Retirement, so now what?
What happens after you retire? Do you have a plan for your money? For your time? In this episode Travis talks about what you need to plan for with helpful tips and strategies.
Sep 26, 2020
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
Leaving a Legacy
It is extremely important to have a financial strategy in place that includes a legacy plan for your loved ones. In this episode Travis gives helpful tips and strategies to help you plan your legacy.
Sep 19, 2020
Why Are Plans So Important
In this show we go over why financial plans and retirement plans are so important, as well as tips on what your plan should include.
Sep 12, 2020
Election Impact on Your Retirement
Should you do anything with your finances before the election? Does a presidential election or even a president for that matter have a long lasting impact on the market? In this episode Travis explores this and looks at the facts to help you make good decisions with your finances.
Sep 05, 2020
Retirees Running on Empty
On today's show Travis talks about what it takes to make sure you do not run out of money in retirement. Income planning for retirement is crucial and we cover some helpful tips and strategies that you need to know about.
Aug 29, 2020
Retirement Income on the Orient Express
Retirement Income is like a mystery to most people...How to achieve it, what strategies to use and how much will you need? In this episode we talk about solving this mystery. Who is the villain? Who are the usual and unusual suspects? Find out in today's show!
Aug 22, 2020
3 Big Questions
In this episode Travis tackles 3 important questions from people he's met with regarding finances and retirement planning.
Aug 08, 2020
Financial Questions and Answers
In this episode Travis answers questions from listeners and people he has met with about finances and retirement planning.
Jul 25, 2020
Estate Planning Tips and Strategies
In this episode Travis brings in his estate planning attorney to talk about the ins and outs of estate planning, why it's so important and how to protect your finances for your family.
Jul 18, 2020
When Harry Met Sally in Retirement
You have to hear it to believe it! In this episode Travis talks about retirement planning and how it can be different for you and for you spouse and why you need to plan ahead.
Jul 11, 2020
Claim Your Retirement Independence
As we think about independence we need to also think about financial independence and what it will mean in retirement. In this episode we talk about tips and strategies to help achieve retirement independence.
Jul 04, 2020
401(k)'s - Should I Stay or Should I Go
In this episode Travis goes over the importance of understanding your 401(k) and retirement accounts and what do do with them if you leave your job.
Jun 20, 2020
Goldilocks and the Three Tax Bears
In this episode Travis tells the tale of Goldilocks and the 3 Tax Bears! What do you need to know about the current tax climate and where it's headed, and how to lower your future tax burden.
Jun 13, 2020
Thrive in the Covid 19 environment
In this episode we talk about tips and strategies to help you protect and grow your finances and retirement savings in the current economic climate.
Jun 06, 2020
Retiring Early In the Covid Environment
For those nearing retirement or even thinking about retirement right now, there are some rough waters to be navigated. In this episode Travis talks about the issues, the strategies and the possible solutions.
May 30, 2020
How to Re-evaluate Your Retirement Income - Taking Advantage of Low Taxes and Market Fluctuations
In this episode Travis talks about strategies to improve your retirement funds and how to possibly take advantage of the current economic and tax landscape.
May 23, 2020
Reevaluating Your Retirement Plan During Covid-19
There is a lot that has changed because of Covid-19, including your financial investments and how you plan for retirement. In this episode Travis goes over some great strategies to use during this time to help secure and grow your retirement accounts.
May 16, 2020
The New Normal and Your Income - Part 2
Things have changed dramatically, in our daily lives and our financial lives. In this episode Travis talks about where things are at and helpful tips about adjusting your financial plans to help improve them moving forward.
May 09, 2020
Income In The New Normal
Life is changing fast. This is a time of turmoil, especially when it comes to finances. We will have to adjust to the new normal and in this episode Travis talks about what that can mean for you and your finances with helpful tips and strategies.
May 02, 2020
Overcoming Covid Related Issues
The Coronavirus has turned things upside down for many Americans. From the markets to our economy, In this episode Travis looks at what is going on and gives helpful tips to make sure your finances are secure. Now more than ever you need a plan.
Apr 18, 2020
What Can We Do to Navigate the Uncertainty
Markets are going to continue to be volatile. No one has a crystal ball but we need to have a plan moving forward. Travis talks about what you need to be doing to make it through these turbulent times.
Apr 11, 2020
The Cares Act for 2020 (The Corona Virus Aid Relief Package)
In this episode Travis talks about the new Cares Act relief package recently signed into law and what it means to you and your retirement accounts. There are a number of things you need to know in order to benefit from it.
Apr 04, 2020
Avoiding the Ostrich Mentality with your Financial Plans
With everything that's going on with the market volatility and economy, now is not the time to stick your head in the sand and hope it all goes away. It is time to revisit your investment and retirement plans. In this episode Travis gives helpful advice on how to accomplish this.
Mar 28, 2020
Market Volatility Update
We talk about what is happening with the market and what to do with your finances during this volatile time.
Mar 21, 2020
Navigating The Storm
From Market fears to Coronavirus fears it seems like we are currently in a major storm. In this episode Travis talks about having a plan and how to deal with the volatile markets.
Mar 14, 2020
Measuring Your Reaction to Market Volatility
Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?
Mar 07, 2020
Don't Worry, Retire Happy!
In this episode we talk about market volatility and financial concerns. Travis offers tips on how you can get a plan in place to help deal with these issues so you can retire happy!
Feb 29, 2020
Protecting the Surviving Spouse
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.
Feb 22, 2020
A Lack of Planning Can Cause Issues
The importance of financial and retirement planning cannot be overstated. In this episode Travis goes over what you need to know to get started on your financial and retirement income plan and how much it can help you.
Feb 15, 2020
Answering Your Financial Questions
We get a lot of questions about finances and retirement planning so on this show we go over some questions that our listeners have asked. Travis gives tips to help you with your financial questions.
Feb 08, 2020
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