The Guided Retirement Show

The Guided Retirement Show
A Podcast About All Things Retirement

024: Managing Your Portfolio in Times of Crisis with Bud Kasper
Mar 24 • 31 min
When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to sell, but to watch your portfolio take a beating day after day can be exhausting. Returning to the podcast today for this special…
023: How to Invest in Real Estate for Retirement
Mar 10 • 46 min
Did you ever think about purchasing real estate as an investment, but decided that the hassle of being a landlord or dealing with a property management company wasn’t for you, especially after you retire? If so, you may be surprised to learn that…
022: Medicare Supplement Plans, A Closer Look with Tom Allen
Mar 3 • 48 min
If you’re approaching or just reached retirement age, you probably have questions about supplemental Medicare coverage and Advantage plans. What you do at this critical point can be the difference between saving tens - or hundreds - of thousands of…
021: How to Be the CEO of Your Retirement with Tony Lewis
Feb 25 • 48 min
When you retire, you don’t stop having to make decisions, set intentions for your life, making plans, or working with people to achieve your goals. No matter what your career looked like, you’re now the CEO of your household - and your life - and…
020: Why Self-Awareness is Crucial to Retirement Planning with Joe Lieberman
Feb 18 • 44 min
When things go wrong, there’s nothing more humbling than taking a long, hard look in the mirror. We all know how hard it is to do this, and how much easier it is to blame everyone around us and the external forces impacting our lives for our…
019: How To Add Private Equity To Your Portfolio with Greg Anderson
Feb 11 • 45 min
Have you ever wanted to buy a company that’s doing well or get involved with turning a struggling company around? It’s what private equity investors do every single day. They partner with businesses, build teams, and create plans with an aim to…
018: What Retirees Need To Know about Roth Conversions with JoAnn Huber
Feb 4 • 50 min
No one wants to work hard and spend frugally for decades only to find themselves paying more than their entire annual budget in taxes after retirement, but it happens far more often than you might think. I’ve seen it happen, and so has JoAnn Huber….
017: Economic Cycles and Avoiding Emotional Investing with David Mitchell
Jan 28 • 47 min
There’s nothing easy about building a portfolio designed to get you through retirement, and this is especially true in the event of an economic downturn. Emotional investing and aggressive reactions to bad news can make matters even worse, and these…
016: What Retirees Need To Know About Cybersecurity with Wayne Robinson
Jan 21 • 59 min
Retirees are now living their lives and doing business online, relying on all sorts of products and tools to manage their finances, keep in touch with loved ones, and keep their homes warm and secure. However, this also means that there are now more…
015: How to Assess Risk In Your Portfolio with Brad Kasper
Jan 14 • 48 min
Today’s episode is about how to quantify risk, how to measure it, and what it really means as you build a portfolio that will help you live the retirement you’ve always wanted.
014: Travel in Retirement to Create Memories with Mark Comfort
Jan 7 • 51 min
Retirement is all about checking things off the bucket list. It’s a time to turn hard work into incredible experiences, truly connect with loved ones, and create memories that will last a lifetime - and for many retirees, that means travel. Mark…
013: How to Construct a Portfolio Containing Mutual Funds and ETFs - Part 2
Jul 23, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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, 2019 • 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 , has dedicated her career to helping financial…
002: IRAs vs. Roth IRAs: How to Make Both Work For You - Part 2
Jul 23, 2019 • 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, 2019 • 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…