Retire At Peace
243 episodes - English - Latest episode: 23 days ago - ★★★★★ - 4 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
The Pros and Cons of Retiring in an RV
October 03, 2020 05:00During this episode, we’ll discuss the various benefits of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure.
Your Guide to Medicare 2020
September 26, 2020 05:00Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B.
How to Effectiely Work from Home
September 19, 2020 05:00During this episode, we’re going to discuss ways you can work efficiently and confidently at home. The coronavirus pandemic has forced countless of Americans to work from home for the first time, and this timely topic gives several relevant tips.
What you should know about life insurance
September 12, 2020 05:00During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.
What Retirement Savings Tools Are Right For You?
September 05, 2020 05:00During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are self-employed.
Death and Taxes
September 05, 2020 00:00 - 5.39 MBDo 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.
Mastering the Last Five Years
August 29, 2020 05:00During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to help better position yourself to enjoy the rewarding and comfortable retirement you’ve always wanted.
Market Watch
August 29, 2020 00:00 - 5.39 MBDo 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.
How to travel in retirement without breaking your budget
August 22, 2020 05:00For many people, regular travel during retirement is one of their dreams. But travel can often be very expensive, especially for people on fixed incomes. In this episode, we discuss numerous ways you can enjoy a retirement full of travel without completely wiping out your retirement nest egg.
How to Stay Healthy and Enjoy Retirement
August 15, 2020 05:00When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive strategy can help to better position you to enjoy the kind of retirement you’ve always wanted.
Preparing for retirement together
August 08, 2020 05:00 - 5.39 MBLooking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.
Preparing for Retirement Together
August 08, 2020 05:00Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.
Medicare Beginner’s Guide
April 25, 2020 05:00Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare. This can be a confusing subject. There are so many parts, rules and regulations. We break some of those parts, rules and regulations down for you.
Tips and Strategies for Cutting Credit Card Debt
April 18, 2020 05:00Most Americans have credit cards and many of them are carrying debt on those cards. We will discuss some of the tips and tricks you can use to cut out or even eliminate your credit card debt to help improve your financial situation.
COVID-19 Related IRA Distributions May Get Tax-Favored Treatment
April 11, 2020 05:00Effective financial navigation requires a clear picture of the destination and the proper tools to reach the goal. Understanding the planning strategies available in light of COVID-19 can make the difference in reaching a comfortable retirement.
How to Do Something Besides Worry about COVID-19
April 04, 2020 05:00There are a few things that you can do in light of COVID-19 that will help you understand your path to retirement better and can help you do something besides worry.
Renting VS Owning in Retirement
March 21, 2020 05:00There are many things to consider when looking at housing options in retirement. Will you stay in your current home? Will you buy a new home or condo? Or is renting better for your situation? This episode examines some of the options.
2020 Social Security COLA Adjustment
March 14, 2020 05:00The 2020 Social Security Cost-of-living adjustment has been announced. What does it mean for you? Will this adjustment keep pace with inflation? Are there costs that are rising faster? This episode looks at some potential answers.
The Golden Rules of Buying Indexed Universal LIfe Insurance
March 07, 2020 06:00 - 5.39 MBThe Golden Rules of Indexed Universal Life Insurance and You.
Tax Free Retirement, WFLA, November 14, 2020
March 07, 2020 06:00Tax Free Retirement, WFLA, November 14, 2020
Borrowing from a Roth IRA
February 29, 2020 06:00Can you borrow money from a Roth IRA? Where does the name “Roth” come from anyway? This episode answers those questions and more about this common investment tool for retirement.
Saving Money During Wedding Season
February 15, 2020 06:00Wedding season is upon us. How can you save money and still honor the bride and groom? This episode looks at some potential ways to save.
The 4 Step Retirement Strategy Workout
February 08, 2020 06:00Pump up your retirement strategy with this 4 step workout.
Debt Danger, Will Robinson!
January 25, 2020 06:00 - 5.39 MBRising debt may be a danger to older Americans. 5 steps you may want to take today!
Tax Free Retirement, WFLA, November 21, 2020
January 25, 2020 06:00Tax Free Retirement, WFLA, November 21, 2020
Finding your Financial Sherpa
January 18, 2020 06:00How to find the right financial services professional to get you to the summit of retirement.
Saving for Retirement without a 401(k)
January 11, 2020 06:00401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.
A New Kind of Fraud Risk - Smishing
January 04, 2020 06:00Have you heard of “Smishing”? If you haven’t yet, you likely will soon. It’s a new fraud tactic that criminals can use to attempt to access your personal information. This episode looks at some of the details and what you can do to avoid becoming a victim.
Childproof Your Retirement
December 28, 2019 06:00Children are a huge part of many retiree’s lives. However, they can also cause a huge drain on retirement savings and income. This episode looks at some of the ways to minimize their impact.
What are these discount drug cards?
December 21, 2019 06:00You may have seen commercials for prescription drug cards that can save you money on your medications. Are they real? Are these cards related to insurance somehow? This episode looks at what these cards do, where they come from and how they can impact you.
Spend Time Managing Your Money
December 07, 2019 06:00Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time. This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money.
Ten Financial Benefits for Military Families
November 30, 2019 06:00Military families provide a unique service to the country. They also encounter unique challenges, especially when it comes to finances. This episode looks to provide details of some programs and benefits available to military personnel and their loved ones.
Why Working in Retirement Doesn't Always Work
November 23, 2019 06:00Working to and during retirement is seemingly becoming more and more popular. But it doesn’t work for everyone. What are some of the reasons working in retirement isn’t an option? What should you consider you may encounter in the future? This episode answers those questions and more.
Retirement Misconceptions
November 16, 2019 06:00Many people make assumptions. Especially about retirement. This episode looks at some potentially dangerous misconceptions that could impact your retirement. How can you avoid these misconceptions and protect your retirement strategy?
How a Fed Rate Cut Impacts You
November 09, 2019 06:00The Federal Reserve has cut rates again in a move designed to help bolster the economy. But how does this impact you, the American consumer? This episode looks at some of the potential dominos that can fall after the Fed cuts rates.
A Wish is not a Plan
November 02, 2019 05:00We all have hopes and dreams for our retirement. But those don’t truly become goals unless you have a plan on how to achieve them. This episode looks at some steps you can take to turn those retirement wishes into goals.
Tips for Adjusting to The Emotional Part of Retirement
October 26, 2019 05:00Retirement comes with emotional and psychological challenges as well as financial ones. This episode looks at tips and tactic from two different sources that can help you manage and thrive in retirement. Prepare yourself to conquer that emotional rollercoaster.
October 21-27, 2019 - National Estate Planning Week
October 19, 2019 05:00National Estate Planning Week is in October. Do you feel comfortable with the status of your estate plan? What will happen to your assets when you pass away? This episode looks at some of your options and things to consider.
The Secure Act: Changes to IRAs
October 12, 2019 05:00Congress 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.
How Americans Are Saving for Retirement
October 05, 2019 05:00How do you compare with other Americans in terms of the retirement savings accounts you are using? Are you confident in your retirement strategy? In this episode we look at how people in the U.S. are saving for retirement.
401(k) Mistakes to Avoid
September 28, 2019 05:00This show examines some potential mistakes to avoid when it comes to your 401(k)-retirement account. 401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid?
What I Wish I Knew When I Retired
September 21, 2019 05:00Wouldn’t it be amazing to have a future version of yourself travel back in time and provide the tips, tricks and suggestions that they had learned in retirement? Time travel may be a ways off but listen to this episode to learn from the experiences of other retirees.
Pensions. Should you Take a Lump Sum Payment?
September 14, 2019 05:00If you are fortunate enough to have a defined benefit pension, you will likely be given the opportunity to take a lump sum payment at some point in your retirement. What are the things you should consider? What are the benefits and challenges that come with a lump sum payment? This episode examines some things you may want to keep in mind.
401(k) and 403(b) Plans
September 07, 2019 05:00How are these two retirement plans different? Who qualifies for each plan? Are there tax consequences or penalties to consider? Join us to discuss, examine and expand your knowledge of 401(k) and 403(b) plans.
Shocking Retirement Statistics
August 31, 2019 05:00Breaking down some of the most eye-opening statistics when it comes to retirement savings in America.
Ways to Recession-Proof Your Life
August 24, 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.
One Big Social Security Timing Mistake
August 17, 2019 05:00Are you about to make a financial decision? Does it make you nervous? Do you feel pressured? How do you know you’re making a good decision?
Reality of Inflation & Retirement
August 10, 2019 05:00Are you about to make a financial decision? Does it make you nervous? Do you feel pressured? How do you know you’re making a good decision?
Slashing Spending
August 03, 2019 05:00It is likely that you are looking for ways to cut down on the amount of money you spend each month. We often hear that Americans are not saving enough for retirement and spending less is one path to saving more. This episode looks at some ways that U.S. adults are reducing their expenses.