The Retirement Roadmap Podcast

Taxes can be difficult to understand, especially in the retirement years. Not all income or cash flow is treated the same in the tax code. One example is Social Security. Social Security is not inhere...

17 Aug 201717min

Is your retirement plan built to stand the test of time? This week we discuss the effects of market volatility and retirement planning. Markets go up and markets go down, and one of the key questions ...

8 Aug 201710min

There are some retirement decisions that cannot be undone. So this week we discuss some of these irrevocable decisions. Knowledge can be powerful. So make sure to take a little time and listen in as w...

2 Aug 201711min

This week we discuss the dangers of procrastination in financial and retirement planning. We all know that one of the easiest things to do is to put things off until later. We spend a little time disc...

26 Juli 201712min

This week we take some time to discuss financial “Red Flags”. These are things that might cause you to either rethink something or to review something in more depth. We explore several of these “Red F...

19 Juli 201712min

Life is often unpredictable, so we need to plan for “Unpredictability”. In this week’s podcast we discuss some of the unpredictable things that could impact your financial life! As you listen in on ou...

12 Juli 201717min

Retirement and retirement planning bring what we would call “Landmark Birthdays” to your financial life. This week we review what these “Landmark Birthdays” are and what they mean in terms of financia...

5 Juli 201718min

This week we discuss legacy planning. Do you have your affairs in order? Everyone has a legacy plan, the question is whether it’s the plan that you designed or the one that the government has designed...

28 Juni 201716min