The Retirement Roadmap Podcast

There are a number of topics in the financial world that stir emotions and foster debate. On this episode our objective is to explore several topics that tend to raise strong opinions on both sides of a debate. As you listen in on the conversation, you may find yourself understanding some different perspectives and nuances that could well make a difference in your journey along the Retirement Road...

Your diet is arguably the most important part of maintaining your health. In this episode we utilize the “Diet Analogy” to explore staying on the path of creating and maintaining a successful 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.com to ge...

It's long been said the emotions of Fear and Greed drive a great deal of human behavior, particularly when it comes to finances. Our conversation focuses on a variety of financial situations and topics and how these emotions come into play. As you listen in, you may discover a few of your own behavioral traits that provide new insights. Glenn is available for in person and Zoom meetings if you'd l...

Do you know the difference between adversity and opportunity? In this episode, we explore a variety of opportunities that may present themselves when going through a job or career transition. 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 cal...

It's time for a retirement quiz! On this episode we discuss some important retirement topics in the form of a quiz. Take note of your answers before and after the discussion – you may well discover some new insights or nuance to your current views. 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's that time again! Every now and then we stop to discuss some frequently asked questions. As you listen in, you'll want to think about your own situation. You may discover a few insights or discover a few angles on some common questions that you haven't thought about before. Glenn is available for in person and Zoom meetings if you'd like to discuss or strategize about your personal situation....

As they say . . . “Time changes everything” and retirement is no exception. On this episode we explore several ways retirement has changed over the years and generations. Listen in as we discuss how some of these changes have created challenges and opportunities that didn't exist in days gone by. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person...

Obviously everyone's situation is different, yet it can be very interesting and sometimes helpful to explore statistics. On this episode, we review some key retirement statistics and ask the question of whether or not these statistics are encouraging or discouraging. As we explore, our goal is to uncover different perspectives that might help the listener evaluate their own situation and circumsta...

Let's face it, sometimes emotions can get in the way. Variations of fear and greed are common emotions that can come into play to make people nervous or second guess their financial and retirement plans. As you listen in on our conversation, you may find a few insights or you may start reminding yourself of the big picture plans you have in place or need to put into place. If you'd like to discuss...

It goes without saying that communication is an important aspect of working with a financial advisor. So how do you communicate with your advisor? How do you want to communicate and how do you want your financial advisor to communicate with you? In this episode, we explore a variety of important questions that come up around the topic of communication with a financial advisor. If you'd like to dis...

What does that mean in English? Please! Every industry has it's own terms or “jargon” that can be confusing to those who don't work in that industry and the financial services industry is no exception. This week we discuss a number of “Financial Jargon” terms within the context of retirement planning. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetin...

Do you have a retirement checklist? Everyone has a different path throughout life and preparing for retirement is no exception. This week we discuss a number of topics to address and plan for during the “Countdown To Retirement”. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit...

Does it ever make sense to have life insurance in retirement? Well, it's not for everybody . . . BUT . . . believe it or not, life insurance is not necessarily just death insurance. As you listen in, you might be surprised to learn about different ways it can be utilized and the flexibility it can create in retirement planning.. If you'd like to discuss or strategize about your personal situation,...

There are many ways to think about the finances of your home in retirement. Do you still have a house payment? Does it make sense to pay off your house? Should you think of your home equity as an account or a resource that you can utilize? In this episode we delve into a number of questions and ways to think about your “Housing Wealth”. If you'd like to discuss or strategize about your personal si...

As you approach and transition into retirement there are certain milestone birthdays that begin to open doors and others that mandate certain requirements. This week we discuss a number of these “Trigger Point Birthdays”. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get...

Everyone is different and everyone has different needs and desires, but it's probably safe to say that no one wants to say “Oops” when it comes to their retirement plans. On this episode we delve into several major retirement questions and the importance of your answers. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (3...

Are you building your financial future on misconceptions? Let' face it, you simply don't know what you don't know! This week we explore and discuss a variety of often misunderstood retirement issues that could be hidden in your blind spots. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleS...

It goes without saying that “getting your ducks in a row” is critically important when it comes to retirement planning. Are your ducks in a row or does it feel more like you're herding cats? This week we explore different aspects of retirement planning in an effort to help our listeners evaluate and determine priorities. If you'd like to discuss you personal situation, Glenn is available for in pe...

Are saving for retirement strategies different than the financial strategies needed for living in retirement? On this week's episode we explore a variety of questions that retirees and soon to be retirees are asking. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on hi...

What about the Kids?! Sometimes your desire to help the children and grandchildren can influence your retirement and retirement plans. This week we delve into this subject and discuss a variety of things that come up when the kids become part of the conversation and the planning. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a c...

It's time to play “Fill In The Blank”. If you remember the old “Fill In The Blank” tests when you were in school – you may be interested in this week's episode as Walter puts Glenn to the test. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always,...

What is the “Great Resignation”? The events of the last couple of years have created historic changes to many aspects of our culture and our everyday lives. This week, we discuss the “Great Resignation” and a variety of career choices being made by a number of Americans. If you'd like to discuss you personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (3...

Are your expectations realistic? On this week's episode we discuss a variety of financial topics and some common expectations. What's realistic? What's not? As you listen in, you may want to evaluate your expectations and whether or not some reevaluations may be in order. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to ge...

Welcome Back! Do you have your i's dotted and t's crossed? Let's continue on our journey of “Getting Your Financial House In Order”. Glenn is available for in person and Zoom meetings. 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 and share our podcast with friends, family and colleagues.   Inves...

Life happens and a number of things can take you off track. So over the next two episodes we review a checklist that can help you “Get Your Financial House In Order”. Glenn is available for in person and Zoom meetings. 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 and share our podcast with frien...