Navigating Your Retirement

Getting your finances in order for the new year is important. In this episode Travis talks about what's ahead and what you need to be doing to optimize your financial picture.

Wouldn't it be great if you didn't have to worry about your finances regardless of what the happened with the economy and the market? In this show Travis talks about the SWAN plan.

Have you tried to set up all the financial dominos so you'll have a successful retirement? What happens when one gets knocked down? In this episode Travis Chance talks about ways to have a sold financial plan for retirement.

In this episode Travis talks about year-end financial and retirement planning. From Roth IRA's and tax strategies to getting the help you need.

In this episode Travis talks about the 5 "P's" of retirement - important things to know and do to help you have a successful retirement.

In this episode Travis answers listeners questions about taxes, finances and more. He also looks at what you need to do before the end of the year.

In this episode Travis talks about how to cut through all the noise about inflation, taxes and more.

In this episode Travis welcomes special guest Michael Binger, president of Gradient Investments to talk about where we are at and where we are headed.

Did you know there are 3 types of money? In this episode Travis talks about each of them and why it's important to make sure you have the proper balance.

What are the biggest risks to your retirement funds and plans? Whether you're saving for retirement or already in retirement, Travis talks about the risks you need to be aware of and prepared for.

In this show we continue our discussion on retirement concerns and Travis talks about possible solutions to help put the worry to rest.

In this episode Travis talks about strategies to deal with the roadblocks to a successful retirement.

In this show Travis talks about the 3 types of retirement income plans, how they work and how to find out which one may be right for you.

In this episode Travis answers questions from listeners.

One of the biggest questions people have is whether or not they have enough savings to retire. In this episode we discuss ways to make sure you have enough and to know what your amount is.

In this episode Travis welcomes special guest Jeffrey Williamson of Williamson Law Group to discuss estate planning and what you need to know.

In this episode we discuss financial tips for your working years, your retirement, and preparing for higher taxes.

Planning ahead for retirement is something we should all do, and we know that, but actually doing it in advance is where so many of us fail. In this episode Travis talks about what you need to know about pre-retirement planning and how to get started.

In this episode Travis tackles tough financial questions to help you better prepare for your future.

In this episode Travis talks about the wisdom of Roth Conversions, when they make sense and how they can help you.

In this episode Travis goes over the important dates and milestones of retirement preparation and planning to ensure you are ready for a successful retirement.

Covering what is going on in the Secure Act

In this episode Travis talks about how to make your retirement the happiest place on earth... and about his latest trip to Walt Disney World.

In this episode Travis answers some tough financial questions from listeners and talks about strategies to deal with the market and the economy.

In this episode Travis talks about tax rule changes to IRA's, and how the Biden Tax plan will affect you.