Navigating Your Retirement - podcast cover

Navigating Your Retirement

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Episodes

Listener Questions and Fun Facts

In this show Travis answers a listener's question and talks about some fun facts and tips to help you with your financial goals.

May 11, 2019

Planning for a Single Retirement Part 2

There are a number of different financial hurdles that you will face if you're single. This is especially true if you become single in retirement. In this show we talk about the financial issues you may face and how to have a solid plan to deal with these problems.

May 04, 2019

Planning For a Single Retirement

The road to retirement is oftentimes stressful and challenging for Americans. For those that are single, it can be even more of a struggle. There are so many challenges that singles face, especially when it comes to finances and retirement. In this episode we talk about helpful solutions and strategies that can help those that find themselves single in retirement avoid and deal with the financial issues they may face.

Apr 27, 2019

The Dreaded Spending Plan

Budget is a word that many people dread. In this episode we help you ease the pain. We call it a spending plan and discuss the importance, how and why to create one and why you'll feel better once you do. A spending plan can help you achieve financial success and we talk about tips and strategies to help get you there.

Apr 20, 2019

Your Retirement Income - How Much Will You Need?

As you save for retirement the biggest question and challenge you will probably face is knowing how much money you will need to last you throughout your entire retirement. In this show we examine a number of strategies and tips to help you achieve your retirement goals.

Apr 13, 2019

Planning for Social Security

In this episode we talk about some of the must-know rules regarding Social Security, how to maximize and plan for it. Figuring out Social Security benefits can get complicated because it’s not a matter of simply looking at the numbers on your statements and planning based on that. There are plenty of rules and strategies that will have an effect on your final Social Security benefit, which makes it important that you understand them and how they will impact your finances.

Apr 06, 2019

Tips for Pre-retirement Planning

Travis covers some important tips that you may want to take into consideration before you hit the go button on retirement.

Mar 30, 2019

What it Takes to Retire

Retirement can be a scary prospect. No more paycheck. You need the resources to pay yourself. Don't panic! Travis Chance talks about coming up with a plan and changing your mindset and finances to help deal with this transition and come up with a plan that will allow you to be prepared so you can enjoy your retirement.

Mar 23, 2019

Why You Should Care about Long-Term Care

Many people think they won't need long-term care or they just put off thinking about it. But the odds are you will need it and it is a real problem for many Americans. In this show we talk about solutions and strategies to deal with the enormous costs of long-term care.

Mar 09, 2019

Healthcare in Retirement

There are a lot of surprises when it comes to healthcare in retirement. In this show Travis talks about what to expect and how to plan for it.

Mar 02, 2019

Keys to Retirement

What are the keys to a successful retirement? In this episode Travis talks about each of the main keys to help you get a retirement plan in place to have a comfortable retirement.

Feb 23, 2019

Groundhog Day

Don't get stuck living the same day over and over. Make a financial plan and stick to it. In this episode Travis gives you some very important tips and strategies to create a plan for retirement that will last.

Feb 02, 2019

Underestimating Your Retirement

People often underestimate what they will need in Retirement and how it will all work. In this episode Travis goes over what you need to know and how to be fully prepared and figure out what you will need for income in retirement.

Jan 26, 2019

Retirement, You Can Afford It!

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Jan 19, 2019

Your Income and The Markets

In this episode Travis talks about ways to help you plan for retirement income while weathering a volatile market.

Jan 12, 2019

Year End Tax Tips

Listen in as we discuss great tips to minimize your tax burden!

Dec 22, 2018

Retire by Design Not by Default

Too many people do not have a solid plan for retirement. When to do it, what to in it and how to pay for it. In this episode we address those questions and give you tips on getting a solid retirement plan in place.

Dec 15, 2018

Rollover Precautions

Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

Dec 08, 2018
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