Jason interviews Wade Pfau.

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. He recently authored his first book, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement, which is available from Amazon.

Jason and Emilia answer questions from our listeners, and talk about when more is not enough when it comes to personal wealth.

Jason interviews Michael about how to protect yourself against ID theft. 

Michael Bruemmer is the Vice President of Consumer Protection with Experian.

Jason interviews Bob Smiley about his journey into and through retirement. 

Bob and his wife Sandra currently participate in church activities and manage their non-profit charitable fund providing financial support for several worthy causes in North Kitsap. Over the years he has served on citizen committees for community improvement, housing authority activities and is now serving as committee chairman for Boy Scout troop 1563. Fun activities include stock outboard hydro and runabout competition in the NW region. He is the oldest active racer in the region.

Bob and Sandra spend time with their children, grand-children and have adopted another family in all their activities. They say life is good and they have no regrets of the past and feel very lucky that they have been semi-retired and retired since 1993. 

Jason discusses the Kitsap Forest and Bay Campaign, specifically the effort to conserve the 3,000 acre Port Gamble Forest with Leonard Forsman, Tribal Chairman of the Suquamish Tribe and Michael Kowalski, avid hiker of the Port Gamble Forest. 

Leonard Forsman has served as Tribal Chairman of the Suquamish Tribe since 2005. His interests include tribal education, cultural preservation, gaming policy and habitat protection. He has served on Tribal Council for a total of 25 years, worked as an archaeologist for Larson Anthropological/ Archaeological Services and is the former director of the Suquamish Museum. President Barack Obama appointed Chairman Forsman to the Advisory Council on Historic Preservation in 2013.

Michael Kowalski has lived in Kingston since 2006. He and his wife have two daughters, both college age. The Kowalskis use the trails in the Port Gamble Forest almost daily, mostly to take their mini Australian Shepherd on hikes. Michael and his wife have led guided hikes in the Port Gamble Forest as part of the Community Campaign to raise awareness about the efforts to save this treasured land from development. Michael works in technology marketing in the greater Seattle area.

Jason and Emilia talk about creating a bucket strategy for cash-flow in retirement. 

Jason and Brian talk about helping grandparents save for college education for their grandchildren. 

Brian has worked with 529’s in many capacities since 2001. At Savingforcollege.com he is responsible for all things 529, including contributing content, quarterly rankings, and media relations.  Brian previously served as Director of Advisor Distribution to Ascensus College Savings, the leading administrator of 529 savings and prepaid plans. At FRC (Financial Research Corporation) Brian served as Subject Matter Expert for educational savings research. Brian has been quoted in leading publications including The Wall Street Journal, Reuters, and Investor’s Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute. He is a father of triplets with significant higher education expenses in his future.

To learn more please visit: 

• savingforcollege.com/grandparents - A useful place to start for grandparents that want to learn more about contributing to their grandchildren's college education.
• http://www.forbes.com/sites/brianboswell/2017/02/21/grandparent-529-plans-a-smart-strategy-for-rmds/ - A link to the Forbes article discussed in the show.
• http://www.savingforcollege.com/college-savings-calculator/ - A link to the savings calculator discussed in the show.

Jason interviews Sally Balch Hurme author of Get The Most Out of Retirement: Checklist for Happiness, Health, Purpose, and Financial Security. 

Sally Balch Hurme is also the author of the bestselling Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes as well as Checklist for Family Survivors, the 2015 Grand APEX Award winner, and Checklist for Family Caregivers. A lawyer with more than 20 years of experience advocating for people 50-plus and helping them understand complex issues, she recently retired and shares her professional expertise and personal experience in this newest book in her Checklist series.

To purchase a copy of her most recent book Get The Most Out of Retirement please visit: www.aarp.org/entertainment/books/bookstore

Jason and Emilia discuss questions about planning for retirement. 

Jason interviews Dr. John Izzo about his book The Five Thieves of Happiness. 

Dr John Izzo is a corporate advisor, speaker and bestselling author of seven books including the international bestsellers Awakening Corporate Soul, Values Shift, The Five Secrets You Must Discover Before You Die, and Stepping Up. His latest book is The Five Thieves of Happiness.

Over the last twenty years he has spoken to over one million people, taught at two major universities, advised over 500 organizations and is frequently featured in the media by the likes of Fast Company, PBS, CBC, the Wall Street Journal, CNN, and INC Magazine.

He has advised some of the best companies in the world including DuPont, TELUS, McDonald’s, Tim Horton’s, Westjet, RBC, Lockheed Martin, Qantas Airlines, Humana, Microsoft and the Mayo Clinic.

John is a pioneer in the Corporate Social Responsibility and Sustainability movements and is a Distinguished Fellow at the East-West Institute–a non partisan think tank working on international security issues including food, water and energy security.

To learn more please visit www.drjohnizzo.com