The Retirement Trailhead: Recent Episodes
The Retirement Trailhead
THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets. Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial & Tax Solutions.
This week on the Retirement Trailhead Jason Lambert and David Topper cover the possibility of another stimulus package, how to have confidence in your retirement plan, and ways that you can help plan for the next generation as they graduate into a recessionary market.
This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the current market conditions and some ways to manage your retirement plan during this time.
This week on the Retirement Trailhead Jason Lambert and David Topper begin the show taking about the impact that Government policy and elections may have on retirement. Then, it's time to look into 401(k) rollovers. Next, we dive into 529 plans and other ways to give to children and grandchildren. Finally, we close it our with the weekly market wrap.
On this episode of the Retirement Trailhead Jason Lambert and David Topper compare retirement planning against traditional financial planning. then they delve into planning ahead for inflation and market volatility. Finally, we address this 2020 election season.
On the Retirement Trailhead this week. Jason Lambert and David Topper cover a few different ways to plan ahead for your retirement future. Starting with Elder Care, then moving on to Life Insurance and Health Savings accounts. Then some tips to Simplify Retirement. Finally, the Market Wrap explores the world of Mergers and Acquisitions.
Jason Lambert and David Topper cover real estate on this episode of the Retirement Trailhead! Topics include 1031 Exchanges, DSTs, Rental homes, REITS, and More!
This week on the Retirement Trailhead Jason Lambert, David Topper, and special guest Deane Stitt CPA from US Tax Centers NW discuss why it is important to have the financial triangle working in your favor, and Deane goes into detail on how to prep and plan for taxes!
On the Retirement Trailhead this week, Jason Lambert and David Topper cover 3 important questions that you should answer before heading into retirement.
This week on the Retirement Trailhead, Jason Lambert and David Topper discuss things you may need to consider when inheriting money or leaving an inheritance, Required Minimum Distributions, and areas that are overlooked in Retirement Planning.
This week on the Retirement Trailhead, Jason Lambert and David Topper chat about healthcare and medicare in retirement, the difference between active and passive investing, and dollar cost ravaging.
In this Episode of The Retirement Trailhead, Jason Lambert and David Topper outline the recently enacted SECURE Act and touch on taxes and Social Security.
On this episode of the Retirement Trailhead with Jason Lambert and David Topper, we discuss market corrections, pros and cons of many investment types, Sequence of Returns, and winners and losers of the market in 2019.
In the first episode of 2020, Jason Lambert and David Topper talk about ways to maximize your contributions to retirement, why women need to be involved with the retirement planning for their household, and special guest, and author Professor Robert Schiller joins us for a discussion on the state of retirement today.
On the 2019 Christmas Episode of the Retirement Trailhead, Jason Lambert, David Topper, and Jeff Dixson discuss the changes that happen as you reach the transition into retirement.
Jason Lambert, David Topper, and Jeff Dixson give you some tools to simplify what some consider a daunting endeavor - retirement planning.
Jason Lambert, David Topper, and Jeff Dixson discuss the challenges that need to be planned for when leading up to or in retirement.
Jason Lambert and David Topper welcome special guest Deane Stitt to the Retirement Trailhead to discuss the importance of tax planning as we approach the end of the year.
Jason Lambert, David Topper, and Jeff Dixson share the things that make them thankful. they also discuss investment goals, what married couples should plan for, and when to claim Social Security.
Jason Lambert, David Topper, and Jeff Dixson highlight some of the most common blunders that are made when planning for retirement. This week on the Retirement Trailhead.
On this episode of the Retirement Trailhead Jason Lambert, David Topper, and Jeff Dixson discuss the most important part of Retirement. Income.
Jason Lambert and David Topper discuss some of the major challenges that you need to plan ahead for in retirement. Learn how to stay on track today on the Retirement Trailhead!
This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the strain of Cargiving and how it can affect your retirement. Then they show you how to be the Captain of your retirement planning.
Jason, David, and Jeff discuss Social Security and the major factors that can affect your benefit when planning for retirement. This week on the Retirement Trailhead.
This week on the Retirement Trailhead Jason Lambert, David Topper, and Jeff Dixson complete the triangle by sharing what to look for in a retirement planning specialist and how the Retirement Triangle can boost your retirement plan.
The Retirement Trailhead addresses Estate Planning this week. Jason Lambert and David Topper host Estate Planning attorney Bob Kabacy from Kell, Alterman, & Runstein!
ON this episode of the Retirement Trailhead Jason and David talk taxes, and have an insightful discussion with tax planning CPA Deane Stitt!
Jeff, Jason, and David cover the most important retirement steps you should take in the 5 years leading up to retirement. it's all on this episode of the Retirement Trailhead.
Retirement Trailguides and Financial Advisors Jason Lambert and David Topper discuss the importance of having the four retirement pillars supporting your retirement plan.
This week on the Retirement Trailhead Jeff and Jason make sure you know all the common mistakes people make with their retirement accounts and how to avoid them!
Is peace of mind truly achievable in retirement? In this show Jeff, Jason, and David discuss the ways that you can set yourself up for retirement peace of mind.
When people come in to the office to meet with us it’s all about income, income, income. Everyone wants to know where their income is going to come from for the next 10, 20, 30 or even 40 years.
On this edition, Jeff and David give you a rock solid foundation of knowledge and insight into the world of generating retirement income.
The stock market "stairway to heaven" has been climbing for a long time. Are we poised for the next significant market correction? More important question: is your portfolio built to withstand it?