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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
11/02/2020
Ep. 17 – Ron Heath – How a Reverse Mortgage Helps In Retirement
Is a reverse mortgage right for you? If you’re retired or headed towards retirement and thinking about buying a property, a reverse mortg...
Nov 02
10/28/2020
Ep. 16 – Investing During Retirement – Buy and Hold or Active Management?
Are you planning to invest during retirement? If so, you’re probably debating whether you should choose the buy and hold investment strat...
Oct 28
10/26/2020
Ep.15 – Wine Down – The Economy – Medicare – Taxes
We’re very excited to bring you this special episode of our Wine Down Show from the Secure Your Retirement podcast. We sit down with real...
Oct 26
10/21/2020
Ep. 14 – Connecting Your Retirement and Tax Planning
Do you know how tax could affect your retirement plans? When planning for your retirement, it’s important to consider how tax can i...
Oct 21
10/14/2020
Ep. 12 -Planning for Retirement – How the Process Works, Part 3
Do you need help planning your finances for long-term care? In the third installment of the Retirement in Action mini-series, we return t...
Oct 14
10/12/2020
Ep. 11 – Navigating Medicare in Retirement
If you are 65 or over, you may be considering signing up for Medicare. Medicare is federal health insurance for people aged 65 or older. ...
Oct 12
10/07/2020
Ep. 10 – Planning for Retirement – How the Process Works, Part 2
In part two of the Retirement in Action mini-series, Radon, Murs, and Morgan move onto the next steps of building a retirement plan, foll...
Oct 07
10/05/2020
Ep. 9 – Jack Reutemann – How to Manage Your Money When the President Has Coronavirus
The news that President Trump has been diagnosed with COVID-19 has set a lot of change into motion, but what does it mean for your invest...
Oct 05
09/30/2020
Ep. 8 – Planning for Retirement – How the Process Works, Part 1
In this episode of Retirement in Action, we are starting a series of episodes to go over different scenarios in the financial planning pr...
Sep 30
09/28/2020
Ep. 07 – Wine Down – A Round Table Discussion About All Topics Retirement
Our first ever Wine Down Show! Once a month, rather than interview one person, we will be sitting down with several guests to hear ...
Sep 28
09/23/2020
Ep. 6 – How to Manage Investments in Any Economy
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recen...
Sep 23
09/21/2020
Ep. 5 – Andrew Opdyke – Does the Economy Impact Your Retirement?
Andrew Odyke is a Certified Financial Advisor and Economist at First Trust Advisors, an asset management firm in the Midwest. We tal...
Sep 21
09/16/2020
Ep. 4 – How Retirement Planning and Real Estate are Connected
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recen...
Sep 16
09/07/2020
Ep. 2 – How to Connect Your Retirement Plan & Estate Plan
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recen...
Sep 07
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