Uncategorized

Aging Well by Staying Right at Home with Brian Cook 07.08.2025 27:27 ↓

In this episode, we’re joined by Brian Cook, owner of Right at Home in Lee’s Summit, Missouri. With nearly 20[...]

Season 6 Episode 8 Part Two: Creating a Purposeful and Confident Life in Retirement 17.01.2025 30:01 ↓

The conversation continues with guest, Samantha Tiller who focuses on eight key areas where retirees need to be intentional in[...]

Season 6 Episode 7 Retire “Wellthy” Creating a Purposeful and Confident Life in Retirement 16.01.2025 35:09 ↓

In this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life[...]

Season 6 Episode 3 Understanding Reverse Mortgages with expert, Harlan Accola 10.10.2024 38:25 ↓

Many people dismiss reverse mortgages based on misconceptions. Watch & listen to this episode to learn more about the benefits[...]

Season 6 Episode 2 How to Ensure Your Beneficiaries Get the Money They Need 26.09.2024 36:18 ↓

Guest Phil Graham | CEO @ The Beneficiary Liquidity Plan® Phil Graham is the driving force behind the development and[...]

Season 5 Episode 9 Legacy Planning: Protect Your Assets and Leave a Legacy 14.02.2024 42:30 ↓

In the pursuit of financial freedom, retirement planning often revolves around achieving a specific nest egg or net worth target.[...]

Season 5 Episode 7 Insurance Planning: When and Why to Transfer Risk 04.01.2024 37:01 ↓

In this insightful conversation, Stephen Stricklin discusses the complexities of financial planning, focusing on the contrasting viewpoints regarding investments in[...]

Season 5 Episode 5 Income Planning: Smart Investment Allocations for Maximum Peace of Mind 06.12.2023 40:14 ↓

Income Planning: Smart Investment Allocations for Maximum Peace of Mind We understand that when retirees have a well-thought-out plan, they[...]

Season 5 Episode 4 Liquidity Planning: How to Plan and Budget Expenses in Retirement 22.11.2023 34:08 ↓

In planning for retirement, creating a budget is crucial for ensuring financial security and making work optional. The simplified approach[...]