Retirement Secrets

This week, we got to hear from another amazing member of our Finish Line Financial team, Luisa Recchia. Luisa shares her unique life experiences with us and discusses her vital role on the team. Discover how she has interacted with people to help them achieve their goals in retirement. Plus, learn about what makes Luisa tick and what she does for fun, especially while traveling to her family home...

Are you worried about how unexpected events could affect your retirement plans? In this episode, Todd draws a parallel between a classic episode of The Brady Bunch and the biggest threat to your retirement, your family’s health and your own. Listen in for Todd’s practical tips to stress-test your retirement plan and prepare for the possibility of needing long-term care. Hear all about safeguarding...

Join us on this exciting episode of Retirement Secrets as we delve into the incredible story of astronaut Sally Ride and her audacious dreams. This episode is all about creating a solid foundation for your retirement plan and charting a roadmap to achieve your loftiest goals. We'll share a few secrets that will help you dream big and plan smart for your retirement. Are you eager to make your retir...

The last thing you want is to leave your family with a retirement plan that has potential for conflict and resentment. Not planning ahead, especially when physical property is involved, presents a large risk of familial bad blood. We reconnected with Lisa Walters of Couzens, Lansky to discuss handling vulnerable times without rifts. She shares a story about a family that successfully navigates sha...

Get ready to meet a key player on our Finish Line Financial team, Jim Reinert. Jim is not your average financial guy. With a background in banking, Jim has a wealth of experience that is sure to impress. In this episode, he shares some of the unique ways he helps our retired clients navigate difficult transitions, including losing their regular paychecks. But that’s just the beginning. Jim is also...

Let's embark on a journey to discover the answer to the question, "When do you feel great to be alive?" In this episode, I will share my personal experiences that have ignited my passion for life. Additionally, I will offer practical advice on how you can design a retirement that brings you more joy and fulfillment. Join me today to discover how to create a retirement lifestyle that not only nouri...

In this episode, we honor the legacy of Aretha Franklin,the Queen of Soul, as we dive into the world of estate planning to gain insights from a returning guest and the founder of Life Focus Planning, Matthew Ferri. Matthew explores the fascinating story of Aretha Franklin and her unfortunate family situation, which serves as a powerful lesson on how to take care of loved ones in the event of someo...

Have you ever wondered who's behind the scenes making your favorite podcast episodes possible? In our latest episode, we interviewed one of our star team members at Finish Line Financial, Lorena Gonzalez, to learn more about her role in producing the show. Lorena shares insights on the process behind each episode, the team it takes to make it happen, and her favorite parts about working with the p...

This week, we delve into the unique challenges facing the sandwich generation, those juggling both aging parents and teenage or college-aged kids. To help traverse this difficult terrain, we sat down with Matthew Ferri, who shares valuable insights into reducing the anxiety that often comes with being sandwiched, offering practical solutions to make the juggling act a little easier. Matthew is an...

A popular question we get from clients is "How can I invest privately without exposing myself to too much risk?" Today, we welcome back Raj Kothari of Cascade Partners to discuss the good, the bad, and the ugly about investing your hard-earned dollars in private companies. He shares his expertise both as an investor and strategic leader in business to help you invest like the multimillionaires. Tu...

Creating a thriving retirement is easier than you think and a large part of the process is your estate plan. We interviewed Lisa Walters of Couzens, Lansky for some practical advice about continually reviewing your estate plan documents and placing financial and health responsibilities in the hands of trusted family or friends. Hear her personal approach towards estate planning and why it may be b...

Investing for your retirement is not a linear journey. The most experienced investors have both wins and losses in private equity as the market and its opportunities shift. For this week's episode of Retirement Secrets, we spoke with seasoned advisor and investor, Raj Kothari. As the founding and managing partner of Cascade Partners, Raj has many insights on how to navigate the often complex and m...

Greg unpacks what he calls, “one of the most significant social security benefits” – the spousal benefit. He’ll answer questions like “When should you AND your spouse file for social security?” “Should you both file at the same time?” and “What happens when you’re able to harness the power of social security alongside your spouse?” Stick around until the end to hear the subtle tip Greg offers in r...

Your retirement needs to be fully funded for you to have the life you want (and deserve) – so why aren’t you exploring every option to get you there? After all, alternative investments aren’t just the purview of multi-millionaires anymore. This week, we continue our conversation with Adam Konopolsky of Pomona Capital to talk about a favored alternative investment strategy: secondary private equity...

One of the biggest questions we get from our clients is “How do I help the people closest to me?” It’s a beautiful thought, right? As we get older, our families get bigger and grandchildren enter into the picture. So how does that change your retirement plans? Well, we talked to Randy Malloy, a financial planner at Finish Line Financial, who shares a great story about how one grandchild changed ev...

There’s one big question you want answered when it comes to your retirement: Will I be able to retire the way I want, or will I run out of money? Here’s some good AND bad news, multi-millionaires feel the same way. It’s one of the reasons many of them use alternative investments to protect and grow their savings. We interviewed Adam Konopolsky of Pomona Capital to discuss a unique type of alternat...

We don’t like to dwell on it, but end-of-life planning is a hugely important part of retirement planning. It’s easy to do, but unfortunately it’s often overlooked. Failing to do so can leave your family, well, in chaos. We talked to Christine Savage, a lawyer at Lowe Law Firm, who tells us a story about what happens when you fail to plan – and what you can do to set YOUR family up for success. You...

For regular listeners, you’ll remember Greg Kateff is a CPA who asked in a recent episode, “Can you LOSE social security benefits? And if so, can you regain them?” That was a question that resonated with a lot of us – most folks never think about losing social security. Greg walks us through what could possibly make you lose your SS benefits, and if it’s possible to regain them later.

Part II in our discussion with entrepreneur Ila Allen will expand on how to stay active during your retirement years. We discuss how one specific race led Ila to change her life – and what it meant for the rest of her life. Finding community, using social media to make friends, transforming your life with routine, focus, and a can-do attitude are the focus of this episode. Ila’s an inspiration, br...

As we age, our health becomes more and more important. Enjoying an active retirement means being able to be healthy enough to enjoy it. What does that have to do with Ila Allen? Ila is an entrepreneur, lifelong learner, and artist, but by the age of 40 she realized she was stretching herself way too thin. These days, she’s transformed her life into a better work/life balance. Hear about how Ila’s...

As we head into a brand new year, and a time for new goals, we are excited to introduce Season 3 of the Retirement Secrets podcast! This season brings even more expert advice from guest professionals on designing the best retirement for you. Todd and our guests will share their secrets each week to help you have a fruitful and vibrant retirement! Look out for our first full episode of the season o...

Remember back in high school there were different cliques: there were the cool kids and then there was everybody else which was just about the entire school. That’s even a common plotline in movies where there are people on the outside looking in. And investing in alternative investments can sometimes feel like you’re on the outside looking in at the few people that actually get to do it. That can...

We all like to think that we know what’s coming next in life. Unfortunately, we’ve all had times when life throws us curveballs. Having a plan in those situations is what separates a small problem from a life-changing one. That’s especially true of your retirement savings. So what’s the biggest threat to your retirement? It’s your health. Today we will walk you through what you need to plan for in...

We live in a great country. Is it perfect? Nope, but one of the best parts about being from the US is our spirit of generosity. It feels good to give to charities that you love. Not only that, it’s often advantageous for you to give as part of your retirement strategy. Most folks think you can only donate through cash or check, but today we will give you the three secrets to how millionaires give...

When you hear the word millionaire what image does it conjure up? Furs? Yachts? Keeping-up-with-the-Kardashians-level opulence? As fun as that exercise is, it’s far from the truth. In actuality, millionaires look just like you and me. That’s because becoming a millionaire typically has very little to do with how much you make, and almost everything to do with how much you save. Today, we will teac...