All Episodes
Smart Retirement — 56 episodes
Episode 56: Where we finish, in racing or in retirement, is important...
Episode 55: Cruising into Retirement.. If you Love what you do, will you ever have to retire?
Episode 54: Is Life like an Endurance Race?
Episode 53: Is Playing Defense the Best Offense for Your Retirement?
Episode 52: Life Begins on the Edge of Your Comfort Zone
Episode 51: The importance of being your own Boss vs being an Employee
Episode 50: Inflation - How it can mess with your retirement plans!
Episode 49: What is Cryptocurrency, and is it worth owning?
Episode 48: Thinking like a Retiree in your 40’s & 50’s – Part 3
Episode 47: Thinking like a Retiree in your 40’s & 50’s – Part 2
Episode 46: Thinking like a Retiree in your 40’s & 50’s - Part 1
Episode 45: The Value of Preventing Health Care Costs in Retirement - Part 2
Episode 44: The Value of Preventing Health Care Costs in Retirement - Part 1
Episode 43: A Quick Check in After President’s Day
Episode 42: "What Does a Biden Victory Mean for my Retirement?"
Episode 41: Qualifying for a Mortgage with Little to No Income
Episode 40: Things to expect from the Real Estate Market in 2021
Episode 39: A Christmas Special – The Christmas Price Index, and what’s the Deal with the Dow?
Episode 38: Don’t let a Self-Directed IRA scare you
Episode 37: Pass the Estate Plans, with a side of Gravy – Happy Thanksgiving!
Episode 36: Why isn’t anybody talking about the GDP? An election debrief
Episode 35: The 7 Risks You'll Face in Retirement - Part 4 (Interest Rate & Market Risk)
Episode 34: The 7 Risks You’ll face in Retirement – Part 3 (Sequence of Return & Investor Behavioral Risk)
Episode 33: The 7 Risks You'll Face in Retirement - Part 2 (Longevity & Withdrawal Rate Risk)
Episode 32: The 7 Risks You'll Face in Retirement - Part 1 (Inflation Risk)
Episode 31: How Will This Election Year Affect my Retirement?
Episode 30: Ways to create an Equity Partner with your Real Estate
Episode 29: Ways to have a more flexible College Savings plan - "Giving them the Gift of No Student Loans!"
Episode 28: What’s better than Cash? Cash and a Death Benefit!
Episode 27: Use your Tax Refund wisely, and Reap what you Sow
Episode 26: Estate Planning "101" - The Basics
Episode 25: About $800,000 reasons to plan properly for Social Security
Episode 24: What if you were the Bank, and Homeowners paid you?
Episode 23: Do you have Volatility Insurance?
Episode 22: What Shape will the Economy Take in 2020 - Part 2
Episode 21: What Shape will the Economy Take in 2020 - Part 1
Episode 20: Serenity Now
Episode 19: The Corona Virus & Your Retirement
Episode 18: The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth
Episode 17: The Wealth Triangle Part 2 - Growing & Protecting your Wealth
Episode 16: The Wealth Triangle Part 1 - Building a Foundation
Episode 15 :Capturing the Gains from 2019!
Episode 14: Wealth Transfer
Episode 13: Thank You & Happy Holidays
Episode 12: Income, Growth, and NO Market Risk
Episode 11: Protecting Yourself from the Unknown
Episode 10: The Short & Long Term Benefits of a Reverse Mortgage
Episode 9: The Scary Costs of Healthcare
Episode 8: The Top 10 Mistakes Retirees Make - Part 2
Episode 7: The Top 10 Mistakes Retirees Make - Part 1
Episode 6: Annuity Overview
Episode 5: Reverse Mortgage
Episode 4: RMD's & Roth Conversions
Episode 3: Bio Show
Episode 2: Social Security
Episode 1: Fees