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The Retirement Trainer

Oct 6, 2022

Let’s face it, everyone has to face their own mortality at some point. But if you’ve planned ahead, your family and beneficiaries will thank you because settling an estate can be stressful when you’re starting from scratch.

Today’s episode is all about how to make legacy planning as simple as possible. We’ll...


Sep 9, 2022

As inflation soars, more and more people are dipping into their savings–or going into debt–to make ends meet.

While it may not be an emergency (yet!), it may be time to take a step back and assess your situation.

With that in mind, today’s episode is all about how to make sure that your money lasts. We’re...


Sep 7, 2022

No matter what financial shape you’re in right now, it’s never too late to find new ways to do better in the years to come. If you’re thinking about retiring (or trying to figure out if you still can retire), concerned about today’s economy, or simply want to make sure that everything is in place before you make...


Jul 29, 2022

If you’ve been watching the markets over the last few weeks, you probably have questions. Is the current market rally evidence that we’re experiencing a rebound, or are we still in a bear market?

Pundits love to share good news; they don’t love to talk about the underlying pressures that make markets act the way...


Jul 27, 2022

Our economy feels like a pretty uncertain place right now–especially if you’re approaching retirement age (or recently retired). Whether you’re reading the headlines or not, you’re probably feeling the effects of inflation and market volatility every single day.

And if you’re of retirement age, you were there...