Retirement Planning
Retirement Planning for Baby Boomers
Effective Retirement planning is essential for Baby Boomers to ensure a secure and comfortable future. From assessing financial needs and investment strategies to understanding Social Security benefits and healthcare options, comprehensive planning can make all the difference. Creating a detailed retirement plan allows Baby Boomers to set realistic goals, manage expenses, and make informed decisions about savings and investments. Additionally, considering Lifestyle changes and potential relocation to retirement-friendly communities can enhance the quality of life during retirement. Start your retirement planning today to enjoy peace of mind and a well-deserved, Stress-free retirement.
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I you are at mid-career or halftime of life, the prospect of “making business fun” may sound like a dream come true. That dream can come true with the right business partner. Many start-ups, entrepreneurs and small businesses know how lonely it can be when shouldered with the responsibility of r…
I you are at mid-career or halftime of life, the prospect of “making business fun” may sound like a dream come true. That dream can come true with the right business partner. Many start-ups, entre…
I you are at mid-career or halftime of life, the prospect of “making business fun” may sound like a dream come true. That dream can come true with the right business partner. Many start-ups, entrepreneurs and small businesses know how lonely it can be when shouldered with the responsibility of running a business. It’s a lot of work and working completely alone is a scenario often experienced.However, the wrong business partner can be not only detrimental, but disastrous personally as well as professionally. This article expands on an interview with Laura Couvillon, the CEO and founder of…
Deborah Johnson
December 20, 2024 
In business, this was the year in neutral! Try as I might to move forward with initiative, the universe wouldn’t allow it. But I had great success in other areas! “Lovie, Are You?” You may be wondering how the PhD is going. Let me tell ya. I was warned that the second year is tough and it re…
In business, this was the year in neutral! Try as I might to move forward with initiative, the universe wouldn’t allow it. But I had great success in other areas! “Lovie, Are You?” You may be …
In business, this was the year in neutral! Try as I might to move forward with initiative, the universe wouldn’t allow it. But I had great success in other areas! “Lovie, Are You?” You may be wondering how the PhD is going. Let me tell ya. I was warned that the second year is tough and it really was because the time I was giving to the PhD had to come from somewhere, right? I shared how I was dividing my time in previous episodes. But also, I traveled. Because I traveled, I didn’t do my normal home reset during my break from school and it was so bothersome, I did a whole episode abou…
Lisa Woodruff
December 20, 2024 
Guest: Pamela J. Sams, BFA, CRPC, MBA & Trusted Advisor to Professional Women
Guest: Pamela J. Sams, BFA, CRPC, MBA & Trusted Advisor to Professional Women
Guest: Pamela J. Sams, BFA, CRPC, MBA & Trusted Advisor to Professional Women
Anne Holmes
December 20, 2024 I came across this quote by Muriel Rukeyser "All the poems of our lives are not yet made". When we retire, some of us want to continue to write the poems of our lives, but others only want to read the poems they have already written. Retirement is a time of reflection and renewal, a chance to h…
I came across this quote by Muriel Rukeyser "All the poems of our lives are not yet made". When we retire, some of us want to continue to write the poems of our lives, but others only want to read…
I came across this quote by Muriel Rukeyser "All the poems of our lives are not yet made". When we retire, some of us want to continue to write the poems of our lives, but others only want to read the poems they have already written. Retirement is a time of reflection and renewal, a chance to honour the past while embracing the possibilities of the future. Yet, it’s easy to hold too tightly to what has been, forgetting that the road ahead is still full of untapped potential. I encourage you to embrace the following truth that all the poems of our lives are not yet made. There is still t…
Royce Shook
December 20, 2024 
Podcast SummaryAdam Strong, a remarkable leader from the UK, shares his heartfelt journey through adversity and triumph in our latest episode. Adam opens up about facing alopecia from a young age, a challenge that deeply impacted his self-confidence and relationships. Discover how athletics became…
Podcast SummaryAdam Strong, a remarkable leader from the UK, shares his heartfelt journey through adversity and triumph in our latest episode. Adam opens up about facing alopecia from a young age, a…
Podcast SummaryAdam Strong, a remarkable leader from the UK, shares his heartfelt journey through adversity and triumph in our latest episode. Adam opens up about facing alopecia from a young age, a challenge that deeply impacted his self-confidence and relationships. Discover how athletics became his lifeline, leading to a profound friendship with Olympic Champion Mo Farah. Both Adam and Mo harnessed the power of sports to transform their early struggles into strengths, building resilience and self-belief along the way. This episode is a testament to the incredible impact of starting with s…
Steve Ramona
December 19, 2024 
Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. With a deep understanding of the unique financial challenges women face, Wes provides holistic and tailored advice, especially to those navigating difficult transitions, such as divorce or …
Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. With a deep understanding of the unique financial challenges women face, Wes provides hol…
Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. With a deep understanding of the unique financial challenges women face, Wes provides holistic and tailored advice, especially to those navigating difficult transitions, such as divorce or the loss of a spouse. In this episode, Wes discusses:How, traditionally, women were kept out of investing conversations Why women’s goals are more the intangibles What to look for in an advisor What makes retirement planning for women distinct from men Mistakes women might make when planning for…
Agnes Knowles
December 19, 2024 
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, president of Libertas Wealth Management, explores three essential components of market analysis: mome…
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, p…
Navigating the complexities of retirement planning and investment strategy requires a nuanced understanding of market dynamics. In the latest episode of the Retirement Fiduciary Podcast, Adam Koós, president of Libertas Wealth Management, explores three essential components of market analysis: momentum, volume, and relative strength. These concepts provide investors with the tools to evaluate… Source
Adam Koós
December 19, 2024 
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of these uncertainties can cause “analysis paralysis,” leading some to delay retirement unnecessarily.…
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of the…
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of these uncertainties can cause “analysis paralysis,” leading some to delay retirement unnecessarily. Instead of fixating on what cannot be controlled—like Congress or market behavior—they recommend proactive financial planning and modeling worst-case scenarios. For example, if Social Security were cut by 50%, retirees could rely on portfolio withdrawals or adjust spending. They emphasize flexi…
James Conole
December 19, 2024 
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and value growth strategist. As the head of Providence Hill Consulting, Martha aids business owners in bui…
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and va…
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and value growth strategist. As the head of Providence Hill Consulting, Martha aids business owners in building, buying, and selling profitable enterprises.In this episode, Martha underscores the critical importance of business valuation, drawing parallels to maintaining a house to ensure readiness for sale at any time. We dive into the nuts and bolts of calculating business value, understanding industr…
Diane Helbig
December 19, 2024 
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challe…
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this epis…
Could the future of your retirement be at risk? Join us as we unravel the complexities of retirement planning amidst looming Social Security reductions and unpredictable economic factors. In this episode, James Conole, founder of Root Financial, empowers you with the knowledge to tackle these challenges by using tools like Monte Carlo simulations to model various scenarios. Learn how to transform retirement anxieties into actionable strategies, ensuring that your financial plan remains flexible and robust no matter what lies ahead.Our discussion takes a personalized approach to financial plann…
Ari Taublieb
December 19, 2024 
Do you ever find yourself lying awake, thinking of all the things you need to do tomorrow? Elizabeth Louis, neuropsychology expert and mindset coach, has a solution. In this conversation she breaks down why planning your day the night before is a game-changer, especially for high achievers who can…
Do you ever find yourself lying awake, thinking of all the things you need to do tomorrow? Elizabeth Louis, neuropsychology expert and mindset coach, has a solution. In this conversation she breaks …
Do you ever find yourself lying awake, thinking of all the things you need to do tomorrow? Elizabeth Louis, neuropsychology expert and mindset coach, has a solution. In this conversation she breaks down why planning your day the night before is a game-changer, especially for high achievers who can’t seem to switch off. Along the way she shares practical tools to stay focused, adapt to change, and, yes, finally get some good sleep. Here are a few of her best tips:Plan Your Day Before Bed: Instead of running through tomorrow’s to-dos as your head hits the pillow, jot down three to five…
LORRAINE Ball
December 19, 2024 
The ultimate podcast for military veterans, police officers, firefighters, and first responders preparing for life after service. As a military veteran or first responder, you need to plan and implement strategies to prepare for your transition into civilian life. In Round 50 of the Tactical Transit…
The ultimate podcast for military veterans, police officers, firefighters, and first responders preparing for life after service. As a military veteran or first responder, you need to plan and impleme…
The ultimate podcast for military veterans, police officers, firefighters, and first responders preparing for life after service. As a military veteran or first responder, you need to plan and implement strategies to prepare for your transition into civilian life. In Round 50 of the Tactical Transition Tips series on the Transition Drill Podcast, advice is tailored to police officers, first responders, and military veterans at various stages of their career transition. Whether you're on the cusp of change, planning a few years down the line, or envisioning a decade ahead, this episode has you …
Paul Pantani
December 19, 2024 
