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 …
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 …
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 …
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 …
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 …
Do you remember playing Tic Tac Toe? What if that same classic game could help revolutionize your retirement financial decisions? Whether in 1-5 years, 6-10 years, or 11+ years, this game can help you determine how much money you need for each goal on the board and where to invest it. Listen to Brett simplify …
Investing inevitably entails risk, but having the knowledge of how to handle and mitigate that risk can significantly impact your success. Our latest episode features Jeremy Deering, an accomplished portfolio director, who provides a comprehensive understanding of risk management in investing and offers valuable insights on effectively navigating it. In this episode, Jeremy shares his …
Navigating the probate process can be daunting and emotionally challenging for anyone dealing with losing a loved one. As an executor, heir, or interested party, it is essential to have a clear understanding of the legal process involved in probate and the critical role that an estate executor and attorneys can play in facilitating the …
Although often overlooked, estate planning is a crucial component of comprehensive financial planning, and neglecting to address it can have significant consequences. In this episode, Brett and Cheri Brooks, CPA and Managing Director of Neuberger Berman Advisor Institute, discuss financial advisors’ crucial role as “quarterbacks” in guiding families through estate planning after losing a loved …
Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning. You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares …