The Secure Retirement Method Podcast

In this episode, April and John dive into the critical financial risks that individuals face as they approach or navigate through retirement, and share valuable strategies to avoid these pitfalls and enjoy a secure retirement. Listen to learn: The top five financial risks individuals face in retirement The problem with traditional retirement planning methods Effective strategies to mitigate risks...

Navigate through retirement with confidence as April Schoen addresses the silent thief, inflation, revealing strategies to protect your financial future. In this episode, we’ll dive deep into understanding inflation and its impact on your retirement dreams. Unpack the essentials of inflation and its direct impact on your retirement savings. Discover historical perspectives on inflation to better u...

Feeling overwhelmed by Social Security decisions for your retirement? Unravel the complexities of this critical component of retirement planning in today's episode. Join me, your guide in the maze of retirement planning, as I illuminate the often puzzling world of Social Security. From timing your benefits to understanding the system's history and strategizing for maximum returns, I offer a wealth...

How do you weather the storm during a financial crisis?—and not just weather the storm, but come out stronger? In this podcast, we show you how to prepare for a financial crisis, with actionable steps that allow you to face whatever comes your way. We’ll cover: The essential elements of financial resilience The early warning signs of a financial crisis Creating a comprehensive financial plan Emerg...

It’s the New Year Financial Kickoff… In this edition of Ask April, I will help you launch your financial year and set you on a path toward your goals. I’ll cover: Setting your financial aspirations for 2024 Building this year’s spending plan Debt paydown strategies Why your investments should align with your dreams And more

What can you do at the end of the year to set yourself up for financial success in 2024? In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals. I’ll cover: Why is an end-of-year financial review important? Setting goals for the next 3 years Assessing your spending plan Evaluating your investments Building a financial safety n...

“How much should I save for retirement?” “When should I go into DROP?” “What about inflation?” If you’re preparing for retirement, chances are these questions have been swirling around your head… In this episode, guest host Steve Gordon asks us the most common questions about the Florida Retirement System. With decades of combined expertise, we have helped countless people answer these questions a...

We’ve been getting a lot of questions about what’s going on with the economy… Many people are wondering if we’re headed for a recession—and what they can do to prepare if we are. The good news is that even if we face economic uncertainty, it won’t be anything new… In this episode, we cover what past economic crises can teach us about how to weather difficult economic times.

“How much should I be saving for retirement?” We get this question all the time… In this episode, April will cover the basics of saving for retirement, including: Savings goals for different stages of life A helpful rule of thumb Saving in the right places How to make saving systematic And more This episode marks the first edition of “Ask April,” a new segment in which April will answer the most c...

How can you deal with adversity? In this episode, we feature a recording of John’s inspiring Rotary talk, “Sweetheart, It’s Just Your Leg, Not Your Life.” John tells his incredible story of overcoming adversity after his amputation and shares his wisdom on: How to plan for unplanned life events Building support groups Creating an unbeatable mindset to get through anything And more

In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey. It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families. John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you. He’ll...

We’re excited to announce that we’re relaunching the podcast… It’s our intention to share our knowledge on the world of financial planning so we can help others, and this next phase of the podcast will be focused on doing just that. In this episode, we’ll let you know what to expect from the show going forward and get new listeners up to speed on who we are and what we do. We’ll also tackle the qu...

Last week, the SECURE Act 2.0 was signed into law.   What does this mean for you and your retirement?   In this episode, we cover the most important changes from the SECURE Act 2.0 that you need to be aware of.   These changes include: Age for required minimum distributions Effects on retirement accounts Automatic enrollment Treatment of student loan payments Distributions from 529 plans to Roth I...

What are the 5 financial risks you will face in retirement (& how do you avoid them)?   With the right planning, you can create your own secure retirement…   That means having the money for the life you want …   But traditional planning doesn’t work for retirement…   Wealth distribution is very different from wealth accumulation…   In this podcast, we show you how to prepare for the top 5 fina...

Medicare is a complicated topic with a lot of moving parts…   But as you reach retirement age, you’ll need to make decisions about Medicare.   We all need to cover healthcare costs as we get older—there’s no avoiding it.   In this webinar, we’ll cover everything you need to know to get started with Medicare planning so you can prepare for a secure retirement.    We’ll answer common questions about...

Many people make decisions about taxes in a vacuum…   But taxes have a significant impact on your finances in retirement.   The good news is that there are proven strategies to optimize your income so you can minimize your taxes.   In this podcast, we’ll show you how tax diversification can help you build a secure retirement.   Listen to learn: How tax rates will change in the future Why it’s a my...

Planning when you’ll take Social Security might be the most important decision you make for your retirement…   It impacts your income for the rest of your life (and your spouse’s income, too)…   The decision you make determines your destiny…   You need to make the decision that leads to your secure retirement—you’ll have the money to do the things you want and live worry-free.   In this episode, w...

When it comes to planning for retirement, the decisions you make today determine your destiny tomorrow.   And no matter what stage of life you’re at, making a plan now will ensure that you can retire with maximum freedom, security, and enjoyment.   If you wait any longer, your time and money are on the line.   In this webinar, we answer the most common questions about retirement and show you how t...

What’s the most important thing you can do today for yourself and your family?   Plan for life insurance--before it’s too late.   But what type of life insurance should you buy? When should you buy it? And who should you buy it from?   How can you create wealth for yourself today AND leave a legacy behind when you die?   This podcast episode breaks down life insurance fundamentals and shows you ho...

In today’s episode, I sit down with my friend Steve Gordon to talk about overcoming adversity, or how to deal with life's ambushes.  You may already know my story, but if you haven’t listened lately, we’ll catch you up on one of those life changing ambushes I faced earlier this year. What I went through was by far the most difficult, life changing, game changing event I’ve ever faced, yet it's giv...

On this week’s episode of The Secure Retirement Podcast, April and I walk through the options for keeping more of your retirement income by paying less taxes—yes, we’re talking tax diversification and the strategies you can employ so your retirement income doesn’t get clobbered by taxes. As I say, “It’s not what you get, it's what you keep.” Listen as we break down the three types of retirement in...

On this week’s episode of The Secure Retirement Podcast, April and I break down my new book, “The Secure Retirement Method for Members of The Florida Retirement System.”  This episode will benefit anyone who has a job or is looking to retire one day (even if you aren’t from Florida).   As mentioned in this episode, “What we bring to the table is the ability to ask you questions you’ve never though...

On this week’s episode of The Secure Retirement Podcast, Ken Armstrong joins us. Ken is a lifetime learner who is passionate about seeking new horizons.  Ken says, “I challenge my friends to seek new horizons every day whether retired or not… if we’re not seeking new horizons we’re standing in one place... not moving.” At 73, Ken is preparing to embark on the next big step in his quest to seek new...

Welcome to John H. Curry's Secure Retirement Podcast. In the last two episodes, Steve Gordon and I have talked about my health crisis, my mindset, and my journey back to work.  Steve has nicknamed me “the most productive man in rehab,” but “...there is no “S” on my chest and no blue underwear. There were a couple of moments when I had some tough realizations. At those times I was glad I could step...

On today’s episode of the Secure Retirement Podcast, I sit down with Steve Gordon for part two of our conversation. Steve and I discuss how I kept both my business and my personal life moving forward from rehab, when complications occurred during my recovery that kept me mostly isolated for 49 days.  How’d I do it? Listen as I share the mindset tools I used to press forward, including: The number...