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.
Podcast: The First Step In Your Journey To Retire Happy Read More »
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: How You Can Retire Happy During Uncertain Times Read More »
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.
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.
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.
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.
Podcast: Are You Ready for the Coming Tax Changes? Read More »
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.
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.
With so much uncertainty in the world today, it’s more difficult than ever to make decisions that can help you progress toward your financial goals. In this episode, Roger explains how you can build a retirement income plan that will allow you to stop worrying about where your income will come from in retirement. He also shares some helpful tools you can use to assess your financial situation and organize your priorities.
In times of economic crisis or uncertainty, people are more likely to get scammed. So how can you protect your investments and avoid being taken advantage of? In this episode, Roger shares five key questions you should always ask before making an investment, along with some other advice to help you avoid scams and have greater peace of mind.