The Retirement Tips Podcast: Recent Episodes

Retirement.Tips

Retirement Tips is an educational podcast dedicated to helping workers and retirees become more knowledgeable about retirement and financial planning.

We want to help listeners learn more about their retirement investing options, programs like Medicare and Social Security, and difficult-but-important topics like long-term care and estate planning.

Our goal is to help you make more informed decisions when it comes to your retirement and to make it easier for you to connect with an advisor in your area should you need professional financial advice.

View Details

Consumer Confidence is Down. But How’s Your Retirement Confidence?

View Details

Extra Spending & Wall Street Records

View Details

Market Opportunities for Millionaires & The Middle Class

View Details

The Copper Indicator & Your Retirement Money

View Details

Should I go to Cash? And Can I Still Retire This Year?

View Details

Be a Maverick During Market Mayhem

View Details

Money Misnomers & Digital Currency

View Details

Volatility, Risk and Your Financial Plan

View Details

Dealing with a Rocky Market & Rolling Over Accounts

View Details

Navigating The Baby Boomer Retirement Surge

View Details

The Secret to Having $1 million for Retirement

View Details

Navigating Your Future Capital Gains Taxes

View Details

Should We Buy the Dips?

View Details

This is Your Retirement on Inflation & Volatility

View Details

End of Year Market & Tax Insight and Planning for 2022

View Details

Supply & Demand, Inflation and Small Businesses

View Details

Deflation Risk & Your Final Frontier

View Details

Avoiding Financial Penalties.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

View Details

Battling Bubbles & America's Great Resignation.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

View Details

Biden and Your Bank Account

View Details

Recent Dips and New vs. Old

View Details

Economic Impact of Vaccinations

View Details

New Fees & New 401(k) Rules

View Details

Forecasting Inflation & Volatility

View Details

Preparing for Possible Summer Volatility

View Details

Midyear Portfolio Checkup

View Details

How the Recent Fuel Shortage is Similar to Investing

View Details

New Travel Fees & Self-Made Millionaires

View Details

Lessons from the Bernie Madoff Scandal

View Details

The Framework of America’s Lumber Shortage and Stashed Cash

View Details

Investing Isn't A Game

View Details

Questions to Ask Financial Advisors & Uncle Sam

View Details

Remembering Rush & How Market Mania and Gas Prices Impact You

View Details

Reliving 1st Jobs & the Future of Your Taxes

View Details

Milestone Birthdays Impacting Your Money

View Details

Biden’s Tax Plan & Your Portfolio Algorithm

View Details

Financially Forecasting 2021

View Details

What You Need to Know about Taxes and Technology

View Details

Preparing to Pay Yourself When You Stop Working

View Details

How Widespread Fear May Affect Your Investments And Tax Efficient Withdrawals Strategies

View Details

How To Pay Yourself When You Retire, And When To Use A Portfolio Stress Test

View Details

How the American Economy Can Affect Your Retirement

View Details

Is Your Retirement Plan Still On Track And What Adjustments You Should Make To Your Portfolio?

View Details

The Importance of Making Regular Adjustments to Your Retirement Plan.

View Details

Today what you need to know about TDS, is it important that you like your advisor? Yes. But what other factors do you need to consider when finding the right financial advisor for you and what to consider with your 401(k) during this crazy economic time?

View Details

Mike Lester talks about being cautiously optimistic in light of the pandemic and how it's affecting the market.

View Details

Times are changing and it's difficult to know what to do when it comes to investment and retiring. In this episode, Mike touches on how to retire on your own terms during an unpredictable market such as this, and points out how there is a light at the end of the tunnel.

View Details

The Retirement Tips Podcast is for those retired or soon to be retired investors that want to make more informed financial decisions and live an enjoyable retirement.Today's episode we will talk about what you should do right now with your retirement finances?