The Retirement Roadmap Podcast

WHERE'S MY FIRE EXTINGUISHER?!! Are you prepared for the “unexpected” or the “inevitable”? This week we discuss a number of “Things That Don't Matter . . . Until They Do”. As you listen in, think abou...

10 Sep 202124min

You've spent a lifetime saving for retirement . . . now what? What do you want your money to do for you and your loved ones? It's not one size fits all when it comes to retirement and so this week we ...

2 Sep 202121min

Over time we have found there are some common questions that come up again and again. This week we take a few of these and discuss them by looking at a variety of different perspectives. As you listen...

26 Aug 202121min

Like any other industry, sometimes the financial services world can take itself a little too seriously. This week we poke fun at the financial industry and look to glean a few lessons by taking a diff...

20 Aug 202121min

The 3 phases of your financial life have significantly different strategies and objectives. This week we discuss various aspects of retirement and the need to understand the “Preservation & Distributi...

13 Aug 202120min

Do men and women make financial decisions differently? Single? Married? Widowed? You can envision a number of different scenarios. This week we delve into this deep subject and discuss a variety of si...

6 Aug 202115min

How you manage and spend money can have an enormous impact on the quality of your retirement. On this week's podcast we explore a number of “spending personalities” and the potential impact on retirem...

30 Jul 202114min

Retirement and what retirement means has changed over time and as a result you've probably heard “It's not your Father's retirement anymore!” This week we discuss a variety of retirement topics and ch...

22 Jul 202114min