Episodes

  • Key Habits of Retirees - November 2, 2025

    Key Habits of Retirees - November 2, 2025
    Nov 2 2025
    A Yahoo Finance study showed that certain habits of successful retirees revolve around ways to make their money last, including preserving assets and saving on taxes. Robert addresses these issues and how having a solid financial plan can assist with these same issues.
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    30 mins
  • Financial Planning Month - October 26, 2025

    Financial Planning Month - October 26, 2025
    Oct 26 2025
    October is Financial Planning Month, and Robert looks at what financial planning is through the eyes of someone who mainly deals with retirement planning and what it entails.
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    30 mins
  • Social Security Within Your Plan - October 19, 2025

    Social Security Within Your Plan - October 19, 2025
    Oct 19 2025
    With the annual COLA about to be announced for 2026, Robert takes a look at Social Security, how it benefits your plan and the areas where it falls short and how you need to make sure you augment your benefits so your retirement years can bring you the kind of lifestyle you desire.
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    30 mins
  • Planning For Health Care - October 12, 2025

    Planning For Health Care - October 12, 2025
    Oct 12 2025
    Health care costs keep rising and recent studies show many people haven't planned well enough to account for this. Robert takes a look and stresses the importance of including a solid health care component as part of your retirement plan. He also looks at five strategic steps to help elevate your retirement savings.
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    30 mins
  • Balance Your Retirement Portfolio Now - October 5, 2025

    Balance Your Retirement Portfolio Now - October 5, 2025
    Oct 5 2025
    Robert discusses balancing your investment portfolio and why it can be important when it comes to the make-up of your plan and staying away from having too much in one particular area.
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    30 mins
  • What Will You Need to Retire - September 28, 2025

    What Will You Need to Retire - September 28, 2025
    Sep 28 2025
    There isn't a set amount to save for retirement for any given person or couple - lifestyle needs are different, health situations could play into it, as well as other variables. Robert discusses the importance of putting a plan together that can help determine what your requirements are and how you can get there.
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    30 mins
  • Fighting Turmoil With a Plan - September 21, 2025

    Fighting Turmoil With a Plan - September 21, 2025
    Sep 21 2025
    Financial headlines always seem kind of tumultous, and volatility is always looming as a result. But Robert assures us in this episode that the best way to stay calm amidst the storm is to have a solid plan in place that can help make sure you stay financially solid in retirement, even during ups and downs of the economy. He also takes listener questions from the mailbag.
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    30 mins
  • Retirement Preparedness Manual Part Two - September 14, 2025

    Retirement Preparedness Manual Part Two - September 14, 2025
    Sep 14 2025
    In part two of this program series, Robert discusses health care costs and how to plan for them, as well as making sure your overall plan takes into account all the major areas planning involves, including taxes, inflation and legacy planning.
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    30 mins