The Retirement Roadmap Podcast

We get creative in this episode by utilizing Haikus designed to provide retirement planning insights for couples. We hope you find our conversation both entertaining and helpful in your retirement journey. 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 t...

Is traveling in retirement on your “Bucket List”? On this episode we discuss a variety of ways to think about travel planning in retirement and strategies designed to help get the most out of your travel dollars. 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 ScheduleSomeTim...

Do you remember the “Magic 8 Ball” from your childhood? On this episode we explore some retirement questions with answers the “Magic 8 Ball” may have provided and have fun discussing possible “Magic 8 Ball” answers. 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 ScheduleSome...

Are you and your spouse on the same page when it comes to retirement planning? On this episode we explore different aspects of retirement planning for couples and ways to work together as a team. 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...

It's truly wise to learn from the mistakes of others. On this episode we discuss potential lessons that could be learned by understanding the regrets of other retirees. 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, ple...

On this episode we continue our conversation on . . . When It Comes To Retirement Planning . . . “How Do You Know?” 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” button to share our...

Were you one of those kids that used to always ask “How do you know?”. It can be a very useful question! This episode starts a two part series of asking “How Do You Know?” when it comes to 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) 291-3535 or visit ScheduleSomeTime.c...

Many people value family and family relationships more than anything. So on this episode, we discuss a number of ways that kids and grandkids can end up influencing 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....

Becoming a retiree creates a number of life changes, including a number of insurance needs. In this episode we discuss some of the potential changes to health, long term care and life insurance needs in 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 ScheduleSomeT...

Unfortunately, it's not uncommon for people to not be fully honest with themselves when it comes to their finances. In this episode we explore 5 of the most common “lies” that people may be telling themselves. 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.c...

In this episode we continue our discussion on some of the most frequently asked 401(K) questions. 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” button to share our podcast with frie...

If you know anything about saving for retirement you probably understand at least a few things about 401(K)s. However, when exploring the details of a 401(K) there are a number of questions that are often asked. This episode starts a two part series that focuses on some of the most frequently asked 401(K) questions. Glenn is available for in person and online meetings if you'd like to discuss or s...

Every so often we discuss some commonly asked retirement questions. So in this episode, we delve into 5 of these questions and different ways of looking at situations that might arise in answering these questions. 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 ScheduleSomeTi...

What are the key questions for Baby Boomers to ask when it comes to retirement planning? On this episode we explore a variety of questions and perspectives that could make a real difference. 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 ca...

Could Noah have been a good retirement planner? On this episode we discuss a number of possible comparisons between Noah's planning process and preparing for 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 ScheduleSomeTime.com to get on his calendar. As always, pl...

If you remember Paul Harvey, you probably remember him talking about “the rest of the story”. On this episode we discuss 5 retirement topics that sometimes have more to them then what meets the eye. 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 o...

Over the Years, many people have found profound wisdom in the words of the Great Yogi Berra. On this episode we discover some interesting financial wisdom from a few of his memorable quotes. 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 ca...

Choosing an advisor is important to your financial future and on this episode we discuss some important considerations that you may want to incorporate in your evaluation process. 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...

There is a certain elegance in simplifying seemingly difficult things. Our goal in this episode is to explore this premise in 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) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click...

Are you making excuses for poor financial decisions? Unfortunately, many people have an uncanny ability to rationalize almost anything. On this episode we explore a number of potential excuses that are sometimes used to make decisions that might not be in the best interest of the one making the decision. Glenn is available for in person and online meetings if you'd like to discuss or strategize ab...

How does today's technology impact retirement planning? On this episode, we explore this and a variety of other questions. 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” button to sh...

What happens if a water wheel stops moving? On this episode we draw some comparisons with the age old water wheel and retirement income streams. 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 th...

It's always a good idea to get a “Wellness Checkup” for health and other aspects of life – finances included. On this episode we delve into a variety of financial topics and explore ways to examine “Financial Wellness”. 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 Schedule...

It's no secret that major life changes can be stressful and retirement is no exception. On this episode we explore different aspects of retirement that sometimes create stress and perspectives that may help reduce the stress. 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 Sc...

Is your portfolio positioned to win the financial “Triple Crown”? It's that time of year when the Kentucky Derby and horse racing enters the national conversation. On this episode we draw some comparisons between horse racing and 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 (...