The Retirement Roadmap Podcast

No one wants to make mistakes that could cause their nest egg to be directed in ways that could result in not treating loved ones the way they had intended. Are you unknowingly and unnecessarily makin...

10 Maalis 202314min

Are you ready for retirement? On this episode we review a 10 point checklist of subjects to consider and review when comes to planning retirement. Sit back and listen in on our conversation as you eva...

3 Maalis 202330min

What are you looking for in an advisor when you are approaching and living in retirement? In this episode we explore a variety of aspects to this fundamental question. As you listen in, think about yo...

24 Helmi 202313min

Asking whether the “grass is greener” is a pretty normal question for many people in a variety of situations in life. In this episode we explore this question for a several situations that can come up...

17 Helmi 202315min

This week we explore “Conventional Wisdom”. We discuss a number of “Rules of Thumb” - their applications and different ways to think about what may or may not apply to different circumstances. Glenn i...

10 Helmi 202323min

Many questions come up when it comes to retirement planning. On this episode, we delve into a number of these questions and discuss some retirement planning strategies. Glenn is available for in perso...

3 Helmi 202320min

Are you unknowingly and unnecessarily making mistakes in your 401K? On this episode we explore five issues to pay attention to in managing 401Ks and strategies that could potentially help avoid making...

27 Tammi 202319min

Market volatility was apparent throughout 2022 – what's in store for 2023? As you can imagine, the the “expert”opinions are all over the map. On this episode we discuss strategies and different aspect...

20 Tammi 202316min