As the Chief Medical Officer at a nonprofit organization and long-time internal medicine specialist, Dr. Nancy Van Vessem is in prime position to see how certain habits can severely impact a person’s long-term health. She’s also seen the way healthcare issues are impacting everyday people. One of the major concerns is rising costs. In our chat, we highlighted strategies to account for that, especially in retirement. We also spoke about the importance of discussing end of life care with your fami...
Oct 31, 2018•46 min•Ep. 21
When they reached retirement, Phil and Betty Ashler were finally ready for some travel. They say anybody can – and should – do it too, even if you don’t have much experience. Phil and Betty are keeping busy in other ways, including some very unique volunteer work. It was a lifetime of discipline in following a financial plan that got them to the point where they can do the things they enjoy most. And they’re living life to the fullest, finding fun everywhere they go. Tune in to learn… How seeing...
Oct 17, 2018•59 min•Ep. 20
With the precision of a military operation, Honor Flight Tallahassee takes 75 local veterans to Washington, D.C. each year – free of charge. They stop at the major war memorials in the nation’s capital, as well as Arlington Cemetery. It’s a time of intense emotions… memories… and gratitude. These are the men and women who’ve protected the American way of life and sacrificed so much, says my guest Mac Kemp, and he considers it an honor to be part of this organization. Mac, chairman of the group a...
Oct 10, 2018•47 min•Ep. 19
You can have all the money in the world in retirement. But if you don’t have your health… well, you really can’t enjoy it. Part of that, says Bill Kepper, a physician for 40+ years, is being a good patient throughout your life, following doctor’s orders. But as important is making sure you can get the medications, procedures, and other things you need as you get older… while you’re depending on your retirement income and retirement accounts to pay for it. Bill shares his thoughts on the healthca...
Oct 03, 2018•36 min•Ep. 18
As a senior analyst with CNBC and pioneering financial journalist, Ron Insana has seen a lot of ups and downs in the markets and how that impacts the average investor. And over the years he’s identified some key factors that separates those who do well… and those who fall behind. Ron shares the two most important things you must be doing right now to invest in your future. And he has some specific advice for what to do when you have a “winner” in your portfolio – it might not be what you think. ...
Sep 19, 2018•19 min•Ep. 17
When you’re talking about financial planning, you can’t leave out healthcare, says Peter Stahl, author of Top of the First: The Convergence of Healthcare and Financial Planning. It’s one of the most important parts of your retirement, after all. And it’s one of the biggest expenses, too. Medicare is one element here that confuses a lot of people. Peter has some solid advice for navigating that program. He also highlights three things you can do to maximize your health care funds when you retire....
Sep 05, 2018•28 min•Ep. 16
Financial and retirement planning – most important issues in our lives, in fact – are often made too complicated. The best plans… the best ideas… are actually the simplest, says Steve Harvill, founder of Creative Ventures. You can also take an active role by using easy-to-use tools to work towards your most important goals one step at a time. Steve shares some strategies for injecting simplicity in the key areas of your life. You’ll discover… Having “more” of something doesn’t mean you have more...
Aug 22, 2018•23 min•Ep. 15
When is the best time to start eating right, exercising, and working on reducing the impact of stress in your life? Right now, says Ellen Berkowitz. As a doctor specializing in psychiatry, Ellen has seen the impact of a lack of proper “self-care” in herself and her patients. She shares some simple techniques and practices you can use for your own self-care plan at home. The result is a better quality of life – and health – now and as you get older. And that’s just as important to your retirement...
Aug 08, 2018•42 min•Ep. 14
When it comes to retirement planning, what you want can be very different than what you really need. The same goes for many things in life, says Dr. Jim Murdaugh. We get into the nitty-gritty of that philosophy. Since this week’s guest is president of Tallahassee Community College, we also cover his first-hand experiences in how the college experience is changing. Jim came to that role after a long career in local and state law enforcement, where he had a variety of roles. As he likes to tell th...
Jul 25, 2018•56 min•Ep. 13
Many people think they are taking all the right steps toward a long retirement full of time with family, travel, and relaxation. Unfortunately, there are many financial threats to your retirement plans – some you can see, some that are invisible until they take away income and assets. To make matters worse, too many folks have assumptions about their current retirement plan that are just plain false. But you can plan and prepare for these threats, even the unexpected ones, to protect your retire...
Jul 11, 2018•39 min•Ep. 12
You’ve done the planning you need for your ideal retirement… or have you? There are several factors outside your control that will impact your savings and payments from Social Security, a pension, or retirement plans. But you can prepare for these issues so the effect is less drastic. And you can make sure you’re not making critical mistakes right now with your pension, healthcare, and more that could sabotage your retirement dreams. Listen in to find out… The consequences of underestimating you...
Jun 27, 2018•34 min•Ep. 11
Retirement not just about money. Physical fitness is also key. My personal trainer Jason Harville shares easy ways you can stay fit, no matter how old you are… especially if you have any issues, conditions, or injuries. This is not about becoming a bodybuilder. Rather it’s achieving a standard of fitness that incorporates flexibility, cardio and strength for better overall body function. That’s key to truly enjoying a long and healthy retirement. Find out… The most important benefit of having a ...
Jun 13, 2018•42 min•Ep. 10
Trial lawyer Gary Anton had a tough – but rewarding and very accomplished – career in the legal profession. It taxed his personal life, but he had some good times along the way. At the height of his career a serious but unexpected near-death medical emergency changed Gary’s outlook on life and how he did his job. Not to mention it compelled some serious action with end of life planning. Gary shares how he adapted professionally and financially to his new reality. Listen in to find out… The retir...
Jun 13, 2018•47 min•Ep. 9
Marylin Stallworth’s husband, Bill, died unexpectedly in October 2014. The couple, married 50 years, had been enjoying a comfortable and secure retirement thanks to following through on sound financial planning. But they had left a few key parts out of their plan that made a traumatic time for Marylin even worse. In this episode, she shares what she would have done differently, what she’s doing to improve her end of life planning to help her son, and what actions she says you should take right n...
May 16, 2018•46 min•Ep. 8
You’re stuck. Perhaps in your job or business. Or you can’t seem to stay on track with your weight loss goals. Maybe your finances are a mess. Modern life throws a lot at us. But whatever is holding you back… you don’t have to go it alone. Connie Clark, of Striving Forward Coaching, is a life coach. And she shares how professionals like her help clients get from wherever they are now to where they want to be in their lives. Tune in to find out… The crucial differences between a life coach and me...
May 02, 2018•47 min•Ep. 7
What does your dream retirement look like? For Bill and Donna Elliot, it was an once-in-a-lifetime trip in a motorhome… a voyage that had them zigzagging across the U.S. full-time for two years and 24,000 miles. Bill, a retired architect, and Donna, who had worked in the legal field, were ready for a break after long successful careers. And they had a lot on their bucket list, like a NASCAR race in Indianapolis, Niagara Falls, Frank Lloyd Wright homes, and a baseball game in Pittsburgh. They exp...
Apr 18, 2018•40 min•Ep. 6
Most people aren’t looking for an extravagant lifestyle. They want to buy a nice home, own a reliable car, save money for their kids’ – even grandkids’ – educations, and put away enough money for a comfortable retirement. That’s a good life. To ensure that happens you need to prepare now for the biggest financial danger to your retirement. It’s a danger that many suffered from in the 2008 economic crisis… and the problem hasn’t gone away. Fortunately, you can safeguard your retirement by followi...
Apr 04, 2018•18 min•Ep. 5
For members of The Florida Retirement System, the decisions you must make to optimize your retirement income can be complicated and confusing. In this interview, John Curry breaks down the key considerations and decisions that are unique to FRS members.
Mar 23, 2018•18 min•Ep. 4
This is a fascinating interview with WWII veteran, pioneer of population study at Florida State, and now a master his own retired life, Dr. Charlie Nam. Charlie shares his keys to staying engaged and excited about the future, even in retirement.
Mar 07, 2018•49 min•Ep. 3
In this deep interview, one of my clients grills me and I share the four big threats to your Secure Retirement, I explain the four options under the Florida Retirement System, and I share our approach to structuring a Secure Retirement Plan.
Mar 05, 2018•39 min•Ep. 2
Listen as Betty Hodges shares her experience with the benefits of life insurance that she's enjoyed while she's still alive.
Mar 02, 2018•22 min•Ep. 1
