial fears? On this episode we discuss some of the biggest financial fears of retirees and some ways to address them. Glenn is available for in person and Zoom meetings if you'd like ...
14 Huhti 202320min
Retirement Income Planning
It's been said that if you don't have a retirement income plan then you don't really have a retirement plan. It's time to get back to basics and review what it means to have an income plan and strateg...
7 Huhti 202320min
Retirement Rookie Mistakes
Are you making “Rookie Mistakes” in the early stages of retirement. On this episode we discuss a variety of potential unforced errors that sometimes happen when transitioning into the retirement years...
31 Maalis 202316min
Completing Your Financial Plan
Do you have an incomplete financial plan? On this episode we explore a number of topics that could reveal missing pieces. Glenn is available for in person and Zoom meetings if you'd like to discuss or...
24 Maalis 202331min
Tax Aware Retirement Planning
Taxes in retirement can be quite different from taxes during the working years. Are you working with an advisor that incorporates tax aware planning in your financial and retirement planning? Are you ...
17 Maalis 202324min
