During a recent conversation with my wife’s friend, she mentioned that her financial planner advised her to work three more years before retirement. Since she doesn’t particularly like her current job, I asked if she would like to retire now and she said she hadn’t acquired a large enough nest egg based on what her adviser told her. I asked her how much income she needed and she didn’t know.
The following is the transcript from Episode 11 of Retire Happy with Roger Gainer, a financial and business audio podcast. Andy: Well, I\’m sitting out on the sun porch
The following is the transcript from Episode 10 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: Anytime we see a major disaster or something
In 2017 I heard from more clients, associates and friends about being scammed or nearly scammed. Over the past three or four months, there has been a major increase in scams, viruses, ransomware attacks and identity theft schemes. Given the current state of affairs, I would expect there to be many more, and more sophisticated, threats to surface in the upcoming year. Those who take a few minutes now to plan and protect what you have worked so hard to create, will likely safeguard their wealth from the variety of threats out there.
As the new year begins, looking back, how was 2017? Did you accomplish everything you set out to do? Do you look at it as a good year or bad year? Each year, at this time, I like to take a few minutes to look back, review some of the highlights (and lowlights) and then take a look forward.
The 3 Things to Secure Your Retirement Dreams in 2018! Read More »
The following is the transcript from Episode 7 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: When we\’re deciding about tools, emotion has to
The following is the transcript from Episode 6 of Retire Happy with Roger Gainer, a financial and business audio podcast. Roger: So the first thing I want people to
Podcast: What Are the Three Main Types of Annuities? Read More »
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Podcast: 6 Not So Secret Keys to Retiring Happy, Pt. 2 Read More »
Episode #2: 6 Not So Secret Keys to Retiring Happy, Pt. 1
Podcast: 6 Not So Secret Keys to Retiring Happy, Pt. 1 Read More »
Over my 28 plus years as a financial advisor I have had the honor and privilege of helping many folks plan, implement strategies and transition to retirement. I have clients in their 80’s who are happy and excited for each day and others in their 60’s and 70’s who are sad and depressed.
The 6 Not-So-Secret Keys to A Happy, Secure Retirement Read More »