The Guided Retirement Show

The Guided Retirement Show

guidedretirementshow.com
A Podcast About All Things Retirement


013: How to Construct a Portfolio Containing Mutual Funds and ETFs - Part 2
Jul 23 • 39 min
In our previous podcast episode, CERTIFIED FINANCIAL PLANNER® Bud Kasper, Jason Newcomer and I discussed the differences between ETFs and mutual funds to help you truly understand which product is best for your portfolio. If you haven’t listened to…
012: How to Choose Between Mutual Funds and ETFs - Part 1
Jul 23 • 38 min
Many investors have had questions lately about the difference between mutual funds and ETFs: why choose one over the other? Are they the same? What differentiates these two products, why are there so many offerings that appear to be so similar, and…
011: Understand the Economy and the Marketplace - Part 2
Jul 23 • 41 min
There’s a lot that you need to understand before you set out to build your own retirement portfolio. In the first part of my conversation with Brad Kasper (episode 10), we had a big-picture discussion of what makes a portfolio successful, the…
010: Understand the Economy and the Marketplace - Part 1
Jul 23 • 44 min
When it comes to retiring, nothing matters more than building a portfolio that allows you to achieve your goals, and no one knows this better than Brad Kasper. As the president of LSA Portfolio Analytics, Brad Kasper helps 440 financial advisors…
009: The Complexities of Estate Planning - Part 2 - Wills and Probate
Jul 23 • 37 min
In Part One of my conversation with Barber Financial Group estate planning attorneys Garrett Griffin and Jason Salinardi, we discussed the basics of wills, estate planning, and the tricky legal situations families and beneficiaries can find themselves…
008: The Complexities of Estate Planning - Part 1 - Wills and Probate
Jul 23 • 35 min
One thing is certain: at some point in time, all of us won’t be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets…
007: Understanding Medicare - Part 2 - Options, Costs, and Coverage
Jul 23 • 41 min
In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s designed to do. If you haven’t listened to Part 1 (episode 6), I strongly recommend you do so now. There are so many nuances…
006: Understanding Medicare - Part 1 - Options, Costs, and Coverage
Jul 23 • 35 min
For many retiring seniors, Medicare is super confusing. There are lots of misconceptions about how it works, how supplements work, and what you should be doing in your retirement years to ensure that you’re covered. Tom Allen is a Medicare and…
005: Top 10 Financial Scams Targeting Seniors with Brie Williams (Part 3)
Jul 23 • 34 min
You don’t have to read stories about people like Alan Stanford and Bernie Madoff or The Wolf of Wall Street to learn about scams and abuses in the financial services industry. In fact, fraud and abuse often hits much closer to home, and the growing…
004: Your Realistic Retirement Plan: The Good, the Bad, and the Ugly with Brie Williams (Part 2)
Jul 23 • 24 min
When many people build their financial plans, they only envision an ideal retirement where nothing goes wrong. They assume they’re going to live long, happy, healthy lives, that nothing’s ever going to get in their way, and that the future is…
003: Creating Better Financial Outcomes with Brie Williams (Part 1)
Jul 23 • 26 min
Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services as they do everything else in our lives. Brie Williams, the Vice President of State Street Global Advisors, has dedicated her…
002: IRAs vs. Roth IRAs: How to Make Both Work For You - Part 2
Jul 23 • 26 min
Last week, CERTIFIED FINANCIAL PLANNER® and CPA JoAnn Huber and I kicked off the podcast with a discussion about the differences between the IRA and the Roth IRA. However, we barely scratched the surface, and if you’re feeling confused after…
001: IRAs vs. Roth IRAs: How to Make Both Work For You - Part 1
Jul 23 • 39 min
For many people, the 401(k) is their largest asset. However, there are several different types of 401(k) plans, each of which follows a different series of rules and regulations. Choosing the wrong type of 401(k) can have significant consequences in…