Najlepsze podcasty z kategorii: Retirease (2024)

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From Victims to Advocates (All About Internet Scams) 24:25

6M ago24:25

24:25

If you are older and you have money, you are the prime target for financial scams, and there are a lot of them out there. What can you do to avoid becoming a victim and instead become an advocate for yourself and others? We’ll talk about that and tell you how to spot scams before they’re able to take advantage. This ‘elder fraud’ has been on the ri…

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From "I Do" to "I Still Do 29:26

6M ago29:26

29:26

As you approach retirement, one of the most significant changes you'll experience is the amount of time you spend with your spouse. After years of balancing work, raising children, and managing day-to-day responsibilities, retirement offers an opportunity to reconnect and rediscover each other. This transition, however, also comes with its own unex…

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Inside the World of Part-Time Travel Jobs 21:28

7M ago21:28

21:28

Retirement is often seen as a time to relax and finally enjoy the fruits of decades of hard work. But for many retirees, the idea of completely stepping away from work is not appealing. Instead, they are finding ways to stay busy, contribute to their communities, and even enhance their retirement experience through part-time jobs. In this episode, …

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Unlocking the Zzzecrets to Quality Sleep 25:41

7M ago25:41

25:41

May is ‘Better Sleep’ month and it’s no secret how important good sleep is to health, longevity and overall happiness. That’s especially true for retirees because as we get older, our sleep gets worse and worse. In this episode, we're discussing the often-overlooked aspect of retirement fulfilness: sleep quality. Join us with Victor as we discuss t…

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Super Nanny – The Critical Role Grandparents Play & the Benefits It Provides 23:08

8M ago23:08

23:08

In the bustling world of parenting, where the to-do list seems never-ending, there’s a new beacon of hope — grandparents. Being a grandparent can have a significant impact on the success and health of one's retirement, and today we’re going to talk about the physical, emotional, and financial benefits. Being an active and engaged grandparent can ha…

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Back to Basics: Financial Literacy 101 38:33

9M ago38:33

38:33

April isn't just about welcoming warmer weather; it's also Financial Literacy Month, a time to focus on our fiscal health and future. This episode will do just that, and it's an essential listen for anyone looking to secure their golden years with confidence and clarity. A study used posted by the American College of Financial Services used a Retir…

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Unlocking Your Retirement Potential: Goal Setting Strategies 33:22

9M ago33:22

33:22

Do you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working. In this video, we’re going to walk you through how to create goals for your retirement so you can achieve all those things yo…

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Age with Agility: Maximizing Health in Your Golden Years 26:16

9M ago26:16

26:16

In order to be able to truly enjoy retirement, health has to be a priority and Retirease focuses on the steps you need to take to maximize your golden years. In this episode, we are going to explore the essential non-financial elements that contribute to a truly fulfilling retirement, emphasizing the crucial bond between physical and mental well-be…

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Making the Last Third of Your Life, The Best Third 23:29

10M ago23:29

23:29

We want everyone we work with to be able to say that the last third of their life was the best, which is always the goal for Retirease. There’s no reason your goals, ambitions, and sense of adventure have to slow down once you’ve retired, and the proper approach to that next phase of life can help you achieve this. In this video, we want to share s…

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Welcome to Your Best Retirement 21:11

11M ago21:11

21:11

A fulfilling retirement goes well beyond the dollars and cents, and today we’re going to share our vision for what it takes to help you live your best life in retirement. The goal for Retirease Radio is to coach you through a holistic approach to retirement. Join us as Victor highlights the importance of health and personal growth in retirement, em…

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Financial Planning for Life’s Unexpected Events 14:24

12M ago14:24

14:24

Life happens. It’s such a simple but complicated statement because no one know what life will throw at us. The good and bad often comes at the most unexpected times and that makes planning very difficult. The good news is a comprehensive retirement plan prepares for what we know and is built to adapt to the events we can’t predict. In this episode,…

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New Year Financial Resolutions 19:54

12M ago19:54

19:54

As we begin another year with a fresh slate and a chance to improve ourselves, let’s talk about some resolutions that we could put in place to take positive financial steps forward in 2024. Hopefully this is something that you’ll revisit well beyond January, but we want to help you build a list for the new year. The stats say people stick to their …

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Mailbag: Healthcare Costs, Retirement Savings Target, and Estate Disputes 13:52

12M ago13:52

13:52

Retirement is more than just a numbers game; it's an intricate dance of elements that blend to create a fulfilling post-career life. In this episode, we’ll open up the mailbag and unpack the components that make up a robust retirement strategy, addressing everything from the ebb and flow of market volatility to maximizing Social Security benefits a…

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Navigating Retirement Challenges: Smart Strategies for Investing and Insurance 10:34

1y ago10:34

10:34

Join us today as we address some of the critical pillars of a successful retirement: investing, income, taxes, and estate planning. We’ll do this by tackling a few great questions from our listeners, offering clarity and strategic insights for your retirement journey. Whether you're worried about unexpected life insurance policy charges or seeking …

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Financial Mailbag: Gifts to Children, Roth Conversions, & Life Insurance 12:56

1y ago12:56

12:56

It’s time to open up the mailbag on the show and answer a few financial questions that we’ve gotten recently. Listen as Victor addresses situations dealing with helping your adult children financially, making Roth conversions, and determining how much life insurance is needed. Today’s show will cover three topics that almost everyone will face so t…

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Financial Forecast: Planning That Can Weather the Elements 16:23

1y ago16:23

16:23

You can find financial lessons everywhere in life and today we’re going to relate planning to the weather, something we all pay attention to every day. From tornadoes to black ice, we’ll share the appropriate analogies for each type of forecast and explain how our approach to planning will help you prepare for all of the elements. Much like the wea…

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Grade Yourself on a Retirement Readiness Quiz 18:08

1y ago18:08

18:08

How financially fit are you for retirement? Get ready to find out with a self-assessment on must-know topics like assets, spending, risk tolerance, fees, and income streams. We have five questions that every retiree needs to be able to answer and Victor Medina will explain why each of these is so crucial for retirement planning. Acing it requires k…

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The Financial Draft 18:07

1y ago18:07

18:07

If you were the general manager of a financial team, which products or investments would you prioritize to give you the best chance of success? That’s what we want to discuss today so we’ll have a little fun with this conversation by making Victor the GM. We’ll present some of the financial topics and items you might be most familiar with and find …

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Is This an Investment or Not? 11:25

1y ago11:25

11:25

Today we are going to play a little game we’ll call, ‘Investment or Not?’ People will try to justify a purchase by calling it an investment, but just because you spend a little extra money on something doesn’t make it an investment. On today's show, we examine the definition of an investment and explore how investing is not just about stocks and bo…

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Finding the Right Financial Advisor 17:13

1y ago17:13

17:13

Not every financial advisor is created equal so picking the right one to work with can benefit you for years to come. But no one intentionally chooses someone that isn’t a good fit so what should you be looking for in a financial advisor? In this episode, we’ll talk about the characteristics that make up a good advisor and provide guidance on what …

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Hindsight is 20/20 in Financial Planning 14:50

1y ago14:50

14:50

Knowing what you know now, you’d probably go back and change some of your past decisions. Since that’s not possible, the next best thing is learning from other people’s mistakes. We all have things we wish we’d done differently, and today we’re going to share some of those scenarios where financial mistakes were made that don’t look so good in hind…

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Ways That People Ruin Their Retirement 16:13

1y ago16:13

16:13

Would you like to avoid the financial missteps that can derail a retirement? Knowing where people often make the wrong decision or fail to take the proper action can help you keep from making the same mistakes and ruining your retirement. In today’s show, Victor will lean on his past experience to help identify the areas that typically cause people…

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The Risk of Living a Long Time 16:54

1y ago16:54

16:54

More and more people are living a longer time, which is a great thing. But it can also pose a significant risk to your retirement if you haven’t planned properly. If we knew exactly how long you were going to live, determining how much you need for retirement would be pretty easy. Since we can’t plug that number into a calculation, we need to take …

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Pre-Retiree Mistakes to Avoid 13:15

1y ago13:15

13:15

No one wants to make mistakes, but we’re all human. It’s going to happen to all of us, and we see pre-retirees make many of the same mistakes with their finances. Our role as financial advisors is to not pass judgment and make you feel bad about those mistakes, but to help you right the ship and get back on the correct path. In this episode, we’ll …

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The Client Review Process for Different Personalities 18:30

1y ago18:30

18:30

We want to talk today about client reviews and how we approach them depending on the type of client we’re working with. Periodic reviews with certain clients can look very different from reviews with others, and we enjoy the variety of conversations we’ll have with folks. We’ll have a little fun with this conversation by describing a handful of per…

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Retirement Wisdom from Bruce Springsteen Quotes 11:09

1y ago11:09

11:09

New Jersey’s own Bruce Springsteen is one of the most successful musicians of all time and he’s been entertaining people around the world for decades. His fans can recite many of the lyrics in his songs word-for-word, and it’s easy to find inspiration from his music. In this episode, we’re going to spotlight some of our favorite quotes from The Bos…

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Constructing Your Financial House 17:23

1+ y ago17:23

17:23

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds much more enjoyable. So let’s find the similarities in building a strong financial plan and a dream home. In this episode, Victor will help us construct our financial house step-by-step and explain which pieces of plann…

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Financial Planning with Yogi Berra 19:20

1+ y ago19:20

19:20

Yogi Berra is one of the most quotable people to ever live. He could entertain even more than he could play baseball, and he was a really good catcher. Even as a Red Sox fan, Victor has an appreciation for many of the things Yogi said through the years. When we look at some of his quotes through the right prism, they can teach us some lessons about…

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The Good News-Bad News in Financial Planning 12:43

1+ y ago12:43

12:43

Life is all about balance and today’s show will keep you level-headed when it comes to certain financial situations. Every decision we make needs to take into consideration the pros and cons and weigh them against each other to determine which option is best. We going to look at a few different situations where there are positives but those don’t u…

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Financial Planning with George Bernard Shaw 14:18

1+ y ago14:18

14:18

No matter where you go or who you meet, there’s always an opportunity to glean financial wisdom from unexpected places in life. Today’s show is a great example of that as we’re going to see what we can learn about financial planning from these quotes from the great playwright George Bernard Shaw. The Irishman was born in the mid-19th century who ma…

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Navigating Financial Challenges in Retirement: Market Crashes, Home Purchases, and Investment Risks 10:38

1+ y ago10:38

10:38

When it comes to retirement, planning is not always a simple and straightforward process. From market crashes to real estate investments and the labyrinth of investment products, retirees face numerous financial challenges. Many of those challenges come to us in the form of questions, and that’s what today’s episode is all about. Today we dive into…

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The Risk of Longevity to Your Retirement 16:52

1+ y ago16:52

16:52

We’re all living longer thanks to modern medicine, and that should be a good thing, right? Being able to enjoy life, and retirement, for many years is a great thing, but it also presents a big risk to retirement. This longevity risk refers to the risk of outliving your retirement savings. This is becoming a growing concern, especially with increasi…

1
Reasons To Run Away From Your Lawyer 16:58

1+ y ago16:58

16:58

It’s important to understand before you work with an attorney that not all lawyers are created equal. While we hope everyone is ethical and hard-working, there are numerous situations where the client needs to proceed with caution. Join us as we explore the crucial task of finding the right attorney for estate planning, a decision that could impact…

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The Retirement Challenges Facing Different Generations 17:47

1+ y ago17:47

17:47

Every generation likes to talk about how hard they had it, but there’s a lot of truth in that when you talk about retirement planning. Each generation brings a unique set of challenges that weren’t around when they’re parents retired. Today we’ll identify these generational challenges to help you get prepared and share some things that have to be a…

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5 Common Pre-Retiree Mistakes 20:36

1+ y ago20:36

20:36

No one wants to make mistakes with their retirement plan, but the truth is we’re all human and mistakes are going to happen. Almost everyone we’ve worked with has done something that we would characterize as a mistake. It’s not that you made the mistake but instead, how did you react to it? Let’s talk about some of the pre-retiree mistakes we most …

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What Every Investor Should Consider About Their 401k 13:24

1+ y ago13:24

13:24

Have you ever wondered how to best leverage your 401k plan to secure a comfortable retirement? If yes, then you're in the right place. In this episode, we’ll share some key considerations to make before you make contributions into your 401k. We'll be debunking complexities, discussing the importance of liquidity, and laying out strategies to build …

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Strategies to Combat Five Major Risks in Retirement 16:59

1+ y ago16:59

16:59

We all know there are risks associated with financial planning, but most people don’t realize how many different types of risks they actually face in retirement. Let’s unpack five major risks associated with retirement and discuss how to combat them head-on. Here are some of what we discuss in this episode: Market risk might be the most common risk…

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Questions You Need to Be Asking Yourself 15:27

1+ y ago15:27

15:27

Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some of these important questions. Today we’re going to share the questions that you need to be asking yourself and Victor will explain why each of these are important. Your answers and how you feel …

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Things We Don’t Hear People Say About Their Financial Plan 14:06

1+ y ago14:06

14:06

We’ve seen just about every type of scenario from working with thousands of people over decades, but there are some things that we’ve never heard someone tell us. The statements we’re going to share on the show today just don’t make a lot of sense, which is why a client has never told us these things. Let’s talk about why we don’t hear these and ex…

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Pet Peeves About the Financial Industry 17:15

1+ y ago17:15

17:15

No industry is without its flaws, and the financial industry is no exception. Even though we work in this industry, some of the things we see and hear really get under our skin. So today we thought we’d share some of the pet peeves we’ve developed from doing the work we do each day. Victor will talk about a handful of things that happen in finance …

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Let’s Answer Some IRA Frequently Asked Questions 18:16

1+ y ago18:16

18:16

It’s probably no surprise that we get a lot of questions about the IRA as people use this type of account and try to figure out how to get the most out of their contributions. In this episode, Victor to answer some of the IRA FAQs that you might have like traditional versus Roth, conversions and rollovers, and changes from the SECURE Act. Like any …

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Ep 225: Building Proper Diversification Into Your Portfolio 16:01

1+ y ago16:01

16:01

No matter how much experience you have investing, you’re probably familiar with the concept of diversification. It’s a financial buzzword that gets used all the time and especially during times of market volatility. But what does true diversification really mean? In this episode, Victor will help you better understand the concept by explaining what…

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Ep 224: 5 Financial Commandments for Retirement Planning 16:48

1+ y ago16:48

16:48

Financial planning looks different from person to person. That’s the beauty of building a customized plan that doesn’t adhere to the same set of rules. It gives you the ability to have a plan that’s flexible and fluid. Even though every plan is different, there are some guidelines everyone should follow. Let’s explore some financial commandments th…

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Ep 223: Ready for These Financial Truth Bombs? 16:27

1+ y ago16:27

16:27

Your financial planner shouldn’t be someone who tells you what you want to hear. This should be the person that you can trust will shoot you straight and make sure you know the truth, good or bad. That’s the approach we’re taking on this episode of the podcast. It’s time for a reality check for some. We want to wake people up with some surprising f…

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Ep 222: Retirement Planning with Robin Williams 13:30

1+ y ago13:30

13:30

Today we’re going to find financial guidance from one of the great comedians and actors of our generation, the late Robin Williams. He’s known for so many comedic roles but the one that always stands out is his role as a psychiatrist in Good Will Hunting because of his ability to play such a serious and dramatic character. No matter what your favor…

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Ep 221: Retirement Planning Challenges for Baby Boomers 17:01

1+ y ago17:01

17:01

For so many years, people could simply rely on working a long career with a company and using a pension and Social Security to cover most of their retirement needs. Unfortunately for the Baby Boomer generation, financial planning isn’t so simple anymore. Let’s explore the changing retirement landscape and help Baby Boomers better prepare for what l…

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Ep 220: Are These Financial Rules Outdated Now? 19:23

1+ y ago19:23

19:23

Generally speaking, there are some rules of thumb that might be good starting points when you begin building your financial plan, but these might often end up being outdated by the time you understand your needs. In this episode, Victor is going to address a handful of these you’ve probably heard about and explain why they might not work as expecte…

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Ep 219: People That Cry Wolf in the Financial World 15:43

1+ y ago15:43

15:43

There are plenty of people in the financial world that are guilty of crying wolf. No matter what is happening, they always preach the same message, which means we have to learn to tune them out. That’s not always easy, however, and people will often make bad financial decisions because they’ve been influenced by one of these wolf-criers. It’s time …

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Ep 218: Dissecting Financial Lies You Might Hear 21:38

1+ y ago21:38

21:38

There are some financial advisors who are just flat-out liars, but that’s actually pretty rare. More often, advisors are guilty of making statements that they’ve been conditioned to say over the years, even if those statements aren’t exactly brimming with truth. Today we’re going to take a little time to talk about why you should be cautious if you…

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Ep 217: Creating Predictable Income in Retirement 16:29

1+ y ago16:29

16:29

Creating a steady income stream in retirement is a goal everyone has because it allows for a steady and reliable life, but how do you achieve that within your financial plan? In this episode, Victor will explain how we approach income planning in retirement and the challenges facing anyone trying to put predictable streams in place. Here is some of…

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