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 …
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, …
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 …
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 …