Thatcher Taylor

Functional Retirement Podcast

Business EN ↓ 80 episodes

The Functional Retirement Podcast takes a functional approach to retirement planning, exploring the convergence of your money with health, longevity risk, and retirement planning. Hosted by Thatcher Taylor, CFP® MBA, this podcast offers valuable insights and actionable strategies for achieving financial and health-related retirement goals. As a financial planner and health enthusiast, Thatcher believes in a holistic approach to retirement planning that takes into account both financial and health-related goals. In each episode, he covers topics such as financial planning, health and wellness,...

Author

Thatcher Taylor

Episodes

Women In Investing - Taking a seat at the investing table. 08.03.2022 28:39

Fidelity conducted this research to gather insights into women’s attitudes and behaviors when it comes to managing their finances and more specifically investing. Women are making huge moves to manage their finances and increase their net worth. In this podcast we will discuss: ✅Where women are saving. ✅How have their results been. ✅Why taking control is imperative. ✅And much much more. Click...

Psychology of Investing. How to manage behaviors. 14.02.2022 27:13

In this episode, we discuss common emotional missteps when it comes to investing and how to get on track. There will be some great examples of how behaviors and perspectives led to poor returns over long periods of time. •Clients often experience envy when comparing their portfolios to the stock market. •Investors often want to follow the herd when making investment decisions. •In addition, we dis...

How Can Fitness Impact Your Retirement Plan? 28.01.2022 27:31

How does fitness impact your retirement plan and what can YOU do now to prepare? I’ve seen it all too many times— someone who doesn’t plan their finances well and also has bad health can single handly destroy their retirement plan. On the other hand, I’ve seen people with copious amounts of money yet poor physical health also destroy their own happiness in retirement. Today we’re evaluating both o...

4 Ways to Take Money Out of your 401k, the Saving Gene and Natural Athletes 27.06.2021 34:22

The 401k has 4 options when it comes to handling assets after you leave your company for whatever reason. We discuss how each option has its own advantages and disadvantages. There is not a silver bullet and each option needs to be evaluated when the time comes. Option 1: Stay in the Plan Option 2: Roll Over to an IRA Option 3: Take a Lump-Sum Distribution Option 4: Convert All or Some to a Roth...

How to start saving in your 50's, The Iron Cowboy, Introduction, And How Fitness and Finance Merge 16.06.2021 37:16

Thatcher sits down to chat about the purpose of merging fitness and finance into one mission. It is rarely discussed how important financial planning is for the healthy individual and how taking care of your body and mind can lead to a longer life. Thatcher also talks about the Iron Cowboy, James Lawrence, and his journey to 100 days straight of completing an IronMan Triatholon. Then we have a Q&...