Fortress Financial Group

Retire and Thrive

Business EN ↓ 71 episodes

Retire and Thrive is a podcast hosted by Dan and Kamie, offering real conversations about retirement planning, wealth building, and thriving in every season of life. New Episodes come out every Wednesday. Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Author

Fortress Financial Group

Episodes

401(k) Withdrawals: What You Need to Know Before Retiring 20.08.2025 1:38

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/g_F5gjehB8M Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode clip, Kamie asks Dan about 4...

Cash Flow Freedom: How to Live Comfortably in Retirement 15.08.2025 21:10

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of "Retire and Thrive," Dan and Kamie explore how to achieve financial freedom in retirement by managi...

Will Your Money Last In Retirement? Here’s How We Find Out! 13.08.2025 2:16

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/qWITJZdK-Hg Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode clip, Dan explains how stres...

The Two Biggest Killers of Retirement Plans: Fear vs. Greed 08.08.2025 20:41

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of the "Retire and Thrive" podcast, Dan and Kamie discuss how emotions like fear and greed ca...

Treasuries vs. CDs: What’s the Safer Investment? 06.08.2025 1:57

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/djiSF5W4K6QWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan explains safe investm...

A Simple Framework for Stress-Free Retirement: The 3-Bucket Strategy 01.08.2025 24:42

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of "Retire and Thrive," Dan and Kamie explain the "three buckets" strategy for manag...

Do You Need a Financial Advisor For Retirement? Here's the Truth! 30.07.2025 4:11

Want To Watch The Full Episode? | CLICK HEREhttps://youtu.be/HFLxdWnzQKY Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages! https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this podcast episode clip, Dan and Kamie...

Planning For Retirement | Why Reviewing Your Investments Matters More Than You Think! 25.07.2025 20:25

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/ Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=en In this episode of "Retire and Thrive," Dan and Kamie discuss how to adjust investment strategies as retirem...

What This Trip to Disney Taught Us About Retirement Planning 23.07.2025 1:48

Want To Watch The Full Episode? | CLICK HEREhttps://www.youtube.com/watch?v=mjRJy3EGqfIWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan shares...

Retirement Rule #1: Dial Up the Fun Meter! | Closing Remarks To Lesson #1 Of Retire & Thrive 18.07.2025 15:12

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this podcast episode, Dan and Kamie discuss overcoming guilt about spending money in retirement. They explore how ret...

The New Retirement Mindset: Active, Purposeful, Free 16.07.2025 2:06

Want To Watch The Full Episode? | CLICK HEREhttps://www.youtube.com/watch?v=13bZ24DEv5IWant To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode clip, Dan and Ka...

Design Your Ideal Retirement! Stop Counting Dollars, Start Counting Experiences 11.07.2025 22:49

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of the "Retire and Thrive" podcast, hosts Dan and Kamie explore how to move beyond fears and u...

Why You Shouldn't Fear Spending in Retirement | Enjoy the Fruits of Your Labor 04.07.2025 27:08

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of "Retire and Thrive," hosts Kamie and Dan discuss the first of Dan’s seven retirement lesso...

Most People Enter Retirement Unprepared… Here’s Why 02.07.2025 3:42

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode #2 clip from Retire and Thrive, Dan and Kami explore why so many people (even high earners) struggle wi...

Retirement Made Simple: 7 Key Financial Lessons You Must Know! 27.06.2025 24:54

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn episode #2 of Retire & Thrive, host Dan, and co-host Kamie talk about the 7 most important financial lessons Dan...

The Two Phases of Retirement: Accumulation vs Distribution 25.06.2025 2:20

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/In this episode #1 clip, Dan and Kami discuss the emotional and financial challenges of retirement planning. They explore how retirement means different things to different peo...

Welcome To The Retire & Thrive Podcast! 21.06.2025 2:55

This 3-minute teaser introduces our brand-new podcast, Retire and Thrive, launching Friday, June 20, 2025.

Retirement Isn’t Just About Money… It’s About Thriving 20.06.2025 21:44

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/In the first episode of Retire and Thrive, host Dan Langworthy and co-host Kami Rosler introduce the podcast’s mission: helping listeners navigate both the financial and emotio...

Retire With Confidence | Fix These 9 Common Errors 21:14

Are you accidentally sabotaging your retirement without even realizing it? In this episode of the Retire and Thrive Podcast, Dan Langworthy breaks down the 9 biggest retirement mistakes that cost Americans thousands in lost benefits, unnecessary taxes, and avoidable financial stress. From taking Social Security too early, misunderstanding Medicare income rules, ignoring RMD planning, taking the wr...

Retire With Confidence | Fix These 9 Common Errors 21:14