The Retirement Roadmap Podcast

It goes without saying that communication is an important aspect of working with a financial advisor. So how do you communicate with your advisor? How do you want to communicate and how do you want yo...

8 Heinä 202224min

What does that mean in English? Please! Every industry has it's own terms or “jargon” that can be confusing to those who don't work in that industry and the financial services industry is no exception...

1 Heinä 202227min

Do you have a retirement checklist? Everyone has a different path throughout life and preparing for retirement is no exception. This week we discuss a number of topics to address and plan for during t...

24 Kesä 202220min

Does it ever make sense to have life insurance in retirement? Well, it's not for everybody . . . BUT . . . believe it or not, life insurance is not necessarily just death insurance. As you listen in, ...

17 Kesä 202221min

There are many ways to think about the finances of your home in retirement. Do you still have a house payment? Does it make sense to pay off your house? Should you think of your home equity as an acco...

9 Kesä 202225min

As you approach and transition into retirement there are certain milestone birthdays that begin to open doors and others that mandate certain requirements. This week we discuss a number of these “Trig...

3 Kesä 202220min

Everyone is different and everyone has different needs and desires, but it's probably safe to say that no one wants to say “Oops” when it comes to their retirement plans. On this episode we delve into...

27 Touko 202215min

Are you building your financial future on misconceptions? Let' face it, you simply don't know what you don't know! This week we explore and discuss a variety of often misunderstood retirement issues t...

20 Touko 202216min