Navigating Your Retirement

There's a lot going on out there... From political unrest, trade-wars, fluctuating interest rates, volatile markets and more. In this episode Travis talks about all these current events and how they affect your finances with helpful tips on how to avoid the panic and how to have a plan.

There are many aspects to Medicare and a lot of misunderstandings. In this episode we talk about the basics and what questions you need to be asking about Medicare and open enrollment.

You do not want to end up with a huge tax burden in retirement. In this episode we discuss helpful ways to plan for taxes in retirement and minimize that tax burden.

It's hurricane season and in this episode Travis talks about how important it is to be prepared... not only for hurricanes, but for retirement as well. Planning ahead is the key and we talk about helpful ways to be prepared financially.

An economic recession could be coming. Are you prepared? Examine some of the options for ways to prepare your financial situation for a potential market downturn.

In this episode Thomas and Edward talk about ways to create and maximize your retirement savings and set it up to help it last as long as you do!

What will you leave behind? ...And more importantly, who will you leave it to? We go over some of the legacy planning mistakes to avoid, especially when it comes to planning with your family.

There are many challenges and hurdles when it comes to having a successful retirement. In this episode we talk about some of the most important and critical challenges you will face and strategies to help you overcome them.

Is there a magic number that you need to retire? How much money is enough? In this episode Travis discusses the myth of the "magic number" for retirement and talks about how to truly have a plan in place to help you set and achieve your retirement goals.

The million dollar question..."Can I afford to retire?" It may be a million dollars...but it's a question every asks or should be asking at some point. In this episode we talk about how to figure it out and what you need to doing to prepare for retirement.