Bluewater Retirement Radio

A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Derek and Jim tick and learn how age can affect wisdom.

Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also have a conversation on tax planning and some things that don't matter...until they do.

Your retirement will look much different than your parent's. Find out why. We'll also explain why there's really only three places you can invest.

In honor of Mother's Day, let's take some financial lessons from mom. We'll also try to understand the concept of non-correlated income. Finally we'll share some uncommon sense.

We're not going to get too political, but join us for a discussion on financial planning in Trump's America. We'll also learn finance from the world of medicine.

Planning for retirement can be tough. It might actually be easier to not plan and ruin your retirement. Let's discuss some things to avoid so you can find success in your retirement. We'll also go over longevity risk for you and give some tips on structuring investments in your IRA.

Don't flirt with disaster in your portfolio. Learn where danger could be lurking.

Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry.

Learn financial lessons from some of the richest musicians in history, including Dolly Parton. We'll also find out whether Derek and Jim could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.

Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.