Retirement Insights

Episode 11 - Why Work With a Financial Advisor?  While any financial advisor would have an opinion on why to work with a financial advisor, in this explore what value a financial advisor can bring and should bring. We examine the key differences between doing things yourself and working with a professional. 

Episode 10 - The SECURE Act Always keeping up-to-date, Eric reviews new legislation.  Passed in the last few weeks of 2019, the Setting Every Community Up for Retirement Enhancement Act will has some major changes to the retirement landscape. Eric covers some of the most important changes to retirees.

Episode 9 - OSHER Lifelong Learning Institute  Maybe the best thing you can do in retirement in Lewes DE. Robert interviews the manager of the Osher Lifelong Learning Institute, Anna Moshier. They talk about lifelong learning and teaching opportunities for retirees in Sussex County.

Episode 7 - Our Local MAC Agency -- An Amazing Resource  In this episode Eric Johnston, CFP interviews Michelle Parker from the local MAC (Maintaing Active Citizens) center in Salisbury, MD. They discuss their offerings, Medicare tips and resources available to individuals who are currently or soon to be retired.

Episode 6 - Interview with Second Act Coach Penny Boyce  In this episode, Robert Jeter, CFP, CRPC interviews Second Act Coach Penny Boyce on some of the human and emotional aspects of transitioning into retirement. They also cover the importance of thinking about your "second act" and what value a coach can bring to helping you in those efforts. You can find more information about Penny on her website: https://www.pennyboycecoaching.com/

Episode 4 - Spending, Taxes and Inflation  In this episode Eric and Robert talk about some of the planning challenges in retirement. They cover spending, inflation and managing taxes throughout your retirement years.