Tag: Holistic Approach

  • Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy

    7.29.2025

    Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the…

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  • Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement

    7.29.2025

    Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets”…

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  • Ep. 34: Should You Put Crypto in Your Retirement Account?

    7.29.2025

    Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it…

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  • Ep. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths

    7.29.2025

    What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When…

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  • Ep. 30: Are Target Date Funds Ruining Retirement?

    7.29.2025

    Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget…

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  • Ep. 29: The Top 3 Social Security Mistakes Couples Must Avoid

    7.29.2025

    Could a simple mistake cost you thousands in Social Security benefits? The short answer is yes. Claiming…

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  • Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know

    7.29.2025

    Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified…

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  • Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding

    7.26.2025

    Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…

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  • Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement

    7.17.2025

    Will Social Security still be around when you retire? As fears about its future continue to rise,…

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