The Retirement Roadmap Podcast

When planning for retirement, it's necessary to use and rely on a certain amount of math. However, what if your math is based on assumptions that might not be accurate? In this episode we explore some...

25 Aug 16min

It's pretty common for retirees to try to measure how they're doing or how they've done so far in their life's journey. There are many ways to measure success and on this episode we discuss how someti...

25 Juli 17min

It's important to have perspective throughout life. Preparing for and living in retirement is no exception. In this episode we have a little fun discussing the possible perspectives of “The 5 People Y...

17 Juni 16min

Graduations mark the end and beginning of certain chapters in life. In this episode we explore ways of teaching financial lessons at these important junctures in life. Glenn is available for in person...

28 Maj 22min

Often times retirees like to stay busy with a “Side Gig”. In this episode we delve into a number of ways retirees sometimes continue to work either part time or for a limited period of time in their e...

23 Apr 18min

We all know it's important for advisors to look out for the best interest of their clients. In this episode we discuss important red flags to watch out for when considering a client/advisor relationsh...

20 Mars 20min

Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of provi...

27 Feb 17min

Let's face it, retirement is about so much more than just your 401K and what you've saved for retirement. If you've never retired before you might unknowingly be unprepared for what is just around the...

24 Jan 23min