Dec 28, 2023
It’s our 2023 wrap-up of Retirement Planning Simplified featuring the best episodes and insights from 2023!
We highlight our most popular episodes, including discussions on safe withdrawal rates, effective investment strategies, achieving purposeful retirement, and the impact of taxes on single seniors.
This...
Dec 21, 2023
David Barnett joins Joe to share valuable insights on the common pitfalls business owners face when preparing to retire and sell their businesses.
Discover the key areas to focus on for enhancing business value, from reducing customer concentration risks to navigating the challenges of owner dependence.
Dec 14, 2023
Joe speaks with Kate Wilson, Associate Advisor at Matthews + Associates, about an essential topic of estate planning: preplanning and prepaying for your funeral.
Kate stresses the importance of thoughtful consideration of one's end-of-life wishes, encouraging you to document your preferences and keep them alongside...
Dec 7, 2023
In this podcast episode, host Joseph welcomes Gary Poyer to discuss retirement planning from a unique perspective that goes beyond financial considerations. Gary, the author of "Make Retiring Easy," emphasizes the importance of uncovering the potential in retirement to lead a fulfilling life. He highlights the seven...
Dec 4, 2023
Joe and Regan look at managing anxiety around market volatility, particularly for individuals nearing or already in retirement.
They address retirees' concerns who want immediate income from their investments but experience anxiety from the unpredictability of market fluctuations.
Joe urges listeners to break...