Birthday List for Retirement
In this episode Travis goes over the important dates and milestones of retirement preparation and planning to ensure you are ready for a successful retirement.
Jun 05, 2021
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
Secure Act 2.0
Covering what is going on in the Secure Act
May 29, 2021
The Happiest Place on Earth… for Retirement
In this episode Travis talks about how to make your retirement the happiest place on earth... and about his latest trip to Walt Disney World.
May 22, 2021
Answering Your Financial Questions
In this episode Travis answers some tough financial questions from listeners and talks about strategies to deal with the market and the economy.
May 15, 2021
How Will The Tax Changes Affect You
In this episode Travis talks about tax rule changes to IRA's, and how the Biden Tax plan will affect you.
May 08, 2021
Financial Regret
In this episode we talk about regrets... especially financial regrets. More importantly, we discuss how you can help avoid having financial regrets and get a plan in place to have a comfortable retirement income plan.
Apr 24, 2021
Inflation and Retirement Planning in your 50's
In this episode Travis answers listeners questions about how to plan financially for inflation, and how to kick it down with retirement planning once you are in your 50's.
Apr 17, 2021
Where is Your Money Going in Retirement?
Do you know where your 401(k), IRA, pension or other investments are at? What stocks? Where and how will the be used in retirement? In this episode Travis answers questions from listeners and talks about why and what you need to know about your retirement accounts.
Apr 10, 2021
Have I Saved Enough & Financial Planning for Couples
In this episode Travis addresses two key listener questions. He talks about saving enough for retirement and about financial planning for couples.
Apr 03, 2021
Managing Risk and Asset Allocation
In this episode we discuss the things you can do to manage risk with your investments and retirement savings. Travis talks about where you have your money and how you can make it work for you.
Mar 27, 2021
Don't Get Derailed by Debt
In this episode Travis talks about debt, the good, the bad and the strategies to get on track. We talk about managing debt and looking at where your money should go first.
Mar 20, 2021
Retirement Danger Zone
You don't want to get caught in the retirement danger zone! In this episode Travis talks about how to help avoid the financial pitfalls and protect your nest egg.
Mar 13, 2021
More Questions from the Listeners
In this episode we talk about what's going on with the economy, markets and Travis answers questions from listeners.
Feb 27, 2021
Legacy Planning
In this episode we talk about legacy and estate planning and how to avoid common mistakes.
Feb 20, 2021
Potential Tax Changes
In this episode Travis talks about the potential tax changes that we could see because of the Covid economy, the new administration and the stimulus bills.
Feb 13, 2021
Answers to Your Financial Questions
Travis and Tony go over some common questions you may have before entering retirement and some of the possible solutions to implement.
Jan 30, 2021
More Topics from the Listeners
In this episode Travis tackles some questions from our listeners. Many of you are concerned about what is going to happen to your finances and the market because of the election results. The key is, don't panic. Adjust your plan. Travis gives tips and strategies to help you prepare for what may be ahead.
Jan 23, 2021
Listener Questions
In this episode Travis answers listener questions about taxes under a new administration, finances, strategies and retirement accounts.
Jan 16, 2021
The Cost of Bad Financial Advice
In this episode Travis talks about where we've been and where we are headed financially in 2021. He also talks about needing to incorporate more than just stock investments in your financial and retirement plans. We then talk about how getting no financial planning device and bad financial advice can cost you your retirement.
Jan 09, 2021
Retirement New Year's Resolutions
In this episode we talk about important financial resolutions for the new year!
Dec 26, 2020
Don't Get Coal in Your Stocking This Christmas
In this episode we talk about the importance of being careful where you get your financial advice and why you may you get coal in your stocking if you listen to the wrong advice. Travis also talks about how to get the right advice and secure a solid financial and retirement plan.
Dec 19, 2020
Dreams and Goals are Great, but Planning is Priceless
When it comes to retirement, we all have dreams and goals, but do you have a plan? In this episode we talk about the importance of financial planning for retirement and how to truly have a successful retirement income plan.
Dec 12, 2020
Seasons of Retirement
In this episode Travis explains how to be prepared for each stage of your pre-retirement and retirement. From income planning to strategies for healthcare and minimizing your tax burden, we discuss helpful tips to help you plan for a comfortable retirement.
Dec 05, 2020
End of the Year Planning Tips for 2020
In this episode Travis talks about what you need to do before the end of the year regarding financial and retirement planning.
Nov 21, 2020
Post Election Questions
The election is "over" but one done. What questions should you be asking yourself in times like these. Did you hedge your bets on one candidate vs the other? Would it have made sense to buy or sell?
Nov 14, 2020
Elections and Markets
In this episode Travis breaks down the effects of elections on the markets and what the current political chaos could mean for your investments and retirement accounts.
Nov 07, 2020
Seasons Change
In this episode Travis talks about the changes the CARES Act brought and how more changes are on the way and how they might affect you and your finances.
Oct 31, 2020
Papa's Got A Brand New Bag…of documents!
In this episode we discuss the importance of having your financial and estate documents in order and what you need to know to plan for your future and your financial legacy.
Oct 24, 2020
Giving Yourself Permission to Spend
In this episode we talk about how to help you get to the point where you won't have to be afraid to spend your money in retirement.
Oct 10, 2020
The Math and the Questions of Retirement
In this episode Travis takes a look at the math behind effective financial planning and retirement savings with tips and strategies to deal with the markets, taxes and inflation.
Oct 03, 2020
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