Podcast

Secure Your Retirement

Achieving peace of mind for your financial future

If you are nearing or currently in retirement, chances are that you want to make sure you have a rock-solid plan that is going to carry you through this next chapter of your life, and ensure you have the money and freedom to really enjoy everything you’ve worked so hard for. If our financial advisors in Raleigh can help in any way, please don't hesitate to contact us.
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06/21/2021

Ep. 83 – Uwe Dockhorn – Liberating Your Life for Retirement

Do you want to live in abundance in all areas of your life without constantly doubting yourself? Have you given thought to how you can li...
Jun 21
06/16/2021

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 ...
Jun 16
06/14/2021

Ep. 81 – Coach Chris – How to Travel on A Budget

Is traveling one of the things you’re thinking of doing after the pandemic? To get out there and experience life as we used to know it be...
Jun 14
06/09/2021

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...
Jun 09
06/07/2021

Ep. 79 – Karen Duncum – How to Live Vibrantly

Have you ever thought of what your life will look like after retirement? Life after you’ve accomplished your bucket list and have done al...
Jun 07
06/02/2021

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. ...
Jun 02
05/31/2021

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...
May 31
05/26/2021

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...
May 26
05/24/2021

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...
May 24
05/19/2021

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...
May 19
05/17/2021

Ep. 73 – Chess Griffin – Do You Need a Trust

Have the thought of having a trust ever crossed your mind? But do you really need a trust?  It is important to understand the differ...
May 17
05/12/2021

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...
May 12
05/10/2021

Ep. 71 – Dean Ogan – Grill Like a Chef

How good are you at grilling your steak? Because even as you’re planning for a secure retirement, a juicy steak shouldn’t miss from your ...
May 10
05/05/2021

Ep. 70 – How To Leave Money To The Next Generation

Have you been thinking “I’ve been saving and I’d like to leave some money behind.”? But then you’re confused on the process to follow wit...
May 05
05/03/2021

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...
May 03
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Financial Legacy Lifestyle