What transforms a chance meeting into a partnership that reshapes your professional future? How do you build a financial planning practice that truly puts clients at the center of everything you do? In this episode, Brett Ramsey interviews Craig Clements, CLF®, LPL Financial Advisor, about his journey from aspiring medical student to financial planning leader. …
What do you do when the roles reverse, and your parents need your support? In this episode, Brett Ramsey shares emotional moments of caregiving, navigating difficult decisions for aging parents, and the complex transition from child to caregiver. Joined by Christine Ramsey, Dean Mourfield, and Stephanie Inlow, each at different stages of caregiving, this conversation …
What if the smartest investors aren’t just picking the right stocks, but accessing an entirely different part of the investing universe? Most people have never heard of private markets, but they might be the missing ingredient in a truly resilient retirement plan. In this episode, Brett Ramsey sits down with Jay Wyckoff of Blue Owl …
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 …