The Retirement Roadmap Podcast

Bad Assumptions

This week we take a look at some bad assumptions that people sometimes make in retirement. Decisions are typically based on existing beliefs and assumptions. Problems can occur when important decisions are made on flawed assumptions. Take a few minutes to listen and determine whether or not you might be making some decisions based on bad assumptions. 

Spending Personalities

How well do you know yourself? This week we discuss "Spending Personalities". It's critically important to know your spending personality and your spending habits when thinking about your retirement income and spending plan. Take a few minutes to listen and reflect on your "Spending Personality".

Make Retirement Great Again!

This week we discuss some of the most important parts of keeping your retirement on track. It's always a good idea to review the essential building blocks of what makes a successful retirement. Take a few minutes to listen and review your personal retirement plans.

Risk & Diversification - The Retirement Years

This week we discuss how risk and diversification are significantly different in the retirement years vs. the saving years. Often times retirees and pre-retirees have done well in learning the lessons of saving for retirement, but all too often they are missing critical facts and strategies for how to make their nest eggs last a lifetime. Take a few minutes to listen and stay informed.

5 “Financial Commandments”

It's easy to get distracted with current events or short term market moves, so this week we discuss 5 important "Financial Commandments". Always remembering your long term goals and plans is critical throughout the retirement years. Join us as we take some time to discuss how to stay focused on your plans for a 20 to 30 year retirement.