Planning for Assisted Living: What You Need to Know with Dave Holder (Ep. 32)

Planning for Assisted Living: What You Need to Know with Dave Holder (Ep. 32)

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 …

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Building A Healthier You: Insights for Retirement and Longevity (Ep. 31)

Building A Healthier You: Insights for Retirement and Longevity (Ep. 31)

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.  …

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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)

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)

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)

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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