The Retirement Roadmap Podcast

Unique Planning Challenges



Do you have a unique planning challenge? On the podcast, we often discuss how everyone is unique and make it a point to emphasize that there are no “one size fits all” solutions. This week we take it a step further and address a variety of scenarios that pose unique planning challenges that can sometimes complicate retirement. Tune in and make sure you have a Retirement Roadmap designed to create success in the retirement years.



Being Realistic In Retirement

Are your current retirement plans realistic? Retirement planning has lots of variables and it's wise to do a “reality check” from time to time. This week our conversation is based on evaluating how realistic your plans are for the retirement years. Take a few minutes to listen in as we discuss retirement planning topics and how to determine whether or not your plans are realistic. Your Retirement Roadmap is too important to make assumptions that might need to be reevaluated.


Money Mission Statements


Have you given your money a mission? As you know, the way you think about and allocate your money is critically important. This week we discuss segmenting your money to have specific purpose and specific missions. Listen in on our discussion as we talk about useful ways to allocate your money to achieve specific and important outcomes. After this week's podcast you might just begin thinking about your money a little differently and your Retirement Roadmap might have a little more clarity.


Dangerous Financial Assumptions

If what you thought to be true turned out not to be true, when would you want to know about it? There are variables that that can invalidate a number of common financial assumptions. This week we discuss why it's wise to be careful with “always” in your financial planning. Join us as we discuss how making certain assumptions about Roth IRA's, Social Security and a few other retirement topics could lead you to a different destination then you might have planned. Take the time to make sure your Retirement Roadmap is leading you in the right direction.


Retirement Scenarios

When it comes to retirement, there are no one size fits all solutions. When making plans and determining your game plan it's wise to evaluate your situation and develop personalized strategies. Join us again this week as we take a look at a variety of retirement scenarios and discuss some of the factors to consider when faced with these various circumstances. Everyone has a different Retirement Roadmap, make sure yours is designed to provide you with the retirement you've always imagined.