
The Retirement Water Wheel
What happens if a water wheel stops moving? On this episode we draw some comparisons with the age old water wheel and retirement income streams. Glenn is available for in person and online meetings if...
17 Mai 202416min

It's Time For A Financial Wellness Checkup
It's always a good idea to get a “Wellness Checkup” for health and other aspects of life – finances included. On this episode we delve into a variety of financial topics and explore ways to examine “F...
10 Mai 202419min

Retirement Stress
It's no secret that major life changes can be stressful and retirement is no exception. On this episode we explore different aspects of retirement that sometimes create stress and perspectives that ma...
2 Mai 202416min

The Financial Triple Crown
Is your portfolio positioned to win the financial “Triple Crown”? It's that time of year when the Kentucky Derby and horse racing enters the national conversation. On this episode we draw some compari...
26 Apr 202427min

Expectations vs. Reality In Retirement
Are your expectations for retirement realistic? In this episode we put various aspects of retirement under the microscope to compare and contrast some common expectations and potentially more realisti...
19 Apr 202415min

Retirement Income Planning Mistakes
Retirement income planning can create the foundation for a successful retirement. In this episode we discuss a few critical mistakes to avoid and strategies designed to help create long term retiremen...
12 Apr 202423min

Interesting Financial Questions
Every so often we discuss a few hypothetical financial questions that pose a variety of interesting situations. As you listen in on our discussion, we hope you find some useful insights. Glenn is avai...
5 Apr 202416min

Questions To Ask The Advisor
Have you ever wondered what questions to ask an advisor? Some questions might be obvious and some might not. So, in this episode we explore a number of questions (and answers) that could be important ...
22 Mar 202423min



















