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Podcast: The Importance of Not Losing Money

In this episode, Roger shares why he believes times of uncertainty do not equate to times of inaction especially when it comes to your finances.

Podcast: What is Your Income Plan?

Roger GainerRoger holds the coveted and well-earned designations of Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RIPC®) from the American College. He is also a licensed insurance agent for life and health insurance and a Certified Paralegal for Estate Planning.

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Podcast: The Six Keys to Retiring Happy

In this episode, Roger revisits one of our most popular episodes: Six Not So Secret Keys to Retiring Happy As an encore, we revisit these steps and the wise words once shared with him.

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Podcast: The First Step In Your Journey To Retire Happy

In this episode, Roger shares the very first step you need to take in your journey to retire happy. He also explains the importance of knowing your “why” and answers why now is the best time to ask questions and make financial decisions.

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Podcast: How You Can Retire Happy During Uncertain Times

In this episode, Roger tackles the misconceptions and mistakes people often make when they lose sight of their long term financial goals. He also explains five things to keep in mind so you can successfully retire happy during these uncertain times.

Podcast: The Future of Social Security

In this episode, Roger continues the discussion about social security. He shares some real-life examples of how he’s helped his clients make the most of their benefits, and he addresses some common misconceptions about the future of social security.

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Podcast: Social Security Mistakes to Avoid

In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thousands of dollars tomorrow.

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Podcast: How to Refinance the Right Way

Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.

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Podcast: Are You Ready for the Coming Tax Changes?

Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.

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Podcast: Anticipating Tax Changes in 2021

No one could have predicted 2020 would end with a global pandemic, and what’s to come for the rest of 2021 is anyone’s guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can’t. We’ll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.