Podcasts by Secure Your Retirement
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you.
If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about.
Further podcasts by Radon Stancil, CFP® & Murs Tariq, CFP®
Podcast on the topic Geldanlage
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Risk-Adjusted Portfolio How It Works from 2022-02-21T02:00
Have you thought of having a risk-adjusted portfolio? A good risk-adjusted portfolio protects you from a significant market risk like a sudden pandemic.
There are traditional ways of adjusting ...
Angelina Carlton - Designing Your Legacy from 2022-02-14T02:00
What does your legacy mean to you? How do you want to approach designing your legacy to be impactful?
Having a legacy means knowing yourself and being true to who you are beyond the career you’...
Norm Robillard Ph.D. – Digestive Health from 2022-02-07T02:00
Are you having issues with your digestive system as you grow older? Or maybe you just want to have a better digestive system?
In this episode of the Secure Your Retirement podcast, we have Norm...
Wine Down – Retirement Planning Options from 2022-01-31T02:00
If you want to start securing your retirement, then it is time to be aware of the types of retirement planning options available for you.
In this episode of the Secure Your Retirement podcast,...
2022 Tax Guide and Updates from 2022-01-24T02:00
Are you aware of the tax situation for 2022? Things have changed when it comes to tax as they do every year and 2022 is no exception.
It is important to have information on what you can do and ...
Andrew Opdyke - 2022 and the Economy from 2022-01-17T02:00
How will the economy be impacted now that 2022 is here? Covid rates are finally going down and the pandemic is slowly becoming a thing of the past, but how will that impact our economy?
The U...
2022 Retirement Issues to Consider from 2022-01-10T02:00
Are you wondering what you can do now at the beginning of this year to prevent you from scrambling at the end of it?
Whether you’re in the retirement or accumulation phase of your life, it is i...
Dan Sheeks – A Teenager's Guide to Achieving Financial Freedom from 2022-01-03T02:00
Are you a teenager with the goal of achieving financial and time freedom before the retirement age? Or maybe you’d like for your teenager to consider following this path?
There are different pa...
What To Consider About Long-Term Care from 2021-12-29T02:00
Is long-term care something you’re thinking about or a conversation you’re having with your loved ones? It is important that you know all the risks involved and the options you have when it comes t...
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Wine Down - Secure Your Retirement Podcast Memories from 2021-12-27T02:00
What were your favorite moments or highlights of the Secure Your Retirement Podcast in 2021? Whatever episode(s) you liked better, we hope it was informational and fun for you.
In this episode ...
Retirement Before Medicare from 2021-12-22T02:00
If you’re considering retiring before the Medicare age of 65, there are a few things you need to know.
When thinking of early retirement, it is important that you consult a financial profession...
How to Create an Estate Plan Without the Stress from 2021-12-20T02:00
Do you find the idea of creating an estate plan overwhelming and time-consuming?
It is crucial that we make time with our spouses and have a conversation around estate planning because it’s abo...
How to Have Peace of Mind During Troubled Times from 2021-12-15T02:00
As the new Covid variant “Omicron” starts to spread like wildfire, are you protected enough? Can you manage that bad news and still maintain your peace of mind?
We often do the asset allocation...
Steven Jarvis - Tax Planning for Retirement from 2021-12-13T02:00
Did you know that you might end up spending more on taxes after retirement due to a lack of proper tax preparing and planning strategy?
It is important that you proactively do tax preparation o...
Federal Reserve, Inflation and the Economy from 2021-12-08T02:00
Jerome Powell is known to be a proponent of printing money. And as debates on him heading the Federal Reserve come to the surface, you might, as investors, find it easy to be wooed by headlines and...
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Laurence Kotlikoff – Money Magic from 2021-12-06T02:00
Would you like to have sustainable living standards after your retirement? Maybe it is high time you started social security planning.
There are many things you should be thinking about when pl...
Considerations For Charitable Giving from 2021-12-01T02:00
Are you planning on setting up an effective giving strategy in your retirement plan?Whether you’re already a charitably inclined person or are considering setting up a giving strategy for your chil...
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Wine Down - Tips and Lessons Learned - Continuous Care Retirement Communities - CCRC from 2021-11-29T02:00
Have you already started the conversation about living through your retirement? If you’re 65 or approaching 65, it is time you start thinking and exploring the options available for you to live thr...
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Should I Consider an Annuity in My Financial Plan? from 2021-11-24T02:00
Have you been considering purchasing an annuity as part of your financial retirement plan? An annuity is an insurance product that you buy from an insurance company and is very advantageous.
W...
Shellee Howard - College Ready - Without Losing Your Mind or Money from 2021-11-22T02:00
Would you like to send your child or grandchild to college at a reduced cost or for free? There are ways to get a college education and remain debt-free, but we often don’t dig deep enough, or we’r...
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The Market Is High Should I Sell from 2021-11-17T02:00
Have you been asking yourself whether it is time to sell or buy? It is perfectly normal to be nervous about your money in the current market, which is a result of the 2020 global pandemic.
It i...
Jennifer Pilates - How Pilates Can Reform Your Body from 2021-11-15T02:00
Are you ready to reform your body using Pilates? Pilates is good for anyone of any age since it uses body weight and targets the smallest of muscles.
Pilates creates a mind-body connection that...
IRAs - Required Minimum Distributions from 2021-11-10T02:00
Do you have any strategies surrounding your Required Minimum Distributions (RMD)?
Required Minimum Distributions (RMDs) references money in a tax-deferred vehicle like a 401k or the traditional...
Allan Milham - Transition into The Third Act of Life from 2021-11-08T02:00
How do you find a purpose and meaningful productivity after your retirement? We often place all of our identity in the work we do that we forget to focus on the third act of life, which is after re...
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Inflation And Your Retirement from 2021-11-03T02:00
How will the suspected slightly higher 2021 inflation going to affect your retirement plan?
Inflation is the increase of prices in an economy over time but with income remaining relatively the ...
Myra Oliver - Down Home Money from 2021-11-01T02:00
If your goal is to achieve financial freedom and save for your retirement, you need to start planning for it as early as now to avoid struggling in your later years.
Securing your retirement al...
How To Protect Against Being Scammed from 2021-10-27T02:00
Scamming is increasingly becoming more creative and more sophisticated than ever before. How then do you stay informed and protected from any possible scam?
Even as you actively plan your retir...
Wine Down - Tips and Lessons Learned for Retirement Planning from 2021-10-25T02:00
How prepared are you for your retirement? As you get closer to retirement, it is important that you think about how things are going to pan out for you during that period.
In this episode of ...
4 Questions to Help Your Income Plan from 2021-10-20T02:00
You’re finally approaching retirement after years of building your retirement income. What do you have to do now that you have arrived at the summit of your retirement?
In this episode of the S...
Diane Pleuss - Finding a New Career After Age 50 from 2021-10-18T02:00
Have you ever thought of franchising as something you can do after the age of 50? If you are not ready to retire yet, but you were downsized or no longer want to stay in the corporate world, franch...
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4 Steps to a Healthy, Financially Secure Retirement from 2021-10-13T02:00
When looking to hire a financial advisor, what are some of the things you need to be aware of?
Hiring the right financial advisor for you all comes down to knowing what you’re looking for, what...
Andrew Opdyke - The Economy-Inflation-Unemployment-Evergrande from 2021-10-11T02:00
How is the economy going to change now that we’re in the fourth quarter of 2021? Is it still going to be like the last 3 quarters or not? How will it impact our economy in 2022 and the coming few y...
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Protect Against Identity Theft and Fraud from 2021-10-06T02:00
Have you ever been concerned about identity theft or being a fraud victim? In today’s cyberworld, identity theft and fraud have become more sophisticated than ever before.
It is important that...
Steve Moskowitz – Small Business Tax Planning from 2021-10-04T02:00
Did you know that there are ways you can save on your taxes as a small business? Big Fortune 500 companies do it all the time, and they make more money than you.
There are different ways you ca...
8 Mistakes to Avoid When Choosing an Advisor from 2021-09-29T02:00
What are some mistakes that you want to avoid when choosing an advisor? When choosing an advisor, there are some mistakes that could cause risks and you need to avoid them before they do so.
T...
Wine Down - Mortgages - Fear Selling - Getting Hacked from 2021-09-27T02:00
Do you have questions about retirement planning that you want to be answered over a glass of wine?
In this episode Secure Your Retirement, we have our monthly wine down episode where we answer ...
Chess Griffin - Special Needs Trust - What You Need to Know from 2021-09-20T02:00
Do you have plans to set up a special needs trust for your child or a loved one?
A special needs trust is a special type of trust set up to still take care of a person with healthcare needs wi...
Fees, Commissions, and Being a Fiduciary from 2021-09-15T02:00
Have you asked questions about payment to that financial advisor you’re considering hiring? When it comes to hiring a new financial advisor, it is important to ask and understand how they’re gettin...
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Lynn Cherry - Learning the Game of Pickleball from 2021-09-13T02:00
Have you heard of the pickleball sport? It’s a sport that you might find interesting if you’re getting close to or are already in retirement.
Pickleball with its low entry cost and easy access...
What Should You Consider If Your Spouse Passes Away? from 2021-09-08T02:00
You may not be going through the situation of losing a spouse, but it is always wise to stay prepared.
We understand how the situation can be and that is why we have prepared this episode as a...
Paul Moore - Secrets of The Super Wealthy from 2021-09-06T02:00
Have you considered real estate as one of the ways to build wealth as part of your retirement plan?
Real estate can be a huge return on investment when you take the time to understand the marke...
4 Costly Misconceptions About Retirement Planning from 2021-09-01T02:00
What misconceptions do you hold about retirement planning? To have an active retirement plan, you need to have the right financial advisor to manage your investment.
It is important to settle ...
Wine Down - Power of Attorney - 401Ks - Social Security from 2021-08-30T02:00
Do you have a question relating to retirement planning that you’d like answered in a fun way?
In this episode on the Secure Your Retirement Podcast, we have our monthly wine down episode where ...
College Planning Using a 529 Plan from 2021-08-25T02:00
Have you been thinking of how to start saving for your child’s or grandchild’s college education? How about setting up a 529 Plan?
A 529 Plan allows you to invest in your child’s or grandchild’...
Andy Robin - How To Have a Tapas Life from 2021-08-23T02:00
Are you ready to start living your tapas life after retirement? Life is diverse and interesting, and it doesn’t stop being so after you retire.
There are many different elements in life that y...
Avoid 4 Retirement Investment and Planning Rip-Offs from 2021-08-18T02:00
What are some of the rip-offs you should keep an eye for when choosing an advisor to manage your retirement plan?
When looking for a suitable financial advisor for you, you should ask as many ...
Julie Herres - Potential Tax Changes Coming from 2021-08-16T02:00
Potential tax changes are coming, and it is important you understand what is proposed and how it might affect you.
It is advisable that you get in touch with your financial advisor to help you...
Secure Your Retirement - Introducing Our New Book from 2021-08-11T02:00
We have a new book available - Secure Your Retirement book! Why did we write a book and what is it about?
This book is a resource to help people thinking about retirement or planning for retir...
Social Security Strategies from 2021-08-09T02:00
What questions do you have about social security? It is important to keep in mind that professionals at social security are instructed not to give you any form of advice.
There are many factor...
What Happens to My Money if Something Happens to My Advisor? from 2021-08-04T02:00
Have you ever asked yourself what would happen to your money if something happened to your advisor? This is a common and very legitimate question to ask.
It is important to keep in mind that no...
Holley Kelley - Aging Greatfully Into Retirement and Beyond from 2021-08-02T02:00
Have you thought of how your retirement is going to look like? Aging greatfully means having a plan for the financial, spiritual, personal, and entire details of your life after retirement.
Whe...
Tax Strategies for Non-IRA Brokerage Accounts from 2021-07-28T02:00
How does tax affect your non-IRA brokerage accounts? What if we told you that there’s a clean and better way for you to get tax deferral on your capital gains?
A strategy that works at a low co...
Wine Down - Taxes, Roth Conversion, Market Correction and Inflation from 2021-07-26T02:00
The pandemic has significantly slowed down and things are changing. What questions relating to your retirement planning do you have?
In this episode Secure Your Retirement, we tackle some quest...
What Is the Process to Move from One Advisor to Another? from 2021-07-21T02:00
Now that you have decided to change your advisor, how then do you move to the next one? Moving from one advisor to another is a simple paperwork process that only takes days to be completed.
...
Andrew Opdyke -The Economy - 2nd Quarter Update 2021 from 2021-07-19T02:00
The 1st quarter of the year saw tremendous economic growth, but will the 2nd quarter continue the trend?
The economy has broadened in the past few months due to downtown representation and empl...
How Do I Break Up with My Current Advisor? from 2021-07-14T02:00
Do you want to break up with your advisor, but you have no idea how to approach it? Breaking up with your advisor is not unusual, and there are different reasons why it can happen.
It is impo...
Renee Hillman – Buying and Selling Real Estate in a Hot Market from 2021-07-12T02:00
Do you have a plan to buy or sell a property in a hot market? Understandably, that you may want to invest in real estate in a hot market as part of your retirement planning or sell to invest elsewh...
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Having A Team Approach in Retirement from 2021-07-07T02:00
What should you have on your retirement planning team?
We believe that your retirement planning should be a team environment to give you that peace of mind that you want. A financial plan is cr...
Scott Oots – How to Buy a Rental Property from 2021-07-05T02:00
Have you been thinking of owning a rental home as part of your retirement plan? What is the best way to buy a rental property with a positive income and that can be affordably managed?
When buy...
Life Insurance in Retirement from 2021-06-30T02:00
Do you need life insurance in retirement or not? What type of life insurance would best suit you?
Whatever your stance is regarding whether or not you need life insurance, this episode will hel...
Wine Down – 5 Common Retirement Questions from 2021-06-28T02:00
Do you have a burning retirement question that you’d like to know the answer to?
In this episode Secure Your Retirement, we tackle five questions that we frequently get asked by clients or lis...
What Is a Robo-Advisor? from 2021-06-23T02:00
Have you seen or heard about a Robo-Advisor? What is a Robo-Advisor, how does it work, and should you consider it?
A Robo-Advisor is a computer that’s going to manage your investments for you o...
Uwe Dockhorn - Liberating Your Life for Retirement from 2021-06-21T02:00
Do you want to live in abundance in all areas of your life without constantly doubting yourself? Have you given thought to how you can liberate your retirement?
To achieve liberation in your re...
How To Have A Successful Retirement Plan from 2021-06-16T02:00
Have you thought of how you can have a successful retirement plan? We usually talk about how to secure your retirement but how do you do that successfully?
There are four components of having a...
Coach Chris – How to Travel on A Budget from 2021-06-14T02:00
Is traveling one of the things you’re thinking of doing after the pandemic? To get out there and experience life as we used to know it before Covid? How do you do that without breaking the bank wit...
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Should You Invest in Cryptocurrency? from 2021-06-09T02:00
Have you been thinking about investing in cryptocurrency? Is cryptocurrency safe for your retirement plan?
Before investing in anything, especially something as new as cryptocurrency, it is cr...
Karen Duncum - How to Live Vibrantly from 2021-06-07T02:00
Have you ever thought of what your life will look like after retirement? Life after you’ve accomplished your bucket list and have done all you dreamt of doing after you retired?
You don’t have ...
What is an Exchange Traded Fund (ETF)? from 2021-06-02T02:00
Have you heard of the Exchange Traded Fund or an EFT?
An ETF is a stock of stocks but is bought and sold like an individual stock. It is a valuable, efficient, and evolving investment method t...
Wine Down - We Need Your Help from 2021-05-31T02:00
How do you like the Secure Your Retirement podcast so far? How has this podcast impacted your financial knowledge since you started listening?
It’s been a year for us since we started this podc...
How Do Financial Advisors Get Paid? from 2021-05-26T02:00
Has the question of “How Do Financial Advisors Get Paid?” ever crossed your mind? This is a very important question to ask your financial advisor or the one you intend on hiring.
There are thr...
Kevin Huston - How Does Medicaid Planning Work? from 2021-05-24T02:00
Have you ever heard of the term ‘Medicaid’ or ‘Medicaid Planning’? And do you qualify for it?
As you start to approach age 65, you should more and more be thinking of Medicaid Planning. Medicai...
How to Know Your Advisor Is Not a Bernie Madoff from 2021-05-19T02:00
How do you protect your investment from possible investment fraudsters, A.K.A Bernie Madoff?
We’re sure that the last thing you want is getting ripped off your investment that you’ve probably ...
Chess Griffin - Do You Need a Trust? from 2021-05-17T02:00
Has the thought of having a trust ever crossed your mind? But do you really need a trust?
It is important to understand the different reasons why you might need to set up a trust for your chil...
How Does a Variable Annuity Work? from 2021-05-12T02:00
You’ve probably heard of a variable annuity but don’t know how it works or earns money, right?
A variable annuity is an investment account where your earnings vary based on the type of invest...
Dean Ogan - Grill Like a Chef from 2021-05-10T02:00
How good are you at grilling your steak? Because even as you’re planning for a secure retirement, a juicy steak shouldn’t miss from your table regularly.
Whether you like your steak rare, medi...
How To Leave Money To The Next Generation from 2021-05-05T02:00
Have you been thinking “I’ve been saving and I’d like to leave some money behind.”? But then you’re confused on the process to follow with the different types of accounts you have?
It is impor...
Vix Munro - Is A Financial Coach Right For You? from 2021-05-03T00:00
When it comes to investment planning, retirement planning, and financial planning in general, how do you do it?
You could do all the research and do everything yourself, which takes a lot of ti...
Should You Pay Off Your Mortgage? from 2021-04-28T00:00
Paying off your mortgage is more than just a financial decision. It can be an emotional one too.
Perhaps it’s one of your long-term goals to live mortgage-free or you want to go into retirement...
Wine Down - Estate Planning - Long Term Care and More from 2021-04-26T00:00
What are your biggest concerns when it comes to retirement planning?
It’s fun and exciting to think about the trips you might take or the activities you’ll have lots of time to enjoy in retirem...
How To Convert an IRA to a Roth IRA from 2021-04-21T00:00
Is a Roth conversion right for you?
Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future. But, while the mechanics of a Roth conversion are...
Andrew Opdyke - The Economy After The First Quarter 2021 from 2021-04-19T00:00
The markets got off to a strong start this year, but is this growth set to continue?
As the economy slowly starts to rise from the ashes of the pandemic, 2021’s forecast looks good – even despi...
How Does Inflation Affect Retirement? from 2021-04-14T00:00
There’s a lot of talk about inflation and the future of our finances right now. If you’re concerned about what this means for your retirement savings, this episode of Retirement in Action can help ...
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Dr. Amy D’Aprix - Navigating Life's Changes from 2021-04-12T00:00
How prepared are you to navigate life’s challenges as you transition into retirement?
Moving into this new phase of life is an exciting time. You might be ready to say goodbye to working and yo...
Can You Retire Early? from 2021-04-07T00:00
Have you been thinking, “I’m done with work and ready to retire”?
Then you’re not alone. Lots of people are in a similar situation and want to know if they can retire earlier than they’d planne...
Dr. Prakash - Living Your Healthiest Life in Retirement from 2021-04-05T00:00
If you experience aches and pains, how do you deal with them?
When your body starts talking back to you, it’s often a sign that something isn’t right, and you might seek out a way to fix it. Fo...
What Does Being Fiduciary Mean? from 2021-03-31T02:00
A lot of people say you should work with a fiduciary, but what does that mean?
If you’ve ever searched for financial help online, chances are you’ve come across the term “fiduciary.” It’s one o...
What Does Being A Fiduciary Mean? from 2021-03-31T00:00
A lot of people say you should work with a fiduciary, but what does that mean?
If you’ve ever searched for financial help online, chances are you’ve come across the term “fiduciary.” It’s one o...
Wine Down - Beyond Retirement and Money from 2021-03-29T00:00
Do you have big plans for your retirement? Maybe you want to travel the world? Or you might be content with a nice plot of land you can enjoy with friends and family?
Whatever your retirement g...
Social Security - When Is The Right Time? from 2021-03-24T00:00
If you’re getting ready for retirement, one of the most important questions you’ll want answering is, "when should I take Social Security?"
This is the most frequently asked question by all of ...
Ashley Liu Kirkman - Fit and Healthy in Retirement from 2021-03-22T00:00
As our bodies age, we can face increasing mobility challenges. Movements and exercises that were once familiar to you might now be less accessible.
Keeping your body mobile is a key part of ens...
Asset Allocation or Strongest Assets from 2021-03-17T02:00
When working with a financial planner or advisor, it’s important that you’re aligned on how you want your money invested. There are many different investment strategies and what you might be comfor...
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Mary Thacker - Banking in Retirement - Know Your Options from 2021-03-15T00:00
How much do you know about your retirement banking options?
Whether you use a traditional or private bank to manage your money, there are plenty of different bank accounts and products availabl...
Annuities - Portfolio Implementation - Part 8 from 2021-03-10T00:00
There are two major reasons why people use an annuity as part of their retirement portfolio. First, a fixed index annuity gives you complete safety and still grows your investment at a good rate of...
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Lexie Rodriguez - Your Mortgage in 2021 from 2021-03-08T02:00
With now being a great time to take advantage of low mortgage rates, you might be looking at alternative housing or mortgage options for your future.
Mortgages are a huge topic. Everyone’s situ...
Be The Happiest You Can Be from 2021-03-01T00:00
What makes you happy?
While some of us can’t wait to retire and pursue the things that make us happy, others might be apprehensive about finding fulfillment in their later years. The thought of...
Annuities - Why Ever Use Them - Part 7 from 2021-02-24T00:00
Annuities can be a safe way to grow your money – but they’re not without their limitations.
In our “Annuities – Why Ever Use Them” series, we’ve talked a lot about the advantages of using a fix...
Wine Down - Retirement Goals - Retirement Living from 2021-02-22T00:00
How do you want to live your life in retirement?
When thinking about retirement, you may make decisions about what you want your lifestyle to look like in the future or set goals that you want ...
How Much Do You Need to Retire from 2021-02-17T00:00
How much money do you need to have saved so you can retire?
Finding out how much you need to retire is more complicated than many people realize. Financially planning for your retirement isn’t ...
Taxes in Retirement – Updates for 2021 from 2021-02-15T00:00
Taxes aren’t something that put a smile on a lot of people’s faces. Unfortunately, you can’t escape paying taxes – even in retirement. If you’re retired and wondering how 2021 will impact how much ...
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Annuities - Why Ever Use Them - Part 6 from 2021-02-10T00:00
How can an annuity income rider give you more peace of mind in retirement?
There are three main ways to guarantee income in retirement. The first is a pension, the second is Social Security, an...
Sherri and John Monte - Creating The Home You Never Want to Leave from 2021-02-08T00:00
Preparing for retirement affects all areas of your life, including your home. It’s both a financial asset and an emotional one. Your home holds more than just stuff, it holds memories, so planning ...
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How Do IRA and 401k Rollovers Work? from 2021-02-03T00:00
How do I move money between my retirement accounts without getting taxed?
This is a question we often hear from our clients. You may have multiple retirement accounts, and consolidating them or...
Dave Seymour - Real Estate Investing in Retirement from 2021-02-01T00:00
Is now a good time to invest in real estate?
Real estate can be a decent way to diversify your portfolio, but you should first consider what type of real estate investor you want to be, active ...
Annuities - Why Ever Use Them - Part 5 from 2021-01-27T00:00
Guaranteed income options can be limited in retirement, but an annuity income rider can help.
Your Social Security benefit and pension are both types of guaranteed income and, from a retirement...
Wine Down - Questions and Retirement Answers from 2021-01-25T00:00
Our lives might look very different today from how they looked 12 months ago but we’ve been blown away by how quickly and successfully everyone has adapted.
In this first Wine Down Show of 202...
Long Term Care from 2021-01-20T00:00
If you’re thinking about long-term care, you may be considering your insurance options.
Your regular health insurance and Medicare won’t cover long-term care, so transferring financial risk to...
Jennifer Dasal - Learning Art in Retirement from 2021-01-18T00:00
Retirement is often associated with sitting back, relaxing, and pursuing hobbies that you might not have had time for before. Many retirees also use their new-found free time to expand their minds....
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Annuities - Why Ever Use Them - Part 4 from 2021-01-13T00:00
How does a fixed index annuity grow my money risk-free?
As you approach retirement, you might become increasingly risk-averse with your money. Often this means accepting lower rates of return i...
Andrew Opdyke - The Economic Outlook For 2021 from 2021-01-11T00:00
What’s in store for the U.S. economy in 2021?
The economy is still recovering after COVID-19’s drastic impact, but with a new president and a vaccine rollout lined up for this year, what econom...
2021 Retirement Checklist - What You Need to Know from 2021-01-06T00:00
What are your financial goals for 2021?
As you approach retirement, there can be many moving parts to your finances. From mortgages and 401Ks to Social Security and Medicare, it can become inc...
Andrea Groon - How to be Healthy in 2021 from 2021-01-04T00:00
Ensuring you have a long and enjoyable retirement starts with looking after yourself. Now, a strong immune system is more vital than ever.
As we age, it becomes more important for us to take c...
Annuities - Why Ever Use Them - Part 3 from 2020-12-30T00:00
Could a fixed index annuity help to boost your retirement assets?
A lot of people are put off annuities because they’re more complicated than other retirement income products. But if you want t...
Wine Down - Retirement Plan Peer Review from 2020-12-28T00:00
What’s given retirees peace of mind this year?
It’s certainly been a tumultuous year. After facing so many uncertainties, we wanted to take this opportunity to find out what’s given retirees co...
The Stretch IRA - It's Dead. Now What? from 2020-12-23T00:00
The stretch IRA is dead. But what does that mean for you, your IRA, and your beneficiaries?
When the Secure Act was introduced in January 2020, it killed off the “stretch” IRA, leaving many peo...
Phillip Alder - Bridge and Retirement - How They Connect from 2020-12-21T00:00
How do Warren Buffett and Bill Gates stay sharp?
According to an interview, Warren Buffet plays bridge multiple times a week, and sometimes with Bill Gates. Both men are known as some of the gr...
Annuities - Why Ever Use Them - Part 2 from 2020-12-16T00:00
Are you thinking of putting money into an annuity for your retirement?
You may have a lot of questions about how annuities work and the options available. With a range of annuities to choose f...
Denise Appleby - Secure Act - Cares Act and Retirement from 2020-12-14T00:00
Do you ever feel that retirement plan rules are changing too fast? It can be hard to keep up with the changes to IRAs, 401ks, and RMDs – especially this year.
The Secure Act and the Cares Act p...
Roth Conversion - When and How from 2020-12-09T00:00
Is a Roth IRA right for you?
Many people want to know whether they should put their money into a traditional IRA or a Roth IRA, and which will serve them better in the long term. However, it’s ...
Mark Hulbert - What it Means to Be a Contrarian from 2020-12-07T00:00
What is a contrarian way of thinking, and how can it change your approach to investing? While it's easy to get caught up in the mainstream news and financial shows, they aren't always the best way ...
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Annuities – Why Ever Use Them from 2020-12-02T00:00
Should an annuity be part of your retirement plan?
If you want to make the most of your later years, investing in the right income streams can offer financial freedom in retirement. The questio...
Wine Down - Roundtable Discussion on Retirement from 2020-11-30T00:00
We’re reviewing our recent podcast topics of mortgages, investments, and more, with some special guests and a glass of wine in this episode of the Wine Down Show!
We’re looking back at three re...
Assisted Living - How to Talk to Your Parents from 2020-11-25T00:00
Do your parents need a little extra help? Assisted living could be the answer.
Talking to your parents about moving into assisted living can be difficult. With a lot to consider, both financial...
Emily Smith - Continuous Care Retirement Community - What Are Your Options? from 2020-11-23T00:00
If you think that retirement communities are for people who believe that their best days are behind them, think again. There are many misconceptions around continuing care retirement communities (C...
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Looking at The Whole Picture in Retirement from 2020-11-18T00:00
Does your retirement plan look at “The Whole Picture”?
If you’re hoping to make big financial changes in your retirement (or as you approach retirement) finding out how your retirement plan acc...
Tammi Rowe - Planning Your Mortgage and Retirement from 2020-11-16T00:00
As you approach retirement, you may think that it’s increasingly difficult to get a mortgage. But that’s not always the case. In fact, there are many avenues to help retirees qualify for a mortgage...
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Sudden Retirement - Now What? from 2020-11-11T00:00
What should you do if you are forced to retire suddenly?
Whether you have been laid off or you received an offer with a severance package, facing sudden retirement can be a confusing and stress...
Bill Sherman - Buy and Hold is Dead from 2020-11-09T00:00
Buy and Hold isn’t all it’s cracked up to be. You may have been told that you should buy and hold your stocks and that it’s the number one investment strategy. However, buy and hold is a passive in...
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How to Build an Income Plan For Retirement from 2020-11-04T00:00
Do you know how much you will spend in retirement? How about what you’ll need to cover expenses such as food, utility bills, insurance, and so on?
Income planning is one of the most important t...
Ron Heath - How a Reverse Mortgage Helps In Retirement from 2020-11-02T00:00
Is a reverse mortgage right for you?
If you’re retired or headed towards retirement and thinking about buying a property, a reverse mortgage could be the answer you’re looking for. A reverse mo...
Investing During Retirement - Buy and Hold or Active Management? from 2020-10-28T00:00
Are you planning to invest during retirement?
If so, you’re probably debating whether you should choose the buy and hold investment strategy or active management. There are pros and cons to bo...
Wine Down - The Economy - Medicare – Taxes from 2020-10-26T00:00
We’re very excited to bring you this special episode of our Wine Down Show from the Secure Your Retirement podcast. We sit down with real individuals and listeners of the podcast to talk about mult...
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Connecting Your Retirement and Tax Planning from 2020-10-21T00:00
Do you know how tax could affect your retirement plans?
When planning for your retirement, it's important to consider how tax can impact your financial future.
In the previous episode of th...
Tom Turner - Planning Taxes and Retirement from 2020-10-19T00:00
As you begin to plan for your retirement, you may be wondering how tax could impact your finances and how to factor it into your retirement planning strategy.
We were delighted to invite Tom Tu...
Planning for Retirement - How the Process Works, Part 3 from 2020-10-14T00:00
Do you need help planning your finances for long-term care?
In the third installment of the Retirement in Action mini-series, we return to our roleplay with Radon, Murs, and Morgan to help you ...
Navigating Medicare in Retirement from 2020-10-12T00:00
If you are 65 or over, you may be considering signing up for Medicare. Medicare is federal health insurance for people aged 65 or older. However, younger people can also qualify for Medicare such a...
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Planning for Retirement – How the Process Works, Part 2 from 2020-10-07T00:00
In part two of the Retirement in Action mini-series, Radon, Murs, and Morgan move onto the next steps of building a retirement plan, following their initial consultation roleplay in the first episo...
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Jack Reutemann - How to Manage Your Money When the President Has Coronavirus from 2020-10-05T00:00
The news that President Trump has been diagnosed with COVID-19 has set a lot of change into motion, but what does it mean for your investments?
If you’ve been advised to buy and hold, and now f...
Planning for Retirement - How the Process Works, Part 1 from 2020-09-30T00:00
In this episode of Retirement in Action, we are starting a series of episodes to go over different scenarios in the financial planning process starting with what that first appointment would look l...
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Wine Down - A Round Table Discussion About All Topics Retirement from 2020-09-28T00:00
Our first ever Wine Down Show!
Once a month, rather than interview one person, we will be sitting down with several guests to hear multiple topics and opinions from the show! Sit down with a g...
How to Manage Investments in Any Economy from 2020-09-23T00:00
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recently on the show and talk about the points that can be put in...
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Andrew Opdyke - Does the Economy Impact Your Retirement? from 2020-09-21T00:00
Andrew Odyke is a Certified Financial Advisor and Economist at First Trust Advisors, an asset management firm in the Midwest. We talk with him regarding all things economy and how it impacts us and...
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How Retirement Planning and Real Estate are Connected from 2020-09-16T00:00
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recently on the show and talk about the points that can be put in...
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Renee Hillman - How to Transition to Your Retirement Home from 2020-09-14T00:00
Renée Hillman, is an industry veteran with over 20 years of experience in the Triangle Market. She leads her small but mighty team at Hillman Real Estate Group at EXP Realty.
She immediately wa...
How to Connect Your Retirement Plan & Estate Plan from 2020-09-07T00:15
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recently on the show and talk about the points that can be put in...
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Chess Griffin - How to Know What You Need for Your Estate Plan from 2020-09-07T00:00
Chess Griffin practices in the areas of estate and trust planning, probate and estate administration, guardianships, and elder law. He also assists numerous business owners with various business an...
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