Navigating Your Retirement artwork

Navigating Your Retirement

203 episodes - English - Latest episode: 7 days ago - ★★★★★ - 2 ratings

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Investing Business social security roth ira 401k medicare medicaid long term care
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Episodes

Avoiding Major Retirement Roadblocks

April 20, 2024 05:00 - 32.8 MB

In this episode we tackle the hurdles that can derail your retirement dreams. We'll explore common roadblocks like longevity risk and healthcare costs, and offer strategies to navigate them with confidence. Join us for actionable tips to pave the way for a smooth and secure retirement.

Market Update with Keith Gangl

April 13, 2024 05:00 - 45.8 MB

Travis welcomes Gradient Investments portfolio manager Keith Gangl to the show to discuss the latest market trends, interest rates and what we can look forward to from the financial markets the rest of the year.

How to Avoid Having a FINE Retirement

March 23, 2024 05:00 - 32.3 MB

Worried about finances derailing your dream retirement? In this episode we dive into smart planning strategies to help secure your future and ensure your golden years are stress-free. Listen in for tips on saving, budgeting, and creating a sustainable retirement income plan.

Bicentennial Episode & Current Events

March 16, 2024 05:00 - 37.9 MB

We celebrate our 200th episode and talk about what's going on with current events, the economy, interest rates, the presidential election and how it all affects your finances.

Easing Political and Economic Anxiety

March 09, 2024 06:00 - 30.8 MB

In this episode we talk about how to navigate the emotional rollercoaster of political and economic uncertainty. Travis talks about not letting your emotions affect your finances and the importance of a plan so you don't have to panic during volatile times, helping you achieve long-term financial security and peace of mind.

Minimizing Taxes and the Roth IRA

March 02, 2024 06:00 - 31.7 MB

In this episode Travis looks at various strategies you may be able to use to minimize your tax burden, including Roth IRA's.

Leaving Memories and a Lasting Legacy

February 24, 2024 06:00 - 30.7 MB

In this episode we discuss the importance of leaving a lasting legacy and maintaining family harmony after you are gone.

Inflation and The Markets

February 17, 2024 06:00 - 31.6 MB

In this episode Travis talks about how inflation concerns, the possible effects on the markets and important strategies to help prepare your financial plan.

The Future of Social Security

February 03, 2024 06:00 - 30.8 MB

In this episode we dissect Social Security's looming challenges, from demographic shifts to financial strains. But fear not! We unveil innovative solutions and actionable steps to help safeguard your retirement, leaving you informed and empowered.

New Year Outlook

January 06, 2024 06:00 - 30 MB

New year, new you, new financial goals? Ditch the overwhelm and join us for "New Year Outlook." We'll dissect economic trends, investment strategies, and smart money moves to fuel your financial fireworks.

RMD's - The Gift That Keeps On Giving

December 09, 2023 06:00 - 33.5 MB

In this episode we talk about Required Minimum Distributions, what they are, and what you need to know about the changes to this unpopular part of the tax code.

Tax Cuts Aren't Forever

December 02, 2023 06:00 - 26.3 MB

In this episode we talk about how to take advantage of the historically low tax because of the Tax Cuts and Jobs Act. We talk about where taxes might be headed and what you might be able to do to minimize future tax burdens.

The Best Thanksgiving Movies and Avoiding Bad Financial Advice

November 25, 2023 06:00 - 39.7 MB

We discuss the best Thanksgiving movies, and avoiding bad financial advice during the holidays.

Election Impact on Finances

November 18, 2023 06:00 - 25.5 MB

In this show we talk about elections and politics and how they can affect your finances.

How Much is Enough to Retire?

November 11, 2023 06:00 - 33.7 MB

How much will you need to retire? Can you retire when you want? We look at ways to answer these questions and what you need to do to make sure you're on track.

The Benefits of Spousal Planning

October 28, 2023 05:00 - 27.3 MB

It's important to have a plan in place to deal with the loss of a spouse. In this episode we talk about what you need to do in order to avoid financial problems.

Financial Questions Answered

October 21, 2023 05:00 - 28.8 MB

In this episode Travis answers key financial questions to help you on your financial journey.

Headlines: Treasuries and Politics

October 07, 2023 05:00 - 22.6 MB

In this episode Travis looks at the current headlines and what they mean for the financial outlook.

Year-End Financial Check List

September 30, 2023 05:00 - 34.1 MB

In this episode we discuss what you need to do before the end of the year to avoid costly financial mistakes.

Rates - What You Need to Know

September 16, 2023 05:00 - 23 MB

In this episode we talk about rates...interest rates, the rate of inflation, and the rates you are earning.

Retirement Income for the Next 10 Years

September 09, 2023 05:00 - 36.9 MB

The next 10 years are extremely important for your retirement income. In this episode we talk about why and what you need to know.

Important Financial Planning Questions Answered

September 02, 2023 05:00 - 34.1 MB

In this show we talk about some of the most important questions you need to be asking and some answers to help get you on the right path.

Spending In Retirement

August 19, 2023 05:00 - 34.1 MB

One of the big mysteries of retirement is how much money will you need to live a comfortable retirement and make it last as long as you do. In this episode we talk about the various expenses you need to be aware of.

Retirement Myth or Fact

August 12, 2023 05:00 - 34.1 MB

There are a lot misconceptions and falsehoods out there about retirement and retirement planning. In this episode we bust the myths and present the facts.

Don't Run Out of Money in Retirement

August 05, 2023 05:00 - 34.1 MB

In this episode Travis talks about what you can do to make sure you won't run out of money in retirement.

Financial Probabilities not Possibilities

July 29, 2023 05:00 - 33 MB

In this episode we look ahead at the financial landscape and what you need to plan for.

Roll Overs, Beneficiaries and More

July 15, 2023 05:00 - 34.1 MB

In this episode Travis answers listener questions about roll overs, beneficiaries and more!

The Psychology of Retirement Planning

June 17, 2023 05:00 - 34.1 MB

Behavior and psychology can have a huge impact on whether or not you have a solid plan for a successful retirement. In this episode we talk about ways to properly deal with retirement planning.

Market 2022 review and 2023 Update

June 10, 2023 05:00 - 34.1 MB

In this episode we welcome Senior Portfolio Manager at Gradient Investments, Jeremy Bryan. We discuss the markets last year, this year and the future.

The Debt Ceiling and Your Financial Questions

May 27, 2023 05:00 - 34.1 MB

In this show we talk about the debt ceiling and answer listener questions about finances.

Climbing the Wall of Worry in 2023

May 20, 2023 05:00 - 34.1 MB

In this episode we talk about the debt ceiling, the market, interest rates and more!

Don't Take Your Eye Off the Ball

April 29, 2023 05:00 - 34.1 MB

Keep your emotions out of your finances, but also don't get complacent with where your money is. Is your money keeping pace with the current returns, or is it stuck in an old fixed account that hasn't been changed in years?

Tax Perspective - History or Strategy?

April 15, 2023 05:00 - 33 MB

In this episode Travis talks about why it's important to change your tax perspective and look forward as well as back.

Get the Financial Advice You Need

April 08, 2023 05:00 - 34.1 MB

In this episode Travis looks at the first quarter, where we are headed now and why you need to have comprehensive financial planning.

Sobering Retirement Stats

March 25, 2023 05:00 - 34.1 MB

In this show we talk about some eye-opening retirement statistics as well as other current financial issues.

Will the Market Derail Your Retirement?

March 18, 2023 05:00 - 34.1 MB

What happens if there's a down year in the market right when you want to retire? We talk about this concern and ways to plan for it.

Have Your Cake and Spend it To

March 11, 2023 06:00 - 34.1 MB

Finances can be complicated, especially if you want to keep as much of your money as possible and have a successful retirement. In this show we talk about strategies that may help you achieve your goals.

Dangers of Failing to Plan for Long-Term Care

March 04, 2023 06:00 - 34.1 MB

It can be devastating if you do not plan ahead for long-term care. It can quickly deplete your finances and derail your families financial future. In this show we talk about what can happen and possible solutions to this problem.

Lack of Education Leads to Retirement Stress

February 25, 2023 06:00 - 34.1 MB

An education about finances in retirement can mean the difference between success and failure. In this episode we discuss what you need to know and how it can help lead to a stress-free retirement.

State of the Financial Union

February 18, 2023 06:00 - 34.1 MB

The State of the Union happened recently and Travis and Tony go over a few key points and what those may mean for you.

Financial Priorities

February 04, 2023 06:00 - 34.1 MB

Should you sacrifice your own retirement to take care of adult children or your parents? We talk about that question and more in this week's show.

Effects of Inflation and Special Guests The Camilla Foundation

January 28, 2023 06:00 - 34.1 MB

In our first segment we talk about the effects of inflation and how to deal with it. In our second segment we welcome special guest Scott Marchbanks of the Camilla Foundation to talk about the importance of what they do and how you can get involved.

Secure Act 2.0 & Roth Expansion

January 21, 2023 06:00 - 34.3 MB

In this episode we discuss the new Secure Act 2.0 and the changes that affect your retirement savings and plans.

Listener Questions: Divorce & Paralysis by Analysis

January 07, 2023 06:00 - 34.1 MB

In this episode we tackle listener's financial questions about divorce and paralysis by analysis keeping them from making the right financial moves.

The Gift of Peace of Mind

December 17, 2022 06:00 - 34.1 MB

Having peace of mind with your finances and your retirement plans is one of the greatest things. We talk about strategies and tips to help you achieve that goal.

The Ghost of Retirement Christmas Past

December 03, 2022 06:00 - 34.1 MB

You don't want to be haunted by the mistakes others have made in retirement planning, or the lack thereof. We talk about this and the things you must consider in planning for retirement.

Facing Our Fears in Down Markets

November 19, 2022 06:00 - 34.1 MB

Keeping emotions out of investing is important. We talk about dealing with this past year of down markets and where to go from here.

Election Impact and Year-end Planning

November 12, 2022 06:00

We discuss the midterm election and it's impact, then talk about some key year-end planning tips.

Markets and Midterms

November 05, 2022 05:00

In this episode we help you make sense of what is happening with the markets and how the midterms could affect your finances.

Financial Questions From Listeners

October 29, 2022 05:00

In this episode we answer questions about 401(k)s, retirement income and more.