Tags gratitude S3E43- Gratitude For Your Retirement Plan srb November 27, 2024 This Thanksgiving-themed episode dives into the powerful role gratitude plays in retirement planning. Hosts Nick Nauta and Cole Williams discuss
Tags investing S3E42- Does Warren Buffett Think You Should Change Your Retirement Allocation? srb November 25, 2024 What does Warren Buffett’s latest financial move mean for your retirement portfolio? This week, we’re unpacking the headlines surrounding Buffett’s
Tags Election Results S3E41 – Retirement and Markets Over the Next Four Years srb November 19, 2024 In this episode, we explore the potential impact of recent political developments on retirement planning and market trends over the
Tags cost of living S3E40 – October Retirement Headlines srb November 15, 2024 We read the news so you don’t have to! Welcome to your October roundup of retirement headlines—a month bursting with
Tags 4th quarter Year-End Checklist For Your Retirement Portfolio srb November 13, 2024 Updated for 2025 Checklist for What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2025 (1) I’ve barely gotten used to writing 2024 when I put the date on
Tags Bill Perkins S3E38 – Retirement Spending – Die With Zero srb November 4, 2024 In this thought-provoking episode, we explore the intriguing concept laid out in Bill Perkins’ book “Die With Zero,” which challenges
Tags 4 Horseman of Chronic Disease S3E36 – Book Review – Outlive: The Science and Art of Longevity srb October 14, 2024 In this enlightening episode, we take a deep dive into Dr. Peter Attia’s compelling book, Outlive: The Science and Art
Tags Book Review Book Review: Outlive by Peter Attia, MD srb September 26, 2024 The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all
Tags cash S3E34 – Retirement Planning Updates: Cash and Elections srb September 24, 2024 In this episode we explore the latest developments in retirement planning, focusing on the implications of recent Federal Reserve actions
Tags AI fraud S3E33 – Dealing with Investment Fraud in Retirement srb September 19, 2024 In this episode, we tackle the alarming rise of investment fraud targeting retirees. Cole Willams joins us again to discuss