Ready-Aim-Retire
68 episodes - English - Latest episode: about 13 hours ago - ★★★★★ - 5 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Inflation Nation
April 27, 2024 05:00 - 38.2 MBIn this episode we break down the effects of inflation, from its impact on your grocery bill to how it affects your investments, the markets and long-term savings. Join us for tips on managing your finances in an inflationary environment.
Maximize Your Social Security
April 20, 2024 05:00 - 40.4 MBThis episode dives into Social Security optimization. We'll explore how to work the system for bigger checks, from maximizing your working years to strategically delaying benefits. Tune in and learn how to get the most out of your retirement income.
All About Roth IRAs
April 06, 2024 05:00 - 40.7 MBTune in to today's episode, "All About Roth IRAs"! We'll break down the benefits of Roth IRAs, like tax-free growth and withdrawals in retirement. We'll also discuss eligibility requirements and contribution limits so you can decide if a Roth IRA is the right fit for your financial goals.
The Oldie-Wed Game!
March 30, 2024 05:00 - 45.6 MBIn this very fun episode, Rob welcomes his wife and business partner, Natalie Kirvan to the show! We play our own version of the Newlywed Game where Rob and Natalie have to answer questions about each other.
Retirement Income Security with Special Guest Troy McCrady
March 23, 2024 05:00 - 47.1 MBThis episode dives into securing your golden years. We welcome special guest Troy McCrady from Gradient Financial to talk about tips to help fortify your nest egg and achieve financial peace of mind in retirement.
Market Update with Keith Gangl
March 16, 2024 05:00 - 44.8 MBHaving a strategy in place to handle and uncertain market and economy is important. In this episode we welcome Gradient Investments Portfolio Manager Keith Gangl to talk about where the markets are at, where we might be headed and the various investment options that available.
Elections and Your Portfolio
March 09, 2024 06:00 - 34.3 MBWondering how the upcoming election might impact your investments? In this episode, we'll explore the historical performance of the market during elections, discuss strategies to manage emotional reactions, and emphasize the importance of a long-term investment plan. Tune in and gain confidence navigating your portfolio through election season.
Financial Studio Kick-off
March 02, 2024 06:00 - 37.1 MBWelcome to the new and improved Ready Aim Retire show! Now on video on YouTube and as always available as a podcast on all the major podcast sites. In this episode Rob shows off his new studio and offices and talks about all the new topics and guests that will be featured in upcoming episodes.
Longevity Risk
November 04, 2023 05:00 - 29.8 MBThe good news is, we're living longer...the bad news is, we're living longer! You need to have a financial plan that takes into account longevity. The longer you live, the better your financial plan will need to be. We talk about this and more in this episode.
Pay Attention to Risk
October 28, 2023 05:00 - 32.8 MBIn this episode we talk about financial risk and how it can affect you and your money. Rob also reveals what he's handing out for Halloween this year...you have to hear it to believe it!
Social Security Update
October 21, 2023 05:00 - 20.7 MBIn this episode we talk about the new COLA (Cost Of Living Adjustment) for Social Security and other changes and financial information you need to be aware of.
Third Quarter Review
October 14, 2023 05:00 - 36.6 MBIn this episode we take a look at what happened with the market, our economy and finances in the Third Quarter and look at where we might be headed.
Patience with Investing
September 30, 2023 05:00 - 33.6 MBInvesting can be tricky, especially if you let your emotions dictate your decisions. In this episode we talk about the benefits of using patience with investing and working with a financial professional.
Are You Ready to Retire?
September 23, 2023 05:00 - 38.3 MBHow do you know if you are ready to retire? We go over the key questions you need to ask and other ways to know when you can retire.
Planning for the Loss of a Spouse
September 02, 2023 05:00 - 33.6 MBThis is a tough topic but an important one. All couples need to have a financial plan in place in case of the loss of a spouse. We go over a checklist of what you need to know and do.
4th Quarter Financial Outlook
August 26, 2023 05:00 - 32.7 MBIn this episode we discuss what's happening with the market and the economy and what to expect during the 4th quarter.
Interest Rates, Inflation and the Current Economy
August 19, 2023 05:00 - 33.7 MBIn this episode we look at where we are at with inflation and interest rates and what's happening with the current economy.
TD Ameritrade Conversion to Schwab
July 22, 2023 05:00 - 37.8 MBIn this episode Rob welcomes special guest Becky Willenbring, the Director of Operations for Gradient Investments, to talk about the conversion from TD Ameritrade to Schwab.
2023 First Half Review
July 08, 2023 05:00 - 36 MBIn this show we look at the year so far, from markets to financial news and more.
Bank Stress Test
July 01, 2023 05:00 - 30.9 MBThe official report on the solvency of the major banks in the U.S. was just released. In this episode we talk about why this is important and what the results might mean for you.
TD Ameritrade -Schwab Merger
June 17, 2023 05:00 - 30.6 MBIn this episode we talk about TD Ameritrade - Schwab merger and what it means for you and your investments.
Where The Markets Are At vs. Where Your Money Is At
June 10, 2023 05:00 - 31.6 MBIn this episode we go over where the markets are at, where they may be headed and how it may affect you.
The Tilt Portfolio
June 03, 2023 05:00 - 29.3 MBIn this episode we talk about the Tilt Portfolio. We explain what it is and how it works.
Diversification - Why Work With An Advisor?
May 20, 2023 05:00 - 32.2 MBIn this podcast episode, we explore the importance of working with a financial services professional, shedding light on the invaluable role they play in guiding individuals through intricate financial terrain, offering tailored expertise, unbiased recommendations, and empowering individuals to make informed decisions to attain their long-term goals. Tune in as we uncover the advantages of collaborating with a financial services professional and how their strategic insights can pave the path t...
The Debt Ceiling
May 13, 2023 05:00 - 27.6 MBIn this episode we look at the debt ceiling debate and how it might affect your finances.
Annuities with Troy McCrady
April 29, 2023 05:00 - 40.2 MBTroy McCrady from Gradient Annuity Brokerage joins the show to go over what annuities are and what their benefits can be especially in a volatile market.
Tax Planning for the Future
April 22, 2023 05:00 - 30.2 MBIn this episode we talk about about looking ahead to help minimize your tax burden.
Enhanced Planning and Insurance with Jay Guerin
April 15, 2023 05:00 - 48.9 MBJoin us as we welcome special guest Jay Guerin, the President of Gradient Insurance Brokerage, to talk about insurance and enhanced planning.
1st Quarter Financial Review
April 08, 2023 05:00 - 30.6 MBIn this episode we look at where we finished financially for the first quarter and what it means for the future.
Inflation Update - What You Need to Know
April 01, 2023 05:00 - 33.3 MBIn this week's show we discuss the current inflation situation, where it might be headed, and what to do with your finances.
Fed Decision Day
March 25, 2023 05:00 - 37.3 MBWhat happens when the Federal Reserve raises interest rates? How does it affect the banking crisis, the markets and your savings? We talk about all that and more on today's show.
Silicon Valley Bank Update
March 18, 2023 05:00 - 47.8 MBSilicon Valley Bank has failed. What does that mean for you? Join us as we welcome Jeremy Bryan from Gradient Investements, LLC to give us an idea of what this bank failure means for the general public.
Wills vs. Trusts
March 11, 2023 06:00 - 29.1 MBIn this episode we discuss the difference between wills and trusts and why you need to understand both.
Enhanced Planning
March 04, 2023 06:00 - 32.2 MBIn this episode we are going to talk about enhanced planning. This is the planning you do beyond wealth management. Some of you may refer to it as estate planning or advanced planning. We talk about how to protect your legacy and preserve family harmony.
What to know about the SECURE 2.0 Act
February 25, 2023 06:00 - 35 MBDuring this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.
Market Update with Michael Binger
February 18, 2023 06:00 - 34.9 MBRob has the president of Gradient Investments, Michael Binger, on the show to go over where the market it, his projections on what it is going to do, and also goes over the inflation numbers that were released and how those may affect the market.
Ready, Aim, Retire!
February 11, 2023 06:00 - 30.3 MBWe're back! In this all new episode Rob talks about work, family and financial investments to help prepare you for retirement.
Breaking down the Biden tax plan
May 15, 2021 05:00We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
Markets, Interest Rates, and Financial Concerns
May 08, 2021 05:00In this episode Rob talks about the top 3 financial concerns and building a strategy to deal with them.
Surprising Retirement Facts You Probably Don’t Know
May 01, 2021 05:00During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.
Protect Your Finances from Recessions
May 30, 2020 05:00When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.
The Benefits and Drawbacks of Annuities
May 23, 2020 05:00Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.
What to Do Instead of Worrying about COVID-19
April 25, 2020 05:00The coronavirus disease has dominated the news cycle for the past few weeks and it’s not going away. Instead of letting that get you down, here are some things you can do to respond and prepare your retirement strategy.
Market Update - Corona Madness
March 30, 2020 05:00The markets are volatile and there are a lot of questions because of the Coronavirus. In this episode Rob looks at what has been happening with the markets and what you can do to help your retirement accounts and investments.
Eight Obstacles to Retirement
March 21, 2020 05:00The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.
Measuring Your Reaction to Market Volatility
March 14, 2020 05:00Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?
The SECURE Act: Changes to IRAs
March 07, 2020 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.
The Danger of Financial Assumptions
January 25, 2020 06:00It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.
Market Watch with Michael Binger
January 11, 2020 06:00In this episode Rob Kirvan welcomes special guest Michael Binger, president of Gradient Investments, who can be seen and heard frequently on CNBC and Fox Business News. Rob and Michael talk about markets and investing, where we've been and where things might be headed over the next year.
Prepare to Board the Flight
December 21, 2019 06:00You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.