Retirement Under a Trump Presidency: What to Expect
Starting this week, we have a new President. With this transition, many retirees are wondering: How will the Trump Presidency impact my retirement over the next four years?
In this episode, we break it down into two key areas: taxes and the economic environment. We’ll discuss potential tax changes, how they could affect your retirement income, and what steps you can take to prepare. We’ll also explore the broader economic outlook, including interest rates, market trends, and inflation, and what they mean for your investments and financial security.
No matter what changes lie ahead, the key to a stress-free retirement is preparation. Listen in to learn what you need to know and how to keep your retirement strategy on track—no matter who’s in office.
Answering Your Questions: Taxes, Annuities, Reverse Mortgages, Fixed Income + More
This week’s show is a little different! Over the holidays, we received a flood of great questions, and today we’re dedicating the episode to answering as many as possible. We’ll cover a range of topics, including taxes, annuities, reverse mortgages, and how fixed-income portfolios might react if the FED lowers interest rates. Listen in.
New Year, New Priorities
As we step into a new year, it’s the perfect time to pause and reflect on your retirement journey. Take a moment to look back at last year — did you achieve the financial milestones you set? What worked well, and what could have been better? Reflecting on these experiences is key to making more informed decisions moving forward.
Now, shift your focus to this year. What are your top priorities? This is what our first podcast of 2025 (and of season 6, would you believe it?) is all about — focusing on setting clear, actionable steps to secure your financial future:
– health care planning – tax strategies – reviewing your investments – creating a bucket list – emergency fund – lifestyle considerations – estate planning
Listen in.
Debunking Retirement Myths: Assumptions, Risks, and Realities
What if some of the beliefs guiding your retirement and investment decisions aren’t true? In this episode, we dive into the critical difference between opinions—ideas that can’t be proven—and facts, which are backed by evidence. Just as humanity once believed the Earth was flat or the center of the universe, we may be holding onto outdated assumptions about money, retirement, and investing.
Join us as we question the “truths” we take for granted and explore how shifting your perspective can lead to smarter financial choices and a more secure retirement. We’ll also dive into the seven main risks of retirement and how to prepare for them. Listen in.
Investing for Your Life Phase: Strategies for Any Political Landscape
With a triple-red government ahead, one of the most common questions I hear is, “How should we invest now?” The truth is, the answer remains the same—your investment strategy should align with the phase of life you’re in, regardless of who’s in office.
In this episode, we break down the three key life phases for investing: accumulation, protection, and distribution. Learn how to identify your phase, align your investments with your goals, and create a plan that ensures you can retire on schedule—no matter what happens in the world of politics. Listen in to gain peace of mind and clarity as we head into 2025.
Take Control: Who’s Really Managing Your Retirement?
Retirement is meant to be a time of freedom and enjoyment, but are you truly in charge of your financial future, or is it controlling you? Too often, I talk to retirees who are letting fear or indecision shape their retirement. Whether it’s trying to avoid taxes, delaying Roth conversions, or ignoring the need to plan for long-term care, these choices can lead to worry and stress — even in retirement.
When your retirement plan is set up the right way, you can enjoy life without stressing about the economy or politics. In this episode, we dive into strategies to help you take back the reins and ensure your retirement plan works for you so you can enjoy it fully — no matter what comes your way. Listen in to learn how to make your retirement truly yours.