Retirement Paradise

Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.

Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.

Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

In this show we will examine the differences between Medicaid and long-term care insurance. They are different solutions to different issues you may face. We hope this show will help clear up some of the confusion between the two.

Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.

Looking at the three stages of life and how retirement is its own race, not the finish line.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.

Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.

Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.

Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.

When it comes to downsizing, there are a lot of options. In this show we discuss strategies and options and how downsizing can help you with your income in retirement.

Listen in to this episode for some great tips on how to help increase your savings and retirement income!

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.