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
Measuring Your Reaction to Market Volatility
March 07, 2020 06:00Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?
Don't Worry, Retire Happy!
February 29, 2020 06:00In this episode we talk about market volatility and financial concerns. Travis offers tips on how you can get a plan in place to help deal with these issues so you can retire happy!
Protecting the Surviving Spouse
February 22, 2020 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
A Lack of Planning Can Cause Issues
February 15, 2020 06:00The importance of financial and retirement planning cannot be overstated. In this episode Travis goes over what you need to know to get started on your financial and retirement income plan and how much it can help you.
Secure Act Clarity
January 25, 2020 06:00With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
The Retirement Income Puzzle Continued
January 18, 2020 06:00Your finances and your retirement are like a 5000 piece puzzle that needs to be put together. In this episode Travis gives tips and strategies to help you successfully put that puzzle together by putting together a solid plan.
The SECURE Act: Changes to IRAs
January 11, 2020 06:00With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
The SECURE Act: Changes to IRAs and More
December 21, 2019 06:00Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
Allocation 101 For Retirees
December 14, 2019 06:00In this show Travis talks about how important it is to have your assets and money properly allocated, not only for retirement, but for legacy planning and your overall financial well-being.
Have You Given Yourself Permission to Retire Well?
December 07, 2019 06:00Sometimes we need to give ourselves a break. Don't keep putting off financial and retirement planning. In this show Travis talks about getting started on the right path and getting down to business with savings and investments.
Year-End Planning Part 2
November 30, 2019 06:00There's so much to know about year end financial and tax planning that we couldn't fit it all in one show! Year-end planning is very important, especially in regards to retirement. Whether you're thinking about retiring or are already in retirement, you need to know about minimum distributions, tax planning and income planning and some of the things you need to do before the end of the year. In this episode we go over a number of tips and strategies for year-end planning.
Climbing the Mountain of Tax Efficiency
November 23, 2019 06:00Taxes can be tricky, especially when it comes to your investments and your retirement. Now is the time to get a tax plan in place. Travis welcomes special guest Pete Hibbard from CBC Retirement Partners to help sort it all out and provide solutions.
End of Year Planning Tips
November 16, 2019 06:00There are a lot of things to consider before the end of the year regarding your finances. From second opinion tax reviews to maximizing 401(k) contributions to taking your required minimum distributions. We want to help make sure you are ready for the next year and are able to meet financial and retirement deadlines.
The Next Market Correction and Your Emotions - Preparing Your Spouse
November 09, 2019 06:00Don't let the stock market rollercoaster affect your emotions. And is your spouse prepared for when you are not around anymore?
How To Prepare for the Next Recession
November 02, 2019 05:00If you’re not properly allocated and a market correction or bear market hits, or if you’ve invested more aggressively than is prudent, you may have greater exposure once the market downturn begins. No one knows when the next recession will hit but you need to have a plan in place. we go over some of the things you will need to know.
Retirement Facts and Stats We Overlook
October 26, 2019 05:00This episode examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.
Pensions and Retirement
October 12, 2019 05:00In this episode Travis talks about Pensions and the big news that GE isn't going to cover their current pension payments. How can you secure your retirement income? Listen in to hear Travis talk about helpful tips to achieve your goals.
Current Events and How they affect your Finances
October 05, 2019 05:00There's a lot going on out there... From political unrest, trade-wars, fluctuating interest rates, volatile markets and more. In this episode Travis talks about all these current events and how they affect your finances with helpful tips on how to avoid the panic and how to have a plan.
Medicare Basics - What Questions Need to Be Asked?
September 28, 2019 05:00There are many aspects to Medicare and a lot of misunderstandings. In this episode we talk about the basics and what questions you need to be asking about Medicare and open enrollment.
Tax Strategies for All Phases of Life
September 21, 2019 05:00You do not want to end up with a huge tax burden in retirement. In this episode we discuss helpful ways to plan for taxes in retirement and minimize that tax burden.
Proper Planning and Preparation
September 07, 2019 05:00It's hurricane season and in this episode Travis talks about how important it is to be prepared... not only for hurricanes, but for retirement as well. Planning ahead is the key and we talk about helpful ways to be prepared financially.
Navigating the Storm
August 31, 2019 05:00An economic recession could be coming. Are you prepared? Examine some of the options for ways to prepare your financial situation for a potential market downturn.
Creating a Retirement Income That Will Last
August 24, 2019 05:00In this episode Thomas and Edward talk about ways to create and maximize your retirement savings and set it up to help it last as long as you do!
Beneficiaries and Family - Having the Tough Conversations
August 17, 2019 05:00What will you leave behind? ...And more importantly, who will you leave it to? We go over some of the legacy planning mistakes to avoid, especially when it comes to planning with your family.
Retirement Challenges
August 10, 2019 05:00There are many challenges and hurdles when it comes to having a successful retirement. In this episode we talk about some of the most important and critical challenges you will face and strategies to help you overcome them.
Retirement By The Numbers
July 20, 2019 05:00Is there a magic number that you need to retire? How much money is enough? In this episode Travis discusses the myth of the "magic number" for retirement and talks about how to truly have a plan in place to help you set and achieve your retirement goals.
Can I Afford To Retire?
July 13, 2019 05:00The million dollar question..."Can I afford to retire?" It may be a million dollars...but it's a question every asks or should be asking at some point. In this episode we talk about how to figure it out and what you need to doing to prepare for retirement.
The Retirement Checklist - Before You Retire!
July 06, 2019 05:00What do you need to know before you retire? From healthcare costs, Long-term Care, Medicare, Taxes and more, preparing for retirement can be confusing and there's a lot to miss. Travis Chance talks about these pitfalls and how to avoid or deal with them to help you have a comfortable retirement.
How to Avoid Emotional Decisions with Your Money
June 29, 2019 05:00When the markets go up people get excited. When they go down, or we are told they might go down, people panic or experience fear regarding their money. With the 24 hour news telling us the sky is falling, it's hard not to worry about your money, the economy and where things are headed. The way to overcome this is to have a solid plan. In this episode we talk about some helpful ways to keep your emotions out of your money and what can happen if you don't.
Retire On Your Own Terms
June 22, 2019 05:00In this episode we talk about the retirement evolution. Retirement plans change over time and you need a plan that allows for that and we talk about how to make that happen.
The Secure Retirement Act - Changes are Coming!
June 15, 2019 05:00Congress has passed the Secure Act retirement bill, which will dramatically affect retirement accounts, income and savings. We talk about changes with stretch IRA's, inheritance, required minimum distributions and more. Also, Travis talks his on going remodeling problems and craftsmanship.
Finding the Right Advisor and Planning for Retirement
June 08, 2019 05:00There are a lot of people out there calling themselves financial planners, but not all of them have your best interests in mind. In this episode Travis talks about finding the right advisor as well as how to begin planning for retirement.
The Dreaded Spending Plan
June 01, 2019 05:00For many people "budget" is a dirty word. But you need to have a spending plan, especially as you plan for retirement. In this episode we talk about the importance of having a spending plan and some tips and strategies to get you started!
IRA's and Why They are Different
May 18, 2019 05:00There are a lot of misconceptions about IRA's. From taxes to fees to how to make them last and grow, Travis covers it all in this episode, along with helpful tips that you need to know about IRA's and their tax implications.
Listener Questions and Fun Facts
May 11, 2019 05:00In this show Travis answers a listener's question and talks about some fun facts and tips to help you with your financial goals.
Planning for a Single Retirement Part 2
May 04, 2019 05:00There are a number of different financial hurdles that you will face if you're single. This is especially true if you become single in retirement. In this show we talk about the financial issues you may face and how to have a solid plan to deal with these problems.
Planning For a Single Retirement
April 27, 2019 05:00The road to retirement is oftentimes stressful and challenging for Americans. For those that are single, it can be even more of a struggle. There are so many challenges that singles face, especially when it comes to finances and retirement. In this episode we talk about helpful solutions and strategies that can help those that find themselves single in retirement avoid and deal with the financial issues they may face.
The Dreaded Spending Plan
April 20, 2019 05:00Budget is a word that many people dread. In this episode we help you ease the pain. We call it a spending plan and discuss the importance, how and why to create one and why you'll feel better once you do. A spending plan can help you achieve financial success and we talk about tips and strategies to help get you there.
Your Retirement Income - How Much Will You Need?
April 13, 2019 05:00As you save for retirement the biggest question and challenge you will probably face is knowing how much money you will need to last you throughout your entire retirement. In this show we examine a number of strategies and tips to help you achieve your retirement goals.
Planning for Social Security
April 06, 2019 05:00In this episode we talk about some of the must-know rules regarding Social Security, how to maximize and plan for it. Figuring out Social Security benefits can get complicated because it’s not a matter of simply looking at the numbers on your statements and planning based on that. There are plenty of rules and strategies that will have an effect on your final Social Security benefit, which makes it important that you understand them and how they will impact your finances.
Tips for Pre-retirement Planning
March 30, 2019 05:00Travis covers some important tips that you may want to take into consideration before you hit the go button on retirement.
What it Takes to Retire
March 23, 2019 05:00Retirement can be a scary prospect. No more paycheck. You need the resources to pay yourself. Don't panic! Travis Chance talks about coming up with a plan and changing your mindset and finances to help deal with this transition and come up with a plan that will allow you to be prepared so you can enjoy your retirement.
Why You Should Care about Long-Term Care
March 09, 2019 06:00Many people think they won't need long-term care or they just put off thinking about it. But the odds are you will need it and it is a real problem for many Americans. In this show we talk about solutions and strategies to deal with the enormous costs of long-term care.
Healthcare in Retirement
March 02, 2019 06:00There are a lot of surprises when it comes to healthcare in retirement. In this show Travis talks about what to expect and how to plan for it.
Keys to Retirement
February 23, 2019 06:00What are the keys to a successful retirement? In this episode Travis talks about each of the main keys to help you get a retirement plan in place to have a comfortable retirement.
How to Increase Your Chances of a Successful Retirement
February 16, 2019 06:00We all want to be able to retire comfortably and make sure we don't outlive our money. In this episode we talk about helpful tips and strategies to help you reach those goals.
The Best Valentines Gift for your Spouse
February 09, 2019 06:00What is the best Valentines day gift you can get for your spouse? Is it a diamond? Is it chocolate? The answer may surprise you.
Groundhog Day
February 02, 2019 06:00Don't get stuck living the same day over and over. Make a financial plan and stick to it. In this episode Travis gives you some very important tips and strategies to create a plan for retirement that will last.
Underestimating Your Retirement
January 26, 2019 06:00People often underestimate what they will need in Retirement and how it will all work. In this episode Travis goes over what you need to know and how to be fully prepared and figure out what you will need for income in retirement.
Retirement, You Can Afford It!
January 19, 2019 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.