The Retirement Roadmap Podcast

It's important to have perspective throughout life. Preparing for and living in retirement is no exception. In this episode we have a little fun discussing the possible perspectives of “The 5 People You Meet Before Retirement”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit...

Graduations mark the end and beginning of certain chapters in life. In this episode we explore ways of teaching financial lessons at these important junctures in life. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, plea...

Often times retirees like to stay busy with a “Side Gig”. In this episode we delve into a number of ways retirees sometimes continue to work either part time or for a limited period of time in their early retirement years. We discuss some of the reasons why and the psychology of the “Side Gig”. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your p...

We all know it's important for advisors to look out for the best interest of their clients. In this episode we discuss important red flags to watch out for when considering a client/advisor relationship. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to...

Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of providing helpful retirement strategies. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 o...

Let's face it, retirement is about so much more than just your 401K and what you've saved for retirement. If you've never retired before you might unknowingly be unprepared for what is just around the corner. On this episode we discuss some often overlooked facets of retirement that can be critically important to prepare for before you pull the trigger. Glenn is available for in person and online...

Sometimes one size fits all is appropriate, but when it comes to retirement, just about everyone has at least a few unique circumstances or desires that can make personalized planning advantageous. On this episode we explore a few examples that just might hit home for you or someone you know. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your per...

As you know, beliefs drive human behavior. However, what if certain mistaken beliefs are causing you to make poor decisions? On this episode, we discuss 5 specific beliefs that can sometimes fool retirement savers into making choices that they may live to regret. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give u...

Financial mistakes can be costly at any age, however mistakes made in your 60's can be even more costly given there is less time to recover then in your younger years. In this episode we highlight 5 specific mistakes to be aware of and to avoid. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336)...

As like most aspects of life, there are many uncontrollable elements to retirement planning. All to often, many people stay preoccupied with things they can't control and inadvertently ignore things they can control that can make a tremendous difference in their lives. On this episode, we focus our attention on some of the more controllable elements of retirement planning in hopes to provide you w...

Successful retirement planning depends on a number of things. Unfortunately for some folks, wishful thinking is not part of the success formula. On this episode we discuss some common ways that wishful thinking can impair retirement planning. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291...

You know the old saying . . . “Assume and take the risk of making an 'ass' of u and me”! On this episode we revisit and discuss a variety of retirement assumptions. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please...

There are a number of “Silent Killers” that may sometimes be lurking around retirement plans. On this episode we discuss five examples of “Silent Killers” to be aware of and to guard against. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his c...

If you're planning to retire in 2025, and you have questions or some concerns with the current economic environment . . . you may want to listen in on our conversation as we discuss different aspects of of making this decision. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit...

It's important to stay tax aware when it comes to your finances. On this episode, we explore some of the latest updates for 2025. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” butto...

Are you allowing temptations to jeopardize your retirement? On this episode, we discuss several financial temptations that can sometimes stymie retirement plans. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please rem...

On this episode, we draw some analogies from impaired and distracted driving to potentially similar compromised judgement when it comes to finances. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to clic...

Do you have a “Money Mindset” that is holding you back financially? On this episode, we discuss several “Money Mindsets” that can sometimes create difficulties and a few different ways to think about them that we hope will be helpful going forward. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (33...

On the last episode of 2024, we continue our “Stocking Stuffers For Financial Freedom” conversation. We hope you enjoy the Holiday Season and we look forward to reconnecting in 2025. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar....

We are winding down 2024 with a Holiday themed two part series. As you listen in on our conversation we hope you enjoy the “Stocking Stuffers” and find helpful tips for your Retirement Roadmap! Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his...

In this episode we continue the conversation on our list of 10 things that would simplify financial and retirement planning if more people understood them. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember...

This episode starts a two part series that will be continued after the Thanksgiving Holiday weekend. There are certain things that if understood by all, would simplify financial and retirement planning. We delve into 10 of these over the next two episodes. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a cal...

Do you or any people you know have phobias? Well, on this episode we look to have a little fun in drawing some financial analogies from some of the worlds strangest phobias and discuss potential lessons that can be learned. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit Sche...

What is a CCRC? On this episode we discuss some of the basics for retirees and soon to be retirees to understand about Continuing Care Retirement Communities. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please rememb...

Is it a good idea to take retirement advice from celebrities? On this episode we discover some unlikely sources of retirement advice that might surprise you. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remembe...