In this episode we tackle the hurdles that can derail your retirement dreams. We'll explore common roadblocks like longevity risk and healthcare costs, and offer strategies to navigate them with confidence. Join us for actionable tips to pave the way for a smooth and secure retirement.
Travis welcomes Gradient Investments portfolio manager Keith Gangl to the show to discuss the latest market trends, interest rates and what we can look forward to from the financial markets the rest of the year.
Worried about finances derailing your dream retirement? In this episode we dive into smart planning strategies to help secure your future and ensure your golden years are stress-free. Listen in for tips on saving, budgeting, and creating a sustainable retirement income plan.
We celebrate our 200th episode and talk about what's going on with current events, the economy, interest rates, the presidential election and how it all affects your finances.
In this episode we talk about how to navigate the emotional rollercoaster of political and economic uncertainty. Travis talks about not letting your emotions affect your finances and the importance of a plan so you don't have to panic during volatile times, helping you achieve long-term financial security and peace of mind.
In this episode Travis looks at various strategies you may be able to use to minimize your tax burden, including Roth IRA's.
In this episode we discuss the importance of leaving a lasting legacy and maintaining family harmony after you are gone.
In this episode Travis talks about how inflation concerns, the possible effects on the markets and important strategies to help prepare your financial plan.
In this episode we dissect Social Security's looming challenges, from demographic shifts to financial strains. But fear not! We unveil innovative solutions and actionable steps to help safeguard your retirement, leaving you informed and empowered.
New year, new you, new financial goals? Ditch the overwhelm and join us for "New Year Outlook." We'll dissect economic trends, investment strategies, and smart money moves to fuel your financial fireworks.
In this episode we talk about Required Minimum Distributions, what they are, and what you need to know about the changes to this unpopular part of the tax code.
In this episode we talk about how to take advantage of the historically low tax because of the Tax Cuts and Jobs Act. We talk about where taxes might be headed and what you might be able to do to minimize future tax burdens.
We discuss the best Thanksgiving movies, and avoiding bad financial advice during the holidays.
In this show we talk about elections and politics and how they can affect your finances.
How much will you need to retire? Can you retire when you want? We look at ways to answer these questions and what you need to do to make sure you're on track.
It's important to have a plan in place to deal with the loss of a spouse. In this episode we talk about what you need to do in order to avoid financial problems.
In this episode Travis answers key financial questions to help you on your financial journey.
In this episode Travis looks at the current headlines and what they mean for the financial outlook.
In this episode we discuss what you need to do before the end of the year to avoid costly financial mistakes.
In this episode we talk about rates...interest rates, the rate of inflation, and the rates you are earning.
The next 10 years are extremely important for your retirement income. In this episode we talk about why and what you need to know.
In this show we talk about some of the most important questions you need to be asking and some answers to help get you on the right path.
One of the big mysteries of retirement is how much money will you need to live a comfortable retirement and make it last as long as you do. In this episode we talk about the various expenses you need to be aware of.
There are a lot misconceptions and falsehoods out there about retirement and retirement planning. In this episode we bust the myths and present the facts.
In this episode Travis talks about what you can do to make sure you won't run out of money in retirement.
In this episode we look ahead at the financial landscape and what you need to plan for.
In this episode Travis answers listener questions about roll overs, beneficiaries and more!
Behavior and psychology can have a huge impact on whether or not you have a solid plan for a successful retirement. In this episode we talk about ways to properly deal with retirement planning.
In this episode we welcome Senior Portfolio Manager at Gradient Investments, Jeremy Bryan. We discuss the markets last year, this year and the future.
In this show we talk about the debt ceiling and answer listener questions about finances.
