Latest Retirement investing Podcast Episodes
Episode 29 - Understanding Medicare
Retirement Insights - December 19, 2023 20:00 - 23 minutes ★★★★★ - 4 ratingsEpisode 29 - Understanding Medicare: In Episode 29, Eric and Robert review the fundamentals of Medicare. They review the various components of Medicare, what they cover, and things to remember when planning for your health insurance in retirement.
Episode 28 - Setting Up Your Surviving Spouse for Success
Retirement Insights - November 02, 2023 13:00 - 30 minutes ★★★★★ - 4 ratingsEpisode 28 - Setting Up Your Surviving Spouse for Success -- In this episode Eric and Robert cover a difficult topic, setting up your spouse for success if your gone. In the event of an unexpected premature death, we cover how to make sure your surviving spouse has the right tools to continue t...
Episode 27 - Dynamic Spending
Retirement Insights - October 06, 2023 14:00 - 36 minutes ★★★★★ - 4 ratingsEpisode 27 Dynamic Spending -- Don't Leave it All to Your Kids. Curious about what spending strategy is right for you to maximize your lifestyle in retirement? Eric and Robert cover "Dynamic Spending" strategies and important things to consider regarding spending as you enter your retirement ye...
Episode 26 - Estate Planning Mistakes
Retirement Insights - September 18, 2023 12:00 - 36 minutes ★★★★★ - 4 ratingsEpisode 26 - Estate Planning Mistakes -- Full of ideas you can implement, in this episode Eric and Robert covert some basic estate planning topics and frequent mistakes they see people make.
Episode 25 - What's Going On With the Bond Market?
Retirement Insights - August 19, 2023 11:00 - 26 minutes ★★★★★ - 4 ratingsEpisode 25 - What's Going On With the Bond Market? Bonds are supposed to be "safe". In this episode Eric and Robert discuss what has been a historic few years for the bond market. What has traditionally been a "boring" or "conservative" piece of most retiree's portfolio has been anything but o...
Episode 24 - What Most People Get Wrong in Preparing to Retire
Retirement Insights - July 17, 2023 17:00 - 31 minutes ★★★★★ - 4 ratingsEpisode 24 - What Most People Get Wrong in Preparing to Retire -- It's retirement and it's time to get everything right. In this episode, Eric and Robert review the most common mistakes people make when planning for retirement. They also discuss some topics and ideas to start thinking about as ...
Episode 23 - Retirement and Recessions Vol. 2
Retirement Insights - December 08, 2022 13:00 - 32 minutes ★★★★★ - 4 ratingsEpisode 23 - Retirement and Recessions Vol. 2 Your retirement needs to be ready for curve balls. In this episode Eric and Robert review what's transpired in markets over the last year, what's ahead, and what implications that may have for retirees of all ages. They also give tips on things you...
Episode 22 - Lifetime Gifting
Retirement Insights - May 02, 2022 13:00 - 42 minutes ★★★★★ - 4 ratingsEpisode 22 - Lifetime Gifting It is much more fun to make gifts while you are living, than after you're gone. In this episode Eric and Robert cover lifetime gifting and how to make the greatest impact with your retirement assets.
Episode 21 - 2021 Market Review and 2022 Outlook
Retirement Insights - December 22, 2021 14:00 - 37 minutes ★★★★★ - 4 ratingsEpisode 21 - 2021 Market Review and 2022 Outlook In this episode, Eric and Robert take a look back at the market and the economy over the last year, and look forward to what may be in store for 2022.
Episode 20 - Estate Planning with Rebecca Doyle, Esq
Retirement Insights - August 27, 2021 12:00 - 50 minutes ★★★★★ - 4 ratingsEpisode 20 - Estate Planning with Rebecca Doyle, Esq In this episode Robert interviews local Sussex County Estate Planning attorney Rebecca Doyle of Baird, Mandalas & Brockstedt. They cover the importance of Estate Planning, what makes up a complete estate plan and what laws are different in De...
Episode 19 - The Market vs. The Economy with Gene Goldman, CFA
Retirement Insights - May 18, 2021 11:00 - 53 minutes ★★★★★ - 4 ratingsEpisode 19 - The Market vs. The Economy with Gene Goldman, CFA In this episode Eric interviews guest Gene Goldman, CFA Chief Investment Officer of Cetera Financial Group. They cover the difference between the market and the economy, what data matters, what most investors get wrong and what lies...
Episode 18 - Low Yields
Retirement Insights - February 26, 2021 15:00 - 33 minutes ★★★★★ - 4 ratingsEpisode 18 - Low Yields Low yields can have great impact. In this episode Eric and Robert talk about the current low yield environment, its affect on withdrawal rates and how this may affect retiree portfolios in the future.
Episode 18 - Low Yields
Retirement Insights - February 26, 2021 15:00 - 33 minutes ★★★★★ - 4 ratingsIn this episode Eric and Robert talk about the current low yield environment, its affect on withdrawal rates and how this may affect retiree portfolios in the future.
Episode 17 - Automating Your Finances
Retirement Insights - December 22, 2020 14:00 - 34 minutes ★★★★★ - 4 ratingsEpisode 17 - Automating Your Finances Technology: In this episode Eric and Robert talk about the good and the bad in new technology and automation available to today's investors.
Episode 16 - ESG: The Latest on Socially Conscious Investing
Retirement Insights - October 22, 2020 18:00 - 27 minutes ★★★★★ - 4 ratingsEpisode 16 - ESG: The Latest on Socially Conscious Investing -- In episode 16 of the Retirement Insights Podcast, Eric and Robert cover ESG Investing. ESG is a new trend in investment selection, on selecting companies that have favorable “Environmental, Social and Governance” stances. They revie...
Episode 15 - Planning For Survivorship
Retirement Insights - August 12, 2020 18:00 - 30 minutes ★★★★★ - 4 ratingsEpisode 15 - Planning For Survivorship This is important. In this episode Eric and Robert talk about the importance of planning for survivorship. What happens when one spouse pre-deceases the other. We cover the financial implications of pension decisions, Social Security and what planning ite...
Episode 14 - Introducing Cetera Financial Group. An Interview with Brian Klimke, CFA
Retirement Insights - June 23, 2020 20:00 - 33 minutes ★★★★★ - 4 ratingsEpisode 14 - Introducing Cetera Financial Group. An Interview with Brian Klimke, CFA In this episode, Robert interviews Investment Director Brian Klimke, CFA. They cover who Cetera Financial Group is, their relation to InFocus Financial advisors and why they are important to our clients success....
Episode 13 - The Lewes Public Library
Retirement Insights - May 26, 2020 13:00 - 32 minutes ★★★★★ - 4 ratingsEpisode 13 - The Lewes Public Library Such a great place and staff! In this episode, Robert Jeter, CFP interviews Rebecca Lowe from the Lewes Public Library. They review the abundance of resources the library has to offer the community around Sussex County, how they are dealing with the Covid-1...
Episode 12 - Retirement and the Coronavirus
Retirement Insights - April 07, 2020 19:00 - 35 minutes ★★★★★ - 4 ratingsIn this episode, Eric and Robert talk about moves to make to enhance your retirement during the ongoing Coronavirus pandemic. They also give a market and economic update.
Why Work With a Financial Advisor?
Retirement Insights - February 21, 2020 18:00 - 35 minutes ★★★★★ - 4 ratingsWelcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages.This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors...
Episode 11 - Why Work With a Financial Advisor?
Retirement Insights - February 21, 2020 18:00 - 35 minutes ★★★★★ - 4 ratingsEpisode 11 - Why Work With a Financial Advisor? While any financial advisor would have an opinion on why to work with a financial advisor, in this explore what value a financial advisor can bring and should bring. We examine the key differences between doing things yourself and working with a p...
Episode 10 - The SECURE Act
Retirement Insights - January 14, 2020 19:00 - 36 minutes ★★★★★ - 4 ratingsEpisode 10 - The SECURE Act Always keeping up-to-date, Eric and Robert review new legislation. Passed in the last few weeks of 2019, the Setting Every Community Up for Retirement Enhancement Act will has some major changes to the retirement landscape. Eric and Robert cover some of the most impo...
Episode 9 - OSHER Lifelong Learning Institute
Retirement Insights - December 09, 2019 22:00 - 20 minutes ★★★★★ - 4 ratingsEpisode 9 - OSHER Lifelong Learning Institute Maybe the best thing you can do in retirement in Lewes DE. Robert interviews the manager of the Osher Lifelong Learning Institute, Anna Moshier. They talk about lifelong learning and teaching opportunities for retirees in Sussex County.
Episode 8 - Can You Retire Into a Recession?
Retirement Insights - October 09, 2019 15:00 - 37 minutes ★★★★★ - 4 ratingsIn this episode Eric and Robert discuss the possibility of retiring at the peak of the market. Is it possible to retire successfully if your first few years are a recession? We examine three historical recessions and what the outcomes would have been for retirees in those periods.
Episode 7 - Our Local MAC Agency -- An Amazing Resource
Retirement Insights - August 30, 2019 17:00 - 33 minutes ★★★★★ - 4 ratingsEpisode 7 - Our Local MAC Agency -- An Amazing Resource In this episode Eric Johnston, CFP interviews Michelle Parker from the local MAC (Maintaing Active Citizens) center in Salisbury, MD. They discuss their offerings, Medicare tips and resources available to individuals who are currently or s...
Episode 6 - Interview with Second Act Coach Penny Boyce
Retirement Insights - July 19, 2019 15:00 - 40 minutes ★★★★★ - 4 ratingsEpisode 6 - Interview with Second Act Coach Penny Boyce In this episode, Robert Jeter, CFP, CRPC interviews Second Act Coach Penny Boyce on some of the human and emotional aspects of transitioning into retirement. They also cover the importance of thinking about your "second act" and what value...
Episode 5 - Investment Strategy June 2019
Retirement Insights - June 25, 2019 14:00 - 46 minutes ★★★★★ - 4 ratingsWe recently held our "Salisbury Investment Strategy Update Lunch" at the end of June. For those who weren't able to attend, Eric and Robert cover some of the content they presented for clients and guests at the lunch.
Episode 4 - Spending, Taxes and Inflation
Retirement Insights - May 08, 2019 18:00 - 38 minutes ★★★★★ - 4 ratingsEpisode 4 - Spending, Taxes and Inflation In this episode Eric and Robert talk about some of the planning challenges in retirement. They cover spending, inflation and managing taxes throughout your retirement years.
Episode 3 - The 4% Rule and Challenges Ahead
Retirement Insights - April 05, 2019 04:00 - 34 minutes ★★★★★ - 4 ratingsEpisode 3 - The 4% Rule and Challenges Ahead Having sustainable withdrawals form your investments could not be much more important in retirement for most retirees. Eric and Robert talk a little bit about the 4% rule, what it is and what it might look like in the future. They also cover some of...
Episode 2 - What Matters in Retirement
Retirement Insights - February 22, 2019 05:00 - 34 minutes ★★★★★ - 4 ratingsEpisode 2 - What Matters in Retirement In this episode Eric Johnston, CFP and Robert Jeter, CFP discuss the importance of different aspects of taking systematic withdrawals from your investments. Retirement investing should be different than how you invested while working. They offer some add...
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