Financial

Ep. 25 – Wine Down – Roundtable Discussion on Retirement

We’re reviewing our recent podcast topics of mortgages, investments, and more, with some special guests and a glass of wine in this episo...

Ep. 22 – Looking at The Whole Picture in Retirement

Does your retirement plan look at “The Whole Picture”? If you’re hoping to make big financial changes in your retirement (or as you appro...

Ep. 21 – Tammi Rowe – Planning Your Mortgage and Retirement

As you approach retirement, you may think that it’s increasingly difficult to get a mortgage. But that’s not always the case. In fact, th...

Ep. 20 – Sudden Retirement – Now What?

What should you do if you are forced to retire suddenly? Whether you have been laid off or you received an offer with a severance package...

Ep. 19 – Bill Sherman – Buy and Hold is Dead

Buy and Hold isn’t all it’s cracked up to be. You may have been told that you should buy and hold your stocks and that it’s the number on...

Ep. 18 – How to Build an Income Plan For Retirement

Do you know how much you will spend in retirement? How about what you’ll need to cover expenses such as food, utility bills, insurance, a...

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...

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...

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...

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...

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...

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. ...

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...

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...

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...

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