The Retirement Roadmap Podcast

Common Beneficiary Mistakes

 
There are some common mistakes that are sometimes made when making legacy planning decisions. So this week we discuss some of these mistakes that could possibly become catastrophic and irrevocable if not corrected. Knowledge can be powerful, so take a little time and listen in as we review some common beneficiary mistakes that could impact your Retirement Roadmap.

Emotions and Retirement Planning Part 2

This week we continue our conversation around emotions and retirement planning. Implementing and maintaining a successful retirement plan can be put in danger when emotions get in the way. Join us for Part 2 of our discussion and take some time to reflect on the critical role that emotions can play as you travel along your Retirement Roadmap.

 

Emotions and Retirement Planning Part 1

  

What role are your emotions playing in your retirement plan? It's critical to understand your emotions and how they can effect your retirement planning. Over the next two weeks we are taking some time to review the ways that emotions can get in the way of making sound financial plans. Take a few minutes to listen in and determine whether or not you sometimes let your emotions take you off the course of your Retirement Roadmap.

Retirement Satisfaction

 

How do you achieve “Retirement Satisfaction”? This is a question that many retirees and pre-retirees often ask. It's not uncommon for people to struggle with the ability to find satisfaction in retirement. Satisfaction means different things to different people and this week we spend some time discussing ways to possibly enhance “Retirement Satisfaction”. Listen in on our conversation and reflect on your own “Retirement Satisfaction”.