You've worked hard for your business over the years, pouring your heart and soul into it - and that’s worth being proud of. 

But if you don’t plan for your exit now, you’ll end up burned out with no time to spend on the people you love. 

So how do you keep your youthful energy as you pivot into retirement? 

As you'll discover in this episode, sometimes you just have to jump when the opportunity presents itself. 

Today’s guest Russ Felldin sold his fire protection business after a surprise phone call. And he’s here to show you how you can use retirement to build a legacy, do real estate deals and relive the favorite parts of your childhood - this time with your own children. 

In this episode, you’ll discover the best time to retire and how to enjoy your newfound freedom to the max. 

Listen now! 

Show Highlights Include:

• The “survivorship option” that lets married veterans protect their spouse’s finances for life (5:27)  
• How to keep your employees’ futures secure after you sell your business (even if they fear for their jobs) (12:54) 
• The systematic way to “accidentally” find lucrative real estate investments (16:29) 
• Eliminate 90% of your child’s financial worries with one piece of advice (19:19)

Retirement is a time when you can finally do what's been on your bucket list all these years. You can travel the world, have one-on-one moments with loved ones or even revive an old passion! 

But if you don’t plan ahead, you’ll have so little energy that your retirement years will be nothing but regret and penny-pinching. 

Today’s guest Tony Dodge has been a busboy, a service member and a psychologist. Now he’s retired in Texas and spends his days kayaking, traveling and leaving a legacy to his family. Now he’s sharing his story so you can do the same. 

In this episode you’ll get timeless advice for planning your retirement, so you can have more fun, feel more free, and leave a lasting legacy. 

Listen now! 

Show Highlights Include:

• Why sending your kids to work turns them into successful adults (even if you’ve got more than enough money to support them) (4:56)
• How taking a walk through the bookstore turns your apathetic teen into an engaged and successful adult (6:24) 
• The “one-way doors” principle that helps you avoid a financial catastrophe in retirement (12:21) 
• Why planning your retirement early lets you travel more, take on new hobbies and take care of yourself (12:42)

Whether you’re a business owner who wants to avoid a disappointing sale value, or an employee who’s looking to create a dream lifestyle after decades of “working for the man”, this episode’s for you! 

As a rare treat, today’s guest Clint Fiore has no interest in retiring any time soon. 

On the contrary, his business Texas Business Buyers helps Texans prepare their businesses for maximum sale value as they pivot into retirement. Likewise, he helps long-term employees craft the lifestyle of their dreams by helping them buy stable, high-performing businesses

In this episode, you’ll discover tips and tricks that let you live a fulfilling life in your golden years, no matter whether you’re buying or selling. 

Listen now! 

Show Highlights Include:

• Why getting a business valuation now sets you up for a wealthy retirement, even if you won’t sell for another 5 years (10:58) 
• Why your business will never sell if you rely on a “dangerously smart” CPA’s small business valuation (and how to price your business so it actually sells) (13:14) 
• The “backtrack” strategy that lets you maximize the sale value of your business (while minimizing taxes) (15:06)
• How to buy a wonderful business at a bargain price today (even if the seller could make more money by waiting a few more years) (16:53) 
• The easy way to own a business that gives you a steady stream of income for decades to come (even though 90% of businesses fail) (19:20)

What would you do if you were approaching retirement age and were stressed in your job? 

Retire and take a paycut? Continue working and get burned out? Or pray to find a new employer who prefers experience over youth? 

You could do one of those. Or, you could take the fourth option that lets you live life on your own terms - without taking a major pay cut. That is, go into “entrepreneurial retirement”, just like today’s guest Oscar Garcia. 

Oscar retired from the Social Security Administration after 25 years and now has his own business. He has more time to do the things he loves and feels freer than ever. 

In this episode, you’ll discover how to claim back your family time and freedom without taking a hit to your income. 

Listen now! 

Show Highlights Include:

• How to raise financially literate children (even if they won’t listen to you talk about money) (4:34) 
• The “doors” principle that lets you live a free and happy retirement (even if you hit a run of bad luck) (6:18) 
• Why sending your kids to Spanish class sets them up for career success (8:36) 
• Eradicate job stress without taking a paycut by going into “entrepreneurial retirement” (13:00)

After years of stress and hard work, you may be finally considering retirement. 

But you may have heard horror stories of retirees who end up bored and poor because they retired too soon. 

So is the grass really greener on the other side? 

Today’s guest Nancy Golden confirms - the grass really is greener! 

After decades of 10-hour shifts, working odd hours and dealing with disrespectful clients, she decided to put her pharmacy career behind her. And now she’s loving the free time and relaxation that retirement gives you. 

In this episode, you'll discover how to pivot from a stressful career into peace, free time and enjoying your family. 

Listen now! 

Show Highlights Include:

• The “investment paycheck” that helps you feel financially secure in retirement (even though you no longer have a salary) (14:01) 
• Why semi-retiring makes your job twice as enjoyable (even if you're doing exactly the same work) (16:50) 
• Raise money-savvy grandbabies by investing in a $21.99 gift (17:36) 
• Why watching The Price is Right with your kids stops them from falling into debt (19:41) 
• How retiring keeps your brain sharper than working 40 hours a week (20:15)

Retirement is the toughest decision you will ever make. You’ve built a life around your career, a wealth of skills that are too good to throw away… and you’ve got money coming in. 

When you retire, your life turns upside down. It sometimes feels like your skills are going to waste. And when the money slows down, it can be downright scary! 

So how do you decide when to make the leap? 

According to today’s guest, you pray and you listen. 

Today’s guest is David Robinson of the San Antonio Spurs. He retired from the NBA in 2003 and has now built over 100 schools. And today he’s here to show you how to leave a legacy to be desired, even if you struggle with retirement at first. 

In this episode, you’ll discover how God gives you clarity around retirement and how to build a legacy you will be remembered for. 

Listen now! 

Show Highlights Include:

• How a close connection with God helps you retire young without regrets (9:45) 
• Why retiring lets you build a legacy that your community will remember you for (even if you never work a day for the rest of your life) (13:12) 
• Take control of your finances by discovering which of the three “money minds” you have (15:05) 
• How to set your children up for life, even if you donate your entire estate to charity (16:32) 
• How to change lives after retirement by repurposing the talents you learned in your career (18:52)

family and your source of income. 

It’s easy to feel hopeless unless you have a strategy for adapting to civilian life. 

So what can you do? 

Andy Smith is here to help. After 30 years in the United States Air Force, he escaped debt and built a career as a real estate agent. Now he's enjoying the twilight years of his career and he wants you to enjoy yours too. 

In this episode, you’ll discover how to attack debt, find your sense of purpose and build a strong bond with your family. 

Listen now! 

Show Highlights Include:

• How to get rid of debt in 18 months without taking on a side job or asking for a raise (14:08) 
• The “military tripod” you must rebuild after discharge if you want to thrive in civilian life (16:31) 
• Where to find a “second family” who builds you back up (even if you feel broken after leaving the military) (17:28) 
• Create an unbreakable bond with your grandchildren using nothing but a loaf of bread (18:39)

The loss of a loved one is devastating, to say the least. 

The sad reality is that every year thousands of spouses are dying without a will- leaving their loved ones in grief, stuck and confused.

So how do you help someone in this situation? 

In this episode, you’ll meet Loss of Life Advocates’ founder Esther Pipoly. 

You’ll discover how to gracefully handle those delicate situations around death, including the age-old question “what to say to a friend who’s lost a family member” 

Listen now!

Show Highlights Include:

• The “quarterback” philosophy that helps you care for a grieving spouse, even if you have no idea what to say (1:21) 
• Support a grieving widow by saying the 3 P’s (11:52)
• The “S-Word” you should never say to someone who’s just lost their loved one (12:39) 
• How “feeling words” help your friends to grieve and process their loved one’s death sooner (13:09) 

If you’re thinking about a successful retirement, that means you’ve been blessed with a lot in life. 

You’ve worked hard and now you’re in a position where you have money to spare. That’s worth being grateful for. 

So what’s the best way to show your gratitude? 

One way is to give back to your community and improve the lives of the less fortunate, just like James Allen. 

As a baby, James was left on the church doorstep. Now he’s a real estate developer and NFL Hall of Fame board member. He’s done well in life and now he’s giving back any way he can. 

In this episode, you’ll discover some unique ways to give back to the community, which brings you closer to God and establishes your legacy. 

Listen now! 

Show Highlights Include:

• Why sending your kids to college lets them reach achievements worth bragging about (even if they don’t need a degree for their job) (4:37) 
• The 1936 book that transforms shy high school students into outgoing college students, even in the 2020’s (9:03)  
• Why a Texan billionaire says you should hold more cash if you want to make a huge profit (11:30)
• How teaching a kid how to do a layup can transform lives (13:27)

Medicare can be a nightmare to navigate - no matter what those annoying Medicare ads try to tell you! 

When do you claim it? What if you want to keep working past 65? Part A? Part B? Part C? Part D? Supplement? Advantage? Medigap? 

If any of those terms and questions made you scratch your head, this episode is for you. 

In this episode, Justin Elliott is here to make Medicare simple. You’ll discover how to avoid nasty bills and fees. Plus, you’ll find out how to find the right plan for you, so you can relax knowing that you and your family are fully protected - and paying the best price.  

Listen now!

Show Highlights Include:

• The loophole that lets a select few people claim medicare (even if you haven’t reached retirement age) (1:33)
• The “7 month window” to claim Medicare (miss it, and you’ll pay an extra penalty) (1:50) 
• How “fully covered” individuals are getting stuck with exorbitant medical bills. Plus, how Texans can avoid these bills for about $115 (10:33) 
• Why you should spend more on your Medicare Supplement plan (even if a cheaper plan covers exactly the same things) (11:26) 
• How to “fire the government” and let an insurance company PAY YOU to join their “medicare” plan (17:31) 
• The “disadvantage” to an Advantage Plan that could leave you without cover on January 1st (19:38) 
• Why it pays to join a Medicare Supplement plan, even if you could save hundreds every month with an Advantage plan (20:35)
• Instantly discover the cheapest Medicare D plan for you and your prescriptions with a simple online tool (23:35)