Brighter Retirement Radio Podcast artwork

Brighter Retirement Radio Podcast

16 episodes - English - Latest episode: over 3 years ago -

Retirement should be the BRIGHTEST time of your life. Let us share with you experiences and tips from your peers that are living a BRIGHTER retirement and insight from professionals that are helping them achieve that experience. This show will discuss many topics that are applicable to you as a Charitable Boomer like... Finances, Health Care, Estate Planning, Lifestyle, Medicare and much more.

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Episodes

Ep. 15 - Retirement Taxation

July 14, 2020 14:30 - 31 minutes - 29.1 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Making your retirement years Bigger, Better, and Brighter means adding confidence and purpose in what you do. Hear stories from other charitable boomers just like you about how they are finding purpose by reaching out to others and donating their time and money during their retirement  Also, hear from industry-leading professionals that help others find confidence in all areas of their retirement. Tune in each week on Thursda...

Ep. 14 - Smooth Transition of Wealth

June 25, 2020 13:00 - 39 minutes - 36.5 MB

In today's episode, we discuss how to smooth the transfer of wealth with Stephanie O'Brien who is a good friend and estate planning, attorney and litigation expert.  Stephanie and I meet with clients and students in our educational seminars that share heartache, frustration and bumps in the roads that have come from improper state plan, design and execution. And so today's episode is all about effectively putting together a roadmap towards success with your estate plan transfer and executi...

Episode 13: Income Producing Assets

June 11, 2020 13:30 - 39 minutes - 35.7 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Marc Rogers, who specializes in research and strategies around income producing assets. Marc and his firm are research thought leaders in the retirement income industry. Marc has had experience for the last decade in assisting some of the largest, most successful financial advisors in the nation, he also educates advisors and consumers abo...

Episode 12: Stay Sharp, Stay Active in Retirement

May 28, 2020 13:00 - 33 minutes - 45.8 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Lorraine Ladish, who shares stories of how we can stay active both mentally and physically as we enter retirement. Lorraine is a bilingual author of 18 books, a speaker, a Yogini, a writer, and the creator of Viva 50 Media. In this episode Lorraine shares about physical and mental health tips that help us to stay strong and stay sharp in...

Episode 11 - Financially Supporting Your Retirement Lifestyle Vision

May 14, 2020 13:30 - 47 minutes - 43.5 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guests, Michael and Debbie Campbell, who share how they financially support their retirement vision. Michael and Debbie are Airbnb champions, travel bloggers and authors who have been traveling the world since 2013. In this episode we not only discuss their travel lifestyle, but more specifically how they were able to come to understand this tr...

Episode 10: Reverse Mortgage: Goal Driven Solution

April 30, 2020 17:14 - 1 hour - 58.2 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Cory Williams, who shares how switching over to a reverse mortgage could offer some financial benefits that you probably didn’t know were possible. As a CRMP, Certified Reverse Mortgage Professional, Cory explains more about how reverse mortgages are goal-driven solutions. They are a financial planning tool, not a product. Plus, he share...

Ep. 09 - How Financial Planning 'Should' Work

April 21, 2020 13:00 - 17 minutes - 16.2 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In today's episode of the Brighter Retirement Radio podcast I want to share with you "How Financial Planning 'Should' Work". I'll discuss the reality that many of us have had 'good' and 'not so good' experiences when working with financial professionals. Why is this range of experiences far too common? Come listen as we list out many of your possible past experiences and compare them to what you experience "should" be in th...

Ep. 08 - Covid-19 Economic Market Update

April 16, 2020 11:00 - 47 minutes - 109 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. This week's episode is timely and valuable. It's a COVID-19 Economic Update with a special guest, Kurt Brown. Kurt is the Chief Investment Officer @ TownSquare Capital and has a unique 25+ year background from Wall Street to Main Street.  We discuss the impact that COVID-19 has had on the equity markets and some potential long-term effects to consider. Most importantly listen for when Kurt shares with us the indicators tha...

Ep. 07 - Value of Being Part of a Community

April 02, 2020 11:00 - 42 minutes - 38.5 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Gena Bertelsen, who shares how important it is to maintain personal connections with others in your family & community. As the self-proclaimed "Queen of Everything" at the senior friendship center she works for, Gena ensures that the community always feels connected to one another by offering classes through their Brilliant University or...

Ep. 06 - Caring for an Aging Spouse

March 19, 2020 11:00 - 49 minutes - 45.1 MB

  Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In this episode, you'll hear from the guest, Janice Smith, who will share all about how she made the decision to transition from Home Care to Facility Care, coping with memory loss, planning financially, and how she learned to live day-by-day while caring for her aging spouse, Ken. Learn more about us: Facebook Website  

Ep 05. - Medicare Transitions

March 05, 2020 12:00 - 58 minutes - 53.1 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In this episode, you'll hear from guest, Jake Dayton, who will share all about Medicare open enrollment and why it is so important. You'll hear why the Medicare transitions are vital to understand and best practices for ensuring you pick the right plan when open enrollment time comes so you're not faced with costly penalties. Learn more about us: Facebook Website

Ep. 04 - Leveraging Your Home in Retirement

February 20, 2020 12:00 - 48 minutes - 44.1 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Leveraging your home in retirement can increase your retirement income, and help your aging parents and children. Brooks Gibbs provides some incredible insight into using your home as a flexible resource to solve several situations that arise during retirement.  Learn more about us: Facebook Website

Ep. 03 - Donor Advised Fund as a Family Mission Fund

February 06, 2020 12:00 - 33 minutes - 31.1 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Selling an appreciated asset like a rental home and putting the cash into a Donor Advised Fund (DAF) can create a massive tax benefit as well as create a perpetual giving account for your family. This is exactly what the Dastrup family was able to accomplish. Charitable giving and service has been a core desire of this family for generations and now with the creation of this Donor Advised Fund they will be able to fund many s...

Ep. 02 - Giving Through A Personal Foundation

January 23, 2020 14:49 - 43 minutes - 40.1 MB

In this episode, you’ll hear from guests, Kathy and Carolyn, who will share stories of different ways they get joy from giving and how they give through their personal foundation. From giving surprise gifts to people around town to foundations that fulfill missions they support, you’ll hear fun stories and their perspective on the importance of giving back in creative ways. Click your favorite platform below to subscribe to the podcast: iTunes | Stitcher | Spotify | Google Play ]If y...

Ep. 02: Giving Through A Personal Foundation

January 23, 2020 14:49 - 45 minutes - 41.6 MB

In this episode, you’ll hear from guests, Kathy and Carolyn, who will share stories of different ways they get joy from giving and how they give through their personal foundation. From giving surprise gifts to people around town to foundations that fulfill missions they support, you’ll hear fun stories and their perspective on the importance of giving back in creative ways. Click your favorite platform below to subscribe to the podcast: iTunes | Stitcher | Spotify | Google Play ]If y...

Ep. 01: Brighter Retirement Radio Kick-Off

January 08, 2020 18:33 - 10 minutes - 9.46 MB

Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Making your retirement years Bigger, Better, and Brighter means adding confidence and purpose in what you do. Hear stories from other charitable boomers just like you about how they are finding purpose by reaching out to others and donating their time and money during their retirement. Also, hear from industry-leading professionals that help others find confidence in all areas of their retirement. Tune in each week on Thu...