All Episodes
The Retirement Roadmap Podcast — 304 episodes
Are You Relying On Fuzzy Retirement Math?
5 Signs You Might Be Wealthier Than You Think
“The 5 People You Meet Before Retirement”
Teaching Financial Lessons In Graduation Season
Retirement “Side Gigs”
Important Red Flags When Evaluating An Advisor
5 “Must Do's” For The First Year of Retirement
Why You Might Not Be Ready To Retire
Retirement Plans Come In All Shapes & Sizes
5 Beliefs That Fool Retirement Savers
5 Financial Mistakes To Avoid In Your 60's
Staying Focused On What Is Controllable In Retirement Planning
Is Your Retirement Plan Dependent On Wishful Thinking?
Retirement Assumptions That May Need To Be Revisited
Silent Killers of Retirement Plans
Are You Planning To Retire In 2025?
Stay Tax Aware in 2025
Retirement Planning Temptations
Is Your Financial Judgement Impaired?
Transforming Money Mindsets In 2025
Stocking Stuffers For Financial Freedom Part II
Stocking Stuffers For Financial Freedom Part I
What Financial Advisors Wish Everyone Understood Part II
What Financial Advisors Wish Everyone Understood Part I
Financial Lessons From Strange Phobias
Understanding Continuing Care Retirement Communities
Taking Retirement Advice From Celebrities
Poetic Retirement Planning For Couples
Retirement Travel Planning
And The “Magic 8 Ball” Says . . .
Why Couples Retirement Planning Is A Team Sport
Avoiding Regrets In Retirement
When It Comes To Retirement Planning . . . “How Do You Know?” Part II
When It Comes To Retirement Planning . . . “How Do You Know?” Part I
How Kids and Grandkids Influence Retirement Planning
Retiree Insurance – The Basics You Need To Know
Are You Telling Yourself Financial “Lies”?
401(K) FAQS Part 2
401(K) FAQS Part 1
Retirement Potpourri
Are Boomers Asking The Right Questions?
Noah's Ark & Retirement Planning
Retirement Half Truths
Finding Financial Wisdom With Yogi Berra
How To Choose An Advisor
The Beauty of Simplicity In Retirement Planning
Excuses, Excuses
Technology and Retirement Planning
The Retirement Water Wheel
It's Time For A Financial Wellness Checkup
Retirement Stress
The Financial Triple Crown
Expectations vs. Reality In Retirement
Retirement Income Planning Mistakes
Interesting Financial Questions
Questions To Ask The Advisor
Healthcare Planning In Retirement
Is Retirement Planning Harder Than It Used To Be? Part II
Is Retirement Planning Harder Than It Used To Be? Part 1
Could One Overlooked Issue Sink Your Retirement?
Essential Retirement Questions That May Be Hidden In Your “Blindspot”
Is Making A Snowman Like Building A Sound Financial Plan?
Are Your “Good” Money Habits Holding You Back?
What is “Lazy Money”?
When Does It Pay To Be Patient?
Till Debt Do Us Part: Resolving Financial Tension – Part II
Till Debt Do Us Part: Resolving Financial Tension - Part I
Santa’s Naughty or Nice Financial Guide
”Easy Wins” In Personal Finance Part 2
”Easy Wins” In Personal Finance
The Retirement Mountain
End Of The Year Planning
Common Retirement Planning Questions
Avoiding Money Mistakes
Retirement “Blind Spots”
The Future Of Retirement In America
Universal Retirement Truths – Part 2
Universal Retirement Truths – Part 1
Are You Nurturing Your “Retirement Garden”?
Finances After Loosing A Spouse
Retirement Cash Flow Part 2
Retirement Cash Flow Part 1
Retirement Countdown Clarity
Bouncing Back From Financial Setbacks
”Red Flag” Personality Traits of Financial Advisors
Financial Independence In Retirement
Counterintuitive Thoughts On The 401(K)
Finances & Major Life Events
Next Steps To Retirement
Retirement Planning “Goalposts”
Bad Financial Habits
Financial Lessons From The Classroom
Money Mistakes In Retirement Planning – Part II
Money Mistakes In Retirement Planning – Part I
Age & Wisdom
Social Security Myths
“Oops, I Forgot About That!”
Running The Retirement Marathon
Retirement Saving Basics
Financial Fears
Retirement Income Planning
Retirement Rookie Mistakes
Completing Your Financial Plan
Tax Aware Retirement Planning
Common Beneficiary Mistakes
Retirement Readiness Checklist
Important Considerations When Working With An Advisor In Retirement
Is The ”Grass Greener” Over There?
Examining “Conventional Wisdom”
Retirement Planning Questions
401K Mistakes To Avoid
Market Volatility
Taping Into Grandma’s Wisdom
Smart Decisions During Major Life Events
Common Tax Questions
The Money Gridiron
Forced Retirement
Finding Satisfaction In Retirement
Warning Signs
Irreversible Financial Decisions
What’s Going On In Financial Advertising?
The Psychology of Retirement
Planning For Retirement Uncertainties
Going Against The Grain
Let’s Talk About Risk
Finances & Baseball
Is Procrastination A Threat To Your Retirement?
Financial Debates
The Retirement ”Diet”
Fear and Greed
Financial Opportunities When Between Jobs
Retirement Quiz
It’s Time For A Few Retirement Questions
Retirement . . . “It Ain’t What It Used To Be”
Retirement Statistics
Are You Getting In Your Own Way?
Communicating With Your Financial Advisor
Financial Jargon
Countdown To Retirement
Life Insurance In Retirement? . . . Really?
Housing Questions In Retirement
Retirement Birthday “Trigger Points”
The Dangers Of Guessing At The Most Important Retirement Questions
What’s Lurking In Your Financial Blind Spots?
What Is The Most Important Part Of Retirement Planning?
Who Needs A Financial Advisor In Retirement?
How Children Become Part Of The Retirement Conversation
Let’s Play “Fill In The Blank”
“The Great Resignation”
Unrealistic Expectations?
Getting Your Financial House In Order – Part 2
Getting Your Financial House In Order – Part 1
Planning For The “Unpredictable”
Legacy Planning
How’s Your Financial Health?
The Financial ”Red Zone”
Late Bloomers – Catching Up On Retirement Savings
The Financial Jigsaw Puzzle
Are You Cutting Corners In Your Retirement Plan?
Are You Working With A General Practitioner or A Specialist?
Risk & Risk Aversion
Let’s Address Some Common Questions
Will Your Retirement Be Subjected To Unintended Tax Consequences?
Overconfidence
What Makes Glenn Tick As An Advisor?
Retirement Planning With Mick Jagger
Is Your Retirement Plan “Out Of Tune”?
Mistakes Couples Make
Mind The Gap
Secure Act 2.0
Put It Off?
Red Flags
Revisiting The Financial Doctor
Age & Wisdom
Customization Is King
Where Did You Get Your Financial Knowledge?
Things That Don‘t Matter . . . Until They Do
What Retirement Are You Living For?
Answering Some Common Questions
Poking Fun At The Financial World
Accumulation vs. Preservation & Distribution
Women & Financial Decisions
What’s Your Spending Personality?
It’s Not Your Father’s Retirement!
“The Money Doctor”
Children & Finances (including Adult Children)
3 Worlds of Money
Common Sense or Uncommon Sense?
Let’s Talk About Life Insurance
Finding The Right Advisor
What Can Will Rogers Teach Us About Retirement Planning?
Double Edged Sword
Fact or Fiction?
Crisis or Opportunity?
Are You Flirting With Disaster?
Pensions
Good News . . . Bad News
“I Have A Question . . .”
Electing Your Retirement Advisor
You Know What Happens When You Assume!
Retirement Lifestyles
Baby Boomer Retirement Concerns
Know Thyself
Things In The Financial World That Drive Us Crazy!
The Financial Forecaster
Retirement Advice From Retirees
Retirement Statistics
Three Qualities Of Money
Is The Client Always Right?
Understanding Different Types Of Risk
Retirement Preparedness Quiz
Let’s Talk About Diversification
401(K) FAQs
Why Nobody Says These Things!
Hindsight
5 Financial Commandments
Obsolete Planning Ideas
”Stuff” You Should Know
Your House & Your Retirement
Is Your IRA Ready For Retirement?
Longevity Risk
Preparing Your Financial House For Retirement
Reconciling Conflicting Ideas
Ways To Ruin Your Retirement
Are You Clinging To False Hope?
What Happens To Finances When A Spouse Dies?
Are You Ready For The Next Market Crash?
The Financial Dictionary
What Can Mark Twain Teach Us About Finances?
Investing Like A Genius
Saying One Thing But Doing Another
What Do You Think Of Dave Ramsey?
Pre Retiree Mistakes
Traditional vs Roth IRAs
Questionable Financial Strategies
Let’s Talk About Some FAQs
Have You Saved More Than Others Your Age?
Avoiding Critical Mistakes
Your Biggest Assets
Hidden Gems
Bad Financial Product?
Stages Of Retirement
Major Life Changes
Do You Have A Financial GPS?
The Coronavirus, The CARES Act & Your Retirement Accounts
Best Intentions Bad Advice
Coronavirus Update
Financial Crosswords
Financial Truths
Retirement Goals
Roth Conversions
Desire To Retire
Emotional Investing
Common Financial Myths
Financial Bias
Managing Debt
Are You Making Excuses To Not Retire?
Cash – What’s The Right Amount?
Advisor Traits
Retirement Frequently Asked Questions
How Will The Secure Act Impact You & Your Heirs?
Social Security Misunderstandings
Finding The Silver Lining
Estate Planning Mistakes
Are You Unknowingly Sabotaging Your Retirement?
Awkward Conversations
Developing Strategies For A No Regret Retirement
Retirement Variables & Constants Part 2
Retirement Variables & Constants Part 1
Countdown To Retirement
Is A Market Crash Coming?
Are You Working With The Right Advisor?
Flying & Retirement
Even Responsible Savers Make Mistakes
Financial Myths
The Blame Game
401(K) Weaknesses
I Have A Question
Planning For The 3rd & 4th Quarter
Planning With Urgency
Portfolio Disasters
How Do You Define “Financial Security”?
Financially Overrated
Financial Fake News
Pre-Retiree Questions
Financially Underrated
Financial Proverbs
Stuck On Financial Decisions
Summer Vacation & Retirement
Famous Last Words
Seemingly Easy Retirement Questions
Conventional Wisdom . . .
What Is “Safe Money”?
When Is It Safe To Retire?
Retirement Realities
5 Common Pain Points
Retirement Conversations – Breaking The Ice
5 Things In The Financial Junk Drawer
The Messy Estate Plan
What About Do It Yourself Retirement Planning?
Political Contentions & Economic Indicators
I’ve Been Thinking About . . .
The Ups & Downs Of An Informed Consumer
5 Dangerous Mindsets For Retirement