Healthy, Wealthy, & Wise Retirement Podcast
107 episodes - English - Latest episode: 11 days ago - ★★★★★ - 10 ratingsWelcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Aviation- with Adam Obrecht (Ep. 69)
April 16, 2024 07:00 - 33 minutes - 30.5 MBToday, I sit down with Adam Obrecht, who is the founder and a financial advisor with AO Wealth located in Urbandale, Iowa. But instead of discussing Adam's advisory firm just yet, we start with a conversation about one of Adam's passions, aviation. We talk about how Adam got his start into flying, and how others can get started if they would like to explore the hobby. We also talk about some of his most memorable flights, and what he's learned along the way. If you are searching for an ...
Syverson Strege- with Jason Gunkel (Ep. 68)
April 02, 2024 07:00 - 22 minutes - 20.5 MBIn this episode, we continue the conversation with Jason Gunkel, who is a financial advisor with a West Des Moines firm called Syverson Strege. Jason gives us an overview of Syverson Strege, we talk about how they are unique and who they serve as clients, and Jason shares his plans for a podcast of his own, called Prayers & Profits. And although Syverson Strege is technically a competing firm, I have a lot of respect for Jason and the work they do. We understand that not everyone is goin...
Rest & Recharge- with Jason Gunkel (Ep. 67)
March 19, 2024 07:00 - 47 minutes - 38.5 MBIn this episode, we have a friend and fellow financial advisor, Jason Gunkel join the show. In addition to being an advisor, Jason wears the hat of Chief Investment Officer at a West Des Moines financial firm called Syverson Strege. Syverson Strege has began to implement extended time off, or sabbaticals, as something their advisors can take advantage of. Last summer, Jason took his 6-week sabbatical away from work, and he was kind enough to share his experience and what he learned. And ...
Annuities, Reverse Mortgages, & More w/ Wade Pfau (Ep. 66)
January 24, 2024 08:00 - 38 minutes - 25.5 MBLast episode, we discussed RISA®- Retirement Income Style Awareness. If you haven't taken advantage of completing this for yourself, you can still do so here: RISA® Assessment On this episode, we wrap up with some follow up questions for Wade that you will not want to miss! Discussed on today's show: Wade shares his thoughts on annuities and if they should have a place in a person's retirement planning. Wade discusses the topic of reverse mortgages through the lens of financial plann...
RISA®- with Wade Pfau (Ep. 65)
January 09, 2024 08:00 - 48 minutes - 36.6 MBOn this episode, I'm excited to share my conversation with Wade Pfau to discuss RISA®- Retirement Income Style Awareness. Wade is a bit of an icon in the financial planning space. If you want to dive deep into any financial topic, it's likely Wade has spent hours studying the research and can explain the pros, cons, and complexities of the situation. I've thoroughly enjoyed getting to know Wade, and I'm excited to share his RISA® technology with you. As a special gift, we've also given li...
Interviewing Loren Sherman (Ep. 64)
December 21, 2023 08:00 - 41 minutes - 67 MBThis is certainly a different type of episode than others I've recorded, as the tables are turned and I am on the receiving end of questions. I had the opportunity to sit down with Dennis Mattern, who had lots of questions about our firm, Integrity Wealth Management. Dennis is a lot of fun to talk with and an absolute pro when it comes to the interview process, as he also has a podcast show of his own and is no stranger to the microphone. After sharing this episode with their audience, De...
Five Charitable Giving Ideas *Rebroadcast* (Ep. 63)
November 29, 2023 08:00 - 17 minutes - 19.3 MBFor many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years. While there is likely an endless list of charities that would be worthy of highlighting, today we offer an overview of 5 charities that have been on my radar as of late. Perhaps you want to add these to your list, or maybe they will get you brainstorming in another direction altogether! Sche...
Dr. Daniel Crosby- part II (Ep. 62)
November 15, 2023 08:00 - 35 minutes - 25.6 MBWelcome back for the conclusion of my conversation with behavioral finance expert, Daniel Crosby. On this episode, we discuss the below questions and more. I hope you listen, share with others, and most of all, ENJOY! Questions discussed on today's show: Is it wise to "invest in what you know?" What can we learn from the Pepsi vs. Coke blind taste test? We've talked a lot about problems and headwinds we face, what are the solutions? As the old adage suggests, should we listen to ou...
Dr. Daniel Crosby- part I (Ep. 61)
November 01, 2023 07:00 - 36 minutes - 24.9 MBI'm excited to share this conversation with psychologist and behavioral finance expert, Dr. Daniel Crosby. We discuss the emotional components to money, some of the different biases we all hold that get in our way, and why we react so differently to bad news versus good news, particularly with markets in mind. Daniel is a natural storyteller, so he's able to take complex studies and research, and explain them in a way that is not only easy to understand, but captivating to listen to as w...
Retirement Hobbies: Coffee (Ep. 60)
September 19, 2023 07:00 - 47 minutes - 39.8 MBI had a fun conversation with coffee enthusiast Perry Ross, where we talk about how Perry first got into coffee, how to pick the right coffee bean for you, brewing tips, and much more! I like to sprinkle in non-financial episodes from time to time, as more retirees take up new hobbies after their non-working years. Perhaps after listening to my conversation with Perry, you will be inspired to add "coffee" to your list of hobbies! *Ps- as mentioned below, email me and we may even be able ...
Welcome Back! (Ep. 59)
September 05, 2023 07:00 - 20 minutes - 18.1 MBAfter a little bit of a summer break, I'm excited to be back in front of the microphone with you! In this episode, I share some of what I've been up to this summer and give you a glimpse into a couple of "can't miss" interviews coming out soon. We also highlight 3 planning opportunities coming up soon: Medicare's "Annual Election Period" End-of-Year Tax Harvesting Who Benefits Most From a Roth Conversion We close up today's show by attempting to clear up some of the confusion between...
Breaking Up with Your Advisor- Part I (Ep. 58)
June 13, 2023 07:00 - 24 minutes - 20.2 MBChange is a necessary part of life, but one change most people don't expect to go through is a break-up with their financial advisor. It may seem like a strange topic to cover, but if that time ever comes, it's best to be prepared so you're not caught off guard. Aside from the process itself, we cover why people should consider a break-up with their advisor, as well as a few "not-so-good" reasons to break-up. Connect with Loren: Share More & Get in Touch LinkedIn: Loren Sherman
Fee Conversation (Ep. 57)
May 30, 2023 07:00 - 18 minutes - 19.9 MBThis was a quick impromptu conversation, as I hopped on the mic on a recent visit down to Kansas City. I hope you enjoy, and I'd love to connect with you if any of this resonate with you personally! Connor and I discuss: How a marketing team can lighten the load for financial advisors Why I created a firm with a flat-fee structure, and who this is best suited for Why every firm says they offer "comprehensive" planning, but it's important to ask for examples to see what this looks like...
Golf Interview with Eric Peyton- Part II (Ep. 56)
May 16, 2023 07:00 - 20 minutes - 12.2 MBIn this part II interview with golf pro Eric Peyton, we cover some quick hitting listener questions. Once again, most episodes will focus on the "wealthy" aspect of Healthy, Wealthy, & Wise, but I'm excited to sprinkle in some hobby-related topics too. If you're someone who has found themselves with more free time in retirement, or just love to golf, stick around for the conclusion of our conversation. Eric and I discuss: His favorite course and who he'd most like to play a round with...
Golf Interview with Eric Peyton- Part I (Ep. 55)
May 02, 2023 07:00 - 37 minutes - 23.9 MBThis episode was a fun detour from our more common finance-related topics, as I had a chance to sit down with golf professional, Eric Peyton. Eric has been featured in a variety of golf publications, has his own podcast where he discusses all things golf, and gives indoor lessons to golfers of all skill levels wanting to improve their game. While most episodes focus on the "wealthy" aspect of Healthy, Wealthy, & Wise, I'm excited to sprinkle in some hobby-related topics. For many of us, o...
MAX My Interest- Part II (Ep. 54)
April 18, 2023 07:00 - 25 minutes - 17.5 MBThis episode is the conclusion of my conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. I ask Gary who are their top competitors, his biggest challenges from the early days of creating Max, and you won't want to miss the end, as Gary shares some valuable insight into staying happy (and getting happier!) throughout your retirement years. More about what we discuss: Why people might NOT use MaxMyInterest Gary's "science fair" mindset that ultimately led him to questi...
MAX My Interest- Part I (Ep. 53)
April 04, 2023 07:00 - 25 minutes - 16.2 MBThis is a "can't miss" episode, as I sit down for a conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. Gary shares why he started MaxMyInterest, how retirees can make this part of their income plan, and how you can add what he calls "super alpha" to your portfolio. This was a timely conversation, as more and more Americans are not only realizing the need to keep up with inflation, but to have the confidence their cash holdings are secure with FDIC insurance. We discus...
5 Reasons You'll Blow Up Your Retirement Plan- part II (Ep. 52)
March 21, 2023 07:00 - 23 minutes - 15.7 MBIn this guest episode, we wrap up our conversation with Kiplinger writer Jacob Schroeder, where he shares "5 Reasons You'll Blow Up Your Retirement." We discuss: Reason #4- “Your Life Changes – in a Big Way!” Reason #5- “The World Changes – in a Big Way!” “If life can be so uncertain, then why make a retirement plan in the first place?” We wrap up our conversation with Jacob Schroeder, and tease the next episode with MaxMyInterest founder Gary Zimmerman. Connect with ...
5 Reasons You'll Blow Up Your Retirement Plan- part I (Ep. 51)
March 07, 2023 08:00 - 25 minutes - 16.1 MBIn this guest episode, Kiplinger writer Jacob Schroeder shares with us "5 Reasons You'll Blow Up Your Retirement." Jacob's mission is to help people make more informed financial decisions and live happier lives. I think you'll hear from our conversation that Jacob's passion and wealth of knowledge on the topic shines through! We discuss: Jacob's background and how he began writing about retirement and happiness in the first place Reason #1- “Your Retirement Reality Doesn’t Meet Your...
67,161 PUSHUPS!? *Rebroadcast* (Ep. 50)
February 21, 2023 08:00 - 12 minutes - 17.1 MBIn this episode, I give a fresh new intro, then dive into the rebroadcast of an early episode where I walk through 6 lessons I learned from a pushup challenge I completed back in 2019, while I currently complete a one-month version here in 2023. While the pushup challenge itself can be fun and entertaining, what you'll really want to stick around for are the lessons learned and how to take action on each of them. Loren discusses: Whatever is easy to do, is equally easy NOT to do ...
Secure Act 2.0- How will this affect my retirement? (Ep. 49)
February 09, 2023 02:50 - 17 minutes - 18.5 MB"How will the Secure Act affect me?" This is a common question we are hearing from retirees, so in this episode, we tackle some of the primary changes the Secure Act 2.0 has introduced, as well as their impact to your retirement. Loren discusses: Changes to the starting age in which distributions from retirement accounts are required, as well as how to push this back even further to age 85 in some cases Reduction of penalties How those still working will have more flexibility bot...
Year in Review- 2022 part II (Ep. 48)
January 24, 2023 08:00 - 26 minutes - 27.3 MBToday, we dive into the second half of Healthy, Wealthy, & Wise Retirement episodes from the year 2022. Once again, we focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review. Schedule an Intro Call with Loren Resources from today's show: Inflation- Issues to Consider 6 Life Changing Lessons QUIZ: "What Type of Giver Are You?" Risk Numbers- sample report Inve...
Year in Review- 2022 part I (Ep. 47)
January 10, 2023 08:00 - 23 minutes - 24.5 MBHopefully 2022 was a great year for you! Personally, I had a blast recording these episodes over the 12 months, and I thought taking a look back at a year's worth of episodes would be a fun way to start 2023. In this episode, we cover roughly the first half of the year and focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review. Schedule an Intro Call with Loren Cheat-S...
Promises- 2023 (Ep. 46)
December 27, 2022 08:00 - 23 minutes - 25 MBFor this episode, we revisit the structure that it takes to set yourself up for success for the upcoming year. We go through a process that helps you identify what is most important, set promises to yourself, and then most importantly, keep these promises. Cheers to a great year! Schedule an Intro Call with Loren What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: ...
9 RMD Questions to Consider (Ep. 45)
December 13, 2022 08:00 - 17 minutes - 19.7 MBFor this episode, we address the timely topic of RMDs (Required Minimum Distributions). Listen in, as we dive into 9 questions you should be considering when it comes to your RMD planning. Often one or two of these are overlooked, so let me know what you think and if you have any to add to our list! Schedule an Intro Call with Loren 5 Tax Planning Opportunities- previous episode discussed on today's show What is a Fiduciary? About Me Podcast Page For questions, commen...
9 Considerations for Advisors Starting an RIA (Ep. 44)
November 29, 2022 08:00 - 37 minutes - 39.5 MBThis episode is a curveball from the typical topics we discuss, as I wrote this one for other financial advisors rather than retirees. We talk about some of the benefits to starting your own firm, what niche you'd like to serve, how many clients fit on your "bus," what technology makes sense, if the term "fee-only" is necessary, and much more. If you are not a financial advisor, perhaps this is a bit of a "peek behind the curtain" into some of the thoughts that go into starting a financ...
6 Lessons I've Learned (Ep. 43)
November 14, 2022 23:10 - 12 minutes - 13.9 MBOn today's episode, I share a few things I’ve learned- some from life experiences, some excerpts from books I’ve read, and others from clients I’ve had the opportunity to learn from over the years. My goal is to inspire you to brainstorm some of your own lessons learned. Perhaps lessons you would like to pass along to your kids, grandkids, and future generations to come. As we say, a legacy is lived, not left. And one of the best ways to live your legacy to is share your experiences, your ...
Five Charitable Giving Ideas (Ep. 42)
October 31, 2022 02:31 - 15 minutes - 16.4 MBFor many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years. While there is likely an endless list of charities that would be worthy of highlighting, today we offer an overview of 5 charities that have been on my radar as of late. Perhaps you want to add these to your list, or maybe they will get you brainstorming in another direction altogether! Sche...
7 Ways to Invalidate Your Will (Ep. 41)
October 11, 2022 07:00 - 14 minutes - 16.3 MBToday we take a different approach, looking at what NOT to do. Specifically, we will talk through 7 mistakes people make to accidentally invalidate their will. When it comes to your will, it's OK if you didn't "get it right" the first time, just as long as we have it right IN time, as there are no do-overs once you're gone. Schedule an Intro Call with Loren Resources mentioned on today's show: Legal Docs Review What is a Fiduciary? About Me Podcast Page For question...
Medicare Readiness Report (Ep. 40)
September 27, 2022 07:00 - 18 minutes - 20.3 MBOn today's episode, I share with you a high-level overview of the process our firm offers retirees each fall, called our Medicare Readiness Report™. In short, this is a simplified one-page report that cuts to the chase, showing prices and coverage for option #1, which we refer to as Traditional Medicare, compared with option #2 of Medicare Advantage. This one-page report only highlights the information that is most helpful, so you don't have to listen to a sales-pitch or read the 124 pages...
What Is Your Investment Personality? (Ep. 39)
September 13, 2022 07:00 - 17 minutes - 18.9 MBSo you have a low-cost, well-diversified portfolio, and you've even managed to invest within your risk tolerance. But do your investments align with your personality? Are they in sync with your beliefs and with the trends that you see evolving? On today's episode, we hop into our time machine to discuss how investment options have changed over the past 50 years. We then talk about why it can be important to have a connection to the companies and themes you believe in most. And last, we tal...
What is Your Risk Number? (Ep. 38)
August 30, 2022 07:00 - 28 minutes - 30.4 MBDo you know your own risk numbers? If not, your portfolio might be out of whack, and it's easy to be frustrated by returns, frightened into cash holdings, and as a whole, it's harder to hit your retirement goals. We start off today's episode with a quick story about two farmers, Melvin and John. We next move into what our firm calls your "Risk Profile" made up of 3 scores: your risk preference, your risk capacity, and the risk score of your current portfolio. We finish up by talking thro...
Inflation Reduction Act of 2022 (Ep. 37)
August 09, 2022 07:00 - 21 minutes - 23.7 MBOn today's episode, we give a quick overview of the Inflation Reduction Act of 2022. We start off by reviewing a few past bills and how the title Congress gives a bill is often misleading. We then discuss some of what's in the bill, how this could impact you, and close up with a quick conversation of what we can do about it within our portfolios. Schedule an Intro Call with Loren What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETI...
Inflation Reduction Act of 2022
August 05, 2022 14:06 - 21 minutes - 23.7 MBOn today's episode, we give a quick overview of the Inflation Reduction Act of 2022. We start off by reviewing a few past bills and how the title Congress gives a bill is often misleading. We then discuss some of what's in the bill, how this could impact you, and close up with a quick conversation of what we can do about it within our portfolios. Schedule an Intro Call with Loren What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETI...
Charitable Giving Strategies (Ep. 36)
July 26, 2022 07:00 - 26 minutes - 27.8 MBOn today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift. Schedule an Intro Call with Loren Resources mentioned on today's show: ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article on today's episode, highlighting 8 Tax-Smart Strategies for charitable giving. QUIZ: "What Type of Giver Are You?"- this is an 8 question quiz that helps you understand ...
Charitable Giving Strategies
July 26, 2022 07:00 - 26 minutes - 27.2 MBOn today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift. Schedule an Intro Call with Loren Resources mentioned on today's show: ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article on today's episode, highlighting 8 Tax-Smart Strategies for charitable giving. QUIZ: "What Type of Giver Are You?"- this is an 8 question quiz that helps you understand ...
6 Life-Changing Lessons from 2 Retirees
July 12, 2022 07:00 - 20 minutes - 22.4 MBOn today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared. Resources mentioned on today's show: 6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives- this is Jacob Schroeder's article that we based today's talk about Creating a Biblically Based Retirement- we mentioned the overlap in lesson #1 ...
6 Life-Changing Lessons from 2 Retirees (Ep. 35)
July 12, 2022 07:00 - 20 minutes - 22.4 MBOn today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared. Resources mentioned on today's show: 6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives- this is Jacob Schroeder's article that we based today's talk about Creating a Biblically Based Retirement- we mentioned the overlap in lesson #1 ...
Finding Peace of Mind During Unpeaceful Markets (Ep. 34)
June 29, 2022 04:11 - 30 minutes - 32.4 MBOn today's episode, we talk through 7 principles for finding peace during unpeaceful markets. One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the future. Hopefully by arming you with these 7 principles, you will be better equipped for whenever that may be. Resources mentioned on today's show: 12 Questions to Ask Your Financial Advisor- we...
Finding Peace of Mind During Unpeaceful Markets
June 29, 2022 04:11 - 30 minutes - 32.4 MBOn today's episode, we talk through 7 principles for finding peace during unpeaceful markets. One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the future. Hopefully by arming you with these 7 principles, you will be better equipped for whenever that may be. Resources mentioned on today's show: 12 Questions to Ask Your Financial Advisor- we...
The Many Colors of Annuities- Part II (Ep. 33)
June 14, 2022 07:00 - 27 minutes - 29.3 MBToday, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities. We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities. Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment...
The Many Colors of Annuities- Part II
June 14, 2022 07:00 - 27 minutes - 29.3 MBToday, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities. We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities. Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment...
The Many Colors of Annuities- Part I (Ep. 32)
May 31, 2022 07:00 - 37 minutes - 38.6 MBToday, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation. We also discuss some of the pros and cons of each, so that you can make the best educated decision for yourself. Specifically covered in this episode include: income annuities (both immediate and deferred), fixed annuities, and indexed ...
The Many Colors of Annuities- Part I
May 31, 2022 07:00 - 37 minutes - 38.6 MBToday, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation. We also discuss some of the pros and cons of each, so that you can make the best educated decision for yourself. Specifically covered in this episode include: income annuities (both immediate and deferred), fixed annuities, and indexed ...
Social Security- Part I (Ep. 31)
May 17, 2022 07:00 - 26 minutes - 27.4 MBFiguring how to best claim your Social Security benefits can be a confusing and frustrating process. Instead of analyzing a bunch of numbers, we take a different approach on today's episode and talk through 3 scenarios of how others claimed their benefits. From there, we finish up with a 10-question quiz so you can test your knowledge. Be sure to stick around for #10, as this one surprises many retirees and advisors alike! What is a Fiduciary? About Me Podcast Page For questio...
Social Security- Part I
May 17, 2022 07:00 - 26 minutes - 27.4 MBFiguring how to best claim your Social Security benefits can be a confusing and frustrating process. Instead of analyzing a bunch of numbers, we take a different approach on today's episode and talk through 3 scenarios of how others claimed their benefits. From there, we finish up with a 10-question quiz so you can test your knowledge. Be sure to stick around for #10, as this one surprises many retirees and advisors alike! What is a Fiduciary? About Me Podcast Page For questio...
Timing the Market
May 03, 2022 07:00 - 24 minutes - 26.8 MBMarket turbulence can be a scary experience, particularly in retirement. Today, we talk through 5 considerations to be aware of when timing the market. From there, we finish up today's episode with a few helpful tips that you can implement in your own retirement planning. Previous Episode mentioned on today's show: What's Your Retirement Income Plan? Charles Schwab Research: "Does Market Timing Work?" Book: "The Black Swan" Book: "Fooled By Randomness" What is a Fiduc...
Timing the Market (Ep. 30)
May 03, 2022 07:00 - 24 minutes - 26.8 MBMarket turbulence can be a scary experience, particularly in retirement. Today, we talk through 5 considerations to be aware of when timing the market. From there, we finish up today's episode with a few helpful tips that you can implement in your own retirement planning. Previous Episode mentioned on today's show: What's Your Retirement Income Plan? Charles Schwab Research: "Does Market Timing Work?" Book: "The Black Swan" Book: "Fooled By Randomness" What is a Fiduc...
What if God Wrote Your Bucket List?
April 19, 2022 07:00 - 14 minutes - 14.7 MBEveryone has a bucket list, whether it's written down or just in their head. But what if you let someone else write your bucket list? In this episode, we review Jay Payleitner's book titled, "What if God Wrote Your Bucket List?" Book: What if God Wrote Your Bucket List Previous Episode mentioned on today's show: Creating a Biblically Based Retirement Plan What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS,...
What if God Wrote Your Bucket List? (Ep. 29)
April 19, 2022 07:00 - 14 minutes - 14.7 MBEveryone has a bucket list, whether it's written down or just in their head. But what if you let someone else write your bucket list? In this episode, we review Jay Payleitner's book titled, "What if God Wrote Your Bucket List?" Book: What if God Wrote Your Bucket List Previous Episode mentioned on today's show: Creating a Biblically Based Retirement Plan What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS,...