The Retirement Roadmap Podcast

You may have heard the old adage . . . “You can't control the wind, but you can control your sails.” This week we discuss a number of “unpredictable” yet inevitable things in life. You may find it useful to take a little time to reflect on your preparation or lack there of. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to...

Everyone will leave a legacy . . . what yours be? Have you dotted your i's and crossed your t's? Will Uncle Sam be your largest beneficiary? What will happen to your surviving spouse? On this episode we discuss these and other questions - the answers might surprise you. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get...

Are you ready for a checkup? Well . . . let's talk about it! This week we review a checklist that we hope you'll find useful. 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.     Investment...

Football fans are familiar with the “Red Zone”. In this week's episode, we use this analogy to discuss the transition to retirement. As you listen in, you may have a few insights that could lead to a few important realizations. 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...

For many, it can be difficult to save for retirement early in life. Expenses can be higher when you're earning less (especially if you have kids) which can make it harder to save for retirement. Later in life it's common to be in your prime earning years with many expenses having been paid off. This can create the dynamic of being able to save more when your “late in the game”. Listen in as we dis...

Putting your financial life together can seem like putting together a jigsaw puzzle. This week we use this analogy to explore different ways of thinking about the various phases or pieces of the “financial puzzle”. 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...

It happens! Let's face it, many savers are working hard to be as efficient as possible, however this can sometimes result in cutting corners that may not be helpful in the long run. This week we discuss 5 specific ways people might be cutting corners that might need to be reevaluated. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeT...

There are many qualified and well intentioned advisors working in financial services. One of the most important distinctions for retirees and soon to be retirees to make is determining what they need help with and who to work with when planning for and living in retirement. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to...

What is risk and what does it mean to be “Risk Averse”? Obviously, these terms have different meanings to different people. Additionally, different phases of life tend to pose different sets of risks. This week we explore these topics and different ways to think about them. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to...

Every so often we discuss a few common questions that folks have regarding finances and retirement. As you listen in this week, reflect on these topics and questions as it relates to your situation. You may find that sometimes reflecting on things creates more questions that you want to explore. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit Sc...

Is your advisor helping you design a tax aware retirement plan? Is it possible have too much money in your 401(K) or IRA? Are your retirement savings tax diversified? On this week's episode we explore these and other questions that could help you discover some important and often overlooked elements of retirement planning. Glenn is available for in person and Zoom meetings. Simply give us a call a...

* NOTE WE'RE TAKING A BREAK FOR THE HOLIDAYS. * WE WISH ALL OUR LISTENERS A VERY HAPPY HOLIDAY SEASON! REGULAR EPISODES RESUME IN JANUARY OF 2022 Are you overconfident in your financial planning? On the last episode of 2021 we explore ways people are sometimes overconfident in their financial and retirement plans. As you listen in, we hope you'll reflect on your personal situation and evaluate whe...

In this episode, Walter gets Glenn to open up and share what makes him “tick” as an advisor. Listen in on the conversation as Walter asks Glenn a variety of probing questions. We hope you find the discussion interesting and thought provoking - who knows you might even learn a few things. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSo...

What can Mick Jagger teach you about retirement planning? This week we explore how some of the lyrics you may have heard from Mick Jagger over the years could provide you with valuable lessons when it comes to retirement planning. We hope you find this episode entertaining and enlightening. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit Schedul...

If you have a musical instrument that's “out of tune” - it might still play, but will anyone want to listen? What if your retirement plan is “out of tune”? This week we discuss a number of “out of tune” retirement circumstances and possible ways to address them. 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 c...

“Oops!” is not what you want to say when it comes to important financial decisions. On this week's episode we discuss a variety of mistakes that are sometimes made by couples. As you listen in, think about your own situations and decisions you may have made or will be making in the future. Have questions? Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or...

Do you have gaps in your retirement or retirement plans? On this week's episode we delve into this subject and look at a number of “Gaps” that often occur in retirement or when planning for retirement. If you have questions . . . 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 rememb...

The passage of the Secure Act impacted everyone with retirement accounts. There is talk of “Secure Act 2.0” in Congress which could have additional wide ranging impacts to those with retirement accounts and their beneficiaries. This week we discuss several of the provisions being considered. Have questions? Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535...

Does it ever make sense to put things off? This week we discuss a variety of financial topics and the timing around those decisions. As you listen in, you may find yourself reevaluating your own situation and questioning whether or not some new decisions 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 get...

Are there any “Red Flags” in your financial life or your retirement plan? In this week's episode we explore this question and discuss several possible “Red Flags” and possible strategies to consider. 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...

How are you feeling regarding you financial life? This week we revisit the conversation around financial health. Listen in as we discuss possible “prescriptions” or strategies that could enhance financial and retirement health. 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...

They say that “Age Is The Price Of Wisdom”. This week our conversation revolves around how age and wisdom come into play when making financial or retirement plans. As you listen in you may reflect on your thoughts, plans and 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,...

Let's face it . . . it's nice to “Have It Your Way”! In this week's podcast we discuss ways to customize retirement. When to retire? When to take Social Security? What about Medicare? How are you planning your retirement income? These are a few of the questions we discuss. Are you ready? Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535 or visit ScheduleSom...

There's certainly not a lack of financial information in today's world! Ways to acquire financial knowledge include any number of learning experiences. This week we delve into this topic and look to help our listeners find personal insights and perhaps discover additional ways to learn new financial lessons. Glenn is available for in person and Zoom meetings simply give us a call at (336) 291-3535...

WHERE'S MY FIRE EXTINGUISHER?!! Are you prepared for the “unexpected” or the “inevitable”? This week we discuss a number of “Things That Don't Matter . . . Until They Do”. As you listen in, think about your personal situation and evaluate whether or not you're prepared or not. If not, what's you plan to get prepared? Glenn is available for in person and Zoom meetings simply give us a call at (336)...