Financial

Ep. 90 – How Do I Break Up with My Current Advisor?

Do you want to break up with your advisor, but you have no idea how to approach it? Breaking up with your advisor is not unusual, and the...

Ep. 89 – Renee Hillman – Buying and Selling Real Estate in a Hot Market

Do you have a plan to buy or sell a property in a hot market? Understandably, that you may want to invest in real estate in a hot market ...

Ep. 88 – Having A Team Approach in Retirement

What should you have on your retirement planning team? We believe that your retirement planning should be a team environment to give you ...

Ep. 87 – Scott Oots – How to Buy a Rental Property

Have you been thinking of owning a rental home as part of your retirement plan? What is the best way to buy a rental property with a posi...

Ep. 85 – Wine Down – 5 Common Retirement Questions

Do you have a burning retirement question that you’d like to know the answer to? In this episode Secure Your Retirement, we tackle ...

Ep. 84 – What Is a Robo-Advisor?

Have you seen or heard about a Robo-Advisor? What is a Robo-Advisor, how does it work, and should you consider it? A Robo-Advisor is a co...

Ep. 82 – How To Have A Successful Retirement Plan

Have you thought of how you can have a successful retirement plan? We usually talk about how to secure your retirement but how do you do ...

Ep. 80 – Should You Invest in Cryptocurrency?

Have you been thinking about investing in cryptocurrency? Is cryptocurrency safe for your retirement plan? Before investing in anyt...

Ep. 78 – What is an Exchange Traded Fund (ETF)?

Have you heard of the Exchange Traded Fund or an EFT? An ETF is a stock of stocks but is bought and sold like an individual stock. ...

Ep. 77 – Wine Down – We Need Your Help

How do you like the Secure Your Retirement podcast so far? How has this podcast impacted your financial knowledge since you started liste...

Ep. 76 – How Do Financial Advisors Get Paid?

Has the question of “How Do Financial Advisors Get Paid?” ever crossed your mind? This is a very important question to ask your financial...

Ep. 75 – Kevin Huston – How Does Medicaid Planning Work

Have you ever heard of the term ‘Medicaid’ or ‘Medicaid Planning’? And do you qualify for it? As you start to approach age 65, you should...

Ep. 74 – How to Know Your Advisor Is Not a Bernie Madoff

How do you protect your investment from possible investment fraudsters, A.K.A Bernie Madoff? We’re sure that the last thing you wan...

Ep. 72 – How Does a Variable Annuity Work?

You’ve probably heard of a variable annuity but don’t know how it works or earns money, right? A variable annuity is an inves...

Ep. 69 – Vix Munro – Is A Financial Coach Right For You?

When it comes to investment planning, retirement planning, and financial planning in general, how do you do it? You could do all the rese...

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