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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.

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Retirement Strategies, Investments, & Risk Management

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.

What Is Your Income Plan?

One of my favorite sayings is “People don’t plan to fail; they fail to plan”. Do you have a retirement income plan?

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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.

Know Your When

Knowing when you will start to spend your wealth is a critical element needed to transition to your Happy Retirement. When do you start?

The First Step In Your Journey To Retire Happy

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.

How Can You Retire During Uncertain Times?

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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Taxes Are Going Up, Do You Have a Plan?

It’s not how much you have, it’s how much can you spend once you get to retirement. This article reviews ways to plan.