The Road to Retirement with Tripp Limehouse

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Tripp Limehouse takes us on the road to retirement. He can help you achieve the retirement you've always envisioned. His style is fast paced and fun.

Tripp Limehouse


    • Apr 18, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 49m AVG DURATION
    • 200 EPISODES


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    Latest episodes from The Road to Retirement with Tripp Limehouse

    Tripp Limehouse discusses the challenges and strategies for navigating retirement planning amidst market volatility.

    Play Episode Listen Later Apr 18, 2025 48:05


    Tripp Limehouse discusses the challenges and strategies for navigating retirement planning amidst market volatility. They emphasize the importance of having a solid financial plan, understanding market dynamics, and avoiding emotional investment decisions. The conversation highlights the Green Line Principle as a safe money strategy and encourages listeners to focus on what they can control in their financial future. Tripp also highlights the importance of having a robust income plan that can sustain retirees through various market conditions, as well as the value of budgeting and strategic tax planning, including Roth IRA conversions. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the current economic climate, focusing on recession fears.

    Play Episode Listen Later Apr 11, 2025 48:37


    Tripp Limehouse discusses the current economic climate, focusing on recession fears and their implications for retirement planning. They emphasize the importance of having a solid financial plan, especially during market volatility. Tripp introduces the Green Line Principle as a safe money strategy to help retirees navigate uncertain times. The conversation also covers risk tolerance, market corrections, and the need for expert guidance in financial planning. The conversation also includes listener questions about qualified charitable distributions and inherited annuities, emphasizing the need for personalized financial advice. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the multifaceted challenges of retirement planning.

    Play Episode Listen Later Apr 4, 2025 47:29


    Tripp Limehouse discusses the multifaceted challenges of retirement planning, emphasizing the importance of being proactive about potential risks such as longevity, inflation, and healthcare costs. He highlights the necessity of creating a comprehensive financial plan that includes guaranteed income streams and addresses long-term care needs. The conversation also features listener questions, providing personalized insights into retirement strategies. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the various curveballs that can impact retirement planning.

    Play Episode Listen Later Mar 28, 2025 48:34


    Tripp Limehouse discusses the various curveballs that can impact retirement planning, including financial instability, healthcare and long-term care costs, tax planning, and estate planning oversights. They emphasize the importance of proactive financial management and working with professionals to navigate these challenges effectively. The conversation highlights the need for realistic budgeting, understanding healthcare costs, tax implications, and the necessity of having a solid estate plan to ensure a smooth transition into retirement. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses essential strategies for retirement planning

    Play Episode Listen Later Mar 21, 2025 48:38


    Tripp Limehouse discusses essential strategies for retirement planning, focusing on indexed universal life insurance and indexed annuities. They emphasize the importance of guaranteed income, the risks associated with market fluctuations, and the critical need for estate planning, illustrated through the case of Prince, who died without a will, leading to a lengthy legal battle over his estate. The segment concludes with listener questions, where Tripp offers tailored advice on various financial scenarios, reinforcing the need for personalized retirement planning. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the impact of current economic headlines on retirement planning.

    Play Episode Listen Later Mar 14, 2025 49:10


    Tripp Limehouse discusses the impact of current economic headlines on retirement planning. They explore the implications of tariffs, market volatility, and a global economic slowdown, emphasizing the importance of having a solid financial plan. Tripp introduces the Green Line Principle as a safe money strategy to protect retirement savings and discusses actionable steps retirees can take to secure their financial future. The conversation emphasizes the need for intentional planning to ensure a fulfilling retirement while addressing the realities of aging and financial security. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the multifaceted aspects of retirement planning

    Play Episode Listen Later Mar 7, 2025 48:20


    In this episode of 'The Road to Retirement,' hosts Steve Sedahl and Tripp Limehouse discuss the multifaceted aspects of retirement planning. They emphasize that retirement is not just about financial security but also about maintaining a fulfilling life through community, purpose, and social connections. The conversation covers the importance of budgeting, understanding benefits, and the need for strategic planning to ensure a successful transition into retirement. Listeners are encouraged to be proactive in their retirement planning, focusing on both financial and personal well-being. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    The conversation explores the significant milestone of 'Peak 65', where more individuals are reaching retirement age than ever before.

    Play Episode Listen Later Feb 28, 2025 47:50


    The conversation explores the significant milestone of 'Peak 65', where more individuals are reaching retirement age than ever before. The hosts discuss the implications of this demographic shift on retirement planning, healthcare, and financial strategies. They emphasize the importance of learning from the experiences of baby boomers, highlighting key lessons such as starting early with savings, diversifying income sources, and preparing for healthcare costs. The segment also addresses listener questions, providing expert advice on managing retirement accounts and charitable donations. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss essential strategies for retirement planning.

    Play Episode Listen Later Feb 21, 2025 48:45


    Tripp Limehouse and Steve Sedahl discuss essential strategies for retirement planning. They explore the concept of 'your number' for retirement, emphasizing the importance of understanding personal expenses and income needs. The conversation highlights the significance of maximizing employer contributions, managing debt, and preparing for healthcare costs in retirement. Listeners are encouraged to track their spending and seek personalized financial advice to ensure a comfortable retirement. They introduce the Green Line Principle as a safe money strategy and highlight the need for a comprehensive retirement plan that considers various income sources and potential future changes in Social Security benefits. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the importance of understanding emotional triggers, the impact of herd mentality, and the necessity of having a solid financial plan.

    Play Episode Listen Later Feb 7, 2025 47:08


    This conversation delves into the concept of behavioral finance, exploring how psychological factors influence financial decisions, particularly in the context of retirement planning. Tripp Limehouse discusses the importance of understanding emotional triggers, the impact of herd mentality, and the necessity of having a solid financial plan. They also draw parallels between military principles and effective financial strategies to mitigate risks and ensure a successful retirement. The discussion also touches on the importance of health and social factors in retirement, introducing the Green Line Principle as a safe money strategy. Listener questions provide practical insights into navigating retirement challenges. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse delves into the concept of behavioral finance.

    Play Episode Listen Later Jan 31, 2025 48:45


    Tripp Limehouse delves into the concept of behavioral finance, exploring how psychological factors influence financial decisions, particularly in the context of retirement planning. The hosts discuss the importance of understanding emotional triggers, the impact of herd mentality, and the necessity of having a solid financial plan. They also draw parallels between military principles and effective financial strategies to mitigate risks and ensure a successful retirement. The discussion also touches on the importance of health and social factors in retirement, introducing the Green Line Principle as a safe money strategy. Listener questions provide practical insights into navigating retirement challenges. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the complexities of retirement planning in 2025

    Play Episode Listen Later Jan 24, 2025 48:14


    Tripp Limehouse discusses the complexities of retirement planning in 2025, emphasizing the importance of protecting retirement savings amidst market volatility. He outlines strategies for intelligent risk management, the necessity of hedging against losses, and the significance of planning for longevity. The conversation also highlights the need for a comprehensive retirement plan that balances risk and growth, and the key indicators of retirement readiness. The conversation also highlights the significance of estate planning, debt reduction, and the need for a personalized retirement income. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses essential aspects of retirement planning

    Play Episode Listen Later Jan 17, 2025 48:23


    Tripp Limehouse discusses essential aspects of retirement planning, including upcoming educational events, the significance of budgeting for healthcare costs, managing financial responsibilities towards dependents, and the importance of financial fitness. The conversation also covers strategies for market recovery, the balance between risk and reward in investment, and answers to listener questions regarding retirement savings and income planning. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses common pitfalls retirees face.

    Play Episode Listen Later Jan 10, 2025 48:45


    Tripp Limehouse discusses common pitfalls retirees face, including over-reliance on home equity, the risks of relocating without proper research, the dangers of elder scams, and the importance of planning for retirement income. He emphasizes the need for a solid financial plan and explores strategies like Roth IRA conversions to minimize future tax burdens. He introduces the Green Line Principle as a safe money strategy to protect against market volatility and inflation. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses various strategies for retirement planning.

    Play Episode Listen Later Nov 29, 2024 49:07


    Tripp Limehouse discusses various strategies for retirement planning, emphasizing the importance of liquidity, tax efficiency, estate planning, and risk management. He highlights how wealthy individuals manage their finances and the tools available to ensure a secure retirement. The discussion also touches on the significance of having a customized retirement plan tailored to individual needs and circumstances. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses various strategies for retirement planning, emphasizing the importance of liquidity, tax efficiency, estate planning, and risk management.

    Play Episode Listen Later Nov 20, 2024 47:15


    Tripp Limehouse discusses various strategies for retirement planning, emphasizing the importance of liquidity, tax efficiency, estate planning, and risk management. He highlights how wealthy individuals manage their finances and the tools available to ensure a secure retirement. The discussion also touches on the significance of having a customized retirement plan tailored to individual needs and circumstances. The dialogue emphasizes the need for personalized financial strategies to navigate the complexities of retirement effectively. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the significant role emotions play in retirement planning.

    Play Episode Listen Later Nov 15, 2024 49:40


    Tripp Limehouse discusses the significant role emotions play in retirement planning. He emphasizes the importance of understanding and managing emotions such as happiness, sadness, and fear to ensure a fulfilling retirement. The conversation highlights strategies for creating a lifestyle budget, securing financial stability, and preparing for unexpected challenges, all while maintaining a positive outlook on retirement. The discussion highlights the Green Line Principle as a strategy for financial security and independence in retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the complexities of retirement planning.

    Play Episode Listen Later Nov 8, 2024 48:45


    Tripp Limehouse and Steve Sedahl discuss the complexities of retirement planning. They emphasize the importance of understanding expenses, the need for investment diversification, and the often-overlooked healthcare costs that can significantly impact retirement savings. Through a case study of a couple who faced challenges in their retirement journey, they highlight the critical role of financial advisors in helping individuals navigate these issues and achieve a fulfilling retirement. They emphasize the importance of proactive financial strategies to avoid common pitfalls and ensure a secure retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the importance of seasonal planning in retirement.

    Play Episode Listen Later Nov 1, 2024 48:45


    Tripp Limehouse and Steve Sedahl discuss the importance of seasonal planning in retirement. They explore how different life stages can be likened to the seasons of the year, emphasizing the need for early savings, nurturing growth, and preparing for decumulation. The discussion highlights strategies for maximizing contributions, harvesting gains, and the significance of having a tax-efficient retirement plan. Tripp shares insights on how to create a customized retirement plan tailored to individual needs, encouraging listeners to take proactive steps towards their financial future. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the role of artificial intelligence in retirement planning.

    Play Episode Listen Later Oct 25, 2024 49:26


    Tripp Limehouse discusses the role of artificial intelligence in retirement planning. They explore how AI can provide strategies for maximizing retirement contributions, reevaluating investment portfolios, and planning for healthcare and long-term care needs. However, they emphasize the importance of personal touch and expertise in creating a comprehensive retirement plan. The conversation covers various strategies, including debt reduction and the significance of guaranteed income during retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the complexities of retirement planning and provides actionable steps to help listeners navigate their financial futures.

    Play Episode Listen Later Sep 27, 2024 42:42


    Tripp Limehouse discusses the complexities of retirement planning and provides actionable steps to help listeners navigate their financial futures. They emphasize the importance of being kind to oneself during the planning process, the necessity of paying oneself first, and the significance of smart investing. The conversation also covers understanding income sources, assessing expenses, and maintaining one's lifestyle in retirement. Tripp shares insights on market volatility, tax implications, and the importance of having a personalized retirement plan. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the importance of retirement planning and managing financial risks.

    Play Episode Listen Later Aug 30, 2024 49:24


    Tripp Limehouse and Steve Sedahl discuss the importance of retirement planning and managing financial risks. They emphasize the need for individuals to have a customized written plan for retirement and to be prepared for unexpected events that can impact their finances. They also discuss the impact of debt on retirement and the importance of having a strategy to preserve and protect accumulated savings. The conversation concludes with a Q&A segment where they address specific retirement planning concerns of listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the intersection of presidential races and economic policies and how they could affect retirement.

    Play Episode Listen Later Aug 23, 2024 49:05


    Tripp Limehouse and Steve Sedahl discuss the intersection of presidential races and economic policies and how they could affect retirement. They go through the presidencies of Jimmy Carter, Ronald Reagan, Bill Clinton, George H.W. Bush, George W. Bush, Barack Obama, and Donald Trump, highlighting the economic events and policies during each administration. They also touch on the current administration of Joe Biden. The conversation emphasizes the importance of having a written plan for retirement and being prepared for market volatility and uncertainty. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Planning for retirement can be daunting, but knowing the pitfalls can make all the difference.

    Play Episode Listen Later Aug 16, 2024 49:10


    Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. This conversation discusses proactive strategies to sidestep common errors and secure a comfortable and stress-free retirement. The main themes include the importance of starting retirement planning early, avoiding debt and accurately budgeting, understanding the cost of living, prioritizing contributions to investments, and the benefits of tax deferral. The conversation also emphasizes the need for a comprehensive written plan for retirement and the role of a certified financial professional in guiding individuals towards a successful retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the Green Line Principle, a safe money strategy that can help protect and preserve retirement savings.

    Play Episode Listen Later Aug 2, 2024 49:20


    In this conversation, Tripp Limehouse discusses the Green Line Principle, a safe money strategy that can help protect and preserve retirement savings. The principle offers principal protection, potential for accumulation, lock-in and reset features, tax-deferred growth, and lifetime income options. It also provides inflation protection and a death benefit for beneficiaries. Tripp emphasizes that the Green Line Principle is customizable and should be incorporated into a comprehensive retirement plan. He encourages listeners to learn more about it and offers a written plan for retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the importance of finding the right financial advisor for retirement planning.

    Play Episode Listen Later Jul 19, 2024 49:08


    In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of finding the right financial advisor for retirement planning. They emphasize the need for an income and distribution plan that ensures financial security and independence during retirement. Tripp shares his expertise in helping clients navigate the decumulation stage and avoid common pitfalls. They also mention upcoming events and resources, such as the Social Security and Income Planning Workshop and the Road to Retirement Show website. In this conversation, Tripp Limehouse discusses the importance of working with the right person and introduces the Green Line Principle as a safe money strategy. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the importance of continuing to invest during retirement.

    Play Episode Listen Later Jul 12, 2024 49:28


    In this conversation, Tripp Limehouse discusses the importance of continuing to invest during retirement. He emphasizes that investing allows individuals to earn money and maintain financial security and stability. Legacy planning and peace of mind are also highlighted as key reasons to continue investing. Tripp introduces the Green Line Principle, a safe money strategy that provides upside potential and ensures no loss of principal. The conversation also touches on the significance of risk tolerance, risk capacity, time horizon, and withdrawal strategies in asset allocation. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    The conversation discusses the changes in retirement planning over the past 20 years, including the shift from defined benefit to defined contribution plans. It also covers the introduction of the Roth 401(k) and the automatic enrollment in 401(k) plans.

    Play Episode Listen Later Jun 28, 2024 49:30


    The conversation discusses the changes in retirement planning over the past 20 years, including the shift from defined benefit to defined contribution plans. It also covers the introduction of the Roth 401(k) and the automatic enrollment in 401(k) plans. The conversation emphasizes the importance of having a plan and saving for retirement. Other topics mentioned include catch-up provisions, contribution limits, and potential reforms to address Social Security's solvency issues. The impact of Federal Reserve rate cuts and hikes on retirement planning is also discussed. They also emphasize the importance of having a written plan for retirement and offer educational events for listeners to learn more about retirement planning. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement with Tripp Limehouse, Steve Sedahl and Tripp discuss the impact of rate cuts and potential rate hikes by the Federal Reserve on retirement.

    Play Episode Listen Later Jun 14, 2024 49:28


    On the Road to Retirement with Tripp Limehouse, Steve Sedahl and Tripp discuss the impact of rate cuts and potential rate hikes by the Federal Reserve on retirement. They also break down different types of annuities and their benefits, including immediate annuities, deferred annuities, fixed annuities, and indexed annuities. Tripp introduces the Green Line Principle, a safe money strategy that aims to protect investments and provide upside potential. They emphasize the importance of having a flexible retirement plan that can adapt to rate changes and market fluctuations. In this conversation, Tripp and Steve discuss various topics related to retirement planning. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the biggest financial regrets from 2023 and provide tips on how to avoid them.

    Play Episode Listen Later May 10, 2024 49:06


    In this conversation, Tripp Limehouse and Steve Sedahl discuss the biggest financial regrets from 2023 and provide tips on how to avoid them. They cover topics such as saving little to no money for retirement, failing to take advantage of interest-bearing accounts, and taking on too much credit card debt. They emphasize the importance of saving for emergencies and creating a retirement plan that includes guaranteed income. The conversation also touches on the state of the economy and the looming retirement crisis Tripp offers a complimentary written plan for retirement to help individuals achieve their retirement goals. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the biggest financial regrets from 2023 and provide tips on how to avoid them.

    Play Episode Listen Later May 3, 2024 48:00


    In this conversation, Tripp Limehouse and Steve Sedahll discuss the biggest financial regrets from 2023 and provide tips on how to avoid them. They cover topics such as saving little to no money for retirement, failing to take advantage of interest-bearing accounts, and taking on too much credit card debt. They emphasize the importance of saving for emergencies and creating a retirement plan that includes guaranteed income. The conversation also touches on the state of the economy and the looming retirement crisis. Tripp highlights the need to address longevity risk and make informed decisions about Social Security benefits. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the importance of involving an expert in financial discussions, especially when it comes to retirement planning.

    Play Episode Listen Later Apr 19, 2024 42:30


    In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of involving an expert in financial discussions, especially when it comes to retirement planning. They emphasize the need for open communication between spouses and the consideration of individual risk tolerances. They also highlight the benefits of Roth accounts in defined contribution plans and the option to delay Social Security benefits. Tripp introduces the Green Line Principle as a safe money strategy and encourages listeners to attend their upcoming workshops. They address questions about IRA investments, opening a Roth IRA, and the sustainability of Social Security. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses common misunderstandings about investing in retirement.

    Play Episode Listen Later Apr 12, 2024 42:30


    In this episode, Tripp Limehouse discusses common misunderstandings about investing in retirement. He clears up misconceptions about putting all savings in a 401k or IRA, borrowing from retirement accounts, and waiting to invest. Tripp emphasizes the importance of having a plan and understanding the cost of working with a financial advisor. He also highlights the risks of longevity and the need for budgeting and saving. Tripp provides resources, such as a budgeting worksheet, to help listeners navigate their retirement journey. Tripp introduces the Green Line Principle as a safe money strategy and emphasizes the importance of a Social Security roadmap. Lastly, he addresses the pros and cons of annuities versus stocks and provides guidance on required minimum distributions. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt.

    Play Episode Listen Later Apr 5, 2024 44:29


    In this conversation, Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt. They also explore the possibility of spending down tax-deferred funds and retiring on dividend income. Throughout the conversation, Tripp emphasizes the need for expert financial advice and the importance of implementing a comprehensive retirement plan.  To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt.

    Play Episode Listen Later Mar 29, 2024 49:15


    In this conversation, Tripp Limehouse and Steve Sedahl discuss various financial topics, including the dangers of financial advice on social media, the myth of 401(k)s being a scam, and the importance of understanding debt. They also explore the possibility of spending down tax-deferred funds and retiring on dividend income. Throughout the conversation, Tripp emphasizes the need for expert financial advice and the importance of implementing a comprehensive retirement plan. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Trip Limehouse and Steve Sedahl discuss the topic of retiring early. They cover various aspects to consider before deciding to retire early, such as eliminating debt, aligning one's portfolio with goals, and preparing mentally for retirement

    Play Episode Listen Later Mar 22, 2024 48:55


    In this conversation, Trip Limehouse and Steve Sedahl discuss the topic of retiring early. They cover various aspects to consider before deciding to retire early, such as eliminating debt, aligning one's portfolio with goals, and preparing mentally for retirement. They also touch on the importance of evaluating healthcare costs and insurance, as well as strategically withdrawing money from different types of retirement accounts. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments.

    Play Episode Listen Later Mar 15, 2024 49:08


    In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments. They emphasize the need to refresh your budget, ensure liquidity, avoid mistakes with retirement accounts, manage debt, and assess insurance coverage. By addressing these areas, individuals can optimize their financial plans and prepare for a successful retirement. In this episode, Tripp Limehouse discusses the importance of spring cleaning in financial planning. He emphasizes the need to review spending, assess and manage debt, and organize financial documents. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments.

    Play Episode Listen Later Mar 8, 2024 49:17


    In this conversation, Tripp Limehouse and Steve Sedahl discuss the importance of periodically reviewing your finances and making necessary adjustments. They emphasize the need to refresh your budget, ensure liquidity, avoid mistakes with retirement accounts, manage debt, and assess insurance coverage. By addressing these areas, individuals can optimize their financial plans and prepare for a successful retirement. In this episode, Tripp Limehouse discusses the importance of spring cleaning in financial planning. He emphasizes the need to review spending, assess and manage debt, and organize financial documents. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses the importance of retirement planning and doing it right.

    Play Episode Listen Later Mar 1, 2024 49:20


    Tripp Limehouse discusses the importance of retirement planning and doing it right. He emphasizes the need for financial checkups and course correction to ensure success in retirement. Tripp also highlights the importance of tracking progress, setting benchmarks, and using financial modeling to make informed decisions. He emphasizes the need for validation and accountability in maintaining financial oversight. Overall, the conversation provides valuable insights into effective retirement planning. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp and Steve emphasize the need to build an emergency fund and not dip into retirement savings.

    Play Episode Listen Later Feb 16, 2024 49:20


    The conversation covers the importance of estate planning, including the last will and testament, financial power of attorney, healthcare power of attorney and directive, different types of trusts, predicting taxes in retirement, and maximizing social security benefits. Tripp and Steve emphasize the need to build an emergency fund and not dip into retirement savings. They also discuss the misconception that a certain amount of money is needed to retire comfortably and highlight the importance of a retirement success rate. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses various topics related to retirement planning and financial strategies. He emphasizes the importance of options and recommendations, as well as the concept of a retirement success rate.

    Play Episode Listen Later Feb 9, 2024 50:26


    In this conversation, Tripp Limehouse discusses various topics related to retirement planning and financial strategies. He emphasizes the importance of options and recommendations, as well as the concept of a retirement success rate. Tripp also highlights the need to review account balances and introduces the Green Line Principle as a safe money strategy. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Tripp Limehouse discusses various aspects of retirement planning. He emphasizes the importance of choosing the right financial advisor who is comfortable to work with and an expert in retirement planning.

    Play Episode Listen Later Feb 2, 2024 49:20


    In this conversation, Tripp Limehouse discusses various aspects of retirement planning. He emphasizes the importance of choosing the right financial advisor who is comfortable to work with and an expert in retirement planning. Tripp also highlights the significance of income planning and the need for a comprehensive retirement plan that includes strategies to minimize tax liabilities. He addresses the concept of risk tolerance and the importance of understanding one's own risk tolerance when making investment decisions. Additionally, Trip discusses the impact of inflation on retirement planning and the need to consider it in financial strategies. Finally, Trip emphasizes the importance of saving for retirement and avoiding common pitfalls. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Wealth Health Radio Tripp Limehouse and Steve Sedahl discuss the topic of risk and retirement. They emphasize the importance of understanding risk tolerance and risk capacity when planning for retirement.

    Play Episode Listen Later Jan 26, 2024 52:07


    In this conversation, Tripp Limehouse and Steve Sedahl discuss the topic of risk and retirement. They emphasize the importance of understanding risk tolerance and risk capacity when planning for retirement. They also explore different withdrawal strategies and the need for a comprehensive retirement income plan. The conversation then shifts to the changes in retirement planning over the years and the need to adapt to new strategies. They also discuss the adjustments in daily routines and the impact of retirement on social life. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement Tripp highlights the role of one spouse in handling financial matters and the importance of communication in retirement planning. He discusses the impact of age difference in retirement planning and the need to align retirement goals.

    Play Episode Listen Later Jan 19, 2024 50:31


    In this conversation, Tripp Limehouse discusses the importance of planning in marriage and retirement. He emphasizes the need for couples to be on the same page and have a well-defined plan. Tripp also highlights the role of one spouse in handling financial matters and the importance of communication in retirement planning. He discusses the impact of age difference in retirement planning and the need to align retirement goals. Tripp also mentions upcoming events and workshops, including a Social Security and income planning workshop. He advises against quick retirement fixes and overspending, and emphasizes the importance of a well-tailored financial strategy. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement Tripp Limehouse has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024.

    Play Episode Listen Later Jan 12, 2024 49:30


    A new year with new resolutions. The question is, how long will they last. Tripp Limehouse has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement To help kickstart the process Tripp Limehouse has put together steps to help you get started on that road to retirement.

    Play Episode Listen Later Dec 22, 2023 49:45


    As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process Tripp Limehouse has put together steps to help you get started. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters.

    Play Episode Listen Later Dec 15, 2023 51:35


    The holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. From Christmas Vacation to the TV classic The Office Tripp Limehouse covers them all. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement

    Play Episode Listen Later Dec 8, 2023 50:10


    It's important to know the cold, hard truth of your financial situation when planning for retirement. On today's show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement. Trip Limehouse offers some tips to help smooth out the process. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement ripp Limehouse put together a few things you should be sure to do before the end of the year to help secure your upcoming retirement.

    Play Episode Listen Later Dec 1, 2023 50:00


    The holidays are upon us and that means it's time to make sure you have tied up all the loose ends before we welcome 2024. Tripp Limehouse put together a few things you should be sure to do before the end of the year to help secure your upcoming retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement SECURE Act 2.0 introduced some new rules for retirement planning. Tripp Limehouse has highlights.

    Play Episode Listen Later Nov 24, 2023 51:02


    As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. Tripp Limehouse covers the highlights and how some of the changes can make a positive difference in your retirement plan. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

    Road to Retirement Tripp Limehouse takes us on The Road to Retirement and shows how you can have sustainable income throughout your retirement.

    Play Episode Listen Later Nov 17, 2023 53:25


    When it comes to retirement planning, generating income is paramount. How to accomplish that can be tricky. Tripp Limehouse takes us on The Road to Retirement and shows how you can have sustainable income throughout your retirement. The show winds up with questions from listeners. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

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