PODCAST · business
The Happiness in Retirement® Guy
by The Happiness in Retirement® Group
The Happiness in Retirement® Guy's podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
Episodes
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The Happiness in Retirement Hour
🌳 Welcome to The Happiness in Retirement® Hour! Money, Life & Everything in Between. Join Bill Del-Sette, CFP®, RLP® — The Happiness in Retirement Guy™ — and Ann Arceo, financial advisor and shareholder at Happiness in Retirement Group, for a lively, informative, and entertaining conversation...
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Medicare IRMAA Shock: The Hidden Retirement Expense That Could Cost You Thousands
In this episode of the Happiness in Retirement Podcast, we dive deep into the often misunderstood world of Medicare with our guest, Joe Ritter, founder of Valley Forge Medicare and Insurance You Keep. As we navigate the complexities of retirement planning, we emphasize that healthcare is a…
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Why your Financial Plan Needs a Villain
In this episode, I explore the idea that each of us is the hero of our own story, navigating through moments of triumph and disappointment, confidence and fear, victories and setbacks. Just like in every great narrative, our lives are shaped by the challenges we face, which I refer to as...
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The Trump Account Roth Conversion Strategy: The Greatest Gift You Can Give a Child Isn't Money—It's Time
n this episode of the Happiness in Retirement podcast, I delve into a topic that may initially seem unrelated to retirement planning: the importance of giving children and grandchildren the invaluable gift of time. While many people often think of financial contributions like trust funds, college...
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Embracing Pain, Uncertainty, and Work for a Better Financial Future
In this episode of the Happiness in Retirement podcast, We explore the essential mindset shifts necessary for a fulfilling retirement, drawing insights from the book "The Tools" by Phil Stutz and Barry Michaels. I emphasize that financial success is less about numbers and more about our mindset,...
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The Five Pillars of Happiness in Retirement
Welcome to another enlightening episode of the Happiness in Retirement Podcast! I’m your host, Bill Del-Sette, a certified financial planner and registered life planner. In this episode, we delve deep into the often-overlooked aspects of retirement planning that go beyond just financial security....
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Three Emotional Triggers That Can Ruin Your Retirement Happiness
Navigating Emotional Triggers in Retirement: Strategies for Financial Peace From Fear to Freedom: Managing Market Volatility in Your Golden Years The Three Emotional Triggers of Retirement: How to Overcome Them Finding Meaning Beyond Money: Crafting Your Retirement Identity Guardrails for a…
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Planning for Happiness Regardless of What Life Throws at You
Welcome to this episode of the Happiness in Retirement podcast! I'm your host, Bill Del Sette, and today we're diving into a crucial topic: planning for happiness in retirement, regardless of the uncertainties life may throw your way. In this episode, I challenge the common assumption that the...
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What if Happiness is just a Dog, A Walk, A Book, and Good Friends?
Summary In this episode of the Happiness in Retirement podcast, host Bill DelSette shares his personal journey and insights on the relationship between money and happiness. Drawing from his experiences growing up in foster care and working various jobs from a young age, he emphasizes the…
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Finding Happiness - Insights with Pending Retiree and Retirement Planner Glen Allen, CFP®
In this episode of the Happiness in Retirement podcast, I had the pleasure of interviewing Glen Allen, a valued member of Del Sette Capital Management, who is on the cusp of retirement. As the host, I wanted to explore the multifaceted nature of retirement, especially from the perspective of...
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Beyond the Hype: Timeless Investing Principles
Welcome to this special episode of the Happiness in Retirement podcast! Today we’re diving into a topic that we haven’t explored in depth before on the podcast: investing. While we often focus on lifestyle tips and financial planning strategies, I believe it’s crucial to discuss our investment...
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More Than Money: Why Time is Your Greatest Asset
In this episode of the Happiness in Retirement podcast, I delve into the concept of "time affluence" versus "time poverty." We explore how the quality of our lives in retirement is not solely determined by financial wealth but also by how we perceive and manage our time. I share a…
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Making Sense of Life Insurance - Term, Whole or Both?
In this episode of the Happiness in Retirement podcast, I delve into the critical topic of life insurance, specifically focusing on the differences between term insurance and whole life insurance. Building on our previous discussion about the four risks to retirement, I emphasize the importance…
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Retirement at Risk: The Four Threats You Can't Ignore
Episode Synopsis: Understanding the Four Core Financial Risks in Retirement Welcome back to the Happiness in Retirement podcast! I’m your host, Bill Del-Sette, founder of Del-Sette Capital Management. After a refreshing summer hiatus, we’re excited to dive back into the essential topics that can...
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Book Review - Flourish by Martin Seligman
In this episode of the Happiness in Retirement podcast, I delve into the profound question of what constitutes a good life, particularly in the context of retirement. Let's explore whether happiness is the ultimate goal, or if there are deeper elements that contribute to a fulfilling life.
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The curve ahead: What the Science Says About Aging, Happiness and Spending
In this episode of the Happiness in Retirement podcast, I, Bill Del Sette, delve into two fascinating concepts that can significantly impact your retirement experience: the U-bend of happiness and the retirement income smile. We begin by exploring the U-bend of happiness, a pattern observed in…
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Warren Buffet and Thoughts on Modern Retirement
In this episode of the Happiness in Retirement podcast, I delve into the multifaceted topic of retirement, sparked by the recent announcement of Warren Buffett's retirement at the age of 94. I reflect on the reasons why people choose to retire or continue working, drawing from my 30 years of...
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Common Retiree Investment Mistakes That Can Sink Your Plan
In this episode of the Happiness in Retirement podcast, I delve into the critical mistakes that individuals often make when transitioning from the growth or accumulation phase of their financial lives to the enjoyment or distribution phase of retirement. As we approach the magical age of…
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Money Mindset Mastery
In this episode of the Happiness in Retirement podcast, I, delve into the crucial relationship between your money mindset and your overall life context. We explore how your core beliefs and attitudes about money significantly influence your financial decisions and success. Drawing on concepts…
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Smart Withdrawals: Maximizing Your Retirement Income Without Running Out
In this episode of the Happiness in Retirement podcast, I delve into the crucial topic of determining a safe withdrawal rate from your retirement portfolio. We explore the complexities of retirement planning in the real world, where factors like inflation, taxes, market volatility, and longevity...
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Passing the Torch: Creating a Smooth Transition for Your Wealth
Episode Synopsis: Seamless Wealth Succession In this episode of the Happiness in Retirement Program podcast, we delve into the critical topic of estate planning and asset protection, wrapping up a series of discussions we've had over the past few weeks. We begin by highlighting the importance of...
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Swedish Death Cleaning: Declutter Your Life, Embrace What Matters
In this episode of the Happiness in Retirement podcast, I delve into the concept of "Swedish death cleaning," a mindful decluttering process that emphasizes the importance of keeping only those possessions that hold true meaning for us and our loved ones. I begin by discussing the hedonistic...
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Smart Giving: Unlocking the Power of Qualified Charitable Donations and Donor-Advised Funds
In this episode of the Happiness in Retirement Program, I delve into two powerful charitable giving strategies: Qualifying Charitable Donations (QCDs) and Donor Advised Funds (DAFs). We start by discussing the current tax landscape, particularly the impact of the 2017 Tax Cut and Jobs Act, which...
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Digital Afterlife: Securing Your Online Legacy
Plan Your Digital Estate Now In an increasingly digital world, the assets we accumulate are not just physical items; they often reside in the intangible realm of the internet. From social media accounts to cryptocurrencies, these digital assets can hold significant sentimental and monetary value....
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How to put more smile in your retirement income smile
The Go-Go years of retirement are when you are healthy, have free-time, and can enjoy the fruits of your labor. Sooner or later, you will slow down because of health related issues. But what if you could increase your healthy retirement years? Tune in to find out more.
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To Roth or Not to Roth?
How do you choose between contributing to a traditional, tax deferred 401K or a Roth 401K? Are you just guessing when you choose between contributing to one or the other? Watch this episode of the Happiness in Retirement Webcast to help you make the best choice.
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Three ways to set goals that will motivate and inspire you to act on your financial plan
Step one of the financial planning process is to create goals around what matters most to you. Check-out this episode to learn three ways to get inspired about your future and to create targets that you will be motivated to act on in your plan.
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The Four Steps to Craft your Financial Plan - and why They Should be Followed in This Order
Their are four steps to crafting your financial plan, and if you miss any of them, it could derail your financial future. Tune-in to learn the the four steps and why you should follow them in a certain order to maximize your chances of success.
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The Miracle of Compound Interest Creates the Headache of Compound Tax
You probably learned about the miracle of compound interest in grade school, but they probably didn't teach you about the ever increasing, compound tax it can create. In this episode of the Happiness in Retirement podcast, I'll illustrate and present some potential solutions.
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What's the Economically Correct Amount of Life Insurance you Should Have on Your Life?
Many people use a needs based approach to figuring out how much life insurance they need, but it leaves them woefully underinsured. Tune-in to learn how to use replacement value and economic life value to determine the real loss experienced if you pass away too soon.
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What's Your Money Mindset - Ant or Grasshopper?
In this episode of the Happiness and Retirement Program podcast, host Bill Del Sette draws insights from an Aesop's Fable to illustrate two distinct types of people when it comes to money management—those who save and plan (the ants) and those who spend impulsively (the grasshoppers). Del Sette...
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Introducing the Happiness in Retirement Podcast
The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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ABOUT THIS SHOW
The Happiness in Retirement® Guy's podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
HOSTED BY
The Happiness in Retirement® Group
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Frequently Asked Questions
How many episodes does The Happiness in Retirement® Guy have?
The Happiness in Retirement® Guy currently has 34 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Happiness in Retirement® Guy about?
The Happiness in Retirement® Guy's podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
How often does The Happiness in Retirement® Guy release new episodes?
The Happiness in Retirement® Guy has 34 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Happiness in Retirement® Guy?
You can listen to The Happiness in Retirement® Guy on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Happiness in Retirement® Guy?
The Happiness in Retirement® Guy is created and hosted by The Happiness in Retirement® Group.
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