Navigating Your Retirement

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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 suffers. And the same is true of your finances. This show is dedicated to the small things that make…

Travis Chance


    • May 10, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 467 EPISODES


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    Latest episodes from Navigating Your Retirement

    Top Retirement Concerns for 2025

    Play Episode Listen Later May 10, 2025


    In this episode we focus in on the top retirement and retirement planning concerns that people have. We talk about strategies to deal with these concerns and the importance of planning.

    Knives Out - Legacy Planning

    Play Episode Listen Later May 3, 2025


    If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you will need to know.

    Let's Talk Taxes

    Play Episode Listen Later Apr 19, 2025


    Your Retirement Money in the Markets

    Play Episode Listen Later Apr 5, 2025


    In this episode, we dive deep into navigating the turbulent waters of the stock market with your retirement savings. We'll explore strategies for balancing risk and reward, and discuss how to build a portfolio that can weather market fluctuations while still aiming for long-term growth. Finally, we'll cover essential tips for rebalancing and staying informed, ensuring your retirement stays on track.

    Your Retirement Money in the Markets

    Play Episode Listen Later Apr 5, 2025


    In this episode, we dive deep into navigating the turbulent waters of the stock market with your retirement savings. We'll explore strategies for balancing risk and reward, and discuss how to build a portfolio that can weather market fluctuations while still aiming for long-term growth. Finally, we'll cover essential tips for rebalancing and staying informed, ensuring your retirement stays on track.

    Planning Not Panic

    Play Episode Listen Later Mar 22, 2025


    In this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.

    Planning Not Panic

    Play Episode Listen Later Mar 22, 2025


    In this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.

    What Could Go RIght This Year?

    Play Episode Listen Later Mar 15, 2025


    In this episode, we ditch the doom and gloom and focus on the potential silver linings for your finances, the markets, and the economy in the year ahead. We explore overlooked positive indicators and expert predictions that could lead to unexpected growth and stability. Join us as we shift the narrative and uncover what could actually go right this year.

    What Could Go RIght This Year?

    Play Episode Listen Later Mar 15, 2025


    In this episode, we ditch the doom and gloom and focus on the potential silver linings for your finances, the markets, and the economy in the year ahead. We explore overlooked positive indicators and expert predictions that could lead to unexpected growth and stability. Join us as we shift the narrative and uncover what could actually go right this year.

    Riding the Waves: Understanding Market Volatility and Draw Downs

    Play Episode Listen Later Mar 8, 2025


    This week, we dive deep into the often-feared world of market volatility, breaking down what it truly means and how to navigate its ups and downs. Learn practical strategies to manage drawdowns and protect your portfolio during turbulent times.

    Riding the Waves: Understanding Market Volatility and Draw Downs

    Play Episode Listen Later Mar 8, 2025


    This week, we dive deep into the often-feared world of market volatility, breaking down what it truly means and how to navigate its ups and downs. Learn practical strategies to manage drawdowns and protect your portfolio during turbulent times.

    Open Communication Regarding Your Estate Plans

    Play Episode Listen Later Feb 22, 2025


    This week, we discuss the importance of open communication regarding your estate plans. We'll explore how important it is to have an estate plan, and have these conversations with family members and loved ones, executors, and your financial advisor. Learn how transparency and planning can alleviate future stress and potential conflict.

    Open Communication Regarding Your Estate Plans

    Play Episode Listen Later Feb 22, 2025


    This week, we discuss the importance of open communication regarding your estate plans. We'll explore how important it is to have an estate plan, and have these conversations with family members and loved ones, executors, and your financial advisor. Learn how transparency and planning can alleviate future stress and potential conflict.

    Who Takes the Reins?

    Play Episode Listen Later Feb 15, 2025


    Who will manage your assets after you're gone. This week, we discuss the critical roles of executors, trustees, and beneficiaries, outlining their responsibilities and how to choose the right people for these important positions. Tune in to learn how to create a solid plan that protects your legacy and ensures your wishes are honored.

    Who Takes the Reins?

    Play Episode Listen Later Feb 15, 2025


    Who will manage your assets after you're gone. This week, we discuss the critical roles of executors, trustees, and beneficiaries, outlining their responsibilities and how to choose the right people for these important positions. Tune in to learn how to create a solid plan that protects your legacy and ensures your wishes are honored.

    Market Outlook

    Play Episode Listen Later Feb 1, 2025


    Navigating today's volatile market requires a keen understanding of the forces at play. On this episode of "Market Outlook," we delve into the latest economic indicators, analyzing potential impacts on your investments. Join us as we explore emerging trends and offer actionable strategies for positioning your portfolio for success.

    Market Outlook

    Play Episode Listen Later Feb 1, 2025


    Navigating today's volatile market requires a keen understanding of the forces at play. On this episode of "Market Outlook," we delve into the latest economic indicators, analyzing potential impacts on your investments. Join us as we explore emerging trends and offer actionable strategies for positioning your portfolio for success.

    The Battle Between Legacy and Income

    Play Episode Listen Later Jan 18, 2025


    In this episode, we delve into the age-old struggle between building a legacy for future generations and prioritizing current income and financial security. We'll explore the psychological and financial factors that influence these competing desires, discuss strategies for finding a balance that aligns with your values, and hear from real people who have navigated this challenging decision.

    The Battle Between Legacy and Income

    Play Episode Listen Later Jan 18, 2025


    In this episode, we delve into the age-old struggle between building a legacy for future generations and prioritizing current income and financial security. We'll explore the psychological and financial factors that influence these competing desires, discuss strategies for finding a balance that aligns with your values, and hear from real people who have navigated this challenging decision.

    Retirement Resolutions

    Play Episode Listen Later Jan 11, 2025


    In this episode of we'll explore actionable steps to supercharge your retirement savings in the new year. From increasing your contribution rates to exploring tax-advantaged accounts like IRAs and 401(k)s, we'll provide practical strategies to help you reach your retirement goals. We'll also discuss the importance of reviewing your current investment portfolio and making necessary adjustments to align with your risk tolerance and time horizon.

    Retirement Resolutions

    Play Episode Listen Later Jan 11, 2025


    In this episode of we'll explore actionable steps to supercharge your retirement savings in the new year. From increasing your contribution rates to exploring tax-advantaged accounts like IRAs and 401(k)s, we'll provide practical strategies to help you reach your retirement goals. We'll also discuss the importance of reviewing your current investment portfolio and making necessary adjustments to align with your risk tolerance and time horizon.

    The Ghost of Retirement Past, Present and Future

    Play Episode Listen Later Dec 21, 2024


    In this episode, we delve into the past, present, and future of retirement planning. We'll explore common pitfalls retirees encounter, analyze current market trends and their impact on retirement portfolios, and discuss innovative strategies for securing a comfortable and fulfilling future, even in an uncertain world.

    The Ghost of Retirement Past, Present and Future

    Play Episode Listen Later Dec 21, 2024


    In this episode, we delve into the past, present, and future of retirement planning. We'll explore common pitfalls retirees encounter, analyze current market trends and their impact on retirement portfolios, and discuss innovative strategies for securing a comfortable and fulfilling future, even in an uncertain world.

    Gifting In Retirement - Ways to Gift Effectively

    Play Episode Listen Later Dec 14, 2024


    In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss different gifting techniques, such as outright gifts, annual exclusions, and 529 plans. We'll also delve into the importance of estate planning and how gifting can be a valuable tool in reducing your taxable estate.

    Gifting In Retirement - Ways to Gift Effectively

    Play Episode Listen Later Dec 14, 2024


    In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss different gifting techniques, such as outright gifts, annual exclusions, and 529 plans. We'll also delve into the importance of estate planning and how gifting can be a valuable tool in reducing your taxable estate.

    Thanksgiving Movies and Financial Inertia

    Play Episode Listen Later Nov 30, 2024


    Travis and Tony talk about their favorite Thanksgiving Movies and shows. Then Travis talks about financial inertia... what it means and how it can help you reach your financial goals faster.

    Thanksgiving Movies and Financial Inertia

    Play Episode Listen Later Nov 30, 2024


    Travis and Tony talk about their favorite Thanksgiving Movies and shows. Then Travis talks about financial inertia... what it means and how it can help you reach your financial goals faster.

    Medicare Advice and Keeping up with Inflation

    Play Episode Listen Later Nov 16, 2024


    In this episode, we dive deep into the complexities of Medicare and how to navigate its various plans. We'll discuss strategies to protect your retirement savings from inflation, including the importance of adjusting your investment portfolio and exploring alternative income sources. Join us as we break down these crucial financial topics and provide actionable tips to secure your financial future.

    Medicare Advice and Keeping up with Inflation

    Play Episode Listen Later Nov 16, 2024


    In this episode, we dive deep into the complexities of Medicare and how to navigate its various plans. We'll discuss strategies to protect your retirement savings from inflation, including the importance of adjusting your investment portfolio and exploring alternative income sources. Join us as we break down these crucial financial topics and provide actionable tips to secure your financial future.

    Let's Be Honest…

    Play Episode Listen Later Nov 9, 2024


    In this episode we talk about where we might be headed and take an honest look at the financial landscape and strategies.

    Let's Be Honest…

    Play Episode Listen Later Nov 9, 2024


    In this episode we talk about where we might be headed and take an honest look at the financial landscape and strategies.

    Answering Financial Questions

    Play Episode Listen Later Nov 2, 2024


    Travis answers financial questions from storm damage deductions to Roth conversions and more!

    Answering Financial Questions

    Play Episode Listen Later Nov 2, 2024


    Travis answers financial questions from storm damage deductions to Roth conversions and more!

    Strategies You May Not Be Getting from Your Current Advisor

    Play Episode Listen Later Oct 19, 2024


    Are you getting the most out of your financial advisor? In this episode, we explore strategies that your current advisor might not be discussing. Discover overlooked tactics that can help you reach your financial goals faster and with less risk. Tune in to learn how to optimize your investment portfolio and make the most of your financial future.

    Strategies You May Not Be Getting from Your Current Advisor

    Play Episode Listen Later Oct 19, 2024


    Are you getting the most out of your financial advisor? In this episode, we explore strategies that your current advisor might not be discussing. Discover overlooked tactics that can help you reach your financial goals faster and with less risk. Tune in to learn how to optimize your investment portfolio and make the most of your financial future.

    Where Do We Go From Here?

    Play Episode Listen Later Sep 28, 2024


    In this episode, we delve into the current state of the financial markets, exploring the implications of changing interest rates and their potential impact on both investments and everyday expenses. Join us as we discuss strategies to navigate these uncertain times and make informed financial decisions.

    Where Do We Go From Here?

    Play Episode Listen Later Sep 28, 2024


    In this episode, we delve into the current state of the financial markets, exploring the implications of changing interest rates and their potential impact on both investments and everyday expenses. Join us as we discuss strategies to navigate these uncertain times and make informed financial decisions.

    Eat The Frog

    Play Episode Listen Later Sep 21, 2024


    When it comes to financial planning, and life in general, do the hard stuff first. Get it out of the way and the rest is cake! Travis talks today about how if you start the day by eating a frog, everything else will be so much better, and compares that to your financial plan.

    Eat The Frog

    Play Episode Listen Later Sep 21, 2024


    When it comes to financial planning, and life in general, do the hard stuff first. Get it out of the way and the rest is cake! Travis talks today about how if you start the day by eating a frog, everything else will be so much better, and compares that to your financial plan.

    When Should You Start Planning for Retirement?

    Play Episode Listen Later Sep 14, 2024


    In this episode, we dive deep into the question of when to start planning for retirement. Discover the key factors that influence your retirement timeline, including your current age, desired retirement lifestyle, and financial situation. We'll also provide practical tips and strategies to help you get started on your retirement journey, no matter where you are in life.

    When Should You Start Planning for Retirement?

    Play Episode Listen Later Sep 14, 2024


    In this episode, we dive deep into the question of when to start planning for retirement. Discover the key factors that influence your retirement timeline, including your current age, desired retirement lifestyle, and financial situation. We'll also provide practical tips and strategies to help you get started on your retirement journey, no matter where you are in life.

    Ignore the Memes

    Play Episode Listen Later Sep 7, 2024


    In this episode Travis talks about the crazy political memes on both sides and why you shouldn't panic. Harris and Trump won't take away seniors houses or their retirement money. He breaks down the myth vs. reality.

    Ignore the Memes

    Play Episode Listen Later Sep 7, 2024


    In this episode Travis talks about the crazy political memes on both sides and why you shouldn't panic. Harris and Trump won't take away seniors houses or their retirement money. He breaks down the myth vs. reality.

    Market and Election Update

    Play Episode Listen Later Aug 24, 2024


    In this episode, we dive deep into the latest market trends and their correlation with the upcoming election. We look at how political events may or may not influencing stock prices, interest rates, and overall economic stability. Tune in to stay informed and make strategic investment decisions.

    Market and Election Update

    Play Episode Listen Later Aug 24, 2024


    In this episode, we dive deep into the latest market trends and their correlation with the upcoming election. We look at how political events may or may not influencing stock prices, interest rates, and overall economic stability. Tune in to stay informed and make strategic investment decisions.

    The Importance of Reviewing Your Risk

    Play Episode Listen Later Aug 3, 2024


    In this episode, we dive into the crucial practice of regularly assessing your financial risk tolerance. Discover how life changes, market fluctuations, and personal goals impact your ideal risk profile. Learn practical steps to review and adjust your investment strategy accordingly, ensuring your portfolio aligns with your long-term objectives and comfort level.

    The Importance of Reviewing Your Risk

    Play Episode Listen Later Aug 3, 2024


    In this episode, we dive into the crucial practice of regularly assessing your financial risk tolerance. Discover how life changes, market fluctuations, and personal goals impact your ideal risk profile. Learn practical steps to review and adjust your investment strategy accordingly, ensuring your portfolio aligns with your long-term objectives and comfort level.

    More on Taxes, Politics and the Future

    Play Episode Listen Later Jul 20, 2024


    In this episode Travis talks about how to plan for taxes, the political landscape and your financial future.

    More on Taxes, Politics and the Future

    Play Episode Listen Later Jul 20, 2024


    In this episode Travis talks about how to plan for taxes, the political landscape and your financial future.

    Navigating Markets in this Economy

    Play Episode Listen Later Jul 13, 2024


    Feeling lost in the current economic climate? This episode unpacks strategies for navigating the markets. We'll discuss asset allocation, risk management, and how to adjust your investment plan for long-term success. Tune in and gain the confidence to make informed financial decisions during uncertain times.

    Navigating Markets in this Economy

    Play Episode Listen Later Jul 13, 2024


    Feeling lost in the current economic climate? This episode unpacks strategies for navigating the markets. We'll discuss asset allocation, risk management, and how to adjust your investment plan for long-term success. Tune in and gain the confidence to make informed financial decisions during uncertain times.

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