The Secure Retirement Method Podcast

What can you do at the end of the year to set yourself up for financial success in 2024?

In this edition of Ask April, I share a year-end checklist to help you start the new year on track toward your financial goals.

I’ll cover:

• Why is an end-of-year financial review important?
• Setting goals for the next 3 years
• Assessing your spending plan
• Evaluating your investments
• Building a financial safety net
• And more

“How much should I save for retirement?” “When should I go into DROP?” “What about inflation?”

If you’re preparing for retirement, chances are these questions have been swirling around your head…

In this episode, guest host Steve Gordon asks us the most common questions about the Florida Retirement System.

With decades of combined expertise, we have helped countless people answer these questions and plan for secure retirements.

We cover:

• Is there a “magic number” to save for retirement?
• Recent changes to DROP
• Choosing a pension option
• The “retirement rehearsal”
• Inflation
• And more

We’ve been getting a lot of questions about what’s going on with the economy…

Many people are wondering if we’re headed for a recession—and what they can do to prepare if we are.

The good news is that even if we face economic uncertainty, it won’t be anything new…

In this episode, we cover what past economic crises can teach us about how to weather difficult economic times.

“How much should I be saving for retirement?”

We get this question all the time…

In this episode, April will cover the basics of saving for retirement, including:

• Savings goals for different stages of life
• A helpful rule of thumb
• Saving in the right places
• How to make saving systematic
• And more

This episode marks the first edition of “Ask April,” a new segment in which April will answer the most common financial questions from clients, share practical advice, and help listeners become aligned with their financial goals and dreams. 

Whether you’re starting out on your financial journey or looking to fine tune your existing strategies, April is here to help.

How can you deal with adversity?

In this episode, we feature a recording of John’s inspiring Rotary talk, “Sweetheart, It’s Just Your Leg, Not Your Life.”

John tells his incredible story of overcoming adversity after his amputation and shares his wisdom on:

• How to plan for unplanned life events
• Building support groups
• Creating an unbeatable mindset to get through anything
• And more

In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.

It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.

John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.

He’ll cover:

• What he’s learned about understanding clients’ unique needs and goals
• The importance of planning for mortality
• Helping clients get through tough times
• Getting confidence and clarity around a financial decision 
• How to balance short-term and long-term goals
• And more

We’re excited to announce that we’re relaunching the podcast…

It’s our intention to share our knowledge on the world of financial planning so we can help others, and this next phase of the podcast will be focused on doing just that.

In this episode, we’ll let you know what to expect from the show going forward and get new listeners up to speed on who we are and what we do.

We’ll also tackle the question on everyone’s minds: “What’s happening with the economy?”—and share how you can make a plan for when times get tough.

Last week, the SECURE Act 2.0 was signed into law.

What does this mean for you and your retirement?

In this episode, we cover the most important changes from the SECURE Act 2.0 that you need to be aware of.

These changes include:

• Age for required minimum distributions
• Effects on retirement accounts
• Automatic enrollment
• Treatment of student loan payments
• Distributions from 529 plans to Roth IRAs
• And more

What are the 5 financial risks you will face in retirement (& how do you avoid them)?

With the right planning, you can create your own secure retirement…

That means having the money for the life you want…

But traditional planning doesn’t work for retirement…

Wealth distribution is very different from wealth accumulation…

In this podcast, we show you how to prepare for the top 5 financial risks in retirement and achieve financial balance.

Medicare is a complicated topic with a lot of moving parts…

But as you reach retirement age, you’ll need to make decisions about Medicare.

We all need to cover healthcare costs as we get older—there’s no avoiding it.

In this webinar, we’ll cover everything you need to know to get started with Medicare planning so you can prepare for a secure retirement. 

We’ll answer common questions about Medicare, such as:

• What does Medicare cover?
• When & how do I enroll in Medicare?
• Which Medicare option is best for me?
• What is a special enrollment period?
• And more