Strategically Planning The Road To 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. Strategically Planning the Road to Your Retirement is…

Tim Sullivan


    • Mar 30, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 23 EPISODES


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    Latest episodes from Strategically Planning The Road To Your Retirement

    Tax Refund Options to Improve Your Finances

    Play Episode Listen Later Mar 30, 2019


    Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.

    What Will You Leave Behind?

    Play Episode Listen Later Mar 2, 2019


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    What if You Never Plan to Retire?

    Play Episode Listen Later Feb 16, 2019


    Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

    All About Annuities

    Play Episode Listen Later Feb 9, 2019


    Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.

    Spending Less in Retirement

    Play Episode Listen Later Jan 19, 2019


    Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..

    5 Steps to Prep for a Better Retirement in your Sixties

    Play Episode Listen Later Dec 8, 2018


    Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.

    Rollover Precautions

    Play Episode Listen Later Dec 1, 2018


    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

    5 Traits of Successful Teams

    Play Episode Listen Later Nov 24, 2018


    In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.

    Celebrities Legacy Planning Mistakes

    Play Episode Listen Later Oct 20, 2018


    Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.

    How to Reset Retirement Plans to Weather a Downturn

    Play Episode Listen Later Oct 6, 2018


    The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

    Do Couples Work Together to Prepare for Retirement?

    Play Episode Listen Later Aug 11, 2018


    Planning for retirement as a couple can be a unique challenge. In this episode we discuss retirement planning tips and strategies for retirement.

    Living to Age 100 and Beyond!

    Play Episode Listen Later Jul 14, 2018


    Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.

    Prepare for Your Greatest Game

    Play Episode Listen Later Jul 7, 2018


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    Preparing your Retirement Garden

    Play Episode Listen Later Jun 23, 2018


    Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!

    Planning Your Legacy

    Play Episode Listen Later May 20, 2018


    Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.

    Tax Reform and You

    Play Episode Listen Later Mar 25, 2018


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    Running With The Bulls - Investing for a Bull Market

    Play Episode Listen Later Jan 28, 2018


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    Is Your Retirement Prepared for a Bear Market?

    Play Episode Listen Later Jan 21, 2018


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    The Costs of Financial Procrastination

    Play Episode Listen Later Nov 5, 2017


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    Working With an Advisor, What to Expect

    Play Episode Listen Later Oct 15, 2017


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    What an IRA Can Do for Your Retirement

    Play Episode Listen Later Oct 8, 2017


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    Retirement Rumors to Ignore

    Play Episode Listen Later Oct 1, 2017


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

    Breaking Free from Retirement Stress

    Play Episode Listen Later Sep 24, 2017


    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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