Retirement Revealed Podcast & Blog

Special needs planning is financial planning for individuals with disabilities and health concerns who have to navigate very complex systems, but not many people understand it well. Tune in to learn about what special needs planning is.

Financial wellness can seem elusive, with many hurdles to overcome, but today we’re tackling two major obstacles that often stand in the way of women's financial success: fear and perfectionism. Tune in to learn about financial wellness for women.

Finances often cause a lot of friction in relationships. Tune in to learn about how couples can decide on their overall financial goal by thinking about their short-term and long-term goals.

Even though we’ve seen a huge amount of volatility in the prices of bonds, they can still be a consistent source of income. Tune in to learn about bonds, their benefits compared to stocks, and the different types of bonds to look forward to in 2023.

Learn more about the choice between your lump sum cash payment or annuity from the lottery. Check out these resources…

One of the biggest risks to your retirement is YOU. When you let emotions get the better of you and make irrational financial decisions, you can easily derail your own retirement plan. Tune in to learn about the importance of behavioral finance and how to make rational money decisions.

For centuries, economists have worked toward solving personal financial problems of households. But how exactly can the concepts of economics be applied to financial planning? Find out in this episode as Jeremy Keil speaks with Dr. Laurence Kotlikoff, professor of economics at Boston University, about the benefits of economic-based financial planning.

Growth is a continuous process in life. Even as you approach retirement, you can continue to grow by building greater connections, advancing your career, and striving for financial resilience. Tune in to hear Lisa L. Baker, a personal and executive coach, share her proprietary G.R.O.W. process and tips to excel in three critical areas of your life.

Sometimes, unexpected liabilities can completely derail your finances. If, God forbid, you get in a car accident or your neighbors suffer an injury on your property, you can incur a liability of hundreds of thousands of dollars! That’s why home and auto insurance is worth looking into. Tune in to learn about various nuances of getting home/auto insurance, and key things you need to keep in mind before purchasing a policy.