Navigating Your Retirement

In this episode we talk about regrets... especially financial regrets. More importantly, we discuss how you can help avoid having financial regrets and get a plan in place to have a comfortable retirement income plan.

In this episode Travis answers listeners questions about how to plan financially for inflation, and how to kick it down with retirement planning once you are in your 50's.

Do you know where your 401(k), IRA, pension or other investments are at? What stocks? Where and how will the be used in retirement? In this episode Travis answers questions from listeners and talks about why and what you need to know about your retirement accounts.

In this episode Travis addresses two key listener questions. He talks about saving enough for retirement and about financial planning for couples.

In this episode we discuss the things you can do to manage risk with your investments and retirement savings. Travis talks about where you have your money and how you can make it work for you.

In this episode Travis talks about debt, the good, the bad and the strategies to get on track. We talk about managing debt and looking at where your money should go first.

You don't want to get caught in the retirement danger zone! In this episode Travis talks about how to help avoid the financial pitfalls and protect your nest egg.

In this episode we talk about what's going on with the economy, markets and Travis answers questions from listeners.

In this episode we talk about legacy and estate planning and how to avoid common mistakes.

In this episode Travis talks about the potential tax changes that we could see because of the Covid economy, the new administration and the stimulus bills.

Travis and Tony go over some common questions you may have before entering retirement and some of the possible solutions to implement.

In this episode Travis tackles some questions from our listeners. Many of you are concerned about what is going to happen to your finances and the market because of the election results. The key is, don't panic. Adjust your plan. Travis gives tips and strategies to help you prepare for what may be ahead.

In this episode Travis answers listener questions about taxes under a new administration, finances, strategies and retirement accounts.

In this episode Travis talks about where we've been and where we are headed financially in 2021. He also talks about needing to incorporate more than just stock investments in your financial and retirement plans. We then talk about how getting no financial planning device and bad financial advice can cost you your retirement.

In this episode we talk about important financial resolutions for the new year!

In this episode we talk about the importance of being careful where you get your financial advice and why you may you get coal in your stocking if you listen to the wrong advice. Travis also talks about how to get the right advice and secure a solid financial and retirement plan.

When it comes to retirement, we all have dreams and goals, but do you have a plan? In this episode we talk about the importance of financial planning for retirement and how to truly have a successful retirement income plan.

In this episode Travis explains how to be prepared for each stage of your pre-retirement and retirement. From income planning to strategies for healthcare and minimizing your tax burden, we discuss helpful tips to help you plan for a comfortable retirement.

In this episode Travis talks about what you need to do before the end of the year regarding financial and retirement planning.

The election is "over" but one done. What questions should you be asking yourself in times like these. Did you hedge your bets on one candidate vs the other? Would it have made sense to buy or sell?

In this episode Travis breaks down the effects of elections on the markets and what the current political chaos could mean for your investments and retirement accounts.

In this episode Travis talks about the changes the CARES Act brought and how more changes are on the way and how they might affect you and your finances.

In this episode we discuss the importance of having your financial and estate documents in order and what you need to know to plan for your future and your financial legacy.

In this episode we talk about how to help you get to the point where you won't have to be afraid to spend your money in retirement.

In this episode Travis takes a look at the math behind effective financial planning and retirement savings with tips and strategies to deal with the markets, taxes and inflation.