The Retirement Roadmap Podcast

Procrastination & Financial Planning


This week we discuss the dangers of procrastination in financial and retirement planning. We all know that one of the easiest things to do is to put things off until later. We spend a little time discussing some of the things people might procrastinate when dealing with retirement planning and decisions. Take a few minutes to listen and reflect on whether or not you have been procrastinating in your financial life.

Financial Red Flags


This week we take some time to discuss financial “Red Flags”. These are things that might cause you to either rethink something or to review something in more depth. We explore several of these “Red Flags” by asking questions and exploring details. Take a little time to listen in on our conversation, you might discover a few things that deserve more of your attention.


Unpredictability . . . How Comfortable Are You With The Unknown?


Life is often unpredictable, so we need to plan for “Unpredictability”. In this week’s podcast we discuss some of the unpredictable things that could impact your financial life! As you listen in on our conversation, take some time to consider whether or not your current plan can be sustained when “Unpredictability” shows up in your life. As always, we are here to help you navigate your retirement years. Feel free to give us a call and schedule some time, you’ll be glad you did!

Landmark Birthdays & Retirement Planning


Retirement and retirement planning bring what we would call “Landmark Birthdays” to your financial life. This week we review what these “Landmark Birthdays” are and what they mean in terms of financial and retirement planning. Take a few minutes to make sure you know about these birthdays and what you can do to take advantage of the planning opportunities.