Northern Alliance Financial

Northern Alliance Financial - Financial Safari

We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.

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Autor

Northern Alliance Financial

Categoria

Business

Site do podcast

podcasters.spotify.com

Último episódio

27 de mar de 2025

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Episódios

Episode 137 Why Yes I do want to retire now, why do you ask? 26.08.2021

There's no question the pandemic has had a profound impact on most of us. If you're close to retirement that impact may be that you want to retire now rather than later. On today's show some questions to ask to see if you can accelerate the big day.

Episode 136 Baby Boomer, the " me generation" or all roads lead to narcissism. 19.08.2021

Roughly 10-thousand baby boomers retire every day. Everyone's story is different but there are some things that apply to us all. Stick around we've got some great tips that could help ease the transition. 

Special Edition 13.08.2021

Please welcome the founder of Financial Safari Coach Pete, let's talk about a successful Retirement.

Episode 135 Everyday is April 15th in retirement. 05.08.2021

On today's Show we'll highligh three things you can do now to cut your taxes in retirement. 

Episode 134 It's as easy as one,two three- oh wait it's not. 29.07.2021

On today's show we'll break down a retirement readiness checklist to help you insure you're on the right track. 

Episode 133 Happiness is...being weird now and then. 23.07.2021

We know we need a retirement plan and an income plan. What about a plan for happiness? It's possible, we'll explore some options on today's show. 

Epsiode 132 But i like planning my Vacation 15.07.2021

Creating a successful retirement doesn't happen by accident. It takes precise planning, hard work and of course saving. On today's show we'll outline three important things to understand to help you have the kind of retirement you've always wanted. 

BONUS CLIP Financial Pizza 08.07.2021

Kevin breaks down withdrawal strategies.

Episode 131 To mask or not to mask 08.07.2021

We're still feeling the impact of COVID-19 pandemic. If you're near retirement you may be feeling even more unsettled than most. On today's show we'll offer some tips on how to retire well during difficult times. 

Episode 130 Every guy loves a good fart joke. 01.07.2021

Saving for retirment is important. But it's not a plan. On today's show some ideas on how to turn your savings into a successful retirement plan that can help provide the income you need.

Episode 129 BONUS CLIP Financial Pizza 25.06.2021

Kevin Breaks down the pieces of a good retirement. 

Episode 128 From Kingpin: Roy Munson: How's Life? Hyrum: Takin' forever 24.06.2021

Life is filled with milestones. On today's show we'll highlight some important retirement related milestones you should be aware of and how to make the most of them. 

Episode 127 Decisions galore 17.06.2021

On today's show we're going to dig into some retirement planning errors to avoid and offer tips to potentially help correct them.

Episode 126 It's not me it's you. No wait..... 14.06.2021

Divorce rates in the U-S are declinging...except for people over 50. Twenty years ago it was one in ten, today it's one in four. On today's show we'll talk about mistakes to avoid when divorcing after 50 and offer tips to help keep your retirement on track. 

Episode 125 Not to be confused with Tosh 2.0 03.06.2021

SECURE Act 2.0. It's currently being considered in congress and most believe it will pass this year or next. So what could it mean for those planning for retirement. On today's show some ways to proposed changed will impact retirement.

Episode 124 What, now I have to spend money? 27.05.2021

Many of us spend our careers saving for our retirement. When that time actually comes it can be a little intimidating and downright scary. Change is hard and on today's show some tips on making a smooth transition into retirement.

Episode 123 I Just want enough. 19.05.2021

Thinking about retirement? On tody's show we've got some key tips that could lead you to the contentment you're looking for looking for in your golden years.

Episode 122 Ready, set, retire. 13.05.2021

If you're in your 50's you've probably got plenty going on in your life and retirement may not be front of mind. On today's show we'll highlight some things you shuld keep in mind as you head to retirement. 

Episode 121 But I don't want to run out of money. 06.05.2021

Most reitrees agree that running out of money is one of the biggest fears they face. On today's show we'll highlight some keys signs that you may runrun out of money and offer potentail solutions to avoid the worst. 

BONUS CLIP Financial Pizza 04.05.2021

Kevin Frisbie says we need to be ready for market corrections when they come. 

Episode 120 To mask or not to mask. 28.04.2021

We're still feeling the impact of the COVID- 19 pandemic. If you're near retirement you may be feeling even more unsettled than most. On today's show we'll offer some tips on how to retire well durning difficult times. 

Episode 119 The absence of stress is death. 23.04.2021

Does planning for retirement bring out the "stress" in you? Yoiu're not alone. On today's show we'll highlight six potential retirement "stressors" to avoid. 

BONUS CLIP Financial Pizza 20.04.2021

Kevin Frisbie: Breaks down Social Security claiming 

Episode 118 Save to spend 15.04.2021

As an advisor I see people make some of the same mistakes again and again in their retirement plan. On today's show advice on how to potentially avoid them going forward and suggestions to help fix the ones you may have already made. 

Episode 117 Retirement income, it's about the math 08.04.2021

Steady monthly income is key to a successful retirment. On today's show five factors to know about your retirment income streams. 

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