Latest Retirementplanningpodcast Podcast Episodes
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...
Medicare Readiness Report (Ep. 40)
Healthy, Wealthy, & Wise Retirement Podcast - September 27, 2022 07:00 - 18 minutes ★★★★★ - 10 ratingsOn today's episode, I share with you a high-level overview of the process our firm offers retirees each fall, called our Medicare Readiness Report™. In short, this is a simplified one-page report that cuts to the chase, showing prices and coverage for option #1, which we refer to as Traditional ...
What Is Your Investment Personality? (Ep. 39)
Healthy, Wealthy, & Wise Retirement Podcast - September 13, 2022 07:00 - 17 minutes ★★★★★ - 10 ratingsSo you have a low-cost, well-diversified portfolio, and you've even managed to invest within your risk tolerance. But do your investments align with your personality? Are they in sync with your beliefs and with the trends that you see evolving? On today's episode, we hop into our time machine ...
What is Your Risk Number? (Ep. 38)
Healthy, Wealthy, & Wise Retirement Podcast - August 30, 2022 07:00 - 28 minutes ★★★★★ - 10 ratingsDo you know your own risk numbers? If not, your portfolio might be out of whack, and it's easy to be frustrated by returns, frightened into cash holdings, and as a whole, it's harder to hit your retirement goals. We start off today's episode with a quick story about two farmers, Melvin and Joh...
Inflation Reduction Act of 2022 (Ep. 37)
Healthy, Wealthy, & Wise Retirement Podcast - August 09, 2022 07:00 - 21 minutes ★★★★★ - 10 ratingsOn today's episode, we give a quick overview of the Inflation Reduction Act of 2022. We start off by reviewing a few past bills and how the title Congress gives a bill is often misleading. We then discuss some of what's in the bill, how this could impact you, and close up with a quick conversa...
Inflation Reduction Act of 2022
Healthy, Wealthy, & Wise Retirement Podcast - August 05, 2022 14:06 - 21 minutes ★★★★★ - 10 ratingsOn today's episode, we give a quick overview of the Inflation Reduction Act of 2022. We start off by reviewing a few past bills and how the title Congress gives a bill is often misleading. We then discuss some of what's in the bill, how this could impact you, and close up with a quick conversa...
Charitable Giving Strategies (Ep. 36)
Healthy, Wealthy, & Wise Retirement Podcast - July 26, 2022 07:00 - 26 minutes ★★★★★ - 10 ratingsOn today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift. Schedule an Intro Call with Loren Resources mentioned on today's show: ARTICLE: Tax Smart Philanthropy- We discuss thi...
Charitable Giving Strategies
Healthy, Wealthy, & Wise Retirement Podcast - July 26, 2022 07:00 - 26 minutes ★★★★★ - 10 ratingsOn today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift. Schedule an Intro Call with Loren Resources mentioned on today's show: ARTICLE: Tax Smart Philanthropy- We discuss thi...
6 Life-Changing Lessons from 2 Retirees (Ep. 35)
Healthy, Wealthy, & Wise Retirement Podcast - July 12, 2022 07:00 - 20 minutes ★★★★★ - 10 ratingsOn today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared. Resources mentioned on today's show: 6 Life-Chan...
6 Life-Changing Lessons from 2 Retirees
Healthy, Wealthy, & Wise Retirement Podcast - July 12, 2022 07:00 - 20 minutes ★★★★★ - 10 ratingsOn today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared. Resources mentioned on today's show: 6 Life-Chan...
Finding Peace of Mind During Unpeaceful Markets
Healthy, Wealthy, & Wise Retirement Podcast - June 29, 2022 04:11 - 30 minutes ★★★★★ - 10 ratingsOn today's episode, we talk through 7 principles for finding peace during unpeaceful markets. One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the futu...
Finding Peace of Mind During Unpeaceful Markets (Ep. 34)
Healthy, Wealthy, & Wise Retirement Podcast - June 29, 2022 04:11 - 30 minutes ★★★★★ - 10 ratingsOn today's episode, we talk through 7 principles for finding peace during unpeaceful markets. One thing is certain for investors- as much as we'd like the market to continually go up, we will be better off if we prepare for "when" not "if" the market will once again hit tough times in the futu...
The Many Colors of Annuities- Part II (Ep. 33)
Healthy, Wealthy, & Wise Retirement Podcast - June 14, 2022 07:00 - 27 minutes ★★★★★ - 10 ratingsToday, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities. We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role w...
The Many Colors of Annuities- Part II
Healthy, Wealthy, & Wise Retirement Podcast - June 14, 2022 07:00 - 27 minutes ★★★★★ - 10 ratingsToday, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities. We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role w...
The Many Colors of Annuities- Part I (Ep. 32)
Healthy, Wealthy, & Wise Retirement Podcast - May 31, 2022 07:00 - 37 minutes ★★★★★ - 10 ratingsToday, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation. We also discuss some of the pros and c...
The Many Colors of Annuities- Part I
Healthy, Wealthy, & Wise Retirement Podcast - May 31, 2022 07:00 - 37 minutes ★★★★★ - 10 ratingsToday, we cover Part One of our two week discussion about annuities. We offer a high-level overview of each type so that you can have more confidence determining if an annuity is right for you, or just as importantly, if it's not right for your situation. We also discuss some of the pros and c...
Social Security- Part I (Ep. 31)
Healthy, Wealthy, & Wise Retirement Podcast - May 17, 2022 07:00 - 26 minutes ★★★★★ - 10 ratingsFiguring how to best claim your Social Security benefits can be a confusing and frustrating process. Instead of analyzing a bunch of numbers, we take a different approach on today's episode and talk through 3 scenarios of how others claimed their benefits. From there, we finish up with a 10-qu...
Social Security- Part I
Healthy, Wealthy, & Wise Retirement Podcast - May 17, 2022 07:00 - 26 minutes ★★★★★ - 10 ratingsFiguring how to best claim your Social Security benefits can be a confusing and frustrating process. Instead of analyzing a bunch of numbers, we take a different approach on today's episode and talk through 3 scenarios of how others claimed their benefits. From there, we finish up with a 10-qu...
Timing the Market (Ep. 30)
Healthy, Wealthy, & Wise Retirement Podcast - May 03, 2022 07:00 - 24 minutes ★★★★★ - 10 ratingsMarket turbulence can be a scary experience, particularly in retirement. Today, we talk through 5 considerations to be aware of when timing the market. From there, we finish up today's episode with a few helpful tips that you can implement in your own retirement planning. Previous Episod...
Timing the Market
Healthy, Wealthy, & Wise Retirement Podcast - May 03, 2022 07:00 - 24 minutes ★★★★★ - 10 ratingsMarket turbulence can be a scary experience, particularly in retirement. Today, we talk through 5 considerations to be aware of when timing the market. From there, we finish up today's episode with a few helpful tips that you can implement in your own retirement planning. Previous Episod...
What if God Wrote Your Bucket List? (Ep. 29)
Healthy, Wealthy, & Wise Retirement Podcast - April 19, 2022 07:00 - 14 minutes ★★★★★ - 10 ratingsEveryone has a bucket list, whether it's written down or just in their head. But what if you let someone else write your bucket list? In this episode, we review Jay Payleitner's book titled, "What if God Wrote Your Bucket List?" Book: What if God Wrote Your Bucket List Previous Episode me...
What if God Wrote Your Bucket List?
Healthy, Wealthy, & Wise Retirement Podcast - April 19, 2022 07:00 - 14 minutes ★★★★★ - 10 ratingsEveryone has a bucket list, whether it's written down or just in their head. But what if you let someone else write your bucket list? In this episode, we review Jay Payleitner's book titled, "What if God Wrote Your Bucket List?" Book: What if God Wrote Your Bucket List Previous Episode me...
5 Tax Planning Opportunities (Ep. 28)
Healthy, Wealthy, & Wise Retirement Podcast - April 05, 2022 07:00 - 19 minutes ★★★★★ - 10 ratingsIn this episode, we talk through 5 tax planning opportunities, but to keep things from getting too dense, I share a few stories to help make these concepts stick. And as a special bonus for this episode, my gift to you is a complimentary tax report personalized for you. This is a one-time offe...
5 Tax Planning Opportunities
Healthy, Wealthy, & Wise Retirement Podcast - April 05, 2022 07:00 - 19 minutes ★★★★★ - 10 ratingsIn this episode, we talk through 5 tax planning opportunities, but to keep things from getting too dense, I share a few stories to help make these concepts stick. And as a special bonus for this episode, my gift to you is a complimentary tax report personalized for you. This is a one-time offe...
7 Commonly Asked Questions (Ep. 27)
Healthy, Wealthy, & Wise Retirement Podcast - March 22, 2022 07:00 - 22 minutes ★★★★★ - 10 ratingsIn this episode, we talk through 7 questions I am frequently asked. We start off by briefly chatting about what makes our firm different, whether or not to divide your assets between multiple advisors, and the right time to bail out and sell an investment. We then talk about why our fees are s...
7 Commonly Asked Questions
Healthy, Wealthy, & Wise Retirement Podcast - March 22, 2022 07:00 - 22 minutes ★★★★★ - 10 ratingsIn this episode, we talk through 7 questions I am frequently asked. We start off by briefly chatting about what makes our firm different, whether or not to divide your assets between multiple advisors, and the right time to bail out and sell an investment. We then talk about why our fees are s...
Happy Money: The Science of Smarter Spending- part II (Ep. 26)
Healthy, Wealthy, & Wise Retirement Podcast - March 08, 2022 08:00 - 17 minutes ★★★★★ - 10 ratingsContinuing on our conversation from last episode, we finish up with a review of the last 2 principles for happier spending. Book- Happy Money: The Science of Smarter Spending What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETIREMENT RISKS AN...
Happy Money: The Science of Smarter Spending (part II)
Healthy, Wealthy, & Wise Retirement Podcast - March 08, 2022 08:00 - 17 minutes ★★★★★ - 10 ratingsContinuing on our conversation from last episode, we finish up with a review of the last 2 principles for happier spending. Book- Happy Money: The Science of Smarter Spending What is a Fiduciary? About Me Podcast Page For questions, comments, or to receive your own RETIREMENT RISKS AN...
Happy Money: The Science of Smarter Spending (Part I)
Healthy, Wealthy, & Wise Retirement Podcast - February 22, 2022 08:00 - 23 minutes ★★★★★ - 10 ratingsEveryone knows that money can't buy happiness, right? But what if it actually can and we're just going about it the wrong way? In this week's part one book review of "Happy Money," we seek to answer this question and give you a guide for smarter spending. Book- Happy Money: The Science of Sma...
Happy Money: The Science of Smarter Spending
Healthy, Wealthy, & Wise Retirement Podcast - February 22, 2022 08:00 - 23 minutes ★★★★★ - 10 ratingsEveryone knows that money can't buy happiness, right? But what if it actually can and we're just going about it the wrong way? In this week's part one book review of "Happy Money," we seek to answer this question and give you a guide for smarter spending. What is a Fiduciary? About Me Podc...
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