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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything s... more
FAQs about The Retirement Roundtable:How many episodes does The Retirement Roundtable have?The podcast currently has 52 episodes available.
July 26, 2025To Advise or Not to AdviseThis episode dives into the crucial decision of whether or not to hire a financial advisor. We'll explore the benefits, such as expert guidance and tailored planning, alongside potential drawbacks like fees and relinquishing some control. Tune in to weigh the pros and cons and decide if a financial advisor is the right choice for your investment journey....more37minPlay
July 19, 2025Traditional IRA vs Roth IRAConfused about where to stash your retirement savings? This episode breaks down the crucial differences between a Traditional IRA and a Roth IRA. We'll explore their unique tax benefits, contribution rules, and withdrawal implications to help you decide which account best suits your financial future. Tune in to optimize your retirement strategy!...more27minPlay
July 12, 2025Financial WealthIn this episode, we tie together the concepts from our "Mental Wealth" and "Physical Wealth" discussions, offering practical strategies to maximize your money and overall well-being. Discover how a holistic approach to your finances can empower you to live a richer, more fulfilling life. Tune in to learn how to align your financial decisions with your personal values and life goals....more0minPlay
July 05, 2025Physical WealthThis episode connects your active lifestyle today with a healthier, wealthier retirement tomorrow. We explore how prioritizing physical fitness isn't just about feeling good now, but about investing in a future where you can truly enjoy your golden years. Tune in to discover the powerful link between a vibrant body and a financially secure, fulfilling retirement....more25minPlay
June 28, 2025Mental WealthIn this episode, we discuss practical strategies for cultivating a resilient mindset, helping you navigate market volatility with confidence and make sound decisions under pressure. Discover how mastering your financial psychology is just as crucial as understanding the numbers, leading to true and lasting mental wealth....more27minPlay
June 14, 2025Managing Your Investments - Objectives and RisksIn this episode, we dive into the crucial first steps of building a robust investment strategy. We'll explore how to clearly define your financial objectives, whether they're for retirement, a down payment, or something else entirely. Then, we'll unpack the various risks associated with investing and how understanding them is key to making informed decisions....more0minPlay
June 07, 2025Market Talk with Matt AndersonMatt Anderson joins the show to break down the latest inflation data and what it means for your wallet. We'll discuss the potential impact on interest rates and share actionable strategies to navigate these uncertain economic times. Tune in to understand how current market shifts could affect your long-term financial planning....more23minPlay
May 17, 2025Common Estate Planning MistakesThis week, we dive into the most frequent errors people make, from outdated beneficiary designations to neglecting digital assets. Learn how to identify these pitfalls and ensure your wishes are clearly and legally documented....more21minPlay
April 26, 2025The Importance of Finding a Good Financial Advisor and What to ExpectWorking with a financial advisor can save you a lot of money and help you avoid costly mistakes. But how do you find one and what should you look for? We address these questions in this weeks show....more24minPlay
April 19, 2025Handling Market Volatility with a PlanThe market has been on a wild ride, so in today's show we talk about how you can have a plan to help protect your finances and retirement savings....more22minPlay
FAQs about The Retirement Roundtable:How many episodes does The Retirement Roundtable have?The podcast currently has 52 episodes available.