What do a disrupted lacrosse schedule and retirement planning have in common? Flexibility. In this episode of Handcrafting Your Retirement, Brett Ramsey discusses the art of adapting retirement plans with Ken and Tami Maynard, long-time clients who’ve been on the journey to retirement with Brett’s guidance. The conversation provides listeners with insights into why having …
The transition to assisted living is often a difficult and emotional journey, but with the right guidance, it can also lead to a better quality of life. How do you prepare for the challenges of finding the right community for your loved one? What are the key considerations to ensure they receive the best care …
What changes can you make today to ensure you’re active and thriving at 80? In this episode of Handcrafting Your Retirement, Brett Ramsey opens up about the important connection between health and retirement planning. Buckle up as Brett shares his personal journey on recognizing the need to adapt both mindset and activities as we age. …
Planning your financial future requires resilience and adaptability, especially in today’s uncertain market conditions. How do you balance short-term changes with long-term goals? What strategies can help protect your investments from unexpected shifts? In this episode, Brett Ramsey sits down with Joyce Huang, a seasoned fixed-income portfolio manager, to discuss how navigating financial markets can …
Handling the transition of financial responsibilities can be overwhelming, but with the right preparation, you can ease this burden for your loved ones. In this episode, Brett Ramsey sits down with Shari Ferris to discuss the nuances of estate planning and the emotional journey of organizing one’s financial affairs. Shari shares her personal experiences as …
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 …
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 …
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. …
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 …
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 …