In this episode, Roger and Clark discuss the importance of saving for your child's education.

Don't let the market control your emotions! In this episode of Retire Happy with Roger Gainer, Roger breaks down why so many people get caught up in what the market is doing versus doing what's right for their future.

Roger sits down with our host and dives deep into what a deferred annuity is and how they can be used properly in your retirement planning.

In this episode of Retire Happy with Roger Gainer, we discuss the three main types of annuities and what they each mean to your retirement account.

Now-a-days you spend more time in retirement than you will working. Are you prepared emotionally and financially?

Mutual Funds are one of the most popular tools in use today for people who want to invest. They are convenient, liquid, professionally managed, diversified and perceived as “simple.” While much of that can be true, do you understand what the cost is for that convenience? For that matter, do you have any idea what you are actually investing in? 

Over my 28 plus years as a financial advisor I have had the honor and privilege of helping many folks plan, implement strategies and transition to retirement. I have clients in their 80’s who are happy and excited for each day and others in their 60’s and 70’s who are sad and depressed. What does it take to retire happy? In this two-part episode we break down the 6 keys I have found that work the best.

Over my 28 plus years as a financial advisor I have had the honor and privilege of helping many folks plan, implement strategies and transition to retirement. I have clients in their 80’s who are happy and excited for each day and others in their 60’s and 70’s who are sad and depressed. What does it take to retire happy? In this two-part episode we break down the 6 keys I have found that work the best.

As I look back at this year one can focus on so many things. The Cubs won the World Series, Social Security claiming options underwent dramatic changes, interest rates hit an all-time low before rising dramatically since the election, and many were surprised by the outcomes from November’s election (not just the presidency). The stock market dropped dramatically early in the year and then rallied to new all-time highs in December. We had the British vote to leave the European Union (Brexit) and now several other European countries are considering leaving the Union. There were Olympics in Rio that surprised many by going off without the major catastrophe that many were expecting. All in all, this was a year of extremes.