Fortress Financial Group

Retire and Thrive

Retire and Thrive is a podcast hosted by Dan and Kamie, offering real conversations about retirement planning, wealth building, and thriving in every season of life. New Episodes come out every Wednesday. Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No dejes de visitar la web del podcast y apoyar a su creador: fortressfg.net

Autor

Fortress Financial Group

Categoría

Business

Web del podcast

fortressfg.net

Último episodio

1 de oct. de 2026

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Episodios

Don’t File for Social Security Until You Hear This! 17.10.2025

In this episode of Retire and Thrive, Kamie and Dan wrap up their three-part Social Security series with practical insights that could save you thousands in retirement. They break down why timing your benefits matters more than you think, how your spouse’s income plays into your decision, and why Social Security isn’t just about what you’ve saved—but the income you live on. You’ll also learn:Why s...

Will Social Security Run Out? What You Need to Know 10.10.2025

Is Social Security “drying up”? How much are you really paying in—and how much comes back to you? In this week’s Retire & Thrive, Kamie and Dan unpack Social Security in plain English: the 6.2% you see on your paycheck (plus your employer’s match), what that 1.45% Medicare line means, and the current wage cap that stops FICA mid-year for higher earners. We dig into when to claim (62 vs. FRA vs...

When Should You Take Social Security? 03.10.2025

Wondering when to start Social Security—62, full retirement age, or 70? In this Retire & Thrive episode, Kamie and Dan break down the essentials: how Social Security works, the claiming window (62–70), the FRA reduction (~7%/yr early), delayed credits (~8%/yr after FRA to 70), how health, other income, and taxes shape the decision, survivor benefits for spouses, and the earnings test if you wo...

3 Simple Ways to Make Your Money Work in Retirement 26.09.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE 👉 https://fortressfg.net/ In this episode of Retire and Thrive, Kamie and Dan dive into three powerful yet practical strategies to help you align your assets and get the most out of the retirement you’ve worked so hard for. Whether you’re already retired, getting close, or even just starting your financial journey, these insights can...

3 Money Truths That Will CHANGE How You See Retirement 19.09.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of "Retire and Thrive," hosts Kamie and Dan explore how understanding your financial landsca...

How to Turn Retirement Dreams Into Reality 17.09.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/DVo32DvA1C0 Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode clip, Kamie and Dan discuss...

Don’t Just Save... Spend It Well | Stories of REAL Retirement Freedom 12.09.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of "Retire and Thrive," Dan and Kamie discuss the importance of planning for enjoyment and f...

Smart Retirement Planning: How Taxes Can Make or Break Your Future 10.09.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/wG9QWZ5UOHc Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode clip, Kamie and Dan discuss...

How to Turn Your Investments Into Retirement Income | Bucket Strategy & 4% Rule Explained 05.09.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In episode 12 of "Retire and Thrive," Kamie and Dan explore how to turn retirement savings into reliable inc...

Is It Possible To Have GOOD Debt? 03.09.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/YL43l_10TOgWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan and Kamie discuss the...

3 Ways to ESCAPE the Debt TRAP Before Retirement! 29.08.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of "Retire and Thrive," Kamie and Dan discuss how to escape the debt trap before retirement. T...

Social Security Explained: How to Grow It by 8% Per Year 27.08.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/jufPgNtZqs0Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan and Kamie discuss the...

The 3 Types of Income EVERY Retiree Needs! 22.08.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of the Retire and Thrive podcast, Kamie and Dan discuss retirement income planning. They explain that...

401(k) Withdrawals: What You Need to Know Before Retiring 20.08.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/g_F5gjehB8M Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode clip, Kamie asks Dan about 4...

Cash Flow Freedom: How to Live Comfortably in Retirement 15.08.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of "Retire and Thrive," Dan and Kamie explore how to achieve financial freedom in retirement by managi...

Will Your Money Last In Retirement? Here’s How We Find Out! 13.08.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/qWITJZdK-Hg Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode clip, Dan explains how stres...

The Two Biggest Killers of Retirement Plans: Fear vs. Greed 08.08.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of the "Retire and Thrive" podcast, Dan and Kamie discuss how emotions like fear and greed ca...

Treasuries vs. CDs: What’s the Safer Investment? 06.08.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/djiSF5W4K6QWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan explains safe investm...

A Simple Framework for Stress-Free Retirement: The 3-Bucket Strategy 01.08.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of "Retire and Thrive," Dan and Kamie explain the "three buckets" strategy for manag...

Do You Need a Financial Advisor For Retirement? Here's the Truth! 30.07.2025

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/HFLxdWnzQKY Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages! https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this podcast episode clip, Dan and Kamie...

Planning For Retirement | Why Reviewing Your Investments Matters More Than You Think! 25.07.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of "Retire and Thrive," Dan and Kamie discuss how to adjust investment strategies as retirem...

What This Trip to Disney Taught Us About Retirement Planning 23.07.2025

Want To Watch The Full Episode? | CLICK HEREhttps://www.youtube.com/watch?v=mjRJy3EGqfIWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan shares...

Retirement Rule #1: Dial Up the Fun Meter! | Closing Remarks To Lesson #1 Of Retire & Thrive 18.07.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this podcast episode, Dan and Kamie discuss overcoming guilt about spending money in retirement. They explore how ret...

The New Retirement Mindset: Active, Purposeful, Free 16.07.2025

Want To Watch The Full Episode? | CLICK HEREhttps://www.youtube.com/watch?v=13bZ24DEv5IWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan and Ka...

Design Your Ideal Retirement! Stop Counting Dollars, Start Counting Experiences 11.07.2025

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of the "Retire and Thrive" podcast, hosts Dan and Kamie explore how to move beyond fears and u...

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