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Your Retirement Podcast

Dec 16, 2020

When there’s a will, there’s a way; A way to leave a well-defined legacy to your heirs! Or, would you rather leave it all to chance and the rules the state sets up for you?

In Part 2 of our estate planning podcast series, Ed Greene and I discuss trusts more in depth, the importance of choosing the right people to...


Dec 8, 2020

When there’s a will, there’s a way.
A way to leave a well-defined legacy to your heirs!
Or, would you rather leave it all to chance and the rules the state sets up for you?
 
In Part 1 of our estate planning podcast series, Ed Greene and I discuss why you need estate planning, the basics of wills and trusts, and the...


Dec 4, 2020

Would you rather work during your retirement because you want to or because you need to?

If you’ve planned and saved well for your retirement, and you’re not quite ready to hang-it-up, working in retirement could be a great option for you!

In this short podcast,
Working During Your Retirement,
Ed and I discuss some...


Nov 18, 2020

Do you think you can time the markets? That’s a pretty risky game to play, and is it really a good idea to put your lifetime savings on the line just before you retire?

In this short podcast, Ed Greene and Linda Gardner discuss the dangers of timing the markets, especially in your retirement years!


Nov 12, 2020

If you’re still working, you may have a 401(k). But what about a Roth 401(k)? Yes, they’re out there, and while more and more companies are starting to offer them, most people aren’t taking advantage of them! Maybe it’s time to re-think that!

In this short podcast, Ed Greene and Linda Gardner discuss the ins and...