Daniel Flores

Pathway To Retirement

Business EN ↓ 100 episodes

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Author

Daniel Flores

Category

Business

Podcast website

www.pdewealthadvisors.com

Latest episode

Jul 11, 2026

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Episodes

Your Four Retirement Chapters 03.02.2024

On today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.

Simple But Powerful Financial Steps 27.01.2024

On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.

Sensible Strategies For Retirement Account Withdrawals 13.01.2024

During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.

Social Security’s COLA is Rising Again 02.12.2023

During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.

Year-End Tax and Strategy Steps 11.11.2023

On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.

Build. Save. Thrive. 04.11.2023

During this episode, we’ll consider steps you can take to build more, save more, and thrive more.

It’s Scam Season — Protect Yourself! 28.10.2023

During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.

Strategies for Transferring Your Wealth to Your Kids 21.10.2023

During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

Frightful Financial Mistakes 07.10.2023

During this episode, we’ll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.

How Much Do I Really Need To Retire? 30.09.2023

During this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.

What You Need to Know About Long-Term Care 23.09.2023

During this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.

The Truth About Your Retirement Money 02.09.2023

During this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.

How Your Retirement Will Be Taxed 19.08.2023

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

A Beginner’s Guide to Inflation 12.08.2023

In this episode, we’re going to take a closer look at inflation; what it is, how it happens, what can be done to control it and how it affects consumers.

How To Know That It’s Time To Retire 05.08.2023

During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.

Harnessing the Power of Social Security 29.07.2023

During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.

Annuities? Here’s what you should know 15.07.2023

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.

A Retirement Reality Check 17.06.2023

During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.

Maintain Family Harmony with Enhanced Planning 10.06.2023

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

Retired and Considering Part-Time Work? You Call the Shots 03.06.2023

During this episode, we’re going to look at some job ideas for retirees who are looking to work a day or two a week, whether to earn extra money or to just get out of the house and socialize.

Looking to Retire Early? 27.05.2023

During this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.

Financial Steps for Every Part of the Game 20.05.2023

In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.

What to know about the SECURE 2.0 Act 06.05.2023

During this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.

Social Security Strategies 29.04.2023

During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.

Pathway to Retirement 22.04.2023

In this debut episode we discuss the importance of financial and retirement planning.

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