Cornerstone Retirement Partners artwork

Cornerstone Retirement Partners

240 episodes - English - Latest episode: about 16 hours ago -

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

Education finance income retirement investing money planning
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

2022 EP0423 - Cornerstone Retirement ft.Ron Courser - Are You Ready

April 23, 2022 13:00 - 55 minutes - 77.2 MB

Listen and learn as Ron Courser discusses the 12 critical steps to take while planning for retirement. Reviewing these 12 steps will help build a more confident financial future. Ron covers them all on this episode of the Your Course To Retirement.

2022 EP0416 - CORNERSTONE RETIREMENT ft. Ron Courser - 10 Steps

April 14, 2022 12:58 - 55 minutes - 77.2 MB

The "10 Steps" is a simple, one-page overview of the most important items to address in planning for a confident retirement. Tune in as Ron Courser discusses these "10 Steps" and why they are important. Call or click through to the website to request or download your copy. We hope you find this edition of the show helpful and informative. Don't forget to like, subscribe, and share! Website - https://www.cornerstone-rp.com/ Number - (616) 301 - 2581 Youtube - https://www.youtube.com/cha...

2022 EP0409 Cornerstone Retirement ft Ron Courser - Annuities

April 07, 2022 20:50 - 55 minutes - 77.2 MB

There are products that have income protection and an elevated amount of income is available if there are ever LTC type expenses. The worry with most accounts is, that if needed to cover LTC expenses, they run out. These products will increase available cash flow during an LTC event but, will always have at least a level floor of lifetime income even after the account balance technically reaches 0.

2022 EP0402 - Conerstone Retirement Partners ft. Ron Courser - Current & Ongoing Concerns

March 30, 2022 20:23 - 55 minutes - 77.2 MB

The current and going problems in our society and how are they going to affect the market is crucial. Listen and learn how Ron Courser is going to guide you through these endeavors and avoid some of these issues in the future. Contact Ron Courser at (616) 301-2581.

2022 EP0326 Cornerstone Retirement ft.Ron Courser - Practical Fundamentals

March 24, 2022 21:15 - 55 minutes - 77.2 MB

The world around us will change. Our own situation will change over time. The needs that we have with our money, and what we want it to do for us will change and evolve. Over time, there are financial fundamentals that will help our progress and success. At times taking some of these steps may be more challenging than others, but if we stick to these fundamentals, our outlook and outcome will be improved. Listen this week as Ron Courser discusses the Practical Fundamentals of the market and h...

2022 EP0319 - Cornerstone Retirement ft. Ron Courser - Market Fact v Fiction

March 17, 2022 22:04 - 55 minutes - 77.2 MB

Market downturns happen. While the overall information we receive is on the benefits of the upside and potential growth that can be generated by the market, we should also be educated about the downside too. Downturns have historically happened with much more frequency and magnitude than most investors realize. Listen this week as Ron Courser walks you through the facts and fiction of the market. 

2022 EP0312 - CORNERSTONE RETIREMENT ft. NANCY COURSER - MEDICARE ADVANTAGE

March 13, 2022 03:00 - 55 minutes - 77.2 MB

Nancy Courser has over 15 years of experience helping people who are turning 65, retiring, or losing group health insurance transition into Medicare. She's an independent advisor representing multiple insurance companies and over 20 plans. To contact Nancy Courser give her a call at (616) 301-2581.

2022 EP0305 - CORNERSTONE RETIREMENT ft. Ron Courser COMMON QUESTIONS

March 05, 2022 14:00 - 28 minutes - 38.9 MB

Wouldn’t you want to say “Going for a massage instead of work! First official day of retirement!” instead of “The TAX-MAN does not make it easy to retire!” well you should contact Ron Courser at (616) 301-2581 so you can have a happier and easier retirement.

2022 EP0226 - CORNERSTONE RETIREMENT ft. RON COURSER - TAX PLANNING

February 27, 2022 14:00 - 55 minutes - 77.2 MB

There are always many, many questions around taxes. Let’s talk about a few of them, and what proactive, savvy planners can do about them. So you can hold yourself from saying stuff like Have I paid enough? Will I get a refund? Have all of my forms arrived yet? With Ron Courser, your troubles will be gone so hit that like and subscribe so you can tune in for more Your Course To Retirement.

2022 EP0219 - Cornerstone Retirement ft. Ron Courser - TAX SEASON

February 20, 2022 14:00 - 55 minutes - 77.1 MB

Taxes are one of the 4 things we do with our income. While we work, usually paying taxes is the first in line and done automatically. Once we retire, it may be the last thing we do. To get many more amazing tips and tricks to retirement, taxes etc give Ron Courser a call at (616)301-2581. But enjoy the show!!!

2022 EP0212 - Cornerstone Retirement ft. Ron Courser - Caring For Loved Ones

February 10, 2022 14:00 - 54 minutes - 75.8 MB

How much time do you spend worrying about your family’s well-being? How much of this worry and concern is related to money? Listen this week as Ron Courser discusses caring for your family and loved ones

2022 EP0205 - Cornerstone Retirement ft. Ron Courser - Common Mistakes In Retirement

February 06, 2022 14:00 - 28 minutes - 38.5 MB

How do we know if we are taking too much? To have these and many more questions answered just contact Ron Courser (616) 301-2581.

2022 EP0129 - Cornerstone Retirement ft. Ron Courser - 8 Retirement Tips For 2022

January 30, 2022 14:00 - 54 minutes - 75.4 MB

We all probably have a laundry list of things we look back on and could say we “would have/should have done things differently". This is especially painful when it comes to our money. This week Ron Courser discusses some of the most common mistakes to hopefully help you avoid them.

2022 EP0122 Cornerstone Retirement ft.Ron Courser

January 23, 2022 14:00

What if I get sick, injured, or die? While we hate to think of these mortal questions as financial issues, they very much are. These are only a couple of questions watch and see what Ron Courser has to say about it.

2022 EP0115 - Cornerstone Retirement ft. Ron Courser Know Your Advisor

January 16, 2022 14:00 - 27 minutes - 38.5 MB

What are the most exciting or most disappointing moments I have experienced as an advisor? This is just one of the many questions you can ask Ron Courser to find out answers to your questions just call at (616) 301-2581. 

2022 EP0108 - CORNERSTONE RETIREMENT - NEW YEAR PLANNING

January 09, 2022 14:00 - 55 minutes - 76.9 MB

Happy New Year to the listeners, viewers, and clients of Cornerstone Retirement. Hope you had a great 2021, and have an even better 2022!

2022 EP0101 - CORNERSTONE RETIREMENT - NEW YEAR PLANNING

January 02, 2022 14:00 - 24 minutes - 33.5 MB

Happy New Years from the team at Cornerstone Retirement Partners.

2021 EP1218 Cornerstone Retirement ft.Ron Courser - Closing The Year

December 18, 2021 14:00 - 55 minutes - 76.9 MB

We are getting ready to wrap up the year here at Cornerstone Retirement and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (616)301-2581 or visit us online at Cornerstone-rp.com. Merry Christmas & wishes for a safe, healthy, and prosperous New Year for you and your family.

2021 EP1204 Nolan Goslee Identifying Opportunities

December 05, 2021 14:00 - 55 minutes - 77.1 MB

Tune into Your Course To Retirement as Nolan Goslee provides some year-end tips on identifying opportunities to make the most of the year to come and build for a more stable & confident retirement. 

2021 EP1127 Ron Courser ED Slott

November 28, 2021 14:00 - 55 minutes - 77.1 MB

Happy Thanksgiving! We hope you enjoy this holiday weekend "Best of" edition of Game Plan For Retirement with Ron Courser.

2021 EP1120 Cornerstone Retirement ft. Ron Courser - Thanksgiving

November 21, 2021 14:00 - 54 minutes - 75.8 MB

Happy Thanksgiving from the team here at Cornerstone Retirement.

2021 EP1113 - CORNERSTONE RETIREMENT ft. RON COURSER - TAX TALK & TIPS

November 14, 2021 14:00 - 54 minutes - 76.4 MB

Timely planning tips and time-tested strategies for long-term financial success; listen as Ron Courser discusses this and more on this week's edition of Game Plan For Retirement.

2021 EP1106 - Cornerstone Retirement ft.Ron Courser - Saving More & Doing More

November 07, 2021 14:00 - 54 minutes - 76.4 MB

There are major deadlines for tax planning and management at the end of the year. Proactive savers remain aware of these deadlines and take action where necessary or where it will be to their long-term advantage.

2021 EP1030 - CORNERSTONE RETIREMENT ft. Ron Courser - Halloween

October 30, 2021 13:00 - 54 minutes - 76.4 MB

For our Halloween weekend edition of the program, we are discussing some potentially scary financial topics and current events. As always, if you have questions or want to address any of the issues discussed, or your own planning concerns, contact Ron Courser and the team at (616)301 - 2581

2021 EP1023 Cornerstone Retirement ft. Ron Courser - 10 Steps

October 24, 2021 13:00 - 54 minutes - 75.8 MB

Strategize on Social Security - Run a full analysis to see if there are ways to make more from your benefits. Be sure to give careful consideration to options for timing and survivorship of Social Security and defined benefit pensions. Coordinate benefits to maximize lifetime income. Tune in as Ron Courser walks you through the steps to help you better prepare for retirement.

2021 EP1016 - CORNERSTONE RETIREMENT - RISKS & QUESTIONS

October 17, 2021 13:00 - 54 minutes - 76.4 MB

Protecting a lump sum is one thing but, protecting the income you depend on is another challenge altogether and another important aspect of a comprehensive retirement plan. Please always remember Ron Courser offers a free 1-hour complimentary review. Don’t delay the schedule today. Lots of great information on the show, so follow the link to check out this riveting episode.

2021 EP1009 - Cornerstone Retirement ft. Nancy Courser - Medicare

October 10, 2021 13:00 - 54 minutes - 76 MB

It's open enrollment season! Listen and learn as Nancy Courser discusses the costs, benefits, and options you have through Medicare, and tune in every Sunday for other helpful advice to assist in planning for health and wealth.

2021 EP1002 Cornerstone Retirement ft.Ron Courser - Scary Topics

October 02, 2021 13:00 - 54 minutes - 75.5 MB

The cost of living is on the rise. People are reasonably concerned with the quick and significant changes we have seen in the cost we pay for day-to-day living and the things we are used to paying for. Tune in as Ron Courser helps you plan and prepare for retirement.

Life Insurance & Annuities

September 26, 2021 16:00 - 54 minutes - 75.6 MB

There are many different types of life insurance to help achieve various goals.  The average American however, is underinsured. Tune in as Ron Courser discusses this and more on this week’s edition of Your Course to Retirement

FINANCIAL SUPRISES

September 18, 2021 16:00 - 54 minutes - 75.5 MB

How would you answer this question? Do you know how long you would be able to generate the income you need if your paycheck stopped today? Tune in as Nolan Goslee helps to answer these questions and many more. 

LEGACY PLANNING

September 12, 2021 17:00 - 54 minutes - 75.6 MB

Once we have a plan to sustain our own lifetime financial needs, we want to maximize the legacy and the impact that we will leave behind for our loved ones, family, or charitable causes. Certified Financial Planner Ron Courser discusses the process, strategies, and tools available to help maximize your legacy.

LABOR DAY - A CELEBRATION OF WORK

September 05, 2021 17:00 - 54 minutes - 75.5 MB

LABOR DAY - A CELEBRATION OF WORK: On this special Labor Day edition of the show, we celebrate the worker, their labor, their contributions and achievements, and what workers mean to the American economy. This holiday also represents a bit of the unofficial end of summer, the beginning of football season, and back to school. Tune in as Nolan Goslee discusses what it takes to stop trading your time for money and enter into retirement with confidence.

A WRITTEN INCOME PLAN

August 29, 2021 17:00 - 54 minutes - 75.5 MB

A WRITTEN INCOME PLAN: By the time retirement nears, chances are savers & investors will have worked long and hard to finally reach this point in their lives. Whether they will be able to live the lives they want after retirement or not, however, depends on how well they have planned and invested for their long-term financial security. Tune in as Ron Courser helps you plan for long-term success in retirement.

GETTING BACK TO BASICS

August 22, 2021 16:00

In this program, Ron Courser will examine the benefits of having a written plan for retirement. Only 31% of non-retired investors believe they will have enough money to retire, while 50% of investors with a written plan feel confident in their retirement planning. Tune in to see if you are truly prepared.

SOCIAL SECURITY & MEDICARE

August 15, 2021 16:00 - 54 minutes - 75.5 MB

When we are ready to retire, Social Security and Medicare are available to use. However, if you believe social security and Medicare will provide the same lifestyle you had while working, you might be wrong. Social Security was never meant to replace your income, and Medicare will only cover basic necessities. So tune in as Ron Courser explains your options and how to incorporate social security and Medicare into your retirement planning.

Income Gap

August 08, 2021 16:00 - 54 minutes - 75.5 MB

CLOSING YOUR INCOME GAP: While earning a paycheck, we are actually working on designing and building our retirement lifestyle. Miscalculations, especially leaving gaps, can leave our retirement lifestyle unstable. Tune in as Nolan Goslee helps you to build a more confident and comfortable retirement.

ROADBLOCKS TO RETIREMENT

August 04, 2021 16:00 - 54 minutes - 75.5 MB

ROADBLOCKS TO RETIREMENT AND RISK TO AVOID: There are various financial and insurance strategies that, when combined, can help generate sustainable levels of retirement income. Tune in to this show as Ron Courser helps you navigate your way to a more comfortable retirement.  

WHY SHOULD I WORK WITH A FINANCIAL PROFESSIONAL?

July 28, 2021 16:00 - 54 minutes - 75.5 MB

You want to let someone else do the worrying for you. You do not want to be a financial professional through your retirement years and would rather find a trustworthy guide to take on this responsibility for you. Tune in as Ron Courser explains why it is important to have help as you navigate retirement.

Countdown To Retirement

July 21, 2021 16:00 - 54 minutes - 75.5 MB

ARE YOU READY TO RETIRE: We typically do just about anything we can not touch our retirement investments during our working career. Even bad markets can survive, so long as we continue to have a paycheck to support ourselves. But, taking withdrawals for income, especially during periods of market decline, can dramatically increase the likelihood of running out of money in retirement. Tune in as Ron Courser helps you navigate your retirement more confidently.

HOT FINANCIAL TOPICS

July 14, 2021 16:00 - 54 minutes - 75.5 MB

Tune in this week as Ron Courser discusses inflation. Is it a backlog in the supply chain or are these higher prices here to stay and how do savers, investors, and retirees cope with rising prices on just about everything?

FINANCIAL INDEPENDENCE AND 6 CORE ISSUES

July 07, 2021 16:00 - 54 minutes - 75.5 MB

In order to feel confident and secure in retirement, we have to be prepared for financial risk. In order to prepare for risks, we have to identify what they are and assess what level of control we can take over them. In this program, Nolan Goslee will examine what true financial freedom really means and what you should be doing with your money in order to achieve it.

7 FINANCIAL MYTHS AND RETIREMENT EXPENSES

June 30, 2021 18:00 - 54 minutes - 75.5 MB

Adding up the cost in retirement can be very expensive. This is one of the top reasons there is so much worry, and why running out of money is the biggest concern for retirees. How do you know if you have saved enough? Listen to Ron Courser as he helps you answer this question and many more.

10 Steps to Retirement and Father's Day

June 23, 2021 18:00 - 54 minutes - 75.5 MB

10 STEPS TO RETIREMENT - Do you know where your income will generate from in retirement? In this week’s episode, Ron Courser discusses formulating an income plan and 10 steps to preparing for retirement.

Planning To-Do's & Checklist

June 16, 2021 18:00 - 54 minutes - 75.5 MB

ARE YOU READY CHECKLIST – Do you know if your portfolio is properly diversified to provide enough growth, safety, liquidity and income? On this week’s episode Nolan Goslee addresses different questions that you should ask yourself when planning for retirement.

Retirement Income Planning & Insurance

June 09, 2021 18:00 - 26 minutes - 37.1 MB

Examining and controlling your budget and attacking and eliminating debt are some of the best ways to improve your financial path and outcome. Listen as Nolan Goslee discusses the importance of income planning & insurance in this week’s episode. 

Memorial Day

June 07, 2021 19:51 - 54 minutes - 75.8 MB

0522 ANNUITIES & TSP's

May 26, 2021 18:00 - 54 minutes - 75.8 MB

In volatile, uncertain times, annuities are a financial tool that can add some stability. Today Ron Courser will discuss annuities and also touch on a specific form of government employee retirement investment vehicle, a TSP, which gives you an option to turn your invested savings into an annuity when you retire.

2021 EP0515 The Six Killers of Retirement

May 19, 2021 18:00 - 54 minutes - 75.9 MB

THE SIX KILLERS OF RETIREMENT – Most financial projections assume an optimistic rate of steady returns.  Listen as Ron Courser discusses how using the wrong investment return assumptions can lead to failed retirement planning on this week’s episode of Your Course To Retirement.

The Six Killers of Retirement

May 19, 2021 18:00 - 54 minutes - 75.9 MB

THE SIX KILLERS OF RETIREMENT – Most financial projections assume an optimistic rate of steady returns.  Listen as Ron Courser discusses how using the wrong investment return assumptions can lead to failed retirement planning on this week’s episode of Your Course To Retirement.

2021 EP0508 - RON COURSER - MOTHERS DAY

May 09, 2021 13:00 - 55 minutes - 76.9 MB

Are taxes an issue and consideration when discussing the aspects of the costs of providing care (for ourselves or for our loved ones)? Listen as Ron Courser discusses ways to protect yourself and loved ones on this week’s episode. 

Twitter Mentions

@cornerstone_rp 3 Episodes