Retire Today

Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction. From growing up in a Depression-era mindset to retiring early to becoming an author and full-time comedian, Paul Ollinger’s story is quite a journey. On this week’s episode of “Retirement Revealed,” Paul joins the show with a different perspective than you might ex...

Children’s book author and CERTIFIED FINANCIAL PLANNER ® Jamie Bosse explains how to teach your grandchildren about money. When it comes to teaching kids about money, we often struggle to find the right words, the right methods, and the right time to start. But what if I told you that a cartoon dog could help? In this episode of Retirement Revealed , I had the pleasure of chatting with Jamie Bosse...

Jean Chatzky explores how retirement trends indicate that the middle class is winning at retirement and shares practical tips to prepare for retirement in 2025. We could all use some good news when it comes to retirement, and my guest on this week’s episode of Retirement Revealed brings us exactly that. I sat down with Jean Chatzky, the founder and CEO of HerMoney.com and former columnist and cont...

Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman. When we need them most, first responders rise to answer the call. But what is waiting for them on the other side of the finish line once their career is over? It’s a unique challenge, and one that deserves special attention. I recently had the priv...

Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting. Wouldn’t it be nice to live life without regret? Some say they’ve achieved it, but my guest on this week’s episode of “Retirement Revealed” explains how you can use your regrets to develop a more meaningful course of action as you prepare for retirement. Lori Emerick of Aspen G...

Learn how to find meaning and purpose in retirement after a life in public service with retired librarian and current retirement coach Susan Hawk Schneider.  For most, retirement is a release from the necessity of a job that paid your way through the life you and your family desired. For people who dedicated their working lives to jobs in public service, retirement can be a little more compli...

Discover the power of viewing retirement as a rebirth instead of an ending with retirement coach Karen Carr. When we hear the word “retirement,” many of us imagine a full stop—a conclusion to the long career we’ve built. However, if we shift our perspective, retirement can represent something far more inspiring: a new beginning .  In this week’s episode of the “Retirement Re...

Discussing the hot button investing topics of 2025 with “Let’s Talk Money!” advisor Joseph Hogue. As a financial advisor, I often encounter questions that range from timing the stock market to whether retirees should invest in cryptocurrencies. There is a lot of confusing information available to anyone interested in exploring the multitude of investing options available in today’s market–so how d...

Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan. Everyone will enter their retirement years thinking about health and fitness to some extent. Susan Hogan believes that putting a concerted effort into your social wellbeing will have a ripple effect on your quality of life that is unmatched by any diet or exe...

Author and CEO of Childfree Wealth ® Dr. Jay Zigmont explains the unique financial planning needs and strategies used in childfree wealth management. 75% of people are likely to pursue the typical American trajectory of financial planning: save for retirement, retire, leave wealth for the next generation. But what do you do if you’re a part of the 25% who is childfree? In this episode of Retiremen...

Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you. You’ve heard plenty of people wax poetic about seeking their purpose, but my guest on this week’s episode of Retirement Revealed suggests a different approach. With his new book “ The Purpose Code ” set to release, Dr. Jordan Grumet (Doc G) explains the difference between your “Purpose...

Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success Is there a sweet spot in leaving wealth to the next generation? In this week’s episode of Retirement Revealed I had the pleasure of speaking with Mark Shiller, a lawyer, author and estate planning expert with nearly 30 years of experience. Let’s dive into some of the key takeaways an...

Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess. Nobody likes a messy house. When your journey in this life ends and you’ve left your estate to your executor, wouldn’t you rather leave a lasting legacy instead of an acute headache? Today, I’m thrilled to share insights from my conversation with author and executo...

Learn how to build a fulfilling retirement by utilizing a growth mindset – with Wendy Leggett Retirement is often viewed as a finish line—a destination we’ve been racing toward for decades. But what if I told you it’s not just about arriving? I recently had the pleasure of speaking with Wendy Leggett, who shared transformative insights into embracing retirement with intention, purpose, and a...

Learn how to tap into the soul of wealth to build a life that breeds happiness and purpose with Dr. Daniel Crosby. When we think about money, the first thoughts that come to mind often revolve around numbers: savings accounts, investments, and expenses. But as I recently discussed with Dr. Daniel Crosby on the Retirement Revealed podcast, money is about so much more than just numbers. Dr. Crosby’s...

Discover your purpose outside of your occupation and live your best life yet in retirement. How do you come out of your career into a retirement that fulfills all of your dreams and expectations? My guest on this week’s episode of “Retirement Revealed” is Kevin Lyles, a retired corporate attorney who took a hands-on approach to realizing his retirement dreams. After retiring at the age of 55, Kevi...

Take advantage of the power of your time in retirement with these mindset re-directs from retirement coach and author David Buck. People often expect that it’s going to be the greatest feeling in the world to have all this free time on their hands when they retire. My guest on this week’s episode of “Retirement Revealed” has seen the numbers and heard the stories–aimless time isn’t the release-on-...

Understanding how the results of the 2024 election could affect your decisions in retirement. It’s natural to wonder if political shifts will impact your financial decisions. Many are predicting major changes in legislation and economic strategy due to the results of the 2024 election, and while there is merit in anticipating major changes, I find that there are some general principles of ma...

5 Steps to prepare your savings within 12 months of your retirement. When you’re on the verge of retirement, say within the next 12 months, you might think you’ve done everything you need to do: saving diligently, investing wisely, and maybe even attending a webinar or two. But have you truly prepared for the retirement you want? Based on real-life examples from my financial planning practice, I’v...

Learn how to turn your grief into goals in order to make the most of your next chapter in life. Today’s episode of Retirement Revealed touched on something deeply personal and profoundly moving. My guest, Lynn Banis, shared her story of navigating a series of heartbreaking losses: her mother, brother, dog, and husband, all within a short span of time. For anyone, that’s a staggering amount of grie...

Learn how to master Medicare and get the coverage you need at the best rate available. Too many people are guilty of making Medicare either too complicated or too simple. How do you find that middle ground? Last week’s episode of “Retirement Revealed” with Melinda Caughill was an extensive deep-dive into Medicare that provided impactful information related to making your Medicare decision. This we...

Melinda Caughill shares the secrets of Medicare enrollment in 2024, what to avoid and how to pick the right coverage. As Medicare Open Enrollment begins, the importance of understanding Medicare and making the right decisions during the enrollment period cannot be overstated. For this week’s episode of “Retirement Revealed” I sat down with Melinda Caughill, co-founder of 65 Incorporated, to discus...

Learn how to supercharge Social Security and capitalize on up to $200,00 that the average couple misses in retirement. Did you know that the average couple is missing out on $100,000 to $200,000 in Social Security benefits over their lifetime? If that number sounds ridiculous–or you’re worried that you’re on that same track with your benefit–this blog is for you! In today’s episode of Retire...

Debunking 3 Medicare myths and examining the ways you can avoid falling for common Medicare mistakes. As you approach retirement, it’s easy to feel overwhelmed with the various decisions you need to make, especially when it comes to Medicare. In this post, I want to focus on three major Medicare myths that can lead to costly mistakes. Understanding these myths will help you navigate Medicare...

David Blanchett discusses the survey results that reveal a building crisis among near retirees who are unprepared for retirement. When we hear “midlife crisis,” we usually think of people making drastic changes like buying a sports car or changing careers. But when it comes to retirement, the stakes are even higher. A financial midlife crisis can significantly impact how well you live...