Retirement Keys
317 episodes - English - Latest episode: 7 days ago - ★★★★★ - 1 ratingSmall 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 Color of Money
April 21, 2024 05:00 - 54.4 MBIs your retirement savings at risk? In this episode we talk about figuring out your own personal risk tolerance when it comes to your money and how to properly allocate your assets so they will last.
A Plan to Avoid Financial Risks in Retirement
April 07, 2024 05:00 - 37 MBWorried about running out of money in retirement? In this episode we dive into strategies to safeguard your nest egg. We'll discuss how to diversify investments, manage healthcare costs, and ensure your income lasts a lifetime. Tune in and gain peace of mind about your golden years!
Your Retirement Planning Calendar
March 31, 2024 05:00 - 37 MBIn this episode we break out the key dates and milestones on your journey to and through retirement.
What The 2024 Elections Means For Your Finances
March 17, 2024 05:00 - 37 MBDuring today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
What The 2024 Election Means for Your Finances
March 17, 2024 05:00 - 37 MBDuring today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
Minimizing You Taxes in Retirement
March 10, 2024 06:00 - 37 MBIn his episode we dive into smart strategies to keep more of your hard-earned money. We'll explore tax-efficient investments, Roth conversions, and how to manage required minimum distributions to ensure a more tax-friendly retirement.
How Your Retirement Will Be Taxed
March 03, 2024 06:00 - 37 MBDuring this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.
Enhanced Planning and Family Harmony
February 04, 2024 06:00 - 37 MBJoin us as we navigate the intricacies of financial planning, offering expert insights and practical strategies to navigate money matters as a family. We'll help you build a secure future together, fostering communication and understanding so your finances become a source of strength, not stress. Tune in and discover how financial harmony can lead to family happiness!
Spending Plans and Long-Term Care
December 03, 2023 06:00 - 37 MBIt's important to know how much money you will need in retirement. In this episode we talk about having a financial retirement plan and making sure it includes long-term care needs.
Year-End Financial Planning Tips
November 05, 2023 05:00 - 37 MBIn this episode we talk about what you need to do before the end of the year to help save money, taxes and more.
Year-End Tax Prep - What You Need to Know
October 15, 2023 05:00 - 37 MBMany times there are things we can do before the end of each year to improve our tax situation. In this episode we discuss year-end tax planning strategies to possibly help minimize your overall tax burden.
Healthcare in Retirement and Medicare
October 01, 2023 05:00 - 37 MBIn this episode we talk about how to plan for healthcare in retirement and what you need to know about Medicare changes and enrollment.
The Final 4 Questions to Answer Before Retirement
September 17, 2023 05:00 - 37 MBWe get to the final 4 questions you need to address before you retire. From RMD's and Roth's to how to make sure you do not outlive your money.
Dealing with Taxes
August 27, 2023 05:00 - 37 MBIn this episode Michael Fite talks about how to prepare for and deal with taxes in retirement.
Investment Questions to Ask Before You Retire
August 20, 2023 05:00 - 37 MBWhat can you do to make sure you're making the right decisions with your investments? Will you have enough to retire? In this episode we look at these questions and others that you need to answer before you retire.
More Important Questions To Answer Before You Retire
August 06, 2023 05:00 - 37 MBIn this episode we talk about questions you need to ask and answer before you retire involving your investments, taxes and more.
Questions to Ask about Retirement Income & Social Security
July 23, 2023 05:00 - 37 MBWe continue our 20 Questions series with a discussion on what you need to know about retirement income and Social Security.
Estate Planning, Wills & Trusts with Blake Guidry
July 15, 2023 05:00 - 37 MBWe welcome special guest attorney Blake Guidry to talk about wills, trusts and estate planning.
The Alternative Board for Small Businesses
June 18, 2023 05:00 - 37 MBWe welcome special guests David Purvis and Ernst den Hartigh of The Alternative Board to talk about small businesses and help for business owners.
Questions to Ask Before You Retire Pt 3
June 11, 2023 05:00 - 37 MBWe continue our series on the 20 questions you need to ask and have answered before you retire. We look at how to figure out what your net income needs to be in retirement as well as Social Security maximization.
Questions to Ask Before You Retire Part 2
May 21, 2023 05:00 - 37 MBWe continue our series on the 20 questions you need to ask and have answered before you retire. We look at planning for healthcare and long-term care costs.
20 Questions to Ask Before You Retire
May 14, 2023 05:00 - 37 MBIn this episode we start a new series on the 20 questions you need to ask and have answered before you retire.
20 Questions for a Successful Retirement
April 23, 2023 05:00 - 37 MBWe talk about 20 questions that you need to have answered before you retire.
Components of a Solid Retirement Plan
April 16, 2023 05:00 - 37 MBIn this episode we will tell you how you can have a solid retirement plan that you don't have to worry about.
Financial Outlook: Don't Panic, Get a Plan.
March 26, 2023 05:00 - 37 MBIn this episode we look at the current financial landscape and talk about the dangers of making emotional decisions.
Estate Planning with Chip LoCoco
March 12, 2023 06:00 - 37 MBIn this show Anthony brings in special guest Chip LoCoco to talk about wills, trusts and estate planning. Vincent “Chip” LoCoco is an estate planning attorney in New Orleans. He is a partner in the law firm of Many and LoCoco. He has been practicing in this area for close to 30 years now
Enhanced Retirement Planning
March 05, 2023 06:00 - 37 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. In my firm, we call it enhanced planning. We talk about how to protect your legacy and preserve family harmony.
Intentional Living in Retirement
February 12, 2023 06:00 - 37 MBIn this show we discuss "intentional living" and how to have a successful retirement.
The Importance of Financial Planning
November 13, 2022 06:00Not having a financial and retirement plan can be very costly. In this episode we talk about what you need to know about various aspects of planning.
Happiness in Retirement with Kenlie Fite
October 16, 2022 05:00Today we talk about achieving happiness in retirement. Anthony welcomes special guest Kenlie Fite a Success Coach with herrefuge.com
Holistic Retirement Planning
August 21, 2022 05:00When planning your retirement you need to look at the big picture, now and in the future. In this episode we talk about the most important parts of retirement planning.
Long-Term Care
August 14, 2022 05:00In this episode Anthony welcomes special guest Craig Condon to talk about healthcare and long-term care planning.
Financial Keys to Deal with a Market Downturn
July 17, 2022 05:00During this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.
State of the Financial Union
May 29, 2022 05:00The financial world and the economy have both been extremely volatile. In this episode we discuss what's going on and possible strategies and solutions.
Dealing with Market Volatility
May 15, 2022 05:00The markets are extremely volatile and in this episode we talk about ways to help deal with that.
Dealing with Market Volatility and Inflation at the Same Time
May 01, 2022 05:00In this episode we discuss the current bout of inflation and market volatility as well as tips and strategies to deal with each.
Medicare and Healthcare Planning
April 03, 2022 05:00In this episode we discuss some importing tips and strategies to deal with Medicare and Healthcare costs in retirement.
Financial Second Opinion
March 27, 2022 05:00In this episode Anthony talks about the importance of getting a second opinion and how it can help you.
Inflation and Financial Planning Tips
March 13, 2022 06:00In this episode we discuss ways to deal with inflation and market volatility.
Social Security Myths
February 20, 2022 06:00During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.
Investment Strategies and Legacy Planning
February 06, 2022 06:00In this episode we talk about strategies to help you deal with market volatility and the importance of legacy planning.
The Business Climate & Commercial Lending with guest Danny Fister
January 30, 2022 06:00Anthony welcomes special guest Danny Fister of Sunset Commercial Lending to talk about the current business climate and commercial lending.
Year-end and New Years Planning Tips
December 26, 2021 06:00In this episode we discuss helpful tips to make sure you're financially prepared for the new year!
Financial Planning Checklist
December 05, 2021 06:00In this episode Anthony goes over what you need on your financial planning checklist and why it's so important.
The Real Estate Market - Where it's at and where it's going
November 28, 2021 06:00In this episode Anthony welcomes special guest, Realtor Lisa Hall to the show to talk about the real estate market...where it's at, investing and downsizing.
Retirement Income and The Cost of Living
November 21, 2021 06:00In this episode Anthony discusses the cost of living, Social Security's adjustment and what it means to your retirement income.
Taxes and Inflation
October 31, 2021 05:00In this episode we discuss where taxes and inflation are headed and how to help minimize their impact on your retirement plans.
Medicare and Healthcare in Retirement
October 24, 2021 05:00In this episode we talk about how to get the most out of Medicare and your healthcare coverage in retirement.
Debunking Retirement Myths
October 10, 2021 05:00During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.
Finding Money in Retirement
September 19, 2021 05:00During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.