Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Lifestyle
04/05/2021
Ep. 61 – Dr. Prakash – Living Your Healthiest Life in Retirement
If you experience aches and pains, how do you deal with them? When your body starts talking back to you, it’s often a sign that something...
Apr 05
03/22/2021
Ep. 57 – Ashley Liu Kirkman – Fit and Healthy in Retirement
As our bodies age, we can face increasing mobility challenges. Movements and exercises that were once familiar to you might now be less a...
Mar 22
03/08/2021
Ep. 53 – Lexie Rodriguez – Your Mortgage in 2021
With now being a great time to take advantage of low mortgage rates, you might be looking at alternative housing or mortgage options for ...
Mar 08
03/01/2021
Ep. 51 – Be The Happiest You Can Be
What makes you happy? While some of us can’t wait to retire and pursue the things that make us happy, others might be apprehensive about ...
Mar 01
02/22/2021
Ep. 49 – Wine Down – Retirement Goals – Retirement Living
How do you want to live your life in retirement? When thinking about retirement, you may make decisions about what you want your lifestyl...
Feb 22
02/08/2021
Ep. 45 – Sherri and John Monte – Creating The Home You Never Want to Leave
Preparing for retirement affects all areas of your life, including your home. It’s both a financial asset and an emotional one. Your home...
Feb 08
01/25/2021
Ep. 41 – Wine Down – Questions and Retirement Answers
Our lives might look very different today from how they looked 12 months ago but we’ve been blown away by how quickly and successfully ev...
Jan 25
01/20/2021
Ep. 40 – Long Term Care
If you’re thinking about long-term care, you may be considering your insurance options. Your regular health insurance and Medicare won’t ...
Jan 20
01/18/2021
Ep. 39 – Jennifer Dasal – Learning Art in Retirement
Retirement is often associated with sitting back, relaxing, and pursuing hobbies that you might not have had time for before. Many retire...
Jan 18
01/04/2021
Ep. 35 – Andrea Groon – How to be Healthy in 2021
Ensuring you have a long and enjoyable retirement starts with looking after yourself. Now, a strong immune system is more vital than ever...
Jan 04
12/28/2020
Ep. 33 – Wine Down – Retirement Plan Peer Review
What’s given retirees peace of mind this year? It’s certainly been a tumultuous year. After facing so many uncertainties, we wanted to ta...
Dec 28
12/21/2020
Ep. 31 – Phillip Alder – Bridge and Retirement – How They Connect
How do Warren Buffett and Bill Gates stay sharp? According to an interview, Warren Buffet plays bridge multiple times a week, and sometim...
Dec 21
11/25/2020
Ep. 24 – Assisted Living – How to Talk to Your Parents
Do your parents need a little extra help? Assisted living could be the answer. Talking to your parents about moving into assisted living ...
Nov 25
11/23/2020
Ep. 23 – Emily Smith – Continuous Care Retirement Community – What Are Your Options?
If you think that retirement communities are for people who believe that their best days are behind them, think again. There are many mis...
Nov 23
11/16/2020
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...
Nov 16
Next
1
2
3
4
Previous
Social Media
Popular Episodes
Ep. 279 – Retirement Tax Withholding – Tips for Avoiding Tax Surprises
Ep. 278 – Navigating Your Social Security Retirement Benefits
Ep. 277 – De-Risking Your Investment Portfolio as You Approach Retirement
Category
Financial
Legacy
Lifestyle