Retirement Revealed Podcast & Blog

If you wish to have more control over what your individual retirement account (IRA) invests in, a self-directed IRA (SDIRA) is for you. Tune in to learn more about SDIRAs and how they help you diversify your retirement portfolio by using alternative investments.

By having life insurance in place, you can reduce the financial distress on your loved ones during an already stressful time. Tune in to learn how you can determine the ideal life insurance policy for your family, including the length of policy, coverage, policy types, and how to find the right insurance agent.

Retirement from your current job does not necessarily mean retiring off to a rocking chair on a porch or playing golf forever. A lot of people continue to pursue their passion after retirement, which can also be a good additional income source! Tune in to learn 5 steps that can make your transition to a new career more efficient.

Paying off student loans is a challenge faced by many Americans, whether it’s for their own education or for their kids. If you’re one of them, then this episode is for you! Tune in to learn how you can graduate from college debt-free, so that you’re not burdened with paying off student loans for the rest of your life.

This Christmas, surprise your grandkids with a gift like never before. Give them a financial gift! Tune in to discover 5 financial gift ideas for Christmas (other than cash) that you can give to your kids or grandkids to pique their curiosity about financial planning and kickstart their financial journey.

Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.

Is transitioning to retirement as simple as flipping a switch? One day, you just stop working and enjoy the rest of your life, right? Well, not exactly… According to Barbara O'Neill, retirement is a combination of 35 different switches, each indicating a financial, social, or a lifestyle transition. Tune in as Dr. O’Neill discusses these transitions in more detail!

You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was at the top of his career? That’s when he decided to pursue servant leadership and dedicate his life to the betterment of the society. Tune in to Héctor Colón’s inspiring life journey!

Is charitable giving one of your goals during retirement? Today, we’ll help you make your charitable contributions more tax-efficient using donor-advised funds. We believe that the more money you save in taxes, the more money you can donate to your favorite charities!