retirement

The Stock Market New Year’s Resolutions [PODCAST 12]

It’s nearly impossible to accurately offer a 2023 economic forecast – but we can have some fun with the idea instead. In today’s episode of the Retirement Readiness podcast, we’re giving a humorous take on what we think the stock market and economy should resolve to improve with New Year’s Resolutions for the economy.

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Traditional vs. Roth IRA Accounts [PODCAST 11]

Do you know the differences between a traditional vs. Roth IRA account? While they have similar names, they affect your taxes and your retirement in different ways. Watch today’s episode of the Retirement Readiness podcast to understand the benefits of each type of account and how each might be able to help your planning for retirement.

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How To Pay for Long-term Care [PODCAST 10]

Paying for long-term care can be one of the highest costs for people after they’ve retired. Do you have a plan in place to fund healthcare costs in retirement? If not, this episode will help you understand some principles to follow.

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Does Physical Wellness Impact Financial Wellness? [PODCAST 9]

Today’s episode welcomes Mo Curry from Orangetheory to talk with us about the impact that physical wellness can have on financial wellness. It’s important to stay active throughout your life, but even more during retirement. Mo shares her best tips for how to get started.

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9 Things to Do in a Bear Market [PODCAST 8]

Most investors are fearful of a prolonged down period in the stock market, but if you approach it with the right mindset and understanding of your investing goals, it can be an opportunity. Here are the top 9 things to do in a bear market.

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Finding Significance Through Service [PODCAST 7]

Listen as Tim and Damion Navarro talk about finding significance through service in Retirement.

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Where Should I Live in Retirement? [PODCAST 6]

One of the most common questions we hear is “Where should I live in retirement?” There’s a lot to consider between family, tax rates, and more. Here’s what you need to know.

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How to Not Outlive Your Money in Retirement [PODCAST 5]

If you’re looking at retiring soon, not outliving money in retirement should be one of your main concerns. Here’s what to know about living and spending with intention.

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How to Fund Your Retirement [PODCAST 4]

Should you get more conservative or aggressive with your investments when you retire? In this episode, we talk about different strategies for how to fund your retirement.

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What Does it Mean to Have Significance in Retirement? [PODCAST 3]

Retirement doesn’t have to just mean “stop working.” Hear as Judy and Harold Lewis talk about what they’ve done to find significance in their retirement.

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