PODCAST · education
Retire Once Show
by Johnathan Rankin
The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth ManagementEach week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you
Episodes
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These 10 Wealth Principles Are the Key to Financial Freedom!
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track...
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How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track...
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Why Is Retirement Planning So Hard?
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies...
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Retirement Intel: Retiree Healthcare Costs Higher Than Expected
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies...
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Retirement Intel: Should Retirees Be Selling?
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies...
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Retirement Intel: Will The U.S. Debt Impact Your Retirement
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies...
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Retirement Intel: Huge 401(k) Rollover Mistake Made By Many
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here Welcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs…
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Mental Struggles With Retirement – Are You Ready?
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, the mental challenges that come with retirement. Most people think that planning for retirement is all about the financial aspects that come with retirement. Whether that is how much should you save...
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IRA Mistakes That Can Ruin Your Retirement
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a recent article from Morningstar that covers 20 IRA mistakes that investors make. We also discuss a recent article in Advisor Perspectives that talks about 7 of the biggest challenges facing...
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Is this 401(k) Tax Benefit Disappearing?
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a big change that might be coming to 401(k) plans. Starting January 1st, there may be a new rule that removes a tax benefit for retirement savers over 50 years old. We're talking about…
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9 Things Every Retiree Needs To Plan For
9 Things Every Retiree Needs To Plan For Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! On this episode, we discuss a recent study by Charles Schwab that uncovers a very interesting wealth...
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The Secret Key to Retirement Success? Revealed!
Retirement Success Comes Down To This? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a recent article that explains how the only thing that...
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Is This The Worst Investment For Retirement?
Is This Really The Worst Retirement Investment? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss whether or not annuities are a bad investment....
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Should You Really Max Out Your 401(k)?
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss whether or not you should be maxing out your 401(k). A recent article “Is It a Good Idea to Max Out 401(k)” discussed several reasons why a retirement saver should not max out their 401(k). In...
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What I Regret About My Retirement
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, bring you insights from real clients about their retirement journeys. In this episode, we discuss…
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What I Wish I Knew Before I Retired
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, bring you insights from real clients about their retirement journeys. In this episode, we discuss the…
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Preserve Your Wealth... The Retirement Conversation You Need To Have
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement In this episode of The Retire One show, host Johnathan and Melissa Rankin delve deep into the subject of generational wealth transfer and the importance of talking to your children about money and...
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Why You're Not Ready To Retire
Is This Why You’re Not Retirement Ready? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement In today's episode of The Retire One Show, In today's episode of the Retire Once Show, we dive deep into a recent article that discusses 14 reasons why many...
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Is This the Newest Retirement Crisis?
Is This The Newest Retirement Crisis? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement In today's episode of The Retire One Show, we delve into the worrying trend of Americans changing their retirement savings habits due to inflation. Numerous…
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The Average Retirement Age Is?
The Average Retirement Age Is? Sign Up for Our Weekly Retirement Newsletter: http://eepurl.com/gGenQr In today's episode of The Retire One Show, we dive into the findings from Gallup that show people are retiring later than ever before. In the past three decades, the average reported retirement…
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Can You Rely On Social Security?
Sign Up for Our Weekly Retirement Newsletter: http://eepurl.com/gGenQr In today's episode of The Retire One Show, we dive into the concerning state of America's retirement readiness, as well as the growing number of people who are unsure about relying on social security benefits. Join hosts...
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Retirement Advice You Should Ignore in 2023
Looking to retire soon or already retired and want to make sure you're on the right track financially? On this episode of the Retire Once Show, Johnathan and Melissa discuss popular retirement advice that you should ignore. In this episode, we discuss some of the most important retirement…
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Tax Time: What You Need To Know For Tax Season 2023
On this episode of the Retire Once Show, Johnathan and Melissa discuss important tax tips that you need to know before you file your taxes. This episode also covers how different income sources are taxed as well as tax tips for retirees. We cover everything from the fastest way to get your refund...
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7 Important Retirement Questions To Ask Yourself
On this episode of the Retire Once Show, Johnathan and Melissa discuss 7 Important Retirement Questions To Ask Yourself. Retirement planning is more than asking “how much do I need to retire?”. If you are thinking about retiring or retiring, it is important that you are always checking in on your...
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My Spouse Just Passed Away; What I Wish I Knew. 6 Financial Steps to Take
On this episode of the Retire Once Show, Johnathan is joined by Joanna Horton, the COO of mForce Capital. As a financial advisor, Joanna has helped clients work through the passing of a spouse, but when it happened to her, it brought with it a completely different perspective. In this interview,...
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2023 Retirement Trends and Predictions
On this episode of the Retire Once Show, Johnathan and Melissa discuss some of the biggest retirement planning trends. They also discuss the 2023 market outlook as well as their predictions for 2023. With 2022 being one of the worst years in the investment markets, and one of the worst years for...
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Are You Saving In The Wrong Accounts for Retirement?
If you're wondering where to save your money for retirement, this video is for you! We'll discuss the different types of accounts available to you and explain the advantages and disadvantages of each. We also give you a step-by-step guide on what accounts to save in first. In this video, we're...
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The New Law That Will Impact Your Retirement Accounts
On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With...
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Top 3 Retirement Tips For 2023
On this episode of the Retire Once Show, Johnathan and Melissa discuss an article from gobankingrates.com, 45 Things Every 50-Something Should Know About Retirement. We discuss whether or not some of these items belong on the list such as a “longevity annuity” or a reverse mortgage. 2022 has been...
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This Hidden Retirement Cost Has Been With You Forever - Hint... It's Aging Parents
On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do to plan to care for aging parents. There are over 53 million adult caregivers that are unpaid. No parent wants to be a burden to their children, but as longevity increases with advances in healthcare, your...
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Time’s Running Out – Tips To Maximize Retirement & Wealth
On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do before year-end to maximize your wealth. Whether it is year-end retirement planning or year-end tax strategies, there are a number of things you do not want to forget to check off your to-do list. There are...
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2 BIG Retirement Planning Trends That Died In 2022
On this episode of the Retire Once Show, Johnathan and Melissa discuss 2 popular retirement planning trends that died this year. With inflation at decade highs and the current bear market, retirees are having to rethink their investment strategies. Retirement savers can no longer follow general...
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BIG Changes Coming To Retirement Plans
On this episode of the Retire Once Show, Johnathan and Melissa discuss the possible changes that might be coming to retirement plans soon. The Retirement Savings Modernization Act could have one of the biggest impacts on retirement savers. One of the big changes is that 401(k) plans could...
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Should You Delay Retirement? Tips On Surviving The Market Crash
On this episode of the Retire Once Show, Johnathan and Melissa answer 2 listener questions. Should you delay your retirement because of the market and inflation? What things should you consider when retirement is right around the corner? Also Many people are worried about the current market and...
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Will Falling Home Prices Hurt Your Retirement Plans?
On this episode of the Retire Once Show, Johnathan and Melissa discuss the current housing market. We have gotten a lot of questions from clients about whether or not the housing market will crash as it did in 2008. We discuss the current state of the 2022 housing market and the outlook moving...
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3 Habits of Successful Retirees
On this episode of the Retire Once Show, Johnathan and Melissa discuss the difference between a successful and unsuccessful retirement. They share 3 habits of successful retirees. They also answer a question from a listener who wants to know what to he should payoff prior to retirement. Does it...
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The 2022 Midterm Election and Your Retirement
On this episode of the Retire Once Show, Johnathan and Melissa discuss the upcoming Midterm election and whether or not it will have an impact on your retirement. Covering everything from what’s at stake in this election and how midterm elections have impacted the economy and the stock market in...
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The 7 Best & Worst Places To Retire
On this episode of the Retire Once Show, Johnathan and Melissa discuss the Wallethub rankings for the best and worst cities to retire. Where does your city rank? We also discuss a recent Forbes article – The Hidden Retirement Pitfall: It’s Not The Money and share 3 things retirees should never...
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Thinking About Retirement? Do This First!
Download Our Retirement Toolkit: https://www.theoremwm.com/retirement-toolkit-download Schedule Your FREE Retirement Assessment Today https://www.theoremwm.com/start-here On this episode of the Retire Once Show, Johnathan and Melissa discuss the 5 things you should do to make sure you are ready…
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Great News For Retirees
On this episode of the Retire Once Show, Johnathan and Melissa discuss how the Inflation Reduction Act can impact your retirement. For many retirees, the Inflation Reduction Act can save them money in retirement. They discuss whether or not the market will be impacted by the new law. They also…
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College Planning – Beyond The Finances
Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: On this episode of the Retire Once Show, Johnathan sits down with Matt Meline CFP®, the Founder and CEO of PrairieFire Wealth Planning and the author of the book Empty Nest Full Pockets – How to emotionally and...
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3 Things Impacting Retirement Decisions Right Now
On this episode of the Retire Once Show, Johnathan and Melissa discuss the top 3 things that are impacting people’s decisions around retirement. With so many headlines in the news about everything from inflation to politics, there is so much noise that makes it hard to focus on individual goals.…
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This Couple Retired and Did What?
This Couple Retired and Did What?? Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: On this episode of the Retire Once Show, Johnathan and Melissa are joined by John and Bev Martin, also known as The Retirement Travelers. John and Bev retired early and decided to...
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Are Most American's Unprepared For Retirement?
Multiple surveys have shown that many Americans are unprepared for retirement. What should you do if you are getting a late start on retirement savings? Join Johnathan and Melissa on this episode of the Retire Once Show. Schedule Your FREE Retirement Assessment Today: Download Our Retirement...
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Top IRA Mistakes To Avoid
Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once…
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The Most Common Retirement Questions
The Most Common Retirement Questions: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: How much do I need to retire? Should I retire in a bear market? How will I pay for medical expenses? These are a few of the common questions we get from viewers so today we will...
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Most Common Social Security Questions
Most Common Social Security Questions: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: There are many small nuances to social security; because of this, we get a lot of questions regarding SS. Today we hope to answer some of the more common questions we get…
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Retirement Planning For Couples
Retirement Planning For Couples. Schedule Your FREE Retirement Assessment Today Make Retirement Planning Easier Subscribe Now: Download Our Retirement Toolkit: Retirement planning for one person can be complicated, but retirement planning for couples adds complexity. In this episode of the Retire...
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Retirement Planning Do's & Don'ts
What are the most important Do's & Don'ts of retirement planning? Join hosts Johnathan and Melissa Rankin as they discuss retirement planning topics that you will either want to make sure you are doing or make sure you are avoiding. Retirement planning can be stressful and that is why it is…
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5 Bear Market Investing Strategies
With stocks down, there are a lot of questions about what you should do in this bear market. It can be scary for investors to lose money, so we want to discuss the strategies that investors can take to get through a bear market. We'll explain how these different investment strategies can be...
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ABOUT THIS SHOW
The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth ManagementEach week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you
HOSTED BY
Johnathan Rankin
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Frequently Asked Questions
How many episodes does Retire Once Show have?
Retire Once Show currently has 57 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retire Once Show about?
The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay...
How often does Retire Once Show release new episodes?
Retire Once Show has 57 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Retire Once Show?
You can listen to Retire Once Show 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 Retire Once Show?
Retire Once Show is created and hosted by Johnathan Rankin.
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