The Retirement Roadmap Podcast

Do you have an incomplete financial plan? On this episode we explore a number of topics that could reveal missing pieces. 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...

Taxes in retirement can be quite different from taxes during the working years. Are you working with an advisor that incorporates tax aware planning in your financial and retirement planning? Are you experiencing or will you experience unintended consequences in the future? On this episode we take some time to discuss how things may change regarding taxes when in retirement. Glenn is available for...

No one wants to make mistakes that could cause their nest egg to be directed in ways that could result in not treating loved ones the way they had intended. Are you unknowingly and unnecessarily making mistakes in your legacy planning? On this episode we review and discuss some common mistakes that can potentially create unintended consequences. Glenn is available for in person and Zoom meetings i...

Are you ready for retirement? On this episode we review a 10 point checklist of subjects to consider and review when comes to planning retirement. Sit back and listen in on our conversation as you evaluate your personal circumstances. 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 v...

What are you looking for in an advisor when you are approaching and living in retirement? In this episode we explore a variety of aspects to this fundamental question. As you listen in, think about your situation and evaluate how you are currently being served by your advisor. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation. S...

Asking whether the “grass is greener” is a pretty normal question for many people in a variety of situations in life. In this episode we explore this question for a several situations that can come up when it comes to working with a financial advisor. 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 (3...

This week we explore “Conventional Wisdom”. We discuss a number of “Rules of Thumb” - their applications and different ways to think about what may or may not apply to different circumstances. 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 ca...

Many questions come up when it comes to retirement planning. On this episode, we delve into a number of these questions and discuss some retirement planning strategies. 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, pleas...

Are you unknowingly and unnecessarily making mistakes in your 401K? On this episode we explore five issues to pay attention to in managing 401Ks and strategies that could potentially help avoid making critical mistakes. 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...

Market volatility was apparent throughout 2022 – what's in store for 2023? As you can imagine, the the “expert”opinions are all over the map. On this episode we discuss strategies and different aspects of this challenging topic. 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 S...

Listen to your elders!! There's often lots of wisdom that comes with many years of life experience. In this episode we discuss how “Grandma's Wisdom” can provide a number of life lessons that potentially apply to financial and retirement planning. 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)...

It goes without saying that making smart decisions is critically important – especially when going through major life events. On this episode we discuss several major life events and some of the twists and turns that may need to be considered. 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-...

Last Podcast of 2022 - We Hope You Enjoy The Holidays! As we close in on the end of another year, some of the common questions that come up in financial and retirement planning involve TAXES. So we decided to use this episode to discuss ways to be more tax aware on your Retirement Roadmap journey. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your...

Hello Football Fans!! We're deep into football season so we decided to have a little fun on this episode and explore some of the similarities that can be found with the game of football and planning your financial future. As you listen in, you may just discover a few interesting insights that could help you as you chart your Retirement Roadmap. Glenn is available for in person and Zoom meetings if...

It happens! So on this episode we explore five of the most common questions that come up when evaluating some of the typical options that are offered when an employer either offers or mandates an early 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) 291-3535 or visit ScheduleSomeTime...

Are you finding satisfaction in your retirement and retirement planning? Sometimes satisfaction can seem elusive, so our objective in this episode is to delve into strategies that you may find helpful in finding what everyone seems to be chasing. 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) 2...

Most things in life can potentially get off course if you're not careful and sometimes they can get off course due to things that might be in your blind spots. In this episode we explore some of the “Warning Signs” that you may want to assess as you travel the Retirement Roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation...

Most things in life allow you to change your mind, however there are some decisions that are simply IRREVERSIBLE. This week we discuss a few financial decisions that can't be changed and some of the considerations you may want to take into account before making these decisions. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation....

Advertising is everywhere and companies of all types are constantly vying for your attention and your money! In this episode we explorer financial services advertising and what to watch out for in the messaging behind these ads. 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 S...

Let's face it “Retirement” is a major life change and if your not psychologically prepared . . . you may find yourself struggling with the seemingly routine things of life. In this episode we delve into this topic and some of the challenges that can unexpectedly surface and a few strategies to combat them. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize ab...

Life is full of uncertainties and retirement is no exception. Listen in on our conversation as we discuss a number of perspectives on a variety of uncertainties that can pop up 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) 291-3535 or visit ScheduleSomeTime.com to get...

If you've listened to this podcast before, you may have heard us discuss the challenges around “one side fits all” advice. On this episode we explore six specific ways that conventional wisdom doesn't necessarily fit. We hope you discover a few insights that help you along your retirement roadmap. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your...

Determining the “right amount” of risk in your retirement can be challenging. This episode explores this topic from a variety of different angles with an emphasis on the differences between risk when saving for retirement versus risk when living 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 c...

Can baseball teach us anything about finances? Perhaps! As baseball season heads towards the playoffs, we utilize a few baseball analogies to help convey financial lessons and principles. We hope you enjoy the conversation and find a few helpful parallels. 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...

Virtually everyone understands procrastination can be a problem in nearly any area of life. In this episode we discuss the dangers procrastination can pose to retirement and retirement planning. We explore reasons why people might be procrastinating and strategies to stop procrastinating that can lead to taking action. Glenn is available for in person and Zoom meetings if you'd like to discuss or...