Jan 25, 2024
David Blanchett, a renowned financial expert, delves into the multifaceted world of retirement. From annuities, longevity risk, and alternative assets, you will gain valuable insights that challenge conventional wisdom.
From the nuances of portfolio construction to the impact of inflation on retirement savings,...
Jan 18, 2024
Joe welcomes Matt Holmes (CPA, Director at Holmes CPAs & Tax Advisors) to the show. They take a deep dive into the often-overlooked realm of succession planning. Joe and Matt share a poignant case where the absence of a contingency plan resulted in a less-than-optimal sale for the family due to the owner's passing.
Jan 11, 2024
Joe welcomes back business expert David C Barnett to delve into the intricate process of selling a business for retirement.
This insightful episode provides valuable insights for business owners contemplating a sale. Joe and David emphasize the necessity of strategic planning, documentation, and the cultivation of...
Jan 4, 2024
Welcome to "Your Retirement Planning Simplified," where hosts Joseph Curry and Lindsay Wilson demystify the complexities of retirement with their down-to-earth approach. In this latest episode, the dynamic duo kicks off 2024 with enthusiasm, celebrating the podcast's growth over the past year and reflecting on their...
Jan 1, 2024
Joe and Regan examine estate planning essentials. They emphasize the significance of having an up-to-date will and stress the importance of clear communication within families.
They also look at the often-overlooked aspect of digital assets, urging listeners to document and share information on online accounts to