Episodes

  • 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
  • Retirement Preparedness Manual: Part One - September 7, 2025

    Retirement Preparedness Manual: Part One - September 7, 2025
    Sep 7 2025
    In the first of a two part series, Robert puts a so-called manual together for retirees that helps them prepare for what's ahead. This episode addresses the possibilities of future inflation, a recession and legislative risk - ie. changes that could be made by Congress which could affect the economy and retirement plans as we now know them.
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    30 mins
  • Volatility and Your Retirement - August 31, 2025

    Volatility and Your Retirement - August 31, 2025
    Aug 31 2025
    Market volatility seems to be the norm these days, and the ups and downs may cause retirees to feel unsure about their savings. Robert helps break down the headlines and why having a solid plan can help people have more certainty despite anything going on with the economy and the markets.
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    30 mins
  • Are Your Plans Ready? - August 24, 2025

    Are Your Plans Ready? - August 24, 2025
    Aug 24 2025
    Trade deals, tariffs, new market highs - you never know what new headlines will hit the news on any given day. Robert looks at some of the more recent ones and empasizes the importance of having a written plan for retirement, especially for income, so it brings some certainty into your future.
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    30 mins
  • The President vs. The Fed - August 17, 2025

    The President vs. The Fed - August 17, 2025
    Aug 17 2025
    President Trump and Federal Reserve Chairman Jerome Powell have had very public disagreements about the direction of the economy lately. but should any of this news affect your retirement plan? Robert discusses this and talks about how your plan should be solid enough to you can ignore the noise and, if needed, make tweaks to the plan to be sure it continues to provide what you need in reitrement.
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    30 mins
  • Behavioral Finance and You - August 10, 2025

    Behavioral Finance and You - August 10, 2025
    Aug 10 2025
    Today Robert talks about the growing area of behavioral finance and how people behave when it comes to their money and ways it can affect their decision making. He also discusses how having a financial professional can help folks prevent making bad financial decisions and keep them on track when it comes to their retirement plan.
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    30 mins
  • Preserving Wealth In Times of Volatility - August 3, 2025

    Preserving Wealth In Times of Volatility - August 3, 2025
    Aug 3 2025
    in this show, Robert introduces us to the AIM process used by his office to help folks plan financiallly for retirement. A means assess your savings and assets, I stands for identify goals for retirement, and M means mapping out the strategies to make everything happen. The finalized plan can help make sure money is there for whatever it is needed for, and can change as necessary when life changes, either personally or in economic circumstances.
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    30 mins