Episodes

  • Mailbag Questions! Getting laid off, Not leaving an inheritance, and Social Security Options - May 25, 2025
    May 26 2025
    Gary gets questions each and every week about all things retirement. Let’s open our Coasting into Retirement mailbag and go over some common retirement questions.

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • Retirement Income Faces Tax Challenges - May 17, 2025
    May 19 2025
    We spend years of diligently saving and investing, and we feel so good about it….but the sobering reality to consider is that Uncle Sam is patiently waiting in the shadows to collect his share of every dollar you’re going to withdraw from those tax-deferred accounts! Gary Marriage is here to give solid advice on how protect your retirement savings.

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • Topics on Your Retirement Planning List - May 10, 2025
    May 12 2025
    How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple for retirement!

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • 401k and IRA Decisions - May 3, 2025
    May 5 2025
    Millions of Americans’ retirement money is in something like an IRA or 401k. As a whole, U.S. retirement assets are more than $32 trillion and over half of it – over $19 trillion – is in IRAs and defined contribution plans.

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • Taking Control of Retirement - April 26, 2025
    Apr 28 2025
    We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can doing – RIGHT NOW to help take back control of your financial future.

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • Mailbag Questions! - April 19, 2025
    Apr 21 2025
    Gary gets questions each and every week about all things retirement. Let’s open our Coasting into Retirement mailbag and go over some common retirement questions.

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • Behavioral Finance and You - April 12, 2025
    Apr 14 2025
    You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money. Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions.

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins
  • Downsizing - April 5, 2025
    Apr 7 2025
    There can be so much excitement about starting a brand-new phase of life with your retirement. But if you’re relocating to your dream retirement home, downsizing to a smaller house or condo, or simply wanting to declutter for this new time of life … you’ve got to face getting rid of “stuff.”

    For more information about retirement planning, visit naturecoastfinancial.com!
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    28 mins