The Retirement Roadmap Podcast

You may have heard the old adage . . . “You can't control the wind, but you can control your sails.” This week we discuss a number of “unpredictable” yet inevitable things in life. You may find it use...

18 Maalis 202214min

Everyone will leave a legacy . . . what yours be? Have you dotted your i's and crossed your t's? Will Uncle Sam be your largest beneficiary? What will happen to your surviving spouse? On this episode ...

11 Maalis 202217min

Are you ready for a checkup? Well . . . let's talk about it! This week we review a checklist that we hope you'll find useful. Glenn is available for in person and Zoom meetings. Simply give us a call ...

4 Maalis 202220min

Football fans are familiar with the “Red Zone”. In this week's episode, we use this analogy to discuss the transition to retirement. As you listen in, you may have a few insights that could lead to a ...

25 Helmi 202215min

For many, it can be difficult to save for retirement early in life. Expenses can be higher when you're earning less (especially if you have kids) which can make it harder to save for retirement. Later...

18 Helmi 202216min

Putting your financial life together can seem like putting together a jigsaw puzzle. This week we use this analogy to explore different ways of thinking about the various phases or pieces of the “fina...

11 Helmi 202219min

It happens! Let's face it, many savers are working hard to be as efficient as possible, however this can sometimes result in cutting corners that may not be helpful in the long run. This week we discu...

4 Helmi 202217min

There are many qualified and well intentioned advisors working in financial services. One of the most important distinctions for retirees and soon to be retirees to make is determining what they need ...

28 Tammi 202220min