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Navigating Financial Uncertainty Through Personalized Portfolio Management with Joyce Huang (Ep. 30)

Navigating Financial Uncertainty Through Personalized Portfolio Management with Joyce Huang (Ep. 30)

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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 …

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Estate Planning Simplified: Organizing Your Legacy with Shari Ferris (Ep. 29)

Estate Planning Simplified: Organizing Your Legacy with Shari Ferris (Ep. 29)

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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 …

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

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

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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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