PODCAST · business
The Retirement Trailhead
by The Retirement Trailhead
THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets. Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial & Tax Solutions.
Episodes
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More Stimulus, Confidence in the plan, and Generational Planning
This week on the Retirement Trailhead Jason Lambert and David Topper cover the possibility of another stimulus package, how to have confidence in your retirement plan, and ways that you can help plan for the next generation as they graduate into a recessionary market.
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Your Portfolio In Market Volatility And Uncertainty
This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the current market conditions and some ways to manage your retirement plan during this time.
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Retirement Policy and Giving to Future Generations
This week on the Retirement Trailhead Jason Lambert and David Topper begin the show taking about the impact that Government policy and elections may have on retirement. Then, it's time to look into 401(k) rollovers. Next, we dive into 529 plans and other ways to give to children and…
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What is Retirement Planning?
On this episode of the Retirement Trailhead Jason Lambert and David Topper compare retirement planning against traditional financial planning. then they delve into planning ahead for inflation and market volatility. Finally, we address this 2020 election season.
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Elder Care, Life Insurance, HSA, and Simplify Retirement
On the Retirement Trailhead this week. Jason Lambert and David Topper cover a few different ways to plan ahead for your retirement future. Starting with Elder Care, then moving on to Life Insurance and Health Savings accounts. Then some tips to Simplify Retirement. Finally, the Market Wrap…
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Real Estate Retirement
Jason Lambert and David Topper cover real estate on this episode of the Retirement Trailhead! Topics include 1031 Exchanges, DSTs, Rental homes, REITS, and More!
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Tax Season Is Here!
This week on the Retirement Trailhead Jason Lambert, David Topper, and special guest Deane Stitt CPA from US Tax Centers NW discuss why it is important to have the financial triangle working in your favor, and Deane goes into detail on how to prep and plan for taxes!
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3 Important Retirement Questions
On the Retirement Trailhead this week, Jason Lambert and David Topper cover 3 important questions that you should answer before heading into retirement.
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Inherited Money, RMDs, and Planning
This week on the Retirement Trailhead, Jason Lambert and David Topper discuss things you may need to consider when inheriting money or leaving an inheritance, Required Minimum Distributions, and areas that are overlooked in Retirement Planning.
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Healthcare and Retirement Investing
This week on the Retirement Trailhead, Jason Lambert and David Topper chat about healthcare and medicare in retirement, the difference between active and passive investing, and dollar cost ravaging.
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The Secure Act, Taxes, and Social Security
In this Episode of The Retirement Trailhead, Jason Lambert and David Topper outline the recently enacted SECURE Act and touch on taxes and Social Security.
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Investing Tips For Retirement
On this episode of the Retirement Trailhead with Jason Lambert and David Topper, we discuss market corrections, pros and cons of many investment types, Sequence of Returns, and winners and losers of the market in 2019.
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Happy New Year
In the first episode of 2020, Jason Lambert and David Topper talk about ways to maximize your contributions to retirement, why women need to be involved with the retirement planning for their household, and special guest, and author Professor Robert Schiller joins us for a discussion on the state...
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Merry Christmas
On the 2019 Christmas Episode of the Retirement Trailhead, Jason Lambert, David Topper, and Jeff Dixson discuss the changes that happen as you reach the transition into retirement.
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Simplify Your Retirement
Jason Lambert, David Topper, and Jeff Dixson give you some tools to simplify what some consider a daunting endeavor - retirement planning.
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Planning Ahead for the Challenges of Retirement
Jason Lambert, David Topper, and Jeff Dixson discuss the challenges that need to be planned for when leading up to or in retirement.
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Year End Tax Planning
Jason Lambert and David Topper welcome special guest Deane Stitt to the Retirement Trailhead to discuss the importance of tax planning as we approach the end of the year.
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Thanksgiving
Jason Lambert, David Topper, and Jeff Dixson share the things that make them thankful. they also discuss investment goals, what married couples should plan for, and when to claim Social Security.
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Avoiding Retirement Blunders
Jason Lambert, David Topper, and Jeff Dixson highlight some of the most common blunders that are made when planning for retirement. This week on the Retirement Trailhead.
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Retirement Income
On this episode of the Retirement Trailhead Jason Lambert, David Topper, and Jeff Dixson discuss the most important part of Retirement. Income.
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Retirement Challenges
Jason Lambert and David Topper discuss some of the major challenges that you need to plan ahead for in retirement. Learn how to stay on track today on the Retirement Trailhead!
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The Effects Of Caregiving
This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the strain of Cargiving and how it can affect your retirement. Then they show you how to be the Captain of your retirement planning.
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The Social Security Show
Jason, David, and Jeff discuss Social Security and the major factors that can affect your benefit when planning for retirement. This week on the Retirement Trailhead.
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The Financial Triangle - Boost your Plan
This week on the Retirement Trailhead Jason Lambert, David Topper, and Jeff Dixson complete the triangle by sharing what to look for in a retirement planning specialist and how the Retirement Triangle can boost your retirement plan.
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The Estate Planning Episode
The Retirement Trailhead addresses Estate Planning this week. Jason Lambert and David Topper host Estate Planning attorney Bob Kabacy from Kell, Alterman, & Runstein!
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Retirement Tax Planning Show
ON this episode of the Retirement Trailhead Jason and David talk taxes, and have an insightful discussion with tax planning CPA Deane Stitt!
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The Retirement Final 5
Jeff, Jason, and David cover the most important retirement steps you should take in the 5 years leading up to retirement. it's all on this episode of the Retirement Trailhead.
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The Four Retirement Pillars
Retirement Trailguides and Financial Advisors Jason Lambert and David Topper discuss the importance of having the four retirement pillars supporting your retirement plan.
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Avoiding IRA and 401(k) Mis-steps
This week on the Retirement Trailhead Jeff and Jason make sure you know all the common mistakes people make with their retirement accounts and how to avoid them!
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Retirement Peace of Mind
Is peace of mind truly achievable in retirement? In this show Jeff, Jason, and David discuss the ways that you can set yourself up for retirement peace of mind.
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The Income Show
When people come in to the office to meet with us it’s all about income, income, income. Everyone wants to know where their income is going to come from for the next 10, 20, 30 or even 40 years. On this edition, Jeff and David give you a rock solid foundation of knowledge and insight into the…
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Preparing for the "Next 2008"
The stock market "stairway to heaven" has been climbing for a long time. Are we poised for the next significant market correction? More important question: is your portfolio built to withstand it?
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ABOUT THIS SHOW
THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets. Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial & Tax Solutions.
HOSTED BY
The Retirement Trailhead
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Frequently Asked Questions
How many episodes does The Retirement Trailhead have?
The Retirement Trailhead currently has 32 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Retirement Trailhead about?
THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have...
How often does The Retirement Trailhead release new episodes?
The Retirement Trailhead has 32 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Retirement Trailhead?
You can listen to The Retirement Trailhead 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 Retirement Trailhead?
The Retirement Trailhead is created and hosted by The Retirement Trailhead.
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