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The Retirement Roundtable

The Retirement Roundtable

By: Veronica Redfield and Grant Hartmann
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 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economics
Episodes
  • Real Life Stories, Real Life Issues Part 2

    Real Life Stories, Real Life Issues Part 2
    Feb 7 2026
    In this episode, we dive into the high-stakes world of mixing money with blood and brotherhood to see if the potential returns are worth the personal risks. We share cautionary tales of handshake deals gone sour and provide a practical framework for setting professional boundaries without ruining Sunday dinner. Whether you’re considering a joint real estate venture or funding a cousin’s startup, learn how to protect your portfolio and your peace of mind.
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    Less than 1 minute
  • Real Life Stories, Real Life Issues Part 1

    Real Life Stories, Real Life Issues Part 1
    Jan 31 2026
    In this episode, we explore the potential pitfalls of purchasing life insurance through a friend or acquaintance without a formal financial plan. We share cautionary tales of how casual agreements can lead to inadequate coverage and strained relationships when the "friend" lacks a comprehensive understanding of your long-term goals. Finally, we highlight the essential value of consulting a professional advisor to ensure your policy is objectively vetted and strategically integrated into your overall financial security.
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    Less than 1 minute
  • Accumulation vs Distribution: Why Retirement Feels So Different

    Accumulation vs Distribution: Why Retirement Feels So Different
    Jan 17 2026
    This episode explores the psychological and mathematical shift required when moving from the accumulation phase of building wealth to the distribution phase of spending it. We discuss why the aggressive saving strategies that served you for decades can actually become liabilities once you begin navigating the complexities of withdrawal rates and tax planning. Tune in to learn how to pivot your mindset and your portfolio to ensure your nest egg provides a reliable income for the rest of your life.
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    Less than 1 minute
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