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We Are Wealthy
Mindset

We Are Wealthy

Episode 132 | Everyone is rich but me! Wrong. The truth is we are wealthy. Instead of keeping up with the Jones, let’s expand our perspective.

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Being Mortal
Estate Planning | Health

Being Mortal

Episode 131 | End-of-life medical practices often harm more than help. The best-seller Being Mortal illuminates the problems and offers tactful solutions.

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Die With Zero
Cashflow and Net Worth | Estate Planning | Retirement

Die With Zero

Episode 130 | Some people die with millions of dollars. Others try to spend it down. Which is better? Should we die with zero or millions?

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Money Moves: Four Healthy Investments to Make
Health | HSA | Insurance

Money Moves: Four Healthy Investments to Make

Episode 128 | For better or worse, physical and financial health go hand in hand. Here are four moves you can make to improve both.

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Money Monster
Investing

Money Monster

Episode 126 | Hollywood can push out Stock Market thrillers, and 2016’s Money Monster is no different. What lessons can we learn from the big screen?

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We Are Business Owners
Investing | Mindset

We Are Business Owners

Episode 125 | Who are we? Are we retirees? Working professionals? Pre-retirees? Employees or team members? No. We are Business Owners.

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Should I Join Northwestern Mutual?
Ask Freeman | Financial Industry

Should I Join Northwestern Mutual?

Episode 124 | Should I Join Northwestern Mutual? Or Thrivent? Or MassMutual? Or an Insurance-based company? NO! Not one should.

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Ten Optimistic Trends
Mindset

Ten Optimistic Trends

Episode 121 | Do you think the world is getting better, worse, or staying the same? Here are Ten Optimistic Trends that point to progress.

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Finding Purpose and Values with Joe Curry
Mindset

Finding Purpose and Values with Joe Curry

Episode 121 | Joe Curry, host of the Retirement Planning Simplified podcast, joins to discuss Finding Purpose and Values for a Fulfilling Retirement.

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I Made a Mistake
Other

I Made a Mistake

Episode 119 | I Made a Mistake. We all do it; the difference is what we do about it. Make a mistake. Own it. Make it right. Move on.

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Client Corner

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    • About
    • Podcast
    • Magazine
    • Workshops
      • Investing Before And After Retirement
      • Maximizing Social Security
      • Reducing Taxes in Retirement
      • Estate Planning Essentials
      • Workshop Recordings
    • RetireMembership
      • Join RetireMembership
      • RetireMembership Access
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