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Your Retirement Playbook

Your Retirement Playbook


Your Retirement Playbook

ratings:
Length:
451 episodes
Language:
English
Format:
Podcast

Description

Real, useful information for everyday people that can be translated into daily life and thought.

Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand.

We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
Language:
English
Format:
Podcast

Episodes1 - 10 of 451 episodes

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Best Of Your Retirement Playbook Episode

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or lea...

57 minutes
Sep 12, 2022

Trustee and Executor Job Descriptions

Losing a loved one is never easy. Taking care of the final documents, bank accounts and...

13 minutes
Sep 09, 2022

The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset

Generosity is a beautiful thing. Should you give to your children and charities before ...

13 minutes
Sep 08, 2022

College Education and Alternatives

College planning is a dominant part of many families’ aspirations. What is the best way...

13 minutes
Sep 07, 2022

Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House

Sometimes the hardest thing to learn is things we already thought we knew! Mortgages ha...

13 minutes
Sep 06, 2022

Beginning, Middle and End of Your Financial Journey

In this episode of Your Retirement Playbook, we will discuss the Beginning, Middle, and...

57 minutes
Sep 05, 2022

Best Of Your Retirement Playbook Episode

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or lea...

57 minutes
Aug 29, 2022

Do You Know Which Phase of Finance You Are In?

Accumulation, Contribution, and Distribution – do you know which Phase of Financ...

13 minutes
Aug 26, 2022

The Difference Between Trustee, Successor Trustee, and More

Challenges that arise inside of the financial world can be complex. For example, ...

13 minutes
Aug 25, 2022

Eliminating Quarterly Tax Payments

Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your...

13 minutes
Aug 24, 2022