Retirement has traditionally been funded with a 3-legged stool: Employer Pension, Employee Savings, and Social Security. However, with pensions becoming less available and changes to how Americans are saving, is retirement looking more like a 5-legged office chair? Don't miss the valuable information in this podcast!

Your Retirement Podcast

How is Your Retirement Funded

We’ve talked about the likelihood that taxes will increase for a long time. With the rapid increase of government spending, the national debt won’t pay for itself! However, taxes are essentially on sale right now, so how can you take advantage of these low rates while we still have them?   In this short podcast, Ed Greene and I talk about these questions and concerns, as well as some of the ways you can move your assets from forever taxed to never taxed!

Reposition Your Income from Forever Taxed to Never Taxed

It feels like tax season never ended, but it's here again! Are you up to date on the changes for this year? Do you have questions about how the events of last year could affect your taxes this year? In this short podcast, Ed Greene and I welcome CPA John Sardoni to the show to talk about the changes for this year and how you can best be prepared for April 15th. Whether you do your own taxes or you have someone do them for you, you do not want to miss this great discussion!

CPA John Sardoni - Tax Season

In this podcast Ed Greene and I interview Tom Hegna. In 12 minutes, Tom shares some key things to consider as you plan for retirement. Tom is an economist,author of five books including Paychecks and Playchecks,and public television host of Don’t Worry, Retire Happy! seen in 80 million homes.  

Tom Hegna Interview Don't Worry, Retire Happy

In true Colorado spirit, picture saving for your retirement as climbing a mountain . . . Mount Retirement! When you retire, you've reached the summit! Now what? Free fall, or controlled descent? In this short podcast, Ed Greene and I discuss 4 key questions to consider when planning your descent down Mount Retirement. As you focus on your retirement journey, make sure you give this podcast a listen! 

Climbing Mt. Retirement

Life Insurance as a Retirement Savings Vehicle   What if life insurance could be a retirement savings vehicle, that provides tax free living benefits as well as tax free death benefits? In this short podcast, Ed Greene and Linda Gardner talk about Indexed Universal Life, and how for some, it could be appropriate for their retirement portfolio. 

Life Insurance as Retirement SavingsVehicle

You know about Make-A-Wish for children. Now learn about Wish of a Lifetime for seniors! Special Guest of Your Money Your Retirement®, Jeremy Bloom talks about his charity, Wish of a Lifetime, a non-profit which grants wishes to seniors. Hear Jeremy’s amazing story in this podcast!

Wish of a Lifetime - Jeremy Bloom

Have you checked all the boxes for retirement to create your retirement plan? Do you know where to even start? In this short podcast, Ed Greene and Linda Gardner discuss some of the basics to cover as you go through your retirement checklist. If you are just getting started with retirement planning or if you’re re-evaluating your current plan, you won’t want to miss this podcast!

Have You Checked All The Boxes

When there’s a will, there’s a way; A way to leave a well-defined legacy to your heirs! Or, would you rather leave it all to chance and the rules the state sets up for you? In Part 2 of our estate planning podcast series, Ed Greene and I discuss trusts more in depth, the importance of choosing the right people to carry out your wishes when you pass, and the different powers of attorney. If you found Part 1 helpful, then you certainly don’t want to miss Part 2!

Part 2 Where There's a Will There's a Way

When there’s a will, there’s a way. A way to leave a well-defined legacy to your heirs! Or, would you rather leave it all to chance and the rules the state sets up for you?   In Part 1 of our estate planning podcast, Ed Greene and I discuss why you need estate planning, the basics of wills and trusts, and the importance of choosing the right people to carry out your wishes when you pass. It’s an important piece of retirement planning; a piece you won’t want to miss!  

Part 1 Where There's a Will There's a Way

Would you rather work during your retirement because you want to or because you need to? If you’ve planned and saved well for your retirement, and you’re not quite ready to hang-it-up, working in retirement could be a great option for you! In this short podcast, Working During Your Retirement, Ed and I discuss some of the surprising benefits of working later in your retirement, from both a financial and a mental perspective!

Working During Your Retirement

Do you think you can time the markets? That’s a pretty risky game to play, and is it really a good idea to put your lifetime savings on the line just before you retire? In this short podcast, Ed Greene and Linda Gardner discuss the dangers of timing the markets, especially in your retirement years!

Can You Time The Markets

If you’re still working, you may have a 401(k). But what about a Roth 401(k)? Yes, they’re out there, and while more and more companies are starting to offer them, most people aren’t taking advantage of them! Maybe it’s time to re-think that! In this short podcast, Ed Greene and Linda Gardner discuss the ins and outs of the Roth 401(k), and why you should seriously consider using it if it’s available to you!

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Your Retirement Podcast

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