Strategy Steps to Take This Fall
On this episode, we’re going to discuss two important upcoming dates: The fall Medicare open enrollment period that begins Oct. 15 and Estate Planning...
Retirement Playbook
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About
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Taxes and the Power of When
In this episode Brock talks about the importance of looking ahead and tips to help you plan for saving taxes in retirement.
Fall Means It’s Time to Hit the Road
This episode will detail some of the perfect fall trips that retirees can enjoy on their schedule and within their budget.
Working in Retirement
This episode focuses on one part-time jobs that may be a perfect fit for retirees because they provide enjoyment and socialization in addition to inco...
Build a Retirement Full of Adventure
During this episode, we’re going to look into how you can build a retirement that’s full of the kind of adventure you didn’t have time for during your...
Simplify Your Life to Enjoy Your Retirement
During this episode we’re going to look at some of the ways you can get rid of some of your stuff and simplify your life to enjoy your retirement.
Financial Follies to Avoid
During this show, we’re going to examine some of the common financial follies that befall many Americans. In our final segment, we’ll shift gears a bi...
Finding Money in Retirement
During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.
Retirement Changes — Past, Present, and Future
During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also ...
Tips to Make Retirement Travel Easier
During today’s show, we’re going to discuss the many ways retirees can start traveling again post-pandemic while also staying on budget.