Navigating Your Retirement

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

In this episode we talk about market volatility and financial concerns. Travis offers tips on how you can get a plan in place to help deal with these issues so you can retire happy!

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

The importance of financial and retirement planning cannot be overstated. In this episode Travis goes over what you need to know to get started on your financial and retirement income plan and how much it can help you.

We get a lot of questions about finances and retirement planning so on this show we go over some questions that our listeners have asked. Travis gives tips to help you with your financial questions.

With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Your finances and your retirement are like a 5000 piece puzzle that needs to be put together. In this episode Travis gives tips and strategies to help you successfully put that puzzle together by putting together a solid plan.

With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

In this show Travis talks about how important it is to have your assets and money properly allocated, not only for retirement, but for legacy planning and your overall financial well-being.

Sometimes we need to give ourselves a break. Don't keep putting off financial and retirement planning. In this show Travis talks about getting started on the right path and getting down to business with savings and investments.

There's so much to know about year end financial and tax planning that we couldn't fit it all in one show! Year-end planning is very important, especially in regards to retirement. Whether you're thinking about retiring or are already in retirement, you need to know about minimum distributions, tax planning and income planning and some of the things you need to do before the end of...

Taxes can be tricky, especially when it comes to your investments and your retirement. Now is the time to get a tax plan in place. Travis welcomes special guest Pete Hibbard from CBC Retirement Partners to help sort it all out and provide solutions.

There are a lot of things to consider before the end of the year regarding your finances. From second opinion tax reviews to maximizing 401(k) contributions to taking your required minimum distributions. We want to help make sure you are ready for the next year and are able to meet financial and retirement deadlines.

Don't let the stock market rollercoaster affect your emotions. And is your spouse prepared for when you are not around anymore?

If you’re not properly allocated and a market correction or bear market hits, or if you’ve invested more aggressively than is prudent, you may have greater exposure once the market downturn begins. No one knows when the next recession will hit but you need to have a plan in place. we go over some of the things you will need to know.

This episode examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.

In this episode Travis talks about Pensions and the big news that GE isn't going to cover their current pension payments. How can you secure your retirement income? Listen in to hear Travis talk about helpful tips to achieve your goals.

There's a lot going on out there... From political unrest, trade-wars, fluctuating interest rates, volatile markets and more. In this episode Travis talks about all these current events and how they affect your finances with helpful tips on how to avoid the panic and how to have a plan.

There are many aspects to Medicare and a lot of misunderstandings. In this episode we talk about the basics and what questions you need to be asking about Medicare and open enrollment.

You do not want to end up with a huge tax burden in retirement. In this episode we discuss helpful ways to plan for taxes in retirement and minimize that tax burden.

It's hurricane season and in this episode Travis talks about how important it is to be prepared... not only for hurricanes, but for retirement as well. Planning ahead is the key and we talk about helpful ways to be prepared financially.

An economic recession could be coming. Are you prepared? Examine some of the options for ways to prepare your financial situation for a potential market downturn.

In this episode Thomas and Edward talk about ways to create and maximize your retirement savings and set it up to help it last as long as you do!

What will you leave behind? ...And more importantly, who will you leave it to? We go over some of the legacy planning mistakes to avoid, especially when it comes to planning with your family.