The Secure Retirement Method Podcast

Like any government program, especially one involving millions of people, Medicare is complicated.    What’s covered? What will it cost? When should you sign up? Which “part” should you join? Where can you seek medical care?   Those are just some of the questions those reaching eligibility age are asking. And the thing is, the answers are different for each individual. But there are some guideline...

There is so much wrong and misguided information – not to mention confusion – out there about social security. As a result, people make bad decisions that sometimes can be very hard to recover from.   We tackled the most common questions about social security, how it affects retirement planning, and what you should be doing now to prepare for a happy and healthy future with a steady income that me...

It started with a segment on a TV show many years ago… and Becky Hollis was hooked. Since then she’s been crazy about bears. Yes, those furry woodland creatures.    What does that have to do with retirement? Well, in your Golden Years you’re not working – so what do you do instead? If you don’t have a good answer – an activity you truly enjoy – you’ll be worse than bored… it can actually negativel...

As its president, Dominic Calabro, puts it, Florida Tax Watch has been the watchdog for the state’s taxpayers for the last 40 years. A lot has happened in that time, including the transformation of Florida into one of the most important states in the union.   That’s why, says Dominic, it’s more important than ever for public officials to be held accountable… to have an organization watching them c...

In the retirement planning world, Moshe Milevsky, author, professor at Toronto’s York University, and consultant, is known as someone who takes some stances that go against the grain, to put it mildly.  But it’s not just for the sake of being controversial. He thinks deeply about ways people can live their best lives when they retire. And he says the current system, not to mention conventional wis...

Robert and Sonia Koudelka have a philosophy that guided them in their careers, second careers (you read that right), and what they do in retirement:  “Get off your butt and do it.” Whether it’s playing golf five times a week, cruising through the Caribbean, making memories with the grandkids, or taking up a new hobby later in life, Robert and Sonia are enjoying their Golden Years to the fullest. B...

If you have a special needs child or even a relative, this is a can’t-miss episode. Lou and Cal Ogburn share the story of their daughter and how she has been able to live a fulfilling and independent life.  It’s thanks to their love and determination to secure her the federal and state benefits she qualified for – not to mention her great attitude and friendly personality. They’ve also made a plan...

We put John Curry in the hot seat and have business consultant - and longtime friend - Steve Gordon grill him on how attitudes towards retirement are changing and how it could impact your plans.  Most people don’t have a real vision of their retirement, says John. And that can be very dangerous to their physical and mental health.  We unpack what “vision” really means and how you can find fulfillm...

Lynda Dickens had worked 43 years for the State of Florida. But she wasn’t ready to retire until a fateful trip changed her mind. And a new hobby she picked up soon after her retirement convinced her to never go back to work. In fact, she says it’s become an addiction. Now she’s more active than ever with lunches out with friends, card games, and all sorts of hobbies. We talk about her secrets to...

During their many years together, Bruce and Judi Irvin have always viewed their marriage as a partnership… and that extends to how they manage their money. As a result, they set themselves up for a comfortable retirement that allows plenty of funds for adventurous travels around the world. We talk about where they’ve been and the wonders they’ve seen but more importantly how accountability, cooper...

There are no ideal retirement plans that work for everybody. Every couple has different needs and desires. That goes for how they split day-to-day financial responsibilities as well. That was certainly the case for Carlton Ingram and his late wife, Nancy. Carlton explains the arrangement they had and how it led to their happy marriage. He also goes over what he’s doing now to keep going in the fac...

Alzheimer’s and dementia has to be part of your retirement planning, whether it affects you, your spouse, or a relative. It could take away your secure retirement if you don’t plan for it… and everyone who listens to this episode will be impacted in some way by this issue. As a caregiver, John Beck’s passion has become to educate people about how, as a community, we can be caring and accommodating...

After 30+ years working for the State of Florida, Kay Harris was certainly ready to retire, which she did in 2006. She had planned and prepared – financially and mentally. But, Kay says, there were things that popped up that she didn’t expect. We talk about how she dealt with the bumps in the road, as well as how she’s been able to achieve a profound personal transformation in retirement while tic...

Former circuit judge Terry Lewis has embraced retirement. He’s indulging in hobbies and interests, getting involved in the community in unique ways, and even giving back to the next generation of the legal profession. He feels like staying active and busy is a key to happiness when you’re no longer working. But, he says, don’t feel like you have to wait until retirement to do things that make you...

There’s so much misinformation about Social Security (and Medicare) out there. Even worse, people are basing their retirement planning on this misinformation. John Curry and April Schoen clear the air and get to the heart of the best way to take full advantage of this benefit you’ve been paying into your whole life. Every situation is different. And you shouldn’t make a move until you look at your...

What are you looking for in retirement? For retired pharmacist – and lifelong boater - John Dunwoody, it meant adventure on the high seas in a 36-foot Grand Banks. Most people retire and get bored, says John, but it doesn’t have to be that way. Explore your own interests to figure out what’s going to give you your dream retirement… and make a plan to get it. We explore how to apply that philosophy...

In retirement, Fran Buie is busier than ever… and having the time of her life. After a 33-year career working in state government, Fran was ready for a change. She found fulfillment by embracing lifelong interests and hobbies she had set aside for years… and helping others in her community. As Fran says, we have limited time on earth, let’s do something worthwhile. We discuss that philosophy and a...

The average American gets only 10 days of vacation per year. Even worse, a recent study found that 24% didn’t use any of their vacation days, and more than half didn’t use all of their days off. Larry Simmons is bucking that trend. After 40 years of working an 8 to 5 job this consulting engineer decided to “slack off.” He and his wife, Carol, travel around the country in their RV when and where th...

With all the misinformation out there about health and nutrition, it’s hard to know what you can do keep your body and mind in tip-top shape. Dr. Sam Graber specializes in helping people stay healthy and looking great now… and for years to come. This retired chiropractor turned health coach is a big advocate for “real food” that hasn’t had the nutrition processed out of it. And she doesn’t believe...

As a longtime and committed journalist in Florida, WFSU’s program director for news Tom Flanigan has seen his share of political controversy but also plenty of uplifting news from everyday people. He has a commitment to the truth, something he passes on to the up-and-coming journalists he mentors. Tom doesn’t think he’s ever going to retire. It’s a sentiment that many share – traditional retiremen...

It’s tempting to think of retirement only from the financial side of things. Yes, it’s important that you save enough to be comfortable in your golden years. But, says Dr. Larry Kubiak, you can’t forget the emotional and psychological side. As Director of Psychological Services at Behavioral Health Center Tallahassee Memorial Healthcare, Larry knows that better than most. With our identities so wr...

As the Chief Medical Officer at a nonprofit organization and long-time internal medicine specialist, Dr. Nancy Van Vessem is in prime position to see how certain habits can severely impact a person’s long-term health. She’s also seen the way healthcare issues are impacting everyday people. One of the major concerns is rising costs. In our chat, we highlighted strategies to account for that, especi...

When they reached retirement, Phil and Betty Ashler were finally ready for some travel. They say anybody can – and should – do it too, even if you don’t have much experience. Phil and Betty are keeping busy in other ways, including some very unique volunteer work. It was a lifetime of discipline in following a financial plan that got them to the point where they can do the things they enjoy most....

With the precision of a military operation, Honor Flight Tallahassee takes 75 local veterans to Washington, D.C. each year – free of charge. They stop at the major war memorials in the nation’s capital, as well as Arlington Cemetery. It’s a time of intense emotions… memories… and gratitude. These are the men and women who’ve protected the American way of life and sacrificed so much, says my guest...

You can have all the money in the world in retirement. But if you don’t have your health… well, you really can’t enjoy it. Part of that, says Bill Kepper, a physician for 40+ years, is being a good patient throughout your life, following doctor’s orders. But as important is making sure you can get the medications, procedures, and other things you need as you get older… while you’re depending on yo...