This episode was a fun detour from our more common finance-related topics, as I had a chance to sit down with golf professional, Eric Peyton. Eric has been featured in a variety of golf publications, has his own podcast where he discusses all things golf, and gives indoor lessons to golfers of all skill levels wanting to improve their game. While most episodes focus on the "wealthy" aspect of Healthy, Wealthy, & Wise, I'm excited to sprinkle in some hobby-related topics. For many of us, our careers consume a large chunk of our time. In retirement, hobbies can play an important role and help continue to challenge us in new ways.

Eric and I discuss:

• Eric's background and how he chose golf over other sports
• What a lesson with Eric looks like
• Tips for both the high and low handicapper
• How to become a better putter
• And much more!

Connect with Loren:

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LinkedIn: Loren Sherman

Resources From Today's Show:

Eric Peyton Golf- schedule a lesson

The Looper Podcast

About our Guest:

Eric has been a golf professional for about 17 years where he has been featured in a variety of golf publications, has his own podcast where he discusses all things golf, and gives indoor lessons to golfers of all skill levels wanting to improve their game.

Additional Resources:

What is a Fiduciary?

Healthy, Wealthy, & Wise Retirement Podcast Page

Healthy, Wealthy, & Wise Retirement YouTube

This episode is the conclusion of my conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. I ask Gary who are their top competitors, his biggest challenges from the early days of creating Max, and you won't want to miss the end, as Gary shares some valuable insight into staying happy (and getting happier!) throughout your retirement years.

More about what we discuss:

• Why people might NOT use MaxMyInterest
• Gary's "science fair" mindset that ultimately led him to question the traditional banking model
• Some of the low-points and challenges in the early years of creating MaxMyInterest
• And we close up with Gary sharing the details of a fascinating study that perhaps holds the key to happiness later in life!

Connect with Loren:

Share More & Get in Touch

LinkedIn: Loren Sherman

Resources From Today's Show:

Open a "MAX My Interest" account

MaxMyInterest- webpage

MaxMyInterest- FAQ

MarketWatch- article

About our Guest:

Gary Zimmerman is the founder and Chief Executive Officer of MaxMyInterest, an innovative company providing a patented approach to cash management. MaxMyInterest helps individual investors earn more on their cash holdings, while under the protection of FDIC insurance.

Additional Resources:

What is a Fiduciary?

Healthy, Wealthy, & Wise Retirement Podcast Page

Healthy, Wealthy, & Wise Retirement YouTube

This is a "can't miss" episode, as I sit down for a conversation with founder and CEO of MaxMyInterest, Gary Zimmerman. Gary shares why he started MaxMyInterest, how retirees can make this part of their income plan, and how you can add what he calls "super alpha" to your portfolio. This was a timely conversation, as more and more Americans are not only realizing the need to keep up with inflation, but to have the confidence their cash holdings are secure with FDIC insurance.

We discuss:

• How the idea for MaxMyInterest came to be and why it's so important to have FDIC insurance
• How MaxMyInterest can provide "super alpha," potentially adding tens of thousands of dollars to your retirement plan (or more!)
• Who benefits most from using MaxMyInterest
• And much more!

Connect with Loren:

Schedule an Intro Call

Email: Loren Sherman

LinkedIn: Loren Sherman

Share More & Get in Touch

Resources From Today's Show:

Open a "MAX My Interest" account

MaxMyInterest- webpage

MaxMyInterest- FAQ

MarketWatch- article

About our Guest:

Gary Zimmerman is the founder and Chief Executive Officer of MaxMyInterest, an innovative company providing a patented approach to cash management. MaxMyInterest helps individual investors earn more on their cash holdings, while under the protection of FDIC insurance.

Additional Resources:

What is a Fiduciary?

Healthy, Wealthy, & Wise Retirement Podcast Page

Healthy, Wealthy, & Wise Retirement YouTube

In this guest episode, we wrap up our conversation with Kiplinger writer Jacob Schroeder, where he shares "5 Reasons You'll Blow Up Your Retirement."

We discuss:

• Reason #4- "Your Life Changes – in a Big Way!"
• Reason #5- "The World Changes – in a Big Way!"
• "If life can be so uncertain, then why make a retirement plan in the first place?"
• We wrap up our conversation with Jacob Schroeder, and tease the next episode with MaxMyInterest founder Gary Zimmerman.

Connect with Loren:

Schedule an Intro Call

Email: Loren Sherman

LinkedIn: Loren Sherman

Share More & Get in Touch

Connect with Jacob:

LinkedIn

Twitter

Kiplinger Articles

"Root of All" newsletter

Additional Resources:

What is a Fiduciary?

About Me

Healthy, Wealthy, & Wise Retirement Podcast Page

In this guest episode, Kiplinger writer Jacob Schroeder shares with us "5 Reasons You'll Blow Up Your Retirement."

Jacob's mission is to help people make more informed financial decisions and live happier lives. I think you'll hear from our conversation that Jacob's passion and wealth of knowledge on the topic shines through!

We discuss:

• Jacob's background and how he began writing about retirement and happiness in the first place
• Reason #1- "Your Retirement Reality Doesn't Meet Your Retirement Expectations."
• Reason #2- "You Need a New Identity."
• Reason #3- "You Experience a Health Problem."
• We also discuss what retirees can do about each of these reasons.
• We dive into the last two reasons on our next show!

Connect with Loren:

Schedule an Intro Call

Email: Loren Sherman

LinkedIn: Loren Sherman

Share More & Get in Touch

Connect with Jacob:

LinkedIn

Twitter

Kiplinger Articles

"Root of All" newsletter

Additional Resources:

What is a Fiduciary?

About Me

Healthy, Wealthy, & Wise Retirement Podcast Page

In this episode, I give a fresh new intro, then dive into the rebroadcast of an early episode where I walk through 6 lessons I learned from a pushup challenge I completed back in 2019, while I currently complete a one-month version here in 2023.

While the pushup challenge itself can be fun and entertaining, what you'll really want to stick around for are the lessons learned and how to take action on each of them.

Loren discusses:

• Whatever is easy to do, is equally easy NOT to do
• Use momentum to your advantage
• Focus on your daily tasks and let the bigger goal take care of itself
• If you want to make big changes, don't be afraid to keep the magnifying lens focused on one spot long enough to start a fire
• Keep moving forward, even when it's not perfect
• Embrace discomfort

Connect with Loren:

Schedule an Intro Call

Email: Loren Sherman

LinkedIn: Loren Sherman

Share More & Get in Touch

Resources From Today's Show:

How to Achieve Your Most Ambitious Goals (TED Talk)

WMCP® Designation

Additional Resources:

What is a Fiduciary?

About Me

Healthy, Wealthy, & Wise Retirement Podcast Page

Healthy, Wealthy, & Wise Retirement YouTube

Additional Resources Discussed on the Show

"How will the Secure Act affect me?" This is a common question we are hearing from retirees, so in this episode, we tackle some of the primary changes the Secure Act 2.0 has introduced, as well as their impact to your retirement.

Loren discusses:

• Changes to the starting age in which distributions from retirement accounts are required, as well as how to push this back even further to age 85 in some cases
• Reduction of penalties
• How those still working will have more flexibility both in the amount they contribute and situations in which they can withdraw retirement funds early if needed
• A new option to roll 529 plans into a Roth IRA
• What will this cost Americans?

Connect with Loren:

Schedule an Intro Call

Email: Loren Sherman

LinkedIn: Loren Sherman

Share More & Get in Touch

Resources From Today's Show:

Kiplinger Article- SECURE Act 2.0 Changes

Additional Resources:

What is a Fiduciary?

About Me

Healthy, Wealthy, & Wise Retirement Podcast Page

Healthy, Wealthy, & Wise Retirement YouTube

Additional Resources Discussed on the Show

Today, we dive into the second half of Healthy, Wealthy, & Wise Retirement episodes from the year 2022. Once again, we focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review.

Schedule an Intro Call with Loren

Resources from today's show:

Inflation- Issues to Consider

6 Life Changing Lessons

QUIZ: "What Type of Giver Are You?"

Risk Numbers- sample report

Investment Personality- sample report

Risk/Personality Assessment *complete to receive yours

Medicare Readiness Report™ *complete to receive yours

7 Ways to Invalidate Your Will

Five Charitable Giving Ideas

6 Lessons I've Learned

9 Considerations for RIAs

RMD Checklist

What is a Fiduciary?

About Me

Podcast Page

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch

You can also find Loren at [email protected]

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube

Hopefully 2022 was a great year for you! Personally, I had a blast recording these episodes over the 12 months, and I thought taking a look back at a year's worth of episodes would be a fun way to start 2023.

In this episode, we cover roughly the first half of the year and focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review.

Schedule an Intro Call with Loren

Cheat-Sheets From Today's Show:

Fee Audit

Let's Get Clear About FEES

GOALS

Where Are You Still Using Single-Ply?

Happy Money (part I)

Happy Money (part II)

7 Commonly Asked Questions

Tax Report (sample)

What if God Wrote Your Bucket List?

Timing the Market

Social Security (decisions booklet)

The Many Colors of Annuities

What is a Fiduciary?

About Me

Podcast Page

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch

You can also find Loren at [email protected]

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube

For this episode, we revisit the structure that it takes to set yourself up for success for the upcoming year. We go through a process that helps you identify what is most important, set promises to yourself, and then most importantly, keep these promises.

Cheers to a great year!

Schedule an Intro Call with Loren

What is a Fiduciary?

About Me

Podcast Page

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch

You can also find Loren at [email protected]

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube