With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and ret
Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributi
Big changes are on the horizon for retirees impacted by the Windfall Elimination Provision (WEP) and
In todays podcast I am going to examine how the S&P500 historically has performed after back to back
In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people l
In today’s podcast, I’ll be discussing retirement investing and the importance of broad global diver
In todays podcast I’m going to share some of my favorite things in 2024. It’s time to get your walle
What if I told you that having a net worth of 3 million dollars was not enough to retire. In today's
I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me ou
One of the top concerns we're hearing from clients regarding retirement planning and investment mana
Imagine if a few small changes to your retirement plan could result in hundreds of thousands more at
A common consideration for people living in colder climates is purchasing a second home in a warmer
In today’s podcast, I have the pleasure of speaking with Martin, who retired at the age of 56. He sh
You are listening to episode #435 and the title is: Pay Off Your Mortgage at Retirement or Invest? P
In today's podcast I want to talk about expectations and the recent market volatility and give you s
In today's podcast, I’m excited to share what I am calling the Pyramid of Investing Success. We will
If you are getting ready to retire one of the most important things that you need to understand is h
In today's podcast I interview Tane Cabe regarding reverse mortgages. In addition to doing a general
Health savings accounts are the most incredible tool available for retirement savings. Unfortunately
In today's podcast episode, Jason shares three key numbers essential for retiring with confidence. H
In today's podcast episode I have the good fortune to interview Joe Hancock and Katie Warren who are
