Latest Retirementplanningpodcast Podcast Episodes
AO Wealth Advisory- with Adam Obrecht (Ep. 70)
Healthy, Wealthy, & Wise Retirement Podcast - April 30, 2024 07:00 - 36 minutes ★★★★★ - 10 ratingsThis episode is part II with Adam Obrecht, founder and financial advisor of AO Wealth Advisory located in Urbandale, Iowa. We talk about the origin story of why Adam launched AO Wealth, the types of clients they work best with, and what makes them unique. You can find more about AO Wealth A...
Aviation- with Adam Obrecht (Ep. 69)
Healthy, Wealthy, & Wise Retirement Podcast - April 16, 2024 07:00 - 33 minutes ★★★★★ - 10 ratingsToday, I sit down with Adam Obrecht, who is the founder and a financial advisor with AO Wealth located in Urbandale, Iowa. But instead of discussing Adam's advisory firm just yet, we start with a conversation about one of Adam's passions, aviation. We talk about how Adam got his start into fly...
Syverson Strege- with Jason Gunkel (Ep. 68)
Healthy, Wealthy, & Wise Retirement Podcast - April 02, 2024 07:00 - 22 minutes ★★★★★ - 10 ratingsIn this episode, we continue the conversation with Jason Gunkel, who is a financial advisor with a West Des Moines firm called Syverson Strege. Jason gives us an overview of Syverson Strege, we talk about how they are unique and who they serve as clients, and Jason shares his plans for a podca...
Rest & Recharge- with Jason Gunkel (Ep. 67)
Healthy, Wealthy, & Wise Retirement Podcast - March 19, 2024 07:00 - 47 minutes ★★★★★ - 10 ratingsIn this episode, we have a friend and fellow financial advisor, Jason Gunkel join the show. In addition to being an advisor, Jason wears the hat of Chief Investment Officer at a West Des Moines financial firm called Syverson Strege. Syverson Strege has began to implement extended time off, or ...
Annuities, Reverse Mortgages, & More w/ Wade Pfau (Ep. 66)
Healthy, Wealthy, & Wise Retirement Podcast - January 24, 2024 08:00 - 38 minutes ★★★★★ - 10 ratingsLast episode, we discussed RISA®- Retirement Income Style Awareness. If you haven't taken advantage of completing this for yourself, you can still do so here: RISA® Assessment On this episode, we wrap up with some follow up questions for Wade that you will not want to miss! Discussed on tod...
RISA®- with Wade Pfau (Ep. 65)
Healthy, Wealthy, & Wise Retirement Podcast - January 09, 2024 08:00 - 48 minutes ★★★★★ - 10 ratingsOn this episode, I'm excited to share my conversation with Wade Pfau to discuss RISA®- Retirement Income Style Awareness. Wade is a bit of an icon in the financial planning space. If you want to dive deep into any financial topic, it's likely Wade has spent hours studying the research and can ex...
Interviewing Loren Sherman (Ep. 64)
Healthy, Wealthy, & Wise Retirement Podcast - December 21, 2023 08:00 - 41 minutes ★★★★★ - 10 ratingsThis is certainly a different type of episode than others I've recorded, as the tables are turned and I am on the receiving end of questions. I had the opportunity to sit down with Dennis Mattern, who had lots of questions about our firm, Integrity Wealth Management. Dennis is a lot of fun to...
Five Charitable Giving Ideas *Rebroadcast* (Ep. 63)
Healthy, Wealthy, & Wise Retirement Podcast - November 29, 2023 08:00 - 17 minutes ★★★★★ - 10 ratingsFor many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years. While there is likely an endless list of charities that would be worthy of highlighting, today...
Dr. Daniel Crosby- part II (Ep. 62)
Healthy, Wealthy, & Wise Retirement Podcast - November 15, 2023 08:00 - 35 minutes ★★★★★ - 10 ratingsWelcome back for the conclusion of my conversation with behavioral finance expert, Daniel Crosby. On this episode, we discuss the below questions and more. I hope you listen, share with others, and most of all, ENJOY! Questions discussed on today's show: Is it wise to "invest in what you kno...
Dr. Daniel Crosby- part I (Ep. 61)
Healthy, Wealthy, & Wise Retirement Podcast - November 01, 2023 07:00 - 36 minutes ★★★★★ - 10 ratingsI'm excited to share this conversation with psychologist and behavioral finance expert, Dr. Daniel Crosby. We discuss the emotional components to money, some of the different biases we all hold that get in our way, and why we react so differently to bad news versus good news, particularly with ...
Retirement Hobbies: Coffee (Ep. 60)
Healthy, Wealthy, & Wise Retirement Podcast - September 19, 2023 07:00 - 47 minutes ★★★★★ - 10 ratingsI had a fun conversation with coffee enthusiast Perry Ross, where we talk about how Perry first got into coffee, how to pick the right coffee bean for you, brewing tips, and much more! I like to sprinkle in non-financial episodes from time to time, as more retirees take up new hobbies after th...
Welcome Back! (Ep. 59)
Healthy, Wealthy, & Wise Retirement Podcast - September 05, 2023 07:00 - 20 minutes ★★★★★ - 10 ratingsAfter a little bit of a summer break, I'm excited to be back in front of the microphone with you! In this episode, I share some of what I've been up to this summer and give you a glimpse into a couple of "can't miss" interviews coming out soon. We also highlight 3 planning opportunities coming...
Breaking Up with Your Advisor- Part I (Ep. 58)
Healthy, Wealthy, & Wise Retirement Podcast - June 13, 2023 07:00 - 24 minutes ★★★★★ - 10 ratingsChange is a necessary part of life, but one change most people don't expect to go through is a break-up with their financial advisor. It may seem like a strange topic to cover, but if that time ever comes, it's best to be prepared so you're not caught off guard. Aside from the process itself, ...
Fee Conversation (Ep. 57)
Healthy, Wealthy, & Wise Retirement Podcast - May 30, 2023 07:00 - 18 minutes ★★★★★ - 10 ratingsThis was a quick impromptu conversation, as I hopped on the mic on a recent visit down to Kansas City. I hope you enjoy, and I'd love to connect with you if any of this resonate with you personally! Connor and I discuss: How a marketing team can lighten the load for financial advisors Why I...
Golf Interview with Eric Peyton- Part II (Ep. 56)
Healthy, Wealthy, & Wise Retirement Podcast - May 16, 2023 07:00 - 20 minutes ★★★★★ - 10 ratingsIn this part II interview with golf pro Eric Peyton, we cover some quick hitting listener questions. Once again, most episodes will focus on the "wealthy" aspect of Healthy, Wealthy, & Wise, but I'm excited to sprinkle in some hobby-related topics too. If you're someone who has found themsel...
Golf Interview with Eric Peyton- Part I (Ep. 55)
Healthy, Wealthy, & Wise Retirement Podcast - May 02, 2023 07:00 - 37 minutes ★★★★★ - 10 ratingsThis episode was a fun detour from our more common finance-related topics, as I had a chance to sit down with golf professional, Eric Peyton. Eric has been featured in a variety of golf publications, has his own podcast where he discusses all things golf, and gives indoor lessons to golfers of a...
MAX My Interest- Part II (Ep. 54)
Healthy, Wealthy, & Wise Retirement Podcast - April 18, 2023 07:00 - 25 minutes ★★★★★ - 10 ratingsThis episode is the conclusion of my conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. I ask Gary who are their top competitors, his biggest challenges from the early days of creating Max, and you won't want to miss the end, as Gary shares some valuable insight into staying hap...
MAX My Interest- Part I (Ep. 53)
Healthy, Wealthy, & Wise Retirement Podcast - April 04, 2023 07:00 - 25 minutes ★★★★★ - 10 ratingsThis is a "can't miss" episode, as I sit down for a conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. Gary shares why he started MaxMyInterest, how retirees can make this part of their income plan, and how you can add what he calls "super alpha" to your portfolio. This was a ti...
5 Reasons You'll Blow Up Your Retirement Plan- part II (Ep. 52)
Healthy, Wealthy, & Wise Retirement Podcast - March 21, 2023 07:00 - 23 minutes ★★★★★ - 10 ratingsIn this guest episode, we wrap up our conversation with Kiplinger writer Jacob Schroeder, where he shares "5 Reasons You'll Blow Up Your Retirement." We discuss: Reason #4- “Your Life Changes – in a Big Way!” Reason #5- “The World Changes – in a Big Way!” “If life can be so uncer...
5 Reasons You'll Blow Up Your Retirement Plan- part I (Ep. 51)
Healthy, Wealthy, & Wise Retirement Podcast - March 07, 2023 08:00 - 25 minutes ★★★★★ - 10 ratingsIn this guest episode, Kiplinger writer Jacob Schroeder shares with us "5 Reasons You'll Blow Up Your Retirement." Jacob's mission is to help people make more informed financial decisions and live happier lives. I think you'll hear from our conversation that Jacob's passion and wealth of know...
67,161 PUSHUPS!? *Rebroadcast* (Ep. 50)
Healthy, Wealthy, & Wise Retirement Podcast - February 21, 2023 08:00 - 12 minutes ★★★★★ - 10 ratingsIn this episode, I give a fresh new intro, then dive into the rebroadcast of an early episode where I walk through 6 lessons I learned from a pushup challenge I completed back in 2019, while I currently complete a one-month version here in 2023. While the pushup challenge itself can be fun and...
Secure Act 2.0- How will this affect my retirement? (Ep. 49)
Healthy, Wealthy, & Wise Retirement Podcast - February 09, 2023 02:50 - 17 minutes ★★★★★ - 10 ratings"How will the Secure Act affect me?" This is a common question we are hearing from retirees, so in this episode, we tackle some of the primary changes the Secure Act 2.0 has introduced, as well as their impact to your retirement. Loren discusses: Changes to the starting age in which distr...
Year in Review- 2022 part II (Ep. 48)
Healthy, Wealthy, & Wise Retirement Podcast - January 24, 2023 08:00 - 26 minutes ★★★★★ - 10 ratingsToday, we dive into the second half of Healthy, Wealthy, & Wise Retirement episodes from the year 2022. Once again, we focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review. S...
Year in Review- 2022 part I (Ep. 47)
Healthy, Wealthy, & Wise Retirement Podcast - January 10, 2023 08:00 - 23 minutes ★★★★★ - 10 ratingsHopefully 2022 was a great year for you! Personally, I had a blast recording these episodes over the 12 months, and I thought taking a look back at a year's worth of episodes would be a fun way to start 2023. In this episode, we cover roughly the first half of the year and focus on only a few...
Promises- 2023 (Ep. 46)
Healthy, Wealthy, & Wise Retirement Podcast - December 27, 2022 08:00 - 23 minutes ★★★★★ - 10 ratingsFor this episode, we revisit the structure that it takes to set yourself up for success for the upcoming year. We go through a process that helps you identify what is most important, set promises to yourself, and then most importantly, keep these promises. Cheers to a great year! Schedul...
9 RMD Questions to Consider (Ep. 45)
Healthy, Wealthy, & Wise Retirement Podcast - December 13, 2022 08:00 - 17 minutes ★★★★★ - 10 ratingsFor this episode, we address the timely topic of RMDs (Required Minimum Distributions). Listen in, as we dive into 9 questions you should be considering when it comes to your RMD planning. Often one or two of these are overlooked, so let me know what you think and if you have any to add to our...
9 Considerations for Advisors Starting an RIA (Ep. 44)
Healthy, Wealthy, & Wise Retirement Podcast - November 29, 2022 08:00 - 37 minutes ★★★★★ - 10 ratingsThis episode is a curveball from the typical topics we discuss, as I wrote this one for other financial advisors rather than retirees. We talk about some of the benefits to starting your own firm, what niche you'd like to serve, how many clients fit on your "bus," what technology makes sense, ...
6 Lessons I've Learned (Ep. 43)
Healthy, Wealthy, & Wise Retirement Podcast - November 14, 2022 23:10 - 12 minutes ★★★★★ - 10 ratingsOn today's episode, I share a few things I’ve learned- some from life experiences, some excerpts from books I’ve read, and others from clients I’ve had the opportunity to learn from over the years. My goal is to inspire you to brainstorm some of your own lessons learned. Perhaps lessons you wo...
Five Charitable Giving Ideas (Ep. 42)
Healthy, Wealthy, & Wise Retirement Podcast - October 31, 2022 02:31 - 15 minutes ★★★★★ - 10 ratingsFor many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years. While there is likely an endless list of charities that would be worthy of highlighting, today...
7 Ways to Invalidate Your Will (Ep. 41)
Healthy, Wealthy, & Wise Retirement Podcast - October 11, 2022 07:00 - 14 minutes ★★★★★ - 10 ratingsToday we take a different approach, looking at what NOT to do. Specifically, we will talk through 7 mistakes people make to accidentally invalidate their will. When it comes to your will, it's OK if you didn't "get it right" the first time, just as long as we have it right IN time, as there ar...
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