PODCAST · business
The Second Half, Done Right
by Rishi Ghosh
Join Wheelhouse Advisory Group owner Rishi Ghosh and co-host Rachel Belmar each week for jargon-free talk on big retirement decisions: income, taxes, healthcare, and how to enjoy the life you've planned for. In your 30s, 40s, or early 50s? This show is for you too, with episodes on caring for aging parents and paying for your kids' futures. You'll walk away with clear, practical next steps for your own plan. Learn more about the team behind the topics discussed at: wheelhouseretirement.com or visit thesecondhalfdoneright.com About the Hosts The Second Half, Done Right is hosted by Rishi Ghosh, owner and principal of Wheelhouse Advisory Group, a retirement planning firm serving f
Episodes
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Maxing the Working Years: 401(k), Match, HSA, and Backdoor Roth
Learn more here: https://thesecondhalfdoneright.com/ Rishi tackles the most critical aspects of wealth management, from HSAs and 401k matches to Roth IRAs and beyond. You’ll discover why getting the full employer match is crucial, how to prioritize investments, and the often-overlooked benefits…
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Money Lessons We Wish More People Learned in Their 30s and 40s
The money moves that matter most usually aren’t fancy: Build the emergency fund first. Take the full employer match - that’s free money. Increase your savings when income goes up. Protect your paycheck with the right insurance. Watch fees and update beneficiaries before it becomes a mess. None of...
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The 5-Year Retirement Countdown
The 5 years before retirement are a critical period. The biggest mistakes usually happen right before the finish line: income isn’t mapped out yet healthcare gets guessed instead of planned taxes surprise people in the first 10 years Retirement isn’t about how much you have. It’s about how much…
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The 40-Something Financial Checkup
A simple yearly checkup can help prevent a huge problem later. Look at 5 things: savings rate, debt, protection, account types, and beneficiaries. If your finances feel busy but not organized, this may be a sign to pause and tighten it up. For more, visit: The Second Half, Done Right Podcast |...
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The Retirement Number is Not the Whole Story
Retirement is not just about how much you saved. It’s about: Where the money lives How taxes affect every withdrawal What your real monthly spending looks like Two families can have the same balance and completely different outcomes. What do you want your money to do for you? Learn more here: The...
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Navigating Your Financial Future: Insights from The Second Half, Done Right
Welcome to the inaugural episode of The Second Half Done Right podcast! In this conversation, hosts Rachel Belmar and Rishi Ghosh dive into the world of retirement planning and investment strategies, aiming to demystify the complexities of financial advice. Why This Podcast? The idea for this...
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ABOUT THIS SHOW
Join Wheelhouse Advisory Group owner Rishi Ghosh and co-host Rachel Belmar each week for jargon-free talk on big retirement decisions: income, taxes, healthcare, and how to enjoy the life you've planned for. In your 30s, 40s, or early 50s? This show is for you too, with episodes on caring for aging parents and paying for your kids' futures. You'll walk away with clear, practical next steps for your own plan. Learn more about the team behind the topics discussed at: wheelhouseretirement.com or visit thesecondhalfdoneright.com
About the Hosts
The Second Half, Done Right is hosted by Rishi Ghosh, owner and principal of Wheelhouse Advisory Group, a retirement planning firm serving f
HOSTED BY
Rishi Ghosh
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