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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Unveiling the Retirement Journey of John and Mary (Ep. 18)

Unveiling the Retirement Journey of John and Mary (Ep. 18)

Join us as we unravel the remarkable story of John and Mary, two individuals who defied retirement uncertainties and crafted a successful roadmap for their future. In this episode, John and Mary, who initially found themselves uncertain about their retirement plans, shed light on their experiences and how they overcame unexpected hurdles.  Here’s what you …

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Retirement Income Security: Bond Laddering & Bullet Shares (Ep. 17)

Retirement Income Security: Bond Laddering & Bullet Shares (Ep. 17)

Do you feel lost when it comes to securing your retirement income amidst an unpredictable market?  In this episode, Brett Ramsey and Jason Bloom, Senior Director of Global ETF Strategy at Invesco US introduces the powerful solution of bond laddering as a risk management technique that delivers consistent income throughout one’s retirement years. Listen in …

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Planning Your Retirement with The Income Conductor Tool (Ep. 16)

Planning Your Retirement with The Income Conductor Tool (Ep. 16)

As someone approaches retirement, you may be worried about how to make your savings last for the long haul.  It’s a common concern, but fortunately, there’s a tool that can help: The Income Conductor. In our latest podcast episode, we dive into retirement income planning and how The Income Conductor can help you make the …

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