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Best podcasts about retirement episode

Latest podcast episodes about retirement episode

She Sells Ottawa
Forever Weekend: Laughs & Leisure in Retirement! /Ep 9 Aug 23, 2024

She Sells Ottawa

Play Episode Listen Later Aug 23, 2024 32:30


Podcast Summary: Forever Weekend - Laughs & Leisure in Retirement (Episode 9)In this episode, we dive into the ever-changing real estate market in Ottawa, with a special focus on the aging population's needs. We explore predictions of a potential rate drop, the latest July real estate stats, and the trend of downsizing among baby boomers. The team visits the Waterford Grand retirement residence, highlighting its exceptional amenities and care. We also explore the exciting new developments in Barrhaven, including a new wellness-focused Cafe & Spa. Join us as we discuss innovative solutions like co-housing, the importance of community, and what's in store for Ottawa's fall market!**Key Topics Covered:**- **Real Estate Market Predictions:** Discussing the potential for a quarter-point rate drop and how it could impact the fall market.- **July Market Stats:** A look at the slight decrease in single-family home prices and the rise in townhome prices.- **Downsizing Trends:** Exploring the growing trend of downsizing among baby boomers, with innovative solutions like co-housing.- **Waterford Grand Visit:** Insights from our visit to this top-notch retirement residence, known for its exceptional care and amenities.- **Bar Haven Developments:** A look at the new rental tower and wellness offerings in Bar Haven, including the Omniscient Cafe and Wellness Medi Spa.- **Upcoming Episode Teaser:** Preview of episode 10, which will be recorded at a cottage and focus on cottage country real estate.**Closing Thoughts:**Don't miss out on our upcoming episodes, and remember to keep dreaming big when it comes to finding your perfect home. Happy house hunting!**Follow Us:** Stay updated with the latest episodes by subscribing and following our podcast.https://www.waterfordgrand.ca/https://omnicafe.ca/https://omniscientwellness.ca/https://www.ottawacohousing.ca/https://www.teaandtoast.ca/

Ben Franklin's World
385 Did George Washington Have Heirs?

Ben Franklin's World

Play Episode Listen Later May 28, 2024 64:19


The United States Constitution of 1787 gave many Americans pause about the powers the new federal government could exercise and how the government's leadership would rest with one person, the president. The fact that George Washington would likely serve as the new nation's first president calmed many Americans' fears that the new nation was creating an opportunity for a hereditary monarch. Washington had proven his commitment to a democratic form of government when he gave up his army command peacefully and voluntarily. He had proven he was someone Americans could trust. Plus, George Washington had no biological heirs–no sons–to whom he might pass on the presidency. But while George Washington had no biological heirs, he did have heirs. Cassandra A. Good, an Associate Professor of History at Marymount University and author of First Family: George Washington's Heirs and the Making of America, joins us to explore Washington's heirs and the lives they lived. Show Notes: https://www.benfranklinsworld.com/385 Sponsor Links Colonial Williamsburg Foundation Complementary Episodes Episode 027: A History of Stepfamilies in Early America Episode 033: George Washington and His Library  Episode 061: George Washinton in Retirement  Episode 074: Martha Washington  Episode 137: The Washingtons' Runaway Slave Episode 183: George Washinton's Mount Vernon  Episode 222: The Early History of Washington, D.C.  Episode 265: An Early History of the White House   Listen! Apple Podcasts Spotify Google Podcasts Amazon Music Ben Franklin's World iOS App Ben Franklin's World Android App Helpful Links Join the Ben Franklin's World Facebook Group Ben Franklin's World Twitter: @BFWorldPodcast Ben Franklin's World Facebook Page Sign-up for the Franklin Gazette Newsletter

The Cubicle to CEO Podcast
[Q2 2023 Income Report] Our Lowest Ad Spend In Years Still Generated $126K In Revenue

The Cubicle to CEO Podcast

Play Episode Listen Later Jul 31, 2023 33:30 Transcription Available


Catch up on our previous Income Report episodes at: https://ellenyin.com/incomereportWelcome back to our Q2 2023 Income Report! We have been publicly sharing our income reports for our business since 2019, making this our fifth year now of reporting exactly what our business makes spends and profits every 90 days. We've been doing this practice for so many years because we really believe that financial transparency is the future and that we all benefit when we collectively share our insights and our data. This is part of our advocacy work as a media platform that creates content through a financially transparent lens. Thank you for sharing and taking part in this important conversation; I hope it inspires you to be more transparent in whatever way makes sense for you in terms of money conversations. Let's get into the numbers for quarter 2 2023!View the transcript for this episode at: https://otter.ai/u/_gROV3GnqnyPdIe25wyVokmGwbg?utm_source=copy_url Thank you to our sponsors:Hear how you can maximize your revenue with Frenchie Ferenczi in her private podcast, 'Strategy Snacks': https://fckmanifesting.comLinks mentioned in this episode: Visioncasting Bonus Episode: https://bit.ly/3Kjph58Kaitlyn's Retirement Episode: https://bit.ly/47a1BKAOpening the Clubhouse Episode: https://bit.ly/3QgkFjZClosing the Clubhouse Episode: https://bit.ly/3DvlsWQWellness Retreat Bonus Episode: https://bit.ly/3KhnVrULocal Business Bonus Episode: https://bit.ly/3KiJrw7Sign Up for our Free Newsletter: https://cubicletoceo.coIconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: https://ellenyin.com/quizIf you enjoyed today's episode, please:Leave a positive review or rating at www.ratethispodcast.com/cubicletoceoSign up for our text notifications at ellenyin.com/superfan so you can be the first to know when a new case study has dropped!Post a screenshot & key takeaway on your IG story and tag us @missellenyin & @cubicletoceo so we can repost you.Follow (+) our show for new episodes every Monday & Wednesday

The Physician's Guide To Financial Wellness
10 Things to Do if You're Within 10 Years of Retirement, Episode #58

The Physician's Guide To Financial Wellness

Play Episode Listen Later Feb 10, 2023 33:13


In this episode, we share our list of ten things to do if you're within ten years of retirement. The list includes taking inventory of your financial situation, reflecting on your current vision of retirement, projecting your future expenses in retirement, understanding your healthcare options, running retirement projections to see where you stand, taking advantage of tax-advantaged retirement accounts and catch-up contributions, revisiting your investment portfolio and asset allocation, checking in with your spouse or partner to see if you're on the same page, and doing a “trial run” of retirement to see how it feels. We're big proponents of planning, and the earlier you address some of these things the more time you give yourself to do proactive planning, implement beneficial strategies, and make any necessary adjustments to ensure that your retirement ends up aligning with your ideal vision of it. Resources & People Mentioned Download our guide: Retirement Timeline – Key Dates & Opportunities Download our guide: Retirement Checklist – A Guide to Planning for Retirement  Episode #25: Planning for Healthcare in Retirement  Episode #50: Having a Plan for Long-Term Care Episode #51: Making Sense of Your Retirement Projections Episode #39: Should You Change Your Investments as You Approach Retirement? Connect With Trent and Andrew https://mdwmllc.com  Follow on LinkedIn Follow on Facebook Subscribe to The Physician's Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast

Wiser Roundtable Podcast
Financial Planning in Your 60s

Wiser Roundtable Podcast

Play Episode Listen Later Dec 12, 2022 31:29


On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement.Podcast Episodes Referenced:- Episode 115: What Could Happen if You Don't Prepare for Retirement- Episode 103: Your Pre-Retirement ChecklistYoutube Videos to Reference:- Are Annuities and Good Retirement Strategy?- 4 Steps to Get Financially Organized Before RetirementDownload Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

Breaking Money Silence®
Awkward Money Conversations: Couples & Retirement | Episode 169

Breaking Money Silence®

Play Episode Listen Later Dec 5, 2022 26:28


The post Awkward Money Conversations: Couples & Retirement | Episode 169 appeared first on Breaking Money Silence.

The Spud Goodman Show
The Spud Goodman Radio Show - Episode 284

The Spud Goodman Show

Play Episode Listen Later Jan 14, 2022


Episode 284:"The Retirement Episode." Guests: From Home Economics, That 70's Show and BlacKkKlansman, Actor Topher Grace, from Black Bird and Cobra Kai, Actor and Comedian Paul Walter Hauser, and Comedian and Radio Host Tom Papa. As Spud mulls the advantages of hanging up his microphone, he's astounded to learn that intern Chance is also considering retiring - in his 20s. TV On Radio! Visit Spud's website at: spudgoodman.com

Elder Talk
Getting the Most Out of Retirement [Episode 195]

Elder Talk

Play Episode Listen Later Apr 17, 2021 39:11


Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner Andre Frazier. Ms. Frazier is an expert in behavioral finance and the Forbes Book author of “Financially Free: 11 Conversations To Have With Yourself About Life, Money, And Worth.” Ms. Frazier was named one of Bristol's “Who's Who Among Distinguished Professionals and […] The post Getting the Most Out of Retirement [Episode 195] appeared first on Joseph E. Cordell.

Elder Talk
Managing Investment Plans for Retirement [Episode 172]

Elder Talk

Play Episode Listen Later Oct 31, 2020 47:15


Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by certified financial planner John Gallia, of Gallia Wealth Management Group to discuss ways to navigate investments and retirement amid the COVID-19 pandemic. John describes how the current political climate, as well as the 2020 Presidential Election, may affect the economic situations of clients, who are […] The post Managing Investment Plans for Retirement [Episode 172] appeared first on Joseph E. Cordell.

Rock Your Retirement Show
Spending Time in Retirement – Episode 225

Rock Your Retirement Show

Play Episode Listen Later May 4, 2020 33:40


Today we're talking once again with Fritz Gilbert. He came on our show last year after he retired. And we invited him back to tell us how it's been going two years into retirement. Fritz was on episode 198. So if you haven't heard it, go back and listen to it, it might be surprising […] The post Spending Time in Retirement – Episode 225 appeared first on Rock Your Retirement.

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Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People
Retirement Regrets: I Wish I Would Have..., Ep #105

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People

Play Episode Listen Later Feb 24, 2020 30:44


Will your retirement regrets list be full of "I wish I would have...?" What if you could use regrets of other retirees to change or improve your current course? Short Youtube Recap here: https://youtu.be/CiGxXeem2yI Listening to the wisdom of those that have gone before you, can help you avoid their big mistakes and take advantage of financial opportunities you may have missed. In our role as financial advisors, we have the unique opportunity of hearing a long list of retirement regrets. In listening to their perspectives, we gain an understanding of the path they took and the things they wish they could have done to prepare for retirement. In this episode of the Financial Symmetry podcast with Chad Smith and Allison Berger, we break down the top retirement regrets that investors typically experience. Listen in so you can learn from others and ensure that you don’t make the same mistakes they did. 9 Avoidable Retirement Regrets I wish I had a detailed retirement plan. 3 out of 4 baby boomers don’t have a detailed retirement plan. Without a retirement plan, it makes it hard to anticipate what may come next. You'll need to consider those big purchases, how often will you buy cars, and if you are going to move. Life can feel much more uncertain in retirement, without the dependability of a steady income you’ve relied on your entire working life. Without a plan, opportunities could be passing you by each year. I wish I hadn’t planned to work so long. There are many people who plan to work until age 70, but due to unforeseen issues, they had to stop working before they were ready. Some had to stop due to family illness, layoffs, or forced early retirement. Whatever the reason, running what-if scenarios could leave you more prepared to face the unknown risks that are lurking. I wish I would have started saving in a tax-free account earlier. An often overlooked strategy while saving, is your lifetime tax rate. By focusing on tax-free savings, it creates flexibility for future retirement withdrawals. There are many that think they can’t take advantage of a Roth IRA due to having a high income, but there are options. Back-door Roths, after-tax 401k savings and HSA's all offer other opportunities. We've included past detailed episodes on all three in the links below. I wish I didn’t have such a big house. Many people become enamored with the idea of a mansion. So much that they sacrifice saving in retirement accounts. More expensive homes require more expensive upkeep. The social pressures in higher priced neighborhoods cause extra lifestyle creep. Years pass, and you realize savings isn't where you thought it would be. Once reaching retirement, downsizing becomes the new trend but moving is often delayed due to frustrations of moving and decluttering their homes. I wish I hadn’t worried so much about market drops. The idea that you could lose half of your savings is scary. There is always a reason you should not invest, but inflation is the silent killer that awaits you, if you don't. Finding the appropriate risk is vital to helping you sleep at night. Research shows a tremendous difference when missing the best days in the market. So while timing market drops is tempting, a buy and hold strategy with appropriate percentages of risk is your best bet. I wish I hadn’t counted on rental income. Be careful about counting on rental real estate if that is your plan. Assure you are factoring in all expenses to your calculation with forecasting returns on rental real estate. Appreciation rates will suffer, if proper maintenance is not kept up on properties. This could affect the long-term health of your financial plan. I wish I would have invested more in friendships. Think intentionally about how you will spend your time in retirement. Many people end up socially isolated in retirement. Retiring to something vs. from something can add to happiness levels and improve your odds of a successful retirement with less regret. I wish I hadn’t taken Social Security so early. Delaying Social Security can be a benefit in multiple ways. An alarming amount of people (57%) take Social Security before their full retirement age. This decreases the amount they could receive and provides more tax flexibility. Less guaranteed income, provides for more IRA/401k withdrawals at lower tax rates potentially.  If you are married, you might also consider the survivor benefit element. Listen in to hear details of the benefits of delaying your Social Security. I wish I had had more experiences. Many wish they had traveled more while they were healthy or while their kids were still at home. Too many look back with the regret of waiting to late to travel. Outline of This Episode [3:07] I wish I would have had a detailed plan earlier [5:06] I wish I hadn’t planned to work so long [7:07] I wish I would have started saving in a tax-free account earlier [10:30] I wish I didn’t have such a big house [12:47] I wish I hadn’t worried so much about market drops [17:45] I wish I hadn’t counted on rental income [20:33] I wish I would have invested more in friendships [22:45] I wish I hadn’t taken Social Security so early [26:00] I wish I had had more experiences Resources & People Mentioned Episode 47 - Why do I need an HSA? Episode 101 - The Social Security Tax Bubble Episode 22 - Don’t Fail in Retirement Episode 36 - Money Can Buy Happiness Episode 91 - Your Retirement Secret Weapon: After Tax 401k Article - High Earners Can Still Save in a Back-door Roth IRA Nerdwallet - How to have a "no regrets" retirement BOOK - The New Retirement Mentality by Mitch Anthony Book - Your Retirement Quest by Alan Spector BOOK - Happy Money by Elizabeth Dunn The Financial Symmetry Podcast is an original podcast from Financial Symmetry in Raleigh, NC. To learn more about the show or the past 104 episodes, visit https://www.financialsymmetry.com/retirement-podcast/. Connect with us here: Allison Berger on Twitter @AbergerCFP Chad Smith on Twitter @csmithraleigh@TeamFSINC Follow Financial Symmetry on Facebook Subscribe to this Podcast: Apple Podcasts Stitcher Google Play  

Rock Your Retirement Show
Staying Youthful in Retirement – Episode 206

Rock Your Retirement Show

Play Episode Listen Later Dec 23, 2019 34:33


This episode is from the vault and was first released November 12, 2018 How to Stay Youthful? What's the secret of looking younger and feeling better? How to stay youthful? Our guest for today's podcast is Judy Gaman. She's a successful radio show host. The name of her show is “The Staying Young Radio Show“. […] The post Staying Youthful in Retirement – Episode 206 appeared first on Rock Your Retirement.

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SML Planning Minute
Surprises in Retirement

SML Planning Minute

Play Episode Listen Later Dec 18, 2019 11:18


Surprises in Retirement Episode 52 - Planning for income for retirement can be complicated. Some people do it themselves, some don't plan at all, and some use an advisor. Listen to this podcast for some tips on planning areas that may be overlooked, understated or overstated. More SML Planning Minute Podcast Episodes Listen to Episode 10 - Using the "Three Bucket" Approach in Retirement SubscribeApple PodcastsGoogle PodcastsSpotifyAndroidPandoraStitcherBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

SML Planning Minute
Surprises in Retirement

SML Planning Minute

Play Episode Listen Later Dec 18, 2019 11:18


Surprises in Retirement Episode 52 - Planning for income for retirement can be complicated. Some people do it themselves, some don’t plan at all, and some use an advisor. Listen to this podcast for some tips on planning areas that may be overlooked, understated or overstated. More SML Planning Minute Podcast Episodes Listen to Episode 10 - Using the "Three Bucket" Approach in Retirement SubscribeApple PodcastsGoogle PodcastsSpotifyTuneInAndroidStitcherDeezerby EmailRSSMore Subscribe Options

Elder Talk
The Changes in Saving for Retirement [Episode 129]

Elder Talk

Play Episode Listen Later Dec 14, 2019 43:44


Attorney-CPA Joe Cordell and co-host Jill Enders discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that an IRA and a 401K include and the differences between the two. Joe also talks […] The post The Changes in Saving for Retirement [Episode 129] appeared first on Joseph E. Cordell.

SML Planning Minute
Retirement

SML Planning Minute

Play Episode Listen Later Oct 22, 2019 9:27


Retirement Episode 44 – Things to Consider When Building Your Financial Plan, Part 8 of 9. The question in planning for retirement is, “Will I have enough income and assets to provide for a financially secure future?” Listen to our latest podcast to learn more about planning for this phase of life. More SML Planning Minute Podcast Episodes Listen to Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 - Develop an Overall Spending Plan Listen to Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 - Spending Goals Listen to Episode 39 - Things to Consider When Building Your Financial Plan, Part 3 - Debt Listen to Episode 40 - Things to Consider When Building Your Financial Plan, Part 4 - Protection Listen to Episode 41 - Things to Consider When Building Your Financial Plan, Part 5 – Peace of Mind and Investing Listen to Episode 42 - Things to Consider When Building Your Financial Plan, Part 6 – Tax Strategies Listen to Episode 43 - Things to Consider When Building Your Financial Plan, Part 7 – Future Health Care Listen to Episode 44 - Things to Consider When Building Your Financial Plan, Part 8 – Retirement SubscribeApple PodcastsGoogle PodcastsSpotifyAndroidPandoraStitcherBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

SML Planning Minute
Retirement

SML Planning Minute

Play Episode Listen Later Oct 22, 2019 9:27


Retirement Episode 44 – Things to Consider When Building Your Financial Plan, Part 8 of 9. The question in planning for retirement is, “Will I have enough income and assets to provide for a financially secure future?” Listen to our latest podcast to learn more about planning for this phase of life. More SML Planning Minute Podcast Episodes Listen to Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 - Develop an Overall Spending Plan Listen to Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 - Spending Goals Listen to Episode 39 - Things to Consider When Building Your Financial Plan, Part 3 - Debt Listen to Episode 40 - Things to Consider When Building Your Financial Plan, Part 4 - Protection Listen to Episode 41 - Things to Consider When Building Your Financial Plan, Part 5 – Peace of Mind and Investing Listen to Episode 42 - Things to Consider When Building Your Financial Plan, Part 6 – Tax Strategies Listen to Episode 43 - Things to Consider When Building Your Financial Plan, Part 7 – Future Health Care Listen to Episode 44 - Things to Consider When Building Your Financial Plan, Part 8 – Retirement SubscribeApple PodcastsGoogle PodcastsSpotifyTuneInAndroidStitcherDeezerby EmailRSSMore Subscribe Options

Elder Talk
Making Spending Adjustments for Retirement [Episode 118]

Elder Talk

Play Episode Listen Later Sep 28, 2019 44:27


Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Roberts & Kohler/Hilliard Lyons, a Robert Baird Company, to discuss a variety of topics related to financial planning and retirement. They talk about what potential clients consider when choosing a financial advisor, as well as […] The post Making Spending Adjustments for Retirement [Episode 118] appeared first on Joseph E. Cordell.

Elder Talk
Managing Finances and Retirement [Episode 115]

Elder Talk

Play Episode Listen Later Aug 31, 2019 43:54


Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Roberts & Kohler/Hilliard Lyons, a Robert Baird Company, to discuss what they have seen among their clients who are getting ready for retirement. Todd and Grant talk about the importance of spending […] The post Managing Finances and Retirement [Episode 115] appeared first on Joseph E. Cordell.

SML Planning Minute
Using the “Three Bucket” Approach in Retirement

SML Planning Minute

Play Episode Listen Later Feb 26, 2019 8:51


Using the “Three Bucket” Approach in Retirement Episode 10 -What happens if your retirement accounts have a bad year just before you retire?  It's called "sequence of returns risk," and it could significantly reduce the amount of income you can withdraw over your lifetime.  So what can we do about it?  Try the "three buckets" approach. More SML Planning Minute Podcast Episodes Download The Full Article for More Information Search for: Company News CategoriesCOVID-19 (coronavirus) Information All News & Articles SML Planning Minute Podcast Retirement Planning Social Security Planning Asset Protection Business Planning Chronic Illness College Planning Key Person Protection

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Ben Franklin's World
222 Adam Costanzo, The Early History of Washington, D.C.

Ben Franklin's World

Play Episode Listen Later Jan 22, 2019 70:08


Have you ever wondered how the capital of the United States came to be situated at Washington D.C.? The banks of the Potomac River represent an odd place to build a national city, a place that would not only serve as the seat of government for the nation, but also as an economic, cultural, and intellectual hub. Still in 1790, the United States Congress passed the Residence Act and mandated that it would establish a new, permanent capital along the banks of the Potomac River. Why? Adam Costanzo, a Professional Assistant Professor of History at Texas A&M University, Corpus Christi and author of George Washington’s Washington: Visions for the National Capital in the Early American Republic, joins us to consider questions of the national capital’s location and construction. Show Notes: https://www.benfranklinsworld.com/222   Sponsor Links Omohundro Institute Audible 30-Day Free Trial   Complementary Episodes Episode 016: Alan Taylor, The Internal Enemy Episode 061: Edward Larson, George Washington in Retirement Episode 078: Rachel Shelden, Washington Brotherhood: Politics, Social Life, and the Coming of the Civil War Episode 099: Gautham Rao, Birth of the American Tax Man Episode 113: Brian Murphy, Building the Empire State     Helpful Show Links Ben Franklin's World Facebook Page Ben Franklin’s World Twitter: @BFWorldPodcast Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App   *Books purchased through this link will help support the production of Ben Franklin's World.

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People

If asked, most people are hopeful they will have a happy retirement. They're just not sure they are taking all the necessary steps to get there. We all have those moments in our busy lives where we stop and ponder, am I doing what I need to enjoy retirement? But then our busyness continues and takes over any productive changes we considered. As financial advisors, we work with people in all phases of life and often chat with retirees that have walked this path. The happiest of them agree, there are 4 main areas that contribute to their happiness. If you want to prepare for a happy retirement then listen to this episode to hear 4 secrets to a happy retirement. Happy retirees take their health seriously The happiest retirees are able to move their bodies so that they can remain active. Physical exercise has the benefit of getting the endorphins going and creating joy. Staying active is an important part of maintaining a healthy lifestyle as you age. You can’t wait until you retire to become active or it will be too late. Part of creating a healthy body is by moving more now. Even though it can be a challenge to find the time to create a healthy exercise habit, this is an important part of ensuring that your body will work the way you want as you age. Are you doing what you can now to make sure your body will still function the way you want in your golden years? Happy retirees have enough money because they had a financial plan Happy retirees have enough money to retire with and are financially independent. Are you doing everything you can to ensure that you will have a comfortable retirement? What savings rates do you need to have to have a comfortable retirement? How do you know that your money won’t run out when you retire? There are so many questions about money and retirement. A financial advisor can help ease your concerns about finances in retirement. Having enough money means you will have less stress. A financial plan will help you make sure that you are saving enough. This may be obvious to some, but the fact is, only 35% of pre-retirees have a written financial plan. If you are unsure if you are saving enough now is the time to meet with a professional that can give you peace of mind. We recommend finding a fee-only financial planner to help you make sure you are doing all that you can to have the savings you need so that you won’t have to worry your way through retirement. A strong sense of purpose can ensure a happy retirement You need not only have a financial plan but a personal plan as well. If you have a strong sense of purpose that drives you this will help you to spend your retirement in a fulfilling way. Volunteering your time is a great way to further your knowledge and pass on your wisdom. Creating a life of purpose doesn’t just ensure that you aren’t sitting at home watching tv all day, it can result in leaving a legacy behind. What are your retirement plans? Are you planning to retire to something rather than away from something? Relationships are important to a happy retirement Happy retirees have friends. The happiest retirees interviewed have stated that they have a sufficient amount of friendships. Those with fewer friends are 3 times less likely to be happy. Are you developing friendships right now that will transcend the test of time? Creating friendships through common interests is a great way to ensure that you will have a number of friendships when you finally leave the work world behind. So how are you doing in these 4 areas? Do you feel like you are setting yourself up for a happy retirement? Outline of This Episode [2:17] Happy retirees take their health and wealth seriously [4:52] Happy retirees have enough money to retire on and are financially independent [9:22] Happy retirees have a strong sense of purpose [13:03] The importance of friendships Resources & People Mentioned BOOK - Your Retirement Quest by Alan Specter and Keith Lawrence Episode 22 - Don’t Fail in Retirement Episode 68 - Your Pre-Retirement Checklist Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh@TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts Stitcher Google Play

Rock Your Retirement Show
How to Stay Youthful in Retirement? Episode 152

Rock Your Retirement Show

Play Episode Listen Later Nov 12, 2018 34:20


How to Stay Youthful? What's the secret of looking younger and feeling better? How to stay youthful? Our guest for today's podcast is Judy Gaman. She's a successful radio show host. The name of her show is “The Staying Young Radio Show“. She's also the author of “Age to Perfection“, “Stay Young“, and “Love, Life, […] The post How to Stay Youthful in Retirement? Episode 152 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
Living Healthy in Retirement: Episode 150

Rock Your Retirement Show

Play Episode Listen Later Oct 29, 2018 26:33


Living Healthy in Retirement I am Kathe Kline and I am back with another episode of the Rock Your Retirement Show. Today’s episode is all about living healthy and our special guest is Georganne Schuch, often called as healthy habit master. After going through two extremely difficult pregnancies, which almost put her in a life […] The post Living Healthy in Retirement: Episode 150 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
Proactive Health in Retirement: Episode 144

Rock Your Retirement Show

Play Episode Listen Later Sep 17, 2018 22:41


Living Healthy in Retirement I talked with Cassandra Hill, who is a gerontologist and a certified wellness coach. She started out working with seniors in long-term care and assisted living and enjoyed her time. The health of the seniors she worked with declined to a point that their quality of life was limited. This gave […] The post Proactive Health in Retirement: Episode 144 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
Men and Women in Retirement: Episode 138

Rock Your Retirement Show

Play Episode Listen Later Aug 6, 2018 33:14


Men and women when it comes to retirement Dr. Sara Yogev is a psychologist who helps people in marital and individual therapy, as well as career coaching. She was a professor at North Western University for 10 years and researched how people combine work life and family life. Her interest and expertise revolve around retirement. She […] The post Men and Women in Retirement: Episode 138 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
Resilience in Retirement: Episode 132

Rock Your Retirement Show

Play Episode Listen Later Jun 25, 2018 26:44


I brought Veronica Mitchell on the show to talk about resilience in retirement Veronica is an advocate for seniors, women, and caregivers. She writes her own blog and is a sought-after public speaker. Veronica has an approach that combines her excellent verbal, emotional and social intelligence with her funny sense of humor and curiosity for […] The post Resilience in Retirement: Episode 132 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
Developing Creativity in Retirement: Episode 128

Rock Your Retirement Show

Play Episode Listen Later May 28, 2018 25:19


I brought Karen Poirer-Brode on the show to not only talk about scrapbooking, but about developing creativity. After retirement, Karen launched a podcast called A Creative Approach Podcast. She shares stories of people who used creativity to their own advantage and worked through challenges with a creative approach. Karen loves storytelling and uses it as an art […] The post Developing Creativity in Retirement: Episode 128 appeared first on Rock Your Retirement.

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Ben Franklin's World
183 Douglas Bradburn, George Washington's Mount Vernon

Ben Franklin's World

Play Episode Listen Later Apr 24, 2018 66:37


George Washington played three very important public roles during his lifetime. He served as the Commander in Chief of the Continental Army, the President of the Constitutional Convention, and as the first President of the United States. In addition to these important public roles, Washington also played a role that was very important to him. He served as a farmer and agricultural innovator. Douglas Bradburn, the CEO and President of George Washington’s Mount Vernon, joins us so we can explore the history of Washington’s storied estate and his agricultural practices. Plus, we’ll also discover all that Mount Vernon has to offer us as a historic site. Show Notes: https://www.benfranklinsworld.com/183   Sponsor Links Omohundro Institute Listener Survey   Complementary Episodes Episode 033: Douglas Bradburn, George Washington & His Library Episode 060: David Preston, Braddock’s Defeat Episode 061: Edward Larson, George Washington in Retirement Episode 077: Rinker Buck, The Oregon Trail Episode 103: Sara Bon-Harper, James Monroe & His Highland Estate Episode 137: Erica Dunbar, The Washingtons’ Runaway Slave Ona Judge     Helpful Show Links Ben Franklin's World Facebook Page Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App

Rock Your Retirement Show
Finding Meaning and Purpose in Retirement: Episode 117

Rock Your Retirement Show

Play Episode Listen Later Mar 12, 2018 36:50


How to Find Meaning and Purpose in Retirement? Fritz Gilbert is the Founder of The Retirement Manifesto, a personal finance blog focused on helping People Achieve A Great Retirement.  Fritz will be retiring in the summer of 2018 at the age of 55, after 3 decades in Corporate America (most recently as a Commodity Trader).  He […] The post Finding Meaning and Purpose in Retirement: Episode 117 appeared first on Rock Your Retirement.

Rock Your Retirement Show
Your hobby can help you in your Retirement: Episode 108

Rock Your Retirement Show

Play Episode Listen Later Jan 8, 2018 34:29


Your hobby can help you in your Retirement Kim Jamieson-Hirst is a YouTube superstar and a pretty big deal in the quilting world! I brought her on the show to not only talk about her hobby of quilting but how ANY hobby can help you in your retirement. Kim is the owner of Chatterbox Quilts […] The post Your hobby can help you in your Retirement: Episode 108 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
The Emotional Aspect of Retirement: Episode 87

Rock Your Retirement Show

Play Episode Listen Later Aug 14, 2017 33:07


In this interview, we talk about the emotional aspect of retirement. Becky Kueker was 69 years old when she decided to retire from a 20-year career as a partner in a successful woman-owned commercial architectural firm in St. Louis. This was all part of her grand plan. It was the “Plan” she had created and […] The post The Emotional Aspect of Retirement: Episode 87 appeared first on Rock Your Retirement.

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Ben Franklin's World
146 Robert Middlekauff, George Washington's Revolution

Ben Franklin's World

Play Episode Listen Later Aug 8, 2017 51:32


What drove George Washington to become a Patriot during the American Revolution? How did he overcome the ill-trained and inexperienced troops, inadequate pay, and supply problems that plagued the Continental Army to win the War for American Independence? Robert Middlekauff, professor emeritus of colonial and early United States history at the University of California, Berkeley, reveals the answers to these questions as we explore details from his book Washington’s Revolution: The Making of America’s First Leader. This episode originally posted as Episode 026. Show Notes: https://www.benfranklinsworld.com/146   Sponsor Links Omohundro Institute of Early American History and Culture The Octo Doing History: To the Revolution! Series Episode 130: Paul Revere's Ride Through History Episode 141: A Declaration in Draft "Dartmouth College and Canada: The Problem of National Historiographies," Borealia: A Group Blog on Early Canadian History "Era of Good Feelings Roundtable," U.S. Intellectual History Blog   Complementary Episodes Episode 033: Douglas Bradburn, George Washington & His Library Episode 061: Edward Larson, George Washington in Retirement Episode 065: Alexander Rose, Washington’s Spies Episode 074: Mary Wigge, Martha Washington Episode 137: Erica Dunbar, The Washingtons’ Runaway Slave, Ona Judge   Helpful Show Links Ben Franklin's World Facebook Page Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App   *Books purchased through this link will help support the production of Ben Franklin's World.

Ben Franklin's World
143 Michael Klarman, The Making of the United States Constitution

Ben Franklin's World

Play Episode Listen Later Jul 18, 2017 67:38


How did the framers draft the Constitution of 1787? What powers does the Constitution provide the federal government? Why do we elect the President of the United States by an electoral system rather than by popular vote? These are some of the many questions you’ve asked since November 2016. And today we’re going to explore some answers. Michael Klarman, the Kirkland & Ellis Professor of Law at Harvard Law School and author of The Founders’ Coup: The Making of the United States Constitution joins us to discuss the United States Constitution and how and why the framers drafted it. Show Notes: https://www.benfranklinsworld.com/143   Sponsor Links Omohundro Institute of Early American History and Culture Georgian Papers Programme   Complementary Episodes Episode 057: Max Edling: War, Money, and the American State, 1783-1867 Episode 061: Edward Larson, George Washington in Retirement Episode 087: Sean Condon, Shays’ Rebellion Episode 098: Gautham Rao, Birth of the American Tax Man Episode 107: Mary Sarah Bilder, Madison’s Hand: Revising the Constitutional Convention Episode 141: A Declaration in Draft   Helpful Show Links Ben Franklin's World Facebook Page Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App   *Books purchased through this link will help support the production of Ben Franklin's World.

Rock Your Retirement Show
Prepare for Retirement: Episode 079

Rock Your Retirement Show

Play Episode Listen Later Jun 19, 2017


Don't simply retire from something, have something to retire to! Megan Giles supports those approaching retirement to successfully transition and create a retirement they will love to live! This is achieved through action-focused planning sessions and workshop facilitation. The key to success for the people who work with Megan is structured planning, looking beyond the […] The post Prepare for Retirement: Episode 079 appeared first on Rock Your Retirement.

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Ben Franklin's World
137 Erica Dunbar: The Washingtons' Runaway Slave, Ona Judge

Ben Franklin's World

Play Episode Listen Later Jun 6, 2017 51:52


George Washington was an accomplished man. He served as a delegate to the First and Second Continental Congresses, Commander-in-Chief of the Continental Army, first President of the United States, and on top of all that he was also a savvy businessman who ran a successful plantation. George Washington was also a slaveholder. In 1789, he and his wife Martha took 7 slaves to New York City to serve them in their new role as First Family. A 16 year-old girl named Ona Judge was one of the enslaved women who accompanied and served the Washingtons. Erica Dunbar, a Professor of Black American Studies and History at the University of Delaware and author of Never Caught: The Washington’s Relentless Pursuit of Their Runaway Slave Ona Judge, leads us through the early American life of Ona Judge. 
 Show Notes: https://www.benfranklinsworld.com/137   Sponsor Links Omohundro Institute of Early American History and Culture William and Mary Quarterly Episode 105: Joshua Piker, How Historians Publish History (Behind-the-scenes of the William and Mary Quarterly)   Complementary Episodes Episode 026: George Washington’s Revolution Episode 033: George Washington and His Library Episode 061: George Washington in Retirement Episode 074: Mary Wigge, Martha Washington Episode 083: Jared Hardesty, Unfreedom: Slavery in Colonial Boston Episode 089: Jessica Millward, Slavery and Freedom in Early Maryland   Helpful Show Links Ben Franklin's World Facebook Page Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App   *Books purchased through this link will help support the production of Ben Franklin's World.

Rock Your Retirement Show
Cruising in Retirement: Episode 75

Rock Your Retirement Show

Play Episode Listen Later May 22, 2017


Thinking of cruising in retirement? Check out Cruise Critic! As most of you know, I recently went on a cruise, and while I was there, I met Donna Clark. I just had to interview her for the show to talk about Cruise Critic! Donna doesn't work for this website…she just thinks it's pretty awesome and so […] The post Cruising in Retirement: Episode 75 appeared first on Rock Your Retirement.

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Ben Franklin's World
117 Annette Gordon-Reed, The Life and Ideas of Thomas Jefferson

Ben Franklin's World

Play Episode Listen Later Jan 17, 2017 46:18


Thomas Jefferson wrote about liberty and freedom and yet owned over six hundred slaves during his lifetime. He’s a founder who many of us have a hard time understanding. This why we need an expert to lead us through his life, so we can better understand who Jefferson was and how he came to his seemingly paradoxical ideas about slavery and freedom. Annette Gordon-Reed, a professor of history and legal history at Harvard University and the winner of the National Book Award and Pulitzer Prize for her work on Thomas Jefferson and the Hemings Family, leads us on an exploration through the life and ideas of Thomas Jefferson.
 Show Notes: http://www.benfranklinsworld.com/117   Sponsor Links Cornell University Press Margaret Newell, Brethren by Nature   Helpful Show Links Help Support Ben Franklin's World Crowdfunding Campaign Ben Franklin's World Facebook Page Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App   Complementary Episodes Episode 027: Lisa Wilson, A History of Stepfamilies in Early America Episode 026: Robert Middlekauff, George Washington's Revolution Episode 033: Douglas Bradburn, George Washington and His Library Episode 061: Edward Larson, George Washington in Retirement Episode 096: Nicholas Guyatt, The Origins of Racial Segregation in the United States Episode 107: Mary Sarah Bilder, Madison's Hand  

Ben Franklin's World
107 Mary Sarah Bilder, Madison's Hand: Revising the Constitutional Convention

Ben Franklin's World

Play Episode Listen Later Nov 8, 2016 51:00


When politicians, lawyers, and historians discuss the Constitutional Convention of 1787, they often rely on two sources: The promotional tracts collectively known as the Federalist Papers and James Madison’s Notes of the Constitutional Convention. But what do we really know about Madison’s Notes? Did Madison draft them to serve as a definitive account of the Constitutional Convention? Today, we explore James Madison’s Notes on the Constitutional Convention with award-winning legal historian Mary Sarah Bilder, the Founders Professor of Law at Boston College and author of Madison’s Hand: Revising the Constitutional Convention. Show Notes: http://www.benfranklinsworld.com/107   Helpful Show Links Help Support Ben Franklin's World Crowdfunding Campaign   Ben Franklin's World Facebook Page Join the Ben Franklin's World Community Sign-up for the Franklin Gazette Newsletter Ben Franklin's World iOS App Ben Franklin's World Android App   Complementary Episodes Episode 055: Robb Haberman, John Jay: Forgotten Founder Episode 057: Max Edling, War, Money, and the American State, 1783-1867 Episode 061: Ed Larson, George Washington in Retirement Episode 062: Carol Berkin, The Bill of Rights Episode 084: Zara Anishanslin, How to Historians Read Historical Sources *Books purchased through this link will help support the production of Ben Franklin's World.

Rock Your Retirement Show
Podcasting in Retirement: Episode 21

Rock Your Retirement Show

Play Episode Listen Later May 23, 2016 30:23


Podcasting in retirement? Let's take a look at how Frances ended up doing podcasts after retirement. You can listen to the show at http://rockyourretirement.libsyn.com/podcasting-in-retirement Would podcasting in retirement be a good way for you to Rock your Retirement? Frances McGrogan was born in Ottawa, Ontario Canada and moved to England for 4 years in her early […] The post Podcasting in Retirement: Episode 21 appeared first on Rock Your Retirement.

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Rock Your Retirement Show
Raising Alpacas in Retirement: Episode 13

Rock Your Retirement Show

Play Episode Listen Later Apr 25, 2016 43:17


Did you ever think about taking care of Alpacas? Julie Roy talks about it in this podcast episode.  You can listen to the show at the bottom of the page or on your smartphone. Rocking Retirement by Raising Alpacas! In 2004, Julie and her husband left their corporate jobs in San Diego to live on […] The post Raising Alpacas in Retirement: Episode 13 appeared first on Rock Your Retirement.

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