Navigating Your Retirement

207 episodes - English - Latest episode: 3 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
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

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.

Do You Have Enough Saved for Retirement?

October 08, 2022 05:00 - 5.39 MB

How do you know how much is enough for retirement? In this episode we talk about how to plan for this.

The Impact of Inflation

September 17, 2022 05:00 - 5.39 MB

It's in the news and it's affecting your finances. We talk about what is happening and what what you can do about it.

Financial Questions Asked and Answered

September 03, 2022 05:00 - 5.39 MB

In this episode we explore some very interesting and important questions from listeners about their finances.

Are you Saving Too Much for Retirement?

August 27, 2022 05:00

How could you possibly be saving too much for retirement? Travis explains how and why with some important financial strategy tips.

Listener Questions on Retirement Planning

August 13, 2022 05:00

Travis answers listener questions about financial and retirement planning.

Retirement Expenses and Inflation Fears Explained

August 06, 2022 05:00

Today we talk about what to expect for expenses in retirement and dealing with inflation fears.

Are the Good Times Really Over for Good?

July 09, 2022 05:00

Recession, inflation, and the economy... is there any good news? Will things get better? We explore where we are at, where we are headed and tips for your financial future.

iBonds, Roths and Inflation

July 02, 2022 05:00

Where can you find safety and low risk during rising inflation and falling stocks and bonds? We talk about possible options.

Bears, Bonds, and Your Portfolio

June 18, 2022 05:00

With the markets dropping into Bear territory, you need a plan. In this episode Travis talks about mistakes to avoid and helpful tips to help navigate a bear market.

How Inflation, Taxation and a Recession Could Impact You

June 04, 2022 05:00

It's all happening, inflation, taxation, markets and the economy... how do you deal with it? In this episode we discuss what's happening as well as tips to help you and you finances navigate through the rough waters.

The Top Concerns for Retirees

May 28, 2022 05:00

We discuss the top concerns retirees have and ways to overcome them.

Where to find the right financial advice

May 21, 2022 05:00

You need to be careful where you go for your financial advice. Everyone's financial situation is different and therefore you will need specific financial information. On this show we talk about where to turn for solid and personalized information and strategies.

What's Wrong with Your Portfolio?

April 24, 2022 05:00

You need to make sure you have the proper balance and plan for your finances. In this episode we talk about helpful ways to possibly achieve that balance.

The True Cost of Portfolio Income

April 23, 2022 05:00

In this episode Travis digs into what you actually pay for income from your portfolio as well as important strategies to help deal with this.

Retirement Changes

April 09, 2022 05:00

In this episode we continue our discussion about the new Secure Act 2.0 and talk about more of the changes that will affect your retirement savings and income.

The Secure Act 2.0

April 02, 2022 05:00

In this episode we discuss the new Secure Act 2.0 and look at the pros, the cons, and the changes that could affect you and your finances.

Social Security and The Markets

March 26, 2022 05:00

In this episode we talk about the important role of Social Security and how to maximize it, as well as the markets and what they've been doing.

Dealing with Inflation and the Markets

March 19, 2022 05:00

Inflation continues to rise and markets are volatile. In this episode Travis talks about mistakes to avoid and how to help protect your retirement savings.

Planning Issues for Spouses and Their Beneficiaries

March 05, 2022 06:00

In this episode we dive into the planning issues that many couples face with their finances and their legacy.

Markets, Taxes and Your Retirement

February 05, 2022 06:00

In this episode Travis answers your questions and about the markets, taxes and more.

The Dangers of Sequence of Returns Risk

January 29, 2022 06:00

In this episode Travis talks about the markets and strategies to deal with volatility, as well as the importance of understanding the sequence of returns risk.

Start the New Year off Right!

January 22, 2022 06:00

Getting your finances in order for the new year is important. In this episode Travis talks about what's ahead and what you need to be doing to optimize your financial picture.

What is your S.W.A.N. plan?

December 18, 2021 06:00

Wouldn't it be great if you didn't have to worry about your finances regardless of what the happened with the economy and the market? In this show Travis talks about the SWAN plan.

Have the Retirement Dominos Fallen?

December 04, 2021 06:00

Have you tried to set up all the financial dominos so you'll have a successful retirement? What happens when one gets knocked down? In this episode Travis Chance talks about ways to have a sold financial plan for retirement.

Don't be a Retirement Turkey

November 27, 2021 06:00

In this episode Travis talks about year-end financial and retirement planning. From Roth IRA's and tax strategies to getting the help you need.

The 5 P's of Retirement

November 13, 2021 06:00

In this episode Travis talks about the 5 "P's" of retirement - important things to know and do to help you have a successful retirement.

End of Year Checklist & Listener Questions

November 06, 2021 05:00

In this episode Travis answers listeners questions about taxes, finances and more. He also looks at what you need to do before the end of the year.

Too Much Financial Hubris

October 30, 2021 05:00

In this episode Travis talks about how to cut through all the noise about inflation, taxes and more.

Markets and Investments

October 16, 2021 05:00

In this episode Travis welcomes special guest Michael Binger, president of Gradient Investments to talk about where we are at and where we are headed.

The 3 Types of Money

October 09, 2021 05:00

Did you know there are 3 types of money? In this episode Travis talks about each of them and why it's important to make sure you have the proper balance.

Top 3 Current Risks to Your Retirement

September 25, 2021 05:00

What are the biggest risks to your retirement funds and plans? Whether you're saving for retirement or already in retirement, Travis talks about the risks you need to be aware of and prepared for.

The Wall of Worry Continued

September 18, 2021 05:00

In this show we continue our discussion on retirement concerns and Travis talks about possible solutions to help put the worry to rest.

How To Climb the Retirement Wall of Worry

September 11, 2021 05:00

In this episode Travis talks about strategies to deal with the roadblocks to a successful retirement.

3 Types of Retirement Income Plans

August 21, 2021 05:00

In this show Travis talks about the 3 types of retirement income plans, how they work and how to find out which one may be right for you.

Listener Questions - It's a doozy!

August 14, 2021 05:00

In this episode Travis answers questions from listeners.

How Do I know if I've Saved Enough for Retirement?

August 07, 2021 05:00

One of the biggest questions people have is whether or not they have enough savings to retire. In this episode we discuss ways to make sure you have enough and to know what your amount is.

Estate Planning Questions with attorney Jeffrey Williamson

July 24, 2021 05:00

In this episode Travis welcomes special guest Jeffrey Williamson of Williamson Law Group to discuss estate planning and what you need to know.

Working Years, Retirement and Taxes

July 17, 2021 05:00

In this episode we discuss financial tips for your working years, your retirement, and preparing for higher taxes.

Pre-planning for Retirement

July 10, 2021 05:00

Planning ahead for retirement is something we should all do, and we know that, but actually doing it in advance is where so many of us fail. In this episode Travis talks about what you need to know about pre-retirement planning and how to get started.