The Retirement Roadmap Podcast

There are no one-size fits all solutions for retirement. However, there are a number of universal truths to be aware of when planning for retirement. This two part series is designed to shed light on many of these truths. Glenn is available for in person and Zoom 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...

Have you ever thought of your retirement accounts and resources as a garden that needs to be nurtured and harvested? On this episode, we use this analogy as we discuss a variety of strategies and ways to think about managing your retirement plans and assets. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a cal...

Life after loosing a spouse is challenging in many ways, and finances are no exception. In this episode, we discuss a variety of issues that may create financial challenges and strategies designed to create awareness prior to loosing a spouse. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-...

Mastering monthly cash flow is important when it comes to personal finance. It's critically important to understand the cash flow changes that often happen when making the transition to retirement. We continue the conversation here in Part 2. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3...

Mastering monthly cash flow is important when it comes to personal finance. It's critically important to understand the cash flow changes that often happen when making the transition to retirement. Over the next two episodes we discuss a number of these changes and differences. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation....

What do you do and what actions do you take when preparing for retirement? On this episode we discuss important elements to creating “Retirement Countdown Clarity”. Glenn is available for in person and Zoom 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 re...

Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is available for in person and Zoom 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....

Watch Out!! There are a number of “Red Flags” to be aware of when considering whether or not to work with a financial advisor. On this episode we explore a few of these “Red Flags” in an effort to help you steer clear of trouble. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit...

Hard working Americans value their independence and maintaining their financial independence throughout the retirement years is typically a high priority. In this episode we discuss several strategies to help maintain independence in retirement. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 29...

Is the 401(K) the end all be all? Are you using the 401(K) and if so, HOW are you using it? In this episode we discuss a number of aspects of the 401(K) that are sometimes not discussed or taken into consideration. Glenn is available for in person and Zoom 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...

Major life events happen and all too often finances suffer due to a variety of reasons. In this episode we discuss different scenarios and ways to potentially plan ahead of some major life events. Glenn is available for in person and Zoom 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 hi...

What are your next steps in transitioning to retirement? The answer likely depends on your current status and the level of confidence in your current plans. On this episode, we explore questions designed to help determine next steps along the Retirement Roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a...

Have you been moving your “goalposts”? If so, has it been strategic? How wise is it to move some of your “goalposts”? On this episode we explore these and other questions regarding retirement goals. Glenn is available for in person and Zoom 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...

As we all know, bad habits can prevent anyone from experiencing success in just about any area of life. Finances are no exception, so on this episode we explore a number of habits that can potentially create difficulty in the retirement years. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-...

Many have found that some of the lessons they learned in the classroom have provided guidance in other parts of life. In this episode we explore a few lessons that may provide insights when it comes to finances. Glenn is available for in person and Zoom 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...

Our discussion of money mistakes in retirement planning picks up where we left off in our last episode. Glenn is available for in person and Zoom 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...

There's a variety of money mistakes that can be made in retirement planning. Over the next two episodes we discuss 10 possible mistakes. As you listen in on our conversation, think about your own situation and think about whether any of these might apply to you. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a...

Wisdom is critically important in many facets of life and planning for retirement is no exception. How you're planning for retirement also has a lot to do with your age and where you are in life. In this episode we explore a various aspects of age and wisdom when it comes to retirement planning. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your pe...

If what you thought to be true turned out not to be true . . . when would you want to know about it? Unfortunately, there are quite a few beliefs around Social Security benefits that are simply not true! On this episode, we explore and discuss a number of common misconceptions when it comes to Social Security. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategiz...

Are you planning for “unexpected” expenses in retirement? Sometimes people get completely taken by surprise and sometimes people know certain things could happen, yet they still fail to plan for the possibility of experiencing “unexpected” expenses. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336...

A marathon is not a short race and successful retirement planning is planning for the long term. A 20 to 30 year (or longer) retirement is becoming more normal, so on this episode we discuss a variety of ways to think about the retirement journey and designing a Retirement Roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situati...

Sometimes it's a good idea to take a step back and review the basics. On this episode we take some time to review a number of different types of retirement accounts and concepts. As you listen in, think about your own situation and ask yourself whether you are doing all you can to save for retirement. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about y...

Do you have financial fears? On this episode we discuss some of the biggest financial fears of retirees and some ways to address them. Glenn is available for in person and Zoom 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” bu...

It's been said that if you don't have a retirement income plan then you don't really have a retirement plan. It's time to get back to basics and review what it means to have an income plan and strategies to develop one. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. Simply give us a call at (336) 291-3535 or visit ScheduleSo...

Are you making “Rookie Mistakes” in the early stages of retirement. On this episode we discuss a variety of potential unforced errors that sometimes happen when transitioning into the retirement years. Glenn is available for in person and Zoom 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...