When your income comfortably covers your lifestyle, you may not consider it too deeply. But income can be a serious stress-point in retirement if you haven’t considered all the ins and outs. Here are 6 important considerations in designing plans to replace your paycheck.
Retirement planning isn\’t a one-size-fits-all approach. Designed to help bring awareness to the different strategies available, Roger describes one of his latest tools, a Retirement Income Style Awareness (RISA) profile.
A lot changed in 2022, so as we look forward you might have to take steps to protect what you have in the bank.
Defense Wins Championships: A Financial Look Forward Read More »
In this episode, Roger gives us a glimpse into what may be ahead for all of us in 2023 where your attention should be focused.
As we look back at 2022, it is important to remember that this year likely marked the end of an era for many investments and strategies.
Roger describes 2022 as the end of a watershed era. In previous episodes, he\’s shared his thoughts about where things might be headed, and on this episode, Roger confirms many of those predictions. So what does this all mean for you and your strategies to retire happy?
Roger shares his thoughts on how to best prepare for the financial unknown, and what that does to someone’s ability to retire happy.
What lessons can be taken away from Hurricane Ian when it comes to your financial situation? Let\’s get you prepared before the next storm.
Roger discusses how retirement plans may be affected if we enter a recession, and what you can do now to best prepare for a potential financial storm on the horizon.
Will Your Retirement Plan Work During a Recession? Read More »
In this episode, Roger takes a look back at some of his predictions, he reviews the Rule of 72 along with some financial insights.