Retirement Revealed Podcast & Blog

Aging is inevitable, we all start to age before we’re even born. That’s why Barbara Micheletti’s goal is to help you prepare in advance for the inevitable age-related money issues. Tune in to learn How to Stay Financially Fit as You Grow Older With Barbara Micheletti, MS, Gerontologist.

Everyone has to pay taxes, but not everyone knows how to minimize their tax bill. Tune in to learn about the 5 steps everyone needs to take each and every year to lower their lifetime taxes.

Where do you sit on the scale of financial dependence? Tune in to learn about stewardship, generosity, faith, contentment, and wisdom with a biblical perspective and how these concepts lead to 5 important decisions everyone needs to make about their finances.

Out with the old and in with the new! There’s a new Secure Act, the Secure Act 2.0, that brings changes to tax and retirement plans for those aged 50 and above. Tune in to learn about the changes in the Secure Act 2.0 and how they affect those nearing retirement and those who are already retired.

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.

If you have kids anywhere between the ages of 16 and 26, now is the time to teach them how to be financial grownups. Tune in to learn about how important it is to listen to adult kids and their goals, and to be a partner with them, rather than a helicopter parent.

If you want to retire into a rich life, you need to start with a rich life mindset. Tune in to learn about Susan Latremoille’s term “RichLife,” what it means, and a few of her 9 steps to a RichLife retirement.

Who wouldn’t want to thrive in retirement? Tune in to learn about how retirement is the time to renew yourself, what renewalment means and looks like, how to refocus and repurpose yourself to make retirement the best years of your life, and when the right time to do so is.

Insurance can be confusing. We’re here to help you understand a little bit more about choosing the right insurance policy for you, and how you can make sure you make the right decision. Tune in to learn about fee-only insurance actuaries, what they do, and what you should think about before making one-time lifelong decisions about your insurance.