The Retirement Roadmap Podcast

If what you thought to be true, turned out not to be true . . . when would you want to know about it? Sometimes there is a lot of belief around “Rules of Thumb” that over time have become obsolete or ...

18 Marras 202020min

There are a number of financial “things” that are important to know, but are not necessarily common knowledge. As you listen in this week, you may discover a few things that you may want to evaluate s...

11 Marras 202019min

Have you thought about how your house and or your mortgage figures in to your retirement plans? On this week's podcast we discuss a variety of questions that come up regarding housing, expenses, debt,...

5 Marras 202030min

Saving for retirement and living in retirement are certainly different, so it goes without saying that your retirement accounts may play a significantly different role when living in retirement vs. sa...

28 Loka 202016min

What do you mean . . . “Longevity Risk”?!! Many would love to find the fountain of youth, if that means continued good health and the money doesn't run out! Out living your money or your health are pr...

22 Loka 202020min

Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, ro...

14 Loka 202020min

It can be overwhelming and confusing when you hear conflicting ideas or concepts, especially when there seems to be validity to both or all of them. Sometimes it's not this or that. Sometimes it's thi...

7 Loka 202013min

It goes without saying that everyone wants to enjoy a successful retirement. Unfortunately, this doesn't happen automatically. So on this week's podcast we discuss some things to watch out for that co...

30 Syys 202013min