Coffee with Your Retirement Coach

It's July Fourth, and in this episode of Coffee with Your Retirement Coach, Nic and I kick things off with holiday cheer, backyard BBQs, and a few firework fails—yes, my pyrotechnic history makes a brief, reluctant appearance! But while the grills are hot and online sales are hotter, we shift focus to something far more important: how to protect yourself from online shopping scams. We break down t...

Does the phrase "tax-free" curl your toes?  Then you'll want to grab your mug and join the team for this episode focused on  Roth conversions  — and more importantly, the  mistakes  people often make when trying to convert retirement funds to a Roth account. Your hosts Aaron, Nic, and Randy bring their signature blend of insight, humor, and clarity to help you avoid costly missteps and understand...

In this episode of Coffee With Your Retirement Coach, the the coaches discuss the sweet and sometimes salty world of family businesses. Just like peanut butter and chocolate, mixing family and work can be delightful or a sticky mess. From establishing clear boundaries to personal journeys of stepping into the family business, expect a blend of humor and wisdom. Discover how respect, communication,...

In this episode of Coffee With Your Retirement Coach, Aaron, Nic, and Randy explain how to avoid operating out of fear and sticking with your plan amidst market volatility. They discuss overcoming financial fears, the value of knowledge and confidence, and the need for a comprehensive approach that includes tax planning and estate considerations. Listen to learn how to stick to the plan instead of...

In this episode of Coffee With Your Retirement Coach, Aaron and the team cast off into a discussion on retirement planning in the current market conditions by comparing it to navigating choppy waters. From pontoon boats to Navy seal power rafts, they illustrate how different investment strategies cope with turbulent markets. The focus is on understanding passive asset allocation, active management...

In this special episode of Coffee with Your Retirement Coach, Aaron, Nic and Randy host from Jim R. Miller Park at the Best of Cobb event, celebrating the recognition of Yeomans Consulting Group as the Best Investment Firm in Cobb County. The episode features interviews with local business leaders and innovators, including representatives from Must Ministries, Glover Park Brewery, and Affinity Hom...

In this heartfelt episode of Coffee with Your Retirement Coach, we discuss the realities of widowhood. Joined by special guest Lee Ann Cartwright, we explore the journey of grief, the healing process, and the critical role of support systems. With valuable insights on handling social changes, thoughtful conversations about loss, and practical advice, this episode aims to provide comfort and guidan...

In this special St. Patrick's Day episode, your coaches Randy and Nic engage in a spirited debate over the efficacy of tariffs. They explore the pros and cons, discussing whether the recent benefits can be attributed to strategic policies or mere luck. They have humor. They have insights. They have beer! The debate covers issues such as consumer prices, domestic manufacturing, trade deficits, and...

In this episode of Coffee with Your Retirement Coach, the focus shifts from conventional financial and tax planning to the vital aspect of a health plan. Our guest Kim Roberto, an expert in holistic health, shares her journey and the impact of natural health practices on her life. Randy and Kim discuss the five essentials of health: chiropractic care, nutrition, mindset, exercise, and avoiding tox...

In this episode of Coffee With Your Retirement Coach, Aaron and Randy Yeomans dive into the critical debate of whether a home is an investment or an expense. Joined by Greater Atlanta realtor, Kad Mendoza, the discussion offers deep insights into the current housing market, the importance of prepping your home for sale, and the key mistakes to avoid both when selling and buying property. From unde...

In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you n...

In this episode of Coffee with Your Retirement Coach, President Biden's signing of the Social Security Fairness Act is analyzed for its potential benefits to retirees, especially public servants. Hosts Aaron, Randy, and Nic break down the repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), discussing who stands to benefit and how these changes might be imple...

Join today's Coaches, Randy Yeomans and Nic Yeomans as they discuss Randy's 41 year journey from Fireman to Financial Professional. From the early start to life-changing events, tune in and learn what led Yeomans, Your Retirement Coach to become a Leading Financial Services Firm. Listen in as Randy and Nic discuss practical wisdom for today's growing business leaders and hear where they believe th...

Join Aaron and Nic in this episode of Coffee with Your Retirement Coach as they discuss the challenges of holiday gifting while managing taxes. They detail how to make sure Uncle Sam isn't on your Christmas list by balancing generosity with smart financial planning, sharing valuable lessons on utilizing Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and gifting appreciated...

TODAY our Coaches walk us through important year-end considerations that could help listeners pay less tax and maximize the benefits of their retirement accounts. From 401k's to ROTH, from highly appreciated assets to charitable giving, you won't want to miss today's Game Plan. Key topics include maximizing contributions to retirement accounts like 401(k), 403(b), 457 plans, and IRAs, understandin...

Gratitude and Thanksgiving This is an episode on how these two are keys to enjoying our best life, including our best economic life! Thanksgiving is finding peace in the chaos. Our Coaches challenge our mindset, how we might thrive and be the blessing! Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an off...

The U-Haul In this episode we unpack stories and insights on what we really value, and freedom from the weight of "things." We ask our listeners to consider: Are you living your life with intention, or are your things owning you and keeping you trapped? Tune in to reflect, rethink, and rediscover what's essential. As our Coach today puts it: "You are not a tree, you can move" We hope you enjoy thi...

The Election is upon us. Many people are struggling with the FUD Factor-Fear, Uncertainty, and Doubt. In this episode Your Coaches will discuss real market outcomes based on various election results throughout history to help enable our audience to have more confidence and feel empowered so they can have better conversations about their personal finances with their financial professionals. Regardl...

In this episode our Coaches explore the idea of retiring now-from those things keeping you from your purpose, calling, gifts and passion-all while leading to a life that you love! Let's look at redefining retirement and starting today.

We believe the middle class in America isn't scared nearly enough in regards to taxation and potential future tax hikes! Let's talk about the things you should consider NOW to calm those tax fears!!

 What is that 1 THING that would make the biggest impact on your life? That THING that would make the biggest difference for yourself, your family, and the organizations you care about?

Is your retirement plan filled with "Somedays" & "One Days"? In this episode we discuss the non-linear nature of retirement income, living legacy and the BIG REGRET! Knowledge of your personal finances and knowing what they're capable of can set you free to "Take The Trip." 

As the world has it's eyes on Paris and this year's Olympic Games, we take a deeper look at what it takes to be a competitor at that level. We'll discuss the characteristics and behaviors, of these elite athletes and what we can learn from them to have a "gold medal retirement."

Have you ever found yourself staring at the beneficiary designation portion of your paperwork feeling very unsure? If done incorrectly, Uncle Sam just might end up being your biggest beneficiary, and children can be accidentally disinherited. This episode breaks down some of our listeners' most common concerns and questions about beneficiary forms and where things go wrong.

In this episode with our coaches we discuss the importance of understanding that opportunities to have tax free assets come with opportunities to BLOW IT UP. Knowing the rules, and having a plan is imperative.