Retirement Playbook

Retirement Playbook

Retirement Playbook

CATEGORY: Business
Retirement Education.
  1. October 01, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 18 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 26: The Financial Forecast
    The change from summer to fall always gets us talking about the change in weather so we thought we’d carry that conversation over to the podcast. Join us as we provide correlations between what we see in the we…
  2. October 01, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 18 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 26: The Financial Forecast
    The change from summer to fall always gets us talking about the change in weather so we thought we’d carry that conversation over to the podcast. Join us as we provide correlations between what we see in the we…
  3. September 17, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 17 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 25: Obsolete Retirement Planning Ideas
    There are plenty of financial planning strategies that have been passed down to each generation without losing effectiveness, but not everything can stand the test of time. Today we’ll identify five planning id…
  4. September 17, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 17 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 25: Obsolete Retirement Planning Ideas
    There are plenty of financial planning strategies that have been passed down to each generation without losing effectiveness, but not everything can stand the test of time. Today we’ll identify five planning id…
  5. September 03, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 16 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 24: This One’s on the House
    Your home is one of the biggest assets in your financial portfolio and there are a lot of decisions to make related to real estate. Let’s talk about the conversations we have with clients about mortgages, renta…
  6. September 03, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 16 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 24: This One’s on the House
    Your home is one of the biggest assets in your financial portfolio and there are a lot of decisions to make related to real estate. Let’s talk about the conversations we have with clients about mortgages, renta…
  7. August 20, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 17 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 23: Awkward Conversations in Financial Planning
    In order to build a complete financial plan that meets aligns with your goals, it takes many honest conversations with your advisor. Some of those, by nature, are going to be a little uncomfortable. Let’s look…
  8. August 20, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 17 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 23: Awkward Conversations in Financial Planning
    In order to build a complete financial plan that meets aligns with your goals, it takes many honest conversations with your advisor. Some of those, by nature, are going to be a little uncomfortable. Let’s look…
  9. August 06, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 14 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 22: Understanding the 3 Qualities of Money
    Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.…
  10. August 06, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 14 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 22: Understanding the 3 Qualities of Money
    Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.…
  11. July 16, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 13 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 21: Being Honest With Yourself Financially
    Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you bu…
  12. July 16, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 13 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 21: Being Honest With Yourself Financially
    Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you bu…
  13. July 02, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 14 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 20: Declaring Our Financial Independence
    In honor of the upcoming 4th of July holiday weekend, we’re going to declare our financial independence. Join us as we lay out a list of things we want to be independent of when retirement rolls around.Read mor…
  14. July 02, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 14 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 20: Declaring Our Financial Independence
    In honor of the upcoming 4th of July holiday weekend, we’re going to declare our financial independence. Join us as we lay out a list of things we want to be independent of when retirement rolls around. Read mo…
  15. June 25, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 16 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 19: Financial Truth Bombs
    It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.  Read more and get additional financial resources here: https://retirementpla…
  16. June 25, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 16 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 19: Financial Truth Bombs
    It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.   Read more and get additional financial resources here: https://retirementpl…
  17. June 18, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 5 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 18: Special Edition - 3 Critical Considerations f…
    If you’re a Delta employee or know someone who is, take a few minutes to listen to this special episode dedicated to the buyout offer being made by the airline. We’ll tell you what three considerations you need…
  18. June 18, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 5 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 18: Special Edition - 3 Critical Considerations f…
    If you’re a Delta employee or know someone who is, take a few minutes to listen to this special episode dedicated to the buyout offer being made by the airline. We’ll tell you what three considerations you need…
  19. June 04, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 14 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 17: How We Get Lost in Retirement
    Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how…
  20. June 04, 2020
    8EE48DA9-968C-4949-BB39-54C13F5E9E68 Created with sketchtool. 14 min
    26F0F017-9B56-4CC6-868B-01148FEDDD6A Created with sketchtool. Download
    Ep 17: How We Get Lost in Retirement
    Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how…

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