Maybe the best thing you can do in retirement in Lewes DE. Robert interviews the manager of the Osher Lifelong Learning Institute, Anna Moshier. They talk about lifelong learning and teaching opportunities for retirees in Sussex County.

Retirement Insights

Episode 9 - OSHER Lifelong Learning Institute

In this episode Eric and Robert talk about the importance of planning for survivorship. What happens when one spouse pre-deceases the other. We cover the financial implications of pension decisions, Social Security and what planning items you should be reviewing for this possibility.

Episode 15 - Planning For Survivorship

In this episode, Robert interviews Investment Director Brian Klimke, CFA. They cover who Cetera Financial Group is, their relation to InFocus Financial advisors and why they are important to our clients success. They also cover whats been going on in the markets and economy, as well as an outlook for the rest of the year.

Episode 14 - Introducing Cetera Financial Group. An Interview with Brian Klimke, CFA

In this episode, Robert Jeter, CFP interviews Rebecca Lowe from the Lewes Public Library. They review the abundance of resources the library has to offer the community around Sussex County, how they are dealing with the Covid-19 pandemic, and activities when your kids and grandkids come visit you at the beach.

Episode 13 - The Lewes Public Library

In this episode, Eric and Robert talk about moves to make to enhance your retirement during the ongoing Coronavirus pandemic. They also give a market and economic update.

Episode 12 - Retirement and the Coronavirus

Why Work With a Financial Advisor?

Passed in the last few weeks of 2019, the Setting Every Community Up for Retirement Enhancement Act will has some major changes to the retirement landscape. Eric and Robert cover some of the most important changes to retirees.

Episode 10 - The SECURE Act

In this episode Eric and Robert discuss the possibility of retiring at the peak of the market. Is it possible to retire successfully if your first few years are a recession? We examine three historical recessions and what the outcomes would have been for retirees in those periods.

Episode 8 - Can You Retire Into a Recession?

In this episode Eric Johnston, CFP interviews Michelle Parker from the local MAC (Maintaing Active Citizens) center in Salisbury, MD. They discuss their offerings, Medicare tips and resources available to individuals who are currently or soon to be retired.

Episode 7 - Our Local MAC Agency -- An Amazing Resource

In this episode, Robert Jeter, CFP, CRPC interviews Second Act Coach Penny Boyce on some of the human and emotional aspects of transitioning into retirement. They also cover the importance of thinking about your "second act" and what value a coach can bring to helping you in those efforts. You can find more information about Penny on her website: https://www.pennyboycecoaching.com/

Episode 6 - Interview with Second Act Coach Penny Boyce

We recently held our "Salisbury Investment Strategy Update Lunch" at the end of June. For those who weren't able to attend, Eric and Robert cover some of the content they presented for clients and guests at the lunch.

Episode 5 - Investment Strategy June 2019

In this episode Eric and Robert talk about some of the planning challenges in retirement. They cover spending, inflation and managing taxes throughout your retirement years.

Episode 4 - Spending, Taxes and Inflation

Eric and Robert talk a little bit about the 4% rule, what it is and what it might look like in the future. They also cover some of the challenges possibly ahead for the markets and economy. 

Episode 3 - The 4% Rule and Challenges Ahead

In this episode Eric Johnston, CFP and Robert Jeter, CFP discuss the importance of different aspects of taking systematic withdrawals from your investments.  Retirement investing should be different than how you invested while working.  They offer some additional simple steps that you can take to reduce your investment volatility, reduce market risk and market timing risk in your retirement portfolio.  Check it out to see if the steps are a good match for you. 

Episode 2 - What Matters in Retirement

Episode 1:  Eric Johnston, CFP, President and Financial Advisor and Robert Jeter, CFP Financial Advisor, both of InFocus Financial Advisors, Inc. discuss the importance of third-party research and the coming outlook for 2019.   Recorded Jan 15th 2019

Episode 1 - Independent Research

Welcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages.This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 327 Tilghman Rd Suite 100, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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Episode 9 - OSHER Lifelong Learning Institute

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