Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)

Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)

Unlock the ‘Charles Ramsey method’ for tax planning and learn how it can help you avoid the number one wealth killer: taxes.  Brett Ramsey welcomes his father, Charles Ramsey, to share vital lessons in tax and financial planning. Charles Ramsey, a retired president of the Commercial Tire division and a seasoned CPA, offers a treasure …

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Understanding Cognitive Changes and their Impact on Retirement Planning with Dr. Peter Lichtenberg (Ep. 27)

Understanding Cognitive Changes and their Impact on Retirement Planning with Dr. Peter Lichtenberg (Ep. 27)

Did you know that individuals with early memory loss are about three times more likely to face financial exploitation? How can you protect your retirement plan? Brett Ramsey is joined by neuropsychologist Dr. Peter Lichtenberg to discuss the intricate relationship between brain health and financial decision-making. Drawing from Brett’s personal experiences and Dr. Lichtenberg’s professional …

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Mental Decline and Financial Security in Retirement with Dean Mourfield (Ep. 26)

Mental Decline and Financial Security in Retirement with Dean Mourfield (Ep. 26)

Are you prepared for the financial decisions that come with aging? How will you protect your money as mental faculties decline? Brett Ramsey and his guest Dean Moorefield, owner of Artisan Wealth Strategies, dive into some of the toughest conversations surrounding the transition from making your own financial decisions to needing assistance from loved ones. …

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How Artisan Wealth Strategies Tailors Your Financial Future with Dean Mourfield (Ep. 25)

How Artisan Wealth Strategies Tailors Your Financial Future with Dean Mourfield (Ep. 25)

Many retirees believe that a one-size-fits-all approach works for everyone. However, generic wealth management may be limiting your financial future. Brett Ramsey introduces us to Dean Mourfield, the owner of Artisan Wealth Strategies with a journey as unique as his approach to retirement planning. Dive into Dean’s captivating stories and expertise as he shares lessons …

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Family Finances: Navigating the Future with the Ramsey Trio (Ep. 24)

Family Finances: Navigating the Future with the Ramsey Trio (Ep. 24)

Imagine a world where the younger generation is not only savvy with technology but also with their finances.  Dive into an engaging conversation as Brett Ramsey and his two insightful daughters, Caroline and Maryrose, pull back the curtain on the crucial world of financial literacy for the youth. In this episode, they navigate their personal …

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Planning for Retirement and Beyond with Randy and Margo Wheeler (Ep. 23)

Planning for Retirement and Beyond with Randy and Margo Wheeler (Ep. 23)

When it comes to financial and retirement planning, it can be easy to talk about the best strategies in the best scenarios. But what do the financial planning decisions look like from a client’s perspective? How do their everyday actions and family goals change their financial needs? In this episode, Brett Ramsey speaks with Randy …

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How to Thrive in Retirement with Retiree, Jennifer Clapp (Ep. 22)

How to Thrive in Retirement with Retiree, Jennifer Clapp (Ep. 22)

Retirement means planning for a lot of things. Having enough money, planning what you will do during retirement and how your money will be spent. Along with that comes planning for something you haven’t experienced before. Why not learn from someone who has that experience? In this episode, Brett Ramsey is joined by Jennifer Clapp, …

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Are You Ready for Retirement? With David and Julie Armstrong (Ep. 21)

Are You Ready for Retirement? With David and Julie Armstrong (Ep. 21)

What do you want to do during retirement? Are you financially ready? What about emotionally?  Learn about personal planning for retirement from a couple in the midst of preparing for their own retirement. In this episode, Brett Ramsey is joined by David and Julie Armstrong in discussing their preparations for retirement, from financial planning to …

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Customizing Financial Strategies for Retirees (Ep. 20)

Customizing Financial Strategies for Retirees (Ep. 20)

Have you ever had the feeling that unexpected events disrupt your well-planned routine? What role do family dynamics play in your retirement planning decisions?  In this episode, Brett Ramsey speaks with Kim Cox, a nurse practitioner and soon-to-be retiree, about her experience in planning for retirement and how she gained confidence in the plan she …

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How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19)

How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19)

Retirement planning is a crucial aspect of our financial well-being that often goes overlooked until it becomes a pressing reality.  Therefore, It is crucial to listen and learn from experiences to enjoy this life phase in a relaxed and stress-free manner. In this episode, Brett Ramsey is joined by Davida Hutson, a retiree who shares …

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