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Retirement Reality

Retirement Ain't What It Use To Be!

In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years.

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Don't Get In Your Own Way

Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. To make sure you don't get in your own way, let’s lay out the priorities you should focus on during your last decade of earning a paycheck.

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Agree OR Disagree?

Let's play a game of agree or disagree. Let's see what the team thinks about several financial opinions that we'll throw their way.

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It's Anyone's Guess

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed.

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Important Ages

Let's learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.

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The Retirement Red Zone

We'll discuss how to make it through the retirement red zone, as well as fill in some blanks in your retirement plan.

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Unanswerable Questions

Todd and Tony will help answer some questions that you can't answer for yourself. We'll also detail why hiring an advisor is in your best financial interest.

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Better Late Than Never

Learn what you can do if you're arriving late to the retirement planning table. Later, we'll take some pointers from America's pastime, baseball!

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What Is A Fiduciary?

This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.

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Things That Don't Matter Until They Do

There are plenty of things in life that feel like they don't matter. Sometimes, however, you find yourself in a situation where they are needed more than ever. Some examples would include fire extinguishers, seatbelts, and airbags. There are similar items in the financial world. Marty and Tony have a conversation about the things you need in your portfolio that don't matter...until they do.

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The Retirement Pyramid

Tony and Jason will cover the tax consequences of your investments and help you climb the retirement pyramid.

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Music Lessons

Learn financial lessons from some of the richest musicians in history. We'll also take a deep dive and examine pensions.

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Double-Edged Swords In Retirement

Your financial circumstances could have both positive and negative aspects. Learn about that double-edged sword. We'll also listen to the wisdom of Will Rogers and have a conversation on life insurance.

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A Custom Plan For You

A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover how age can affect wisdom

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Just What The Doctor Ordered

Think of Todd and Tony as your financial doctors. Hear what they would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger.

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