For Your Retirement

Danny Reedy joins us today to discuss mortgages. We talk about the current mortgage market but also some unique challenges retirees and self-employed people may face.

Danny Reedy's Website

Special guest Kevin Permison joins us to talk about commercial insurance and how it is different from personal insurance.

Kevin's Contact Info

Listen in to my conversation with Dan Francis about home, auto and liability insurance, including common mistakes and what specifically retirees should be thinking about.

Reach Dan at [email protected] or 410-513-8356.

This week we discuss the past, present and future of social security.

Estate Attorney Matt Penater joins us for a conversation around estate planning.

The Penater Law Firm

IRA's are becoming more and more common and unfortunately some of the mistakes are irreversible. It's important to know the common mistakes and how to avoid them.

Financial writer Allan Roth likes to say that "investing is simple, but not easy", and I couldn't agree more. In this episode, we dive into why investments are extremely important, but not as important as people think.

Solopreneurs, this one is for you! More and more people are becoming solopreneurs now, so listen in to learn the potential benefits of a Solo 401k!

The Surprising Benefits of Working Longer

What if you could "pull" forward some of the things you are looking forward to about retirement? In Part 2, we discuss some financial planning implications of redistributing retirement.

What if you could "pull" forward some of the things you are looking forward to about retirement? In Part 1, we discuss what it means to redistribute retirement and some ways to do it.

Bucket List Worksheet

Parable of the Mexican Fisherman

8,000 Days Article

Redistribute Retirement Article