Navigating Your Retirement
207 episodes - English - Latest episode: 3 days ago - ★★★★★ - 2 ratingsSmall 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.
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Episodes
Financial Regret
April 24, 2021 05:00In this episode we talk about regrets... especially financial regrets. More importantly, we discuss how you can help avoid having financial regrets and get a plan in place to have a comfortable retirement income plan.
Inflation and Retirement Planning in your 50's
April 17, 2021 05:00In this episode Travis answers listeners questions about how to plan financially for inflation, and how to kick it down with retirement planning once you are in your 50's.
Where is Your Money Going in Retirement?
April 10, 2021 05:00Do you know where your 401(k), IRA, pension or other investments are at? What stocks? Where and how will the be used in retirement? In this episode Travis answers questions from listeners and talks about why and what you need to know about your retirement accounts.
Have I Saved Enough & Financial Planning for Couples
April 03, 2021 05:00In this episode Travis addresses two key listener questions. He talks about saving enough for retirement and about financial planning for couples.
Managing Risk and Asset Allocation
March 27, 2021 05:00In this episode we discuss the things you can do to manage risk with your investments and retirement savings. Travis talks about where you have your money and how you can make it work for you.
Don't Get Derailed by Debt
March 20, 2021 05:00In this episode Travis talks about debt, the good, the bad and the strategies to get on track. We talk about managing debt and looking at where your money should go first.
Retirement Danger Zone
March 13, 2021 06:00You don't want to get caught in the retirement danger zone! In this episode Travis talks about how to help avoid the financial pitfalls and protect your nest egg.
More Questions from the Listeners
February 27, 2021 06:00In this episode we talk about what's going on with the economy, markets and Travis answers questions from listeners.
Legacy Planning
February 20, 2021 06:00In this episode we talk about legacy and estate planning and how to avoid common mistakes.
Potential Tax Changes
February 13, 2021 06:00In this episode Travis talks about the potential tax changes that we could see because of the Covid economy, the new administration and the stimulus bills.
Answers to Your Financial Questions
January 30, 2021 06:00Travis and Tony go over some common questions you may have before entering retirement and some of the possible solutions to implement.
More Topics from the Listeners
January 23, 2021 06:00In this episode Travis tackles some questions from our listeners. Many of you are concerned about what is going to happen to your finances and the market because of the election results. The key is, don't panic. Adjust your plan. Travis gives tips and strategies to help you prepare for what may be ahead.
Listener Questions
January 16, 2021 06:00In this episode Travis answers listener questions about taxes under a new administration, finances, strategies and retirement accounts.
The Cost of Bad Financial Advice
January 09, 2021 06:00In this episode Travis talks about where we've been and where we are headed financially in 2021. He also talks about needing to incorporate more than just stock investments in your financial and retirement plans. We then talk about how getting no financial planning device and bad financial advice can cost you your retirement.
Retirement New Year's Resolutions
December 26, 2020 06:00In this episode we talk about important financial resolutions for the new year!
Don't Get Coal in Your Stocking This Christmas
December 19, 2020 06:00In this episode we talk about the importance of being careful where you get your financial advice and why you may you get coal in your stocking if you listen to the wrong advice. Travis also talks about how to get the right advice and secure a solid financial and retirement plan.
Dreams and Goals are Great, but Planning is Priceless
December 12, 2020 06:00When it comes to retirement, we all have dreams and goals, but do you have a plan? In this episode we talk about the importance of financial planning for retirement and how to truly have a successful retirement income plan.
Seasons of Retirement
December 05, 2020 06:00In this episode Travis explains how to be prepared for each stage of your pre-retirement and retirement. From income planning to strategies for healthcare and minimizing your tax burden, we discuss helpful tips to help you plan for a comfortable retirement.
End of the Year Planning Tips for 2020
November 21, 2020 06:00In this episode Travis talks about what you need to do before the end of the year regarding financial and retirement planning.
Post Election Questions
November 14, 2020 06:00The election is "over" but one done. What questions should you be asking yourself in times like these. Did you hedge your bets on one candidate vs the other? Would it have made sense to buy or sell?
Elections and Markets
November 07, 2020 06:00In this episode Travis breaks down the effects of elections on the markets and what the current political chaos could mean for your investments and retirement accounts.
Seasons Change
October 31, 2020 05:00In this episode Travis talks about the changes the CARES Act brought and how more changes are on the way and how they might affect you and your finances.
Papa's Got A Brand New Bag…of documents!
October 24, 2020 05:00In this episode we discuss the importance of having your financial and estate documents in order and what you need to know to plan for your future and your financial legacy.
Giving Yourself Permission to Spend
October 10, 2020 05:00In this episode we talk about how to help you get to the point where you won't have to be afraid to spend your money in retirement.
The Math and the Questions of Retirement
October 03, 2020 05:00In this episode Travis takes a look at the math behind effective financial planning and retirement savings with tips and strategies to deal with the markets, taxes and inflation.
Retirement, so now what?
September 26, 2020 05:00What happens after you retire? Do you have a plan for your money? For your time? In this episode Travis talks about what you need to plan for with helpful tips and strategies.
Leaving a Legacy
September 19, 2020 05:00It is extremely important to have a financial strategy in place that includes a legacy plan for your loved ones. In this episode Travis gives helpful tips and strategies to help you plan your legacy.
Why Are Plans So Important
September 12, 2020 05:00In this show we go over why financial plans and retirement plans are so important, as well as tips on what your plan should include.
Election Impact on Your Retirement
September 05, 2020 05:00Should you do anything with your finances before the election? Does a presidential election or even a president for that matter have a long lasting impact on the market? In this episode Travis explores this and looks at the facts to help you make good decisions with your finances.
Retirees Running on Empty
August 29, 2020 05:00On today's show Travis talks about what it takes to make sure you do not run out of money in retirement. Income planning for retirement is crucial and we cover some helpful tips and strategies that you need to know about.
Retirement Income on the Orient Express
August 22, 2020 05:00Retirement Income is like a mystery to most people...How to achieve it, what strategies to use and how much will you need? In this episode we talk about solving this mystery. Who is the villain? Who are the usual and unusual suspects? Find out in today's show!
3 Big Questions
August 08, 2020 05:00In this episode Travis tackles 3 important questions from people he's met with regarding finances and retirement planning.
Financial Questions and Answers
July 25, 2020 05:00In this episode Travis answers questions from listeners and people he has met with about finances and retirement planning.
Estate Planning Tips and Strategies
July 18, 2020 05:00In this episode Travis brings in his estate planning attorney to talk about the ins and outs of estate planning, why it's so important and how to protect your finances for your family.
When Harry Met Sally in Retirement
July 11, 2020 05:00You have to hear it to believe it! In this episode Travis talks about retirement planning and how it can be different for you and for you spouse and why you need to plan ahead.
Claim Your Retirement Independence
July 04, 2020 05:00As we think about independence we need to also think about financial independence and what it will mean in retirement. In this episode we talk about tips and strategies to help achieve retirement independence.
401(k)'s - Should I Stay or Should I Go
June 20, 2020 05:00In this episode Travis goes over the importance of understanding your 401(k) and retirement accounts and what do do with them if you leave your job.
Goldilocks and the Three Tax Bears
June 13, 2020 05:00In this episode Travis tells the tale of Goldilocks and the 3 Tax Bears! What do you need to know about the current tax climate and where it's headed, and how to lower your future tax burden.
Thrive in the Covid 19 environment
June 06, 2020 05:00In this episode we talk about tips and strategies to help you protect and grow your finances and retirement savings in the current economic climate.
Retiring Early In the Covid Environment
May 30, 2020 05:00For those nearing retirement or even thinking about retirement right now, there are some rough waters to be navigated. In this episode Travis talks about the issues, the strategies and the possible solutions.
How to Re-evaluate Your Retirement Income - Taking Advantage of Low Taxes and Market Fluctuations
May 23, 2020 05:00In this episode Travis talks about strategies to improve your retirement funds and how to possibly take advantage of the current economic and tax landscape.
Reevaluating Your Retirement Plan During Covid-19
May 16, 2020 05:00There is a lot that has changed because of Covid-19, including your financial investments and how you plan for retirement. In this episode Travis goes over some great strategies to use during this time to help secure and grow your retirement accounts.
The New Normal and Your Income - Part 2
May 09, 2020 05:00Things have changed dramatically, in our daily lives and our financial lives. In this episode Travis talks about where things are at and helpful tips about adjusting your financial plans to help improve them moving forward.
Income In The New Normal
May 02, 2020 05:00Life is changing fast. This is a time of turmoil, especially when it comes to finances. We will have to adjust to the new normal and in this episode Travis talks about what that can mean for you and your finances with helpful tips and strategies.
Overcoming Covid Related Issues
April 18, 2020 05:00The Coronavirus has turned things upside down for many Americans. From the markets to our economy, In this episode Travis looks at what is going on and gives helpful tips to make sure your finances are secure. Now more than ever you need a plan.
What Can We Do to Navigate the Uncertainty
April 11, 2020 05:00Markets are going to continue to be volatile. No one has a crystal ball but we need to have a plan moving forward. Travis talks about what you need to be doing to make it through these turbulent times.
The Cares Act for 2020 (The Corona Virus Aid Relief Package)
April 04, 2020 05:00In this episode Travis talks about the new Cares Act relief package recently signed into law and what it means to you and your retirement accounts. There are a number of things you need to know in order to benefit from it.
Avoiding the Ostrich Mentality with your Financial Plans
March 28, 2020 05:00With everything that's going on with the market volatility and economy, now is not the time to stick your head in the sand and hope it all goes away. It is time to revisit your investment and retirement plans. In this episode Travis gives helpful advice on how to accomplish this.
Market Volatility Update
March 21, 2020 05:00We talk about what is happening with the market and what to do with your finances during this volatile time.
Navigating The Storm
March 14, 2020 05:00From Market fears to Coronavirus fears it seems like we are currently in a major storm. In this episode Travis talks about having a plan and how to deal with the volatile markets.