Navigating Your Retirement: Recent Episodes
Travis Chance
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
In this episode we focus in on the top retirement and retirement planning concerns that people have. We talk about strategies to deal with these concerns and the importance of planning.
If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you will need to know.
In this episode, we dive deep into navigating the turbulent waters of the stock market with your retirement savings. We'll explore strategies for balancing risk and reward, and discuss how to build a portfolio that can weather market fluctuations while still aiming for long-term growth. Finally, we'll cover essential tips for rebalancing and staying informed, ensuring your retirement stays on track.
In this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.
In this episode, we ditch the doom and gloom and focus on the potential silver linings for your finances, the markets, and the economy in the year ahead. We explore overlooked positive indicators and expert predictions that could lead to unexpected growth and stability. Join us as we shift the narrative and uncover what could actually go right this year.
This week, we dive deep into the often-feared world of market volatility, breaking down what it truly means and how to navigate its ups and downs. Learn practical strategies to manage drawdowns and protect your portfolio during turbulent times.
This week, we discuss the importance of open communication regarding your estate plans. We'll explore how important it is to have an estate plan, and have these conversations with family members and loved ones, executors, and your financial advisor. Learn how transparency and planning can alleviate future stress and potential conflict.
Who will manage your assets after you're gone. This week, we discuss the critical roles of executors, trustees, and beneficiaries, outlining their responsibilities and how to choose the right people for these important positions. Tune in to learn how to create a solid plan that protects your legacy and ensures your wishes are honored.
Navigating today's volatile market requires a keen understanding of the forces at play. On this episode of "Market Outlook," we delve into the latest economic indicators, analyzing potential impacts on your investments. Join us as we explore emerging trends and offer actionable strategies for positioning your portfolio for success.
In this episode, we delve into the age-old struggle between building a legacy for future generations and prioritizing current income and financial security. We'll explore the psychological and financial factors that influence these competing desires, discuss strategies for finding a balance that aligns with your values, and hear from real people who have navigated this challenging decision.
In this episode of we'll explore actionable steps to supercharge your retirement savings in the new year. From increasing your contribution rates to exploring tax-advantaged accounts like IRAs and 401(k)s, we'll provide practical strategies to help you reach your retirement goals. We'll also discuss the importance of reviewing your current investment portfolio and making necessary adjustments to align with your risk tolerance and time horizon.
In this episode, we delve into the past, present, and future of retirement planning. We'll explore common pitfalls retirees encounter, analyze current market trends and their impact on retirement portfolios, and discuss innovative strategies for securing a comfortable and fulfilling future, even in an uncertain world.
In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss different gifting techniques, such as outright gifts, annual exclusions, and 529 plans. We'll also delve into the importance of estate planning and how gifting can be a valuable tool in reducing your taxable estate.
Travis and Tony talk about their favorite Thanksgiving Movies and shows. Then Travis talks about financial inertia... what it means and how it can help you reach your financial goals faster.
In this episode, we dive deep into the complexities of Medicare and how to navigate its various plans. We'll discuss strategies to protect your retirement savings from inflation, including the importance of adjusting your investment portfolio and exploring alternative income sources. Join us as we break down these crucial financial topics and provide actionable tips to secure your financial future.
In this episode we talk about where we might be headed and take an honest look at the financial landscape and strategies.
Travis answers financial questions from storm damage deductions to Roth conversions and more!
Are you getting the most out of your financial advisor? In this episode, we explore strategies that your current advisor might not be discussing. Discover overlooked tactics that can help you reach your financial goals faster and with less risk. Tune in to learn how to optimize your investment portfolio and make the most of your financial future.
In this episode, we delve into the current state of the financial markets, exploring the implications of changing interest rates and their potential impact on both investments and everyday expenses. Join us as we discuss strategies to navigate these uncertain times and make informed financial decisions.
When it comes to financial planning, and life in general, do the hard stuff first. Get it out of the way and the rest is cake! Travis talks today about how if you start the day by eating a frog, everything else will be so much better, and compares that to your financial plan.
In this episode, we dive deep into the question of when to start planning for retirement. Discover the key factors that influence your retirement timeline, including your current age, desired retirement lifestyle, and financial situation. We'll also provide practical tips and strategies to help you get started on your retirement journey, no matter where you are in life.
In this episode Travis talks about the crazy political memes on both sides and why you shouldn't panic. Harris and Trump won't take away seniors houses or their retirement money. He breaks down the myth vs. reality.
In this episode, we dive deep into the latest market trends and their correlation with the upcoming election. We look at how political events may or may not influencing stock prices, interest rates, and overall economic stability. Tune in to stay informed and make strategic investment decisions.
In this episode, we dive into the crucial practice of regularly assessing your financial risk tolerance. Discover how life changes, market fluctuations, and personal goals impact your ideal risk profile. Learn practical steps to review and adjust your investment strategy accordingly, ensuring your portfolio aligns with your long-term objectives and comfort level.
In this episode Travis talks about how to plan for taxes, the political landscape and your financial future.
Feeling lost in the current economic climate? This episode unpacks strategies for navigating the markets. We'll discuss asset allocation, risk management, and how to adjust your investment plan for long-term success. Tune in and gain the confidence to make informed financial decisions during uncertain times.
Dreaming of early retirement or just financial freedom? This episode unpacks the concept of Financial Independence and how it can revolutionize your approach to retirement planning. We'll explore the key strategies to reach that independence and discover if it's the right path for you.
Ever wonder why you keep hitting snooze on saving for retirement? In this episode, we explore the surprising psychology behind our financial decisions, uncovering the hidden biases that can derail your retirement dreams. We'll also share actionable tips to outsmart these biases and get you on track to a secure future.
In this episode we challenge your assumptions about retirement planning. We'll explore essential questions you might be overlooking, from how healthcare costs will impact your budget to the surprising tax implications of your nest egg. Join us for a thought-provoking discussion that will put you on the path to a secure and fulfilling retirement.
In this episode we tackle the hurdles that can derail your retirement dreams. We'll explore common roadblocks like longevity risk and healthcare costs, and offer strategies to navigate them with confidence. Join us for actionable tips to pave the way for a smooth and secure retirement.
Travis welcomes Gradient Investments portfolio manager Keith Gangl to the show to discuss the latest market trends, interest rates and what we can look forward to from the financial markets the rest of the year.
Worried about finances derailing your dream retirement? In this episode we dive into smart planning strategies to help secure your future and ensure your golden years are stress-free. Listen in for tips on saving, budgeting, and creating a sustainable retirement income plan.
We celebrate our 200th episode and talk about what's going on with current events, the economy, interest rates, the presidential election and how it all affects your finances.
In this episode we talk about how to navigate the emotional rollercoaster of political and economic uncertainty. Travis talks about not letting your emotions affect your finances and the importance of a plan so you don't have to panic during volatile times, helping you achieve long-term financial security and peace of mind.
In this episode Travis looks at various strategies you may be able to use to minimize your tax burden, including Roth IRA's.
In this episode we discuss the importance of leaving a lasting legacy and maintaining family harmony after you are gone.
In this episode Travis talks about how inflation concerns, the possible effects on the markets and important strategies to help prepare your financial plan.
In this episode we dissect Social Security's looming challenges, from demographic shifts to financial strains. But fear not! We unveil innovative solutions and actionable steps to help safeguard your retirement, leaving you informed and empowered.
New year, new you, new financial goals? Ditch the overwhelm and join us for "New Year Outlook." We'll dissect economic trends, investment strategies, and smart money moves to fuel your financial fireworks.
In this episode we talk about Required Minimum Distributions, what they are, and what you need to know about the changes to this unpopular part of the tax code.
In this episode we talk about how to take advantage of the historically low tax because of the Tax Cuts and Jobs Act. We talk about where taxes might be headed and what you might be able to do to minimize future tax burdens.
We discuss the best Thanksgiving movies, and avoiding bad financial advice during the holidays.
In this show we talk about elections and politics and how they can affect your finances.
How much will you need to retire? Can you retire when you want? We look at ways to answer these questions and what you need to do to make sure you're on track.
It's important to have a plan in place to deal with the loss of a spouse. In this episode we talk about what you need to do in order to avoid financial problems.
In this episode Travis answers key financial questions to help you on your financial journey.
In this episode Travis looks at the current headlines and what they mean for the financial outlook.
In this episode we discuss what you need to do before the end of the year to avoid costly financial mistakes.
In this episode we talk about rates...interest rates, the rate of inflation, and the rates you are earning.
The next 10 years are extremely important for your retirement income. In this episode we talk about why and what you need to know.
In this show we talk about some of the most important questions you need to be asking and some answers to help get you on the right path.
One of the big mysteries of retirement is how much money will you need to live a comfortable retirement and make it last as long as you do. In this episode we talk about the various expenses you need to be aware of.
There are a lot misconceptions and falsehoods out there about retirement and retirement planning. In this episode we bust the myths and present the facts.
In this episode Travis talks about what you can do to make sure you won't run out of money in retirement.
In this episode we look ahead at the financial landscape and what you need to plan for.
In this episode Travis answers listener questions about roll overs, beneficiaries and more!
Behavior and psychology can have a huge impact on whether or not you have a solid plan for a successful retirement. In this episode we talk about ways to properly deal with retirement planning.
In this episode we welcome Senior Portfolio Manager at Gradient Investments, Jeremy Bryan. We discuss the markets last year, this year and the future.
In this show we talk about the debt ceiling and answer listener questions about finances.
Keep your emotions out of your finances, but also don't get complacent with where your money is. Is your money keeping pace with the current returns, or is it stuck in an old fixed account that hasn't been changed in years?
In this episode Travis talks about why it's important to change your tax perspective and look forward as well as back.
In this episode Travis looks at the first quarter, where we are headed now and why you need to have comprehensive financial planning.
In this show we talk about some eye-opening retirement statistics as well as other current financial issues.
What happens if there's a down year in the market right when you want to retire? We talk about this concern and ways to plan for it.
Finances can be complicated, especially if you want to keep as much of your money as possible and have a successful retirement. In this show we talk about strategies that may help you achieve your goals.
It can be devastating if you do not plan ahead for long-term care. It can quickly deplete your finances and derail your families financial future. In this show we talk about what can happen and possible solutions to this problem.
An education about finances in retirement can mean the difference between success and failure. In this episode we discuss what you need to know and how it can help lead to a stress-free retirement.
The State of the Union happened recently and Travis and Tony go over a few key points and what those may mean for you.
Should you sacrifice your own retirement to take care of adult children or your parents? We talk about that question and more in this week's show.
In our first segment we talk about the effects of inflation and how to deal with it. In our second segment we welcome special guest Scott Marchbanks of the Camilla Foundation to talk about the importance of what they do and how you can get involved.
In this episode we discuss the new Secure Act 2.0 and the changes that affect your retirement savings and plans.
In this episode we tackle listener's financial questions about divorce and paralysis by analysis keeping them from making the right financial moves.
Having peace of mind with your finances and your retirement plans is one of the greatest things. We talk about strategies and tips to help you achieve that goal.
You don't want to be haunted by the mistakes others have made in retirement planning, or the lack thereof. We talk about this and the things you must consider in planning for retirement.
Keeping emotions out of investing is important. We talk about dealing with this past year of down markets and where to go from here.
We discuss the midterm election and it's impact, then talk about some key year-end planning tips.
In this episode we help you make sense of what is happening with the markets and how the midterms could affect your finances.
How could you possibly be saving too much for retirement? Travis explains how and why with some important financial strategy tips.
Today we talk about what to expect for expenses in retirement and dealing with inflation fears.
Recession, inflation, and the economy... is there any good news? Will things get better? We explore where we are at, where we are headed and tips for your financial future.
Where can you find safety and low risk during rising inflation and falling stocks and bonds? We talk about possible options.
With the markets dropping into Bear territory, you need a plan. In this episode Travis talks about mistakes to avoid and helpful tips to help navigate a bear market.
It's all happening, inflation, taxation, markets and the economy... how do you deal with it? In this episode we discuss what's happening as well as tips to help you and you finances navigate through the rough waters.
You need to be careful where you go for your financial advice. Everyone's financial situation is different and therefore you will need specific financial information. On this show we talk about where to turn for solid and personalized information and strategies.
You need to make sure you have the proper balance and plan for your finances. In this episode we talk about helpful ways to possibly achieve that balance.
In this episode Travis digs into what you actually pay for income from your portfolio as well as important strategies to help deal with this.
In this episode we continue our discussion about the new Secure Act 2.0 and talk about more of the changes that will affect your retirement savings and income.
In this episode we discuss the new Secure Act 2.0 and look at the pros, the cons, and the changes that could affect you and your finances.
In this episode we talk about the important role of Social Security and how to maximize it, as well as the markets and what they've been doing.
Inflation continues to rise and markets are volatile. In this episode Travis talks about mistakes to avoid and how to help protect your retirement savings.
In this episode we dive into the planning issues that many couples face with their finances and their legacy.
In this episode Travis answers more of your questions about financial and retirement planning.
In this episode Travis talks about the markets and strategies to deal with volatility, as well as the importance of understanding the sequence of returns risk.
Getting your finances in order for the new year is important. In this episode Travis talks about what's ahead and what you need to be doing to optimize your financial picture.
Wouldn't it be great if you didn't have to worry about your finances regardless of what the happened with the economy and the market? In this show Travis talks about the SWAN plan.
Have you tried to set up all the financial dominos so you'll have a successful retirement? What happens when one gets knocked down? In this episode Travis Chance talks about ways to have a sold financial plan for retirement.
In this episode Travis talks about year-end financial and retirement planning. From Roth IRA's and tax strategies to getting the help you need.
In this episode Travis talks about the 5 "P's" of retirement - important things to know and do to help you have a successful retirement.
In this episode Travis answers listeners questions about taxes, finances and more. He also looks at what you need to do before the end of the year.
In this episode Travis talks about how to cut through all the noise about inflation, taxes and more.
In this episode Travis welcomes special guest Michael Binger, president of Gradient Investments to talk about where we are at and where we are headed.
Did you know there are 3 types of money? In this episode Travis talks about each of them and why it's important to make sure you have the proper balance.
What are the biggest risks to your retirement funds and plans? Whether you're saving for retirement or already in retirement, Travis talks about the risks you need to be aware of and prepared for.
In this show we continue our discussion on retirement concerns and Travis talks about possible solutions to help put the worry to rest.
In this episode Travis talks about strategies to deal with the roadblocks to a successful retirement.
In this show Travis talks about the 3 types of retirement income plans, how they work and how to find out which one may be right for you.
One of the biggest questions people have is whether or not they have enough savings to retire. In this episode we discuss ways to make sure you have enough and to know what your amount is.
In this episode Travis welcomes special guest Jeffrey Williamson of Williamson Law Group to discuss estate planning and what you need to know.
In this episode we discuss financial tips for your working years, your retirement, and preparing for higher taxes.
Planning ahead for retirement is something we should all do, and we know that, but actually doing it in advance is where so many of us fail. In this episode Travis talks about what you need to know about pre-retirement planning and how to get started.
In this episode Travis tackles tough financial questions to help you better prepare for your future.
In this episode Travis talks about the wisdom of Roth Conversions, when they make sense and how they can help you.
In this episode Travis goes over the important dates and milestones of retirement preparation and planning to ensure you are ready for a successful retirement.
In this episode Travis talks about how to make your retirement the happiest place on earth... and about his latest trip to Walt Disney World.
In this episode Travis answers some tough financial questions from listeners and talks about strategies to deal with the market and the economy.
In this episode Travis talks about tax rule changes to IRA's, and how the Biden Tax plan will affect you.
In this episode we talk about regrets... especially financial regrets. More importantly, we discuss how you can help avoid having financial regrets and get a plan in place to have a comfortable retirement income plan.
In this episode Travis answers listeners questions about how to plan financially for inflation, and how to kick it down with retirement planning once you are in your 50's.
Do you know where your 401(k), IRA, pension or other investments are at? What stocks? Where and how will the be used in retirement? In this episode Travis answers questions from listeners and talks about why and what you need to know about your retirement accounts.
In this episode Travis addresses two key listener questions. He talks about saving enough for retirement and about financial planning for couples.
In this episode we discuss the things you can do to manage risk with your investments and retirement savings. Travis talks about where you have your money and how you can make it work for you.
In this episode Travis talks about debt, the good, the bad and the strategies to get on track. We talk about managing debt and looking at where your money should go first.
You don't want to get caught in the retirement danger zone! In this episode Travis talks about how to help avoid the financial pitfalls and protect your nest egg.
In this episode we talk about what's going on with the economy, markets and Travis answers questions from listeners.
In this episode we talk about legacy and estate planning and how to avoid common mistakes.
In this episode Travis talks about the potential tax changes that we could see because of the Covid economy, the new administration and the stimulus bills.
Travis and Tony go over some common questions you may have before entering retirement and some of the possible solutions to implement.
In this episode Travis tackles some questions from our listeners. Many of you are concerned about what is going to happen to your finances and the market because of the election results. The key is, don't panic. Adjust your plan. Travis gives tips and strategies to help you prepare for what may be ahead.
In this episode Travis answers listener questions about taxes under a new administration, finances, strategies and retirement accounts.
In this episode Travis talks about where we've been and where we are headed financially in 2021. He also talks about needing to incorporate more than just stock investments in your financial and retirement plans. We then talk about how getting no financial planning device and bad financial advice can cost you your retirement.
In this episode we talk about the importance of being careful where you get your financial advice and why you may you get coal in your stocking if you listen to the wrong advice. Travis also talks about how to get the right advice and secure a solid financial and retirement plan.
When it comes to retirement, we all have dreams and goals, but do you have a plan? In this episode we talk about the importance of financial planning for retirement and how to truly have a successful retirement income plan.
In this episode Travis explains how to be prepared for each stage of your pre-retirement and retirement. From income planning to strategies for healthcare and minimizing your tax burden, we discuss helpful tips to help you plan for a comfortable retirement.
In this episode Travis talks about what you need to do before the end of the year regarding financial and retirement planning.
The election is "over" but one done. What questions should you be asking yourself in times like these. Did you hedge your bets on one candidate vs the other? Would it have made sense to buy or sell?
In this episode Travis breaks down the effects of elections on the markets and what the current political chaos could mean for your investments and retirement accounts.
In this episode Travis talks about the changes the CARES Act brought and how more changes are on the way and how they might affect you and your finances.
In this episode we discuss the importance of having your financial and estate documents in order and what you need to know to plan for your future and your financial legacy.
In this episode we talk about how to help you get to the point where you won't have to be afraid to spend your money in retirement.
In this episode Travis takes a look at the math behind effective financial planning and retirement savings with tips and strategies to deal with the markets, taxes and inflation.
What happens after you retire? Do you have a plan for your money? For your time? In this episode Travis talks about what you need to plan for with helpful tips and strategies.
It is extremely important to have a financial strategy in place that includes a legacy plan for your loved ones. In this episode Travis gives helpful tips and strategies to help you plan your legacy.
In this show we go over why financial plans and retirement plans are so important, as well as tips on what your plan should include.
Should you do anything with your finances before the election? Does a presidential election or even a president for that matter have a long lasting impact on the market? In this episode Travis explores this and looks at the facts to help you make good decisions with your finances.
On today's show Travis talks about what it takes to make sure you do not run out of money in retirement. Income planning for retirement is crucial and we cover some helpful tips and strategies that you need to know about.
Retirement Income is like a mystery to most people...How to achieve it, what strategies to use and how much will you need? In this episode we talk about solving this mystery. Who is the villain? Who are the usual and unusual suspects? Find out in today's show!
In this episode Travis tackles 3 important questions from people he's met with regarding finances and retirement planning.
In this episode Travis answers questions from listeners and people he has met with about finances and retirement planning.
In this episode Travis brings in his estate planning attorney to talk about the ins and outs of estate planning, why it's so important and how to protect your finances for your family.
You have to hear it to believe it! In this episode Travis talks about retirement planning and how it can be different for you and for you spouse and why you need to plan ahead.
As we think about independence we need to also think about financial independence and what it will mean in retirement. In this episode we talk about tips and strategies to help achieve retirement independence.
In this episode Travis goes over the importance of understanding your 401(k) and retirement accounts and what do do with them if you leave your job.
In this episode Travis tells the tale of Goldilocks and the 3 Tax Bears! What do you need to know about the current tax climate and where it's headed, and how to lower your future tax burden.
In this episode we talk about tips and strategies to help you protect and grow your finances and retirement savings in the current economic climate.
For those nearing retirement or even thinking about retirement right now, there are some rough waters to be navigated. In this episode Travis talks about the issues, the strategies and the possible solutions.
In this episode Travis talks about strategies to improve your retirement funds and how to possibly take advantage of the current economic and tax landscape.
There is a lot that has changed because of Covid-19, including your financial investments and how you plan for retirement. In this episode Travis goes over some great strategies to use during this time to help secure and grow your retirement accounts.
Things have changed dramatically, in our daily lives and our financial lives. In this episode Travis talks about where things are at and helpful tips about adjusting your financial plans to help improve them moving forward.
Life is changing fast. This is a time of turmoil, especially when it comes to finances. We will have to adjust to the new normal and in this episode Travis talks about what that can mean for you and your finances with helpful tips and strategies.
The Coronavirus has turned things upside down for many Americans. From the markets to our economy, In this episode Travis looks at what is going on and gives helpful tips to make sure your finances are secure. Now more than ever you need a plan.
Markets are going to continue to be volatile. No one has a crystal ball but we need to have a plan moving forward. Travis talks about what you need to be doing to make it through these turbulent times.
In this episode Travis talks about the new Cares Act relief package recently signed into law and what it means to you and your retirement accounts. There are a number of things you need to know in order to benefit from it.
With everything that's going on with the market volatility and economy, now is not the time to stick your head in the sand and hope it all goes away. It is time to revisit your investment and retirement plans. In this episode Travis gives helpful advice on how to accomplish this.
We talk about what is happening with the market and what to do with your finances during this volatile time.
From Market fears to Coronavirus fears it seems like we are currently in a major storm. In this episode Travis talks about having a plan and how to deal with the volatile markets.
Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?
In this episode we talk about market volatility and financial concerns. Travis offers tips on how you can get a plan in place to help deal with these issues so you can retire happy!
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
The importance of financial and retirement planning cannot be overstated. In this episode Travis goes over what you need to know to get started on your financial and retirement income plan and how much it can help you.
We get a lot of questions about finances and retirement planning so on this show we go over some questions that our listeners have asked. Travis gives tips to help you with your financial questions.
With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
Your finances and your retirement are like a 5000 piece puzzle that needs to be put together. In this episode Travis gives tips and strategies to help you successfully put that puzzle together by putting together a solid plan.
With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
In this show Travis talks about how important it is to have your assets and money properly allocated, not only for retirement, but for legacy planning and your overall financial well-being.
Sometimes we need to give ourselves a break. Don't keep putting off financial and retirement planning. In this show Travis talks about getting started on the right path and getting down to business with savings and investments.
There's so much to know about year end financial and tax planning that we couldn't fit it all in one show! Year-end planning is very important, especially in regards to retirement. Whether you're thinking about retiring or are already in retirement, you need to know about minimum distributions, tax planning and income planning and some of the things you need to do before the end of the year. In this episode we go over a number of tips and strategies for year-end planning.
Taxes can be tricky, especially when it comes to your investments and your retirement. Now is the time to get a tax plan in place. Travis welcomes special guest Pete Hibbard from CBC Retirement Partners to help sort it all out and provide solutions.
There are a lot of things to consider before the end of the year regarding your finances. From second opinion tax reviews to maximizing 401(k) contributions to taking your required minimum distributions. We want to help make sure you are ready for the next year and are able to meet financial and retirement deadlines.
Don't let the stock market rollercoaster affect your emotions. And is your spouse prepared for when you are not around anymore?
If you’re not properly allocated and a market correction or bear market hits, or if you’ve invested more aggressively than is prudent, you may have greater exposure once the market downturn begins. No one knows when the next recession will hit but you need to have a plan in place. we go over some of the things you will need to know.
This episode examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.
In this episode Travis talks about Pensions and the big news that GE isn't going to cover their current pension payments. How can you secure your retirement income? Listen in to hear Travis talk about helpful tips to achieve your goals.
There's a lot going on out there... From political unrest, trade-wars, fluctuating interest rates, volatile markets and more. In this episode Travis talks about all these current events and how they affect your finances with helpful tips on how to avoid the panic and how to have a plan.
There are many aspects to Medicare and a lot of misunderstandings. In this episode we talk about the basics and what questions you need to be asking about Medicare and open enrollment.
You do not want to end up with a huge tax burden in retirement. In this episode we discuss helpful ways to plan for taxes in retirement and minimize that tax burden.
It's hurricane season and in this episode Travis talks about how important it is to be prepared... not only for hurricanes, but for retirement as well. Planning ahead is the key and we talk about helpful ways to be prepared financially.
An economic recession could be coming. Are you prepared? Examine some of the options for ways to prepare your financial situation for a potential market downturn.
In this episode Thomas and Edward talk about ways to create and maximize your retirement savings and set it up to help it last as long as you do!
What will you leave behind? ...And more importantly, who will you leave it to? We go over some of the legacy planning mistakes to avoid, especially when it comes to planning with your family.
There are many challenges and hurdles when it comes to having a successful retirement. In this episode we talk about some of the most important and critical challenges you will face and strategies to help you overcome them.
Is there a magic number that you need to retire? How much money is enough? In this episode Travis discusses the myth of the "magic number" for retirement and talks about how to truly have a plan in place to help you set and achieve your retirement goals.
The million dollar question..."Can I afford to retire?" It may be a million dollars...but it's a question every asks or should be asking at some point. In this episode we talk about how to figure it out and what you need to doing to prepare for retirement.
What do you need to know before you retire? From healthcare costs, Long-term Care, Medicare, Taxes and more, preparing for retirement can be confusing and there's a lot to miss. Travis Chance talks about these pitfalls and how to avoid or deal with them to help you have a comfortable retirement.
When the markets go up people get excited. When they go down, or we are told they might go down, people panic or experience fear regarding their money. With the 24 hour news telling us the sky is falling, it's hard not to worry about your money, the economy and where things are headed. The way to overcome this is to have a solid plan. In this episode we talk about some helpful ways to keep your emotions out of your money and what can happen if you don't.
In this episode we talk about the retirement evolution. Retirement plans change over time and you need a plan that allows for that and we talk about how to make that happen.
Congress has passed the Secure Act retirement bill, which will dramatically affect retirement accounts, income and savings. We talk about changes with stretch IRA's, inheritance, required minimum distributions and more. Also, Travis talks his on going remodeling problems and craftsmanship.
There are a lot of people out there calling themselves financial planners, but not all of them have your best interests in mind. In this episode Travis talks about finding the right advisor as well as how to begin planning for retirement.
For many people "budget" is a dirty word. But you need to have a spending plan, especially as you plan for retirement. In this episode we talk about the importance of having a spending plan and some tips and strategies to get you started!
There are a lot of misconceptions about IRA's. From taxes to fees to how to make them last and grow, Travis covers it all in this episode, along with helpful tips that you need to know about IRA's and their tax implications.
In this show Travis answers a listener's question and talks about some fun facts and tips to help you with your financial goals.
There are a number of different financial hurdles that you will face if you're single. This is especially true if you become single in retirement. In this show we talk about the financial issues you may face and how to have a solid plan to deal with these problems.
The road to retirement is oftentimes stressful and challenging for Americans. For those that are single, it can be even more of a struggle. There are so many challenges that singles face, especially when it comes to finances and retirement. In this episode we talk about helpful solutions and strategies that can help those that find themselves single in retirement avoid and deal with the financial issues they may face.
Budget is a word that many people dread. In this episode we help you ease the pain. We call it a spending plan and discuss the importance, how and why to create one and why you'll feel better once you do. A spending plan can help you achieve financial success and we talk about tips and strategies to help get you there.
As you save for retirement the biggest question and challenge you will probably face is knowing how much money you will need to last you throughout your entire retirement. In this show we examine a number of strategies and tips to help you achieve your retirement goals.
In this episode we talk about some of the must-know rules regarding Social Security, how to maximize and plan for it. Figuring out Social Security benefits can get complicated because it’s not a matter of simply looking at the numbers on your statements and planning based on that. There are plenty of rules and strategies that will have an effect on your final Social Security benefit, which makes it important that you understand them and how they will impact your finances.
Travis covers some important tips that you may want to take into consideration before you hit the go button on retirement.
Retirement can be a scary prospect. No more paycheck. You need the resources to pay yourself. Don't panic! Travis Chance talks about coming up with a plan and changing your mindset and finances to help deal with this transition and come up with a plan that will allow you to be prepared so you can enjoy your retirement.
Many people think they won't need long-term care or they just put off thinking about it. But the odds are you will need it and it is a real problem for many Americans. In this show we talk about solutions and strategies to deal with the enormous costs of long-term care.
There are a lot of surprises when it comes to healthcare in retirement. In this show Travis talks about what to expect and how to plan for it.
What are the keys to a successful retirement? In this episode Travis talks about each of the main keys to help you get a retirement plan in place to have a comfortable retirement.
We all want to be able to retire comfortably and make sure we don't outlive our money. In this episode we talk about helpful tips and strategies to help you reach those goals.
What is the best Valentines day gift you can get for your spouse? Is it a diamond? Is it chocolate? The answer may surprise you.
Don't get stuck living the same day over and over. Make a financial plan and stick to it. In this episode Travis gives you some very important tips and strategies to create a plan for retirement that will last.
People often underestimate what they will need in Retirement and how it will all work. In this episode Travis goes over what you need to know and how to be fully prepared and figure out what you will need for income in retirement.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
In this episode Travis talks about ways to help you plan for retirement income while weathering a volatile market.
In this episode we talk about how to make sure your retirement plan is complete and ready and some tips to help you get there.
In this episode we talk about our favorite holiday movies and even tie-in a few important financial tips and lessons along the way!
Too many people do not have a solid plan for retirement. When to do it, what to in it and how to pay for it. In this episode we address those questions and give you tips on getting a solid retirement plan in place.
Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.