The Retirement Roadmap Podcast

Retirement Conversations – Breaking The Ice

Sometimes thinking about or talking about what retirement will actually be like on a day to day basis can be challenging. This week our conversation centers around financial and non financial retirement planning. Listen in on this week's podcast as we discuss “The Bucket List” and more! Making sure your Retirement Roadmap includes all aspects of life is critically important to ensure you have an enjoyable and fulfilling retirement.

5 Things In The Financial Junk Drawer

Do you have a “junk drawer” that hasn't been cleaned out recently? What about your financial life – do you have a financial “junk drawer” that needs to be cleaned out or straightened up? Listen in as we discuss five financial situations that people sometimes find in their “junk drawer”. Who knows, you might discover something that you want to straighten up as you travel along your personal Retirement Roadmap.

The Messy Estate Plan

Making sure that your wishes are carried out is the foundation of any estate plan. This week we spend a little time discussing how the best of intentions can sometimes turn into unintended consequences. Take a few minutes to listen in on our conversation about how plans can inadvertently end up going off course. Paying attention to details can help ensure that the final stop on your Retirement Roadmap is what you intended for your heirs and loved ones.

What About Do It Yourself Retirement Planning?

DIY has become very popular in today's culture. You name it – home improvements, landscaping, interior design, cooking – but what about retirement planning? In this weeks podcast we discuss pros and cons of “Do It Yourself” Retirement Planning. Take a few minutes to listen in on our conversation about some of the nuances and differences of saving for retirement vs. living in retirement. You might just discover some important distinctions that enhance your personal Retirement Roadmap.