『Retire On Your Best Path with Liz Whitteberry』のカバーアート

Retire On Your Best Path with Liz Whitteberry

Retire On Your Best Path with Liz Whitteberry

著者: Liz Whitteberry
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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.© 2025 © 2024 Retire On Your Best Path Liz Whitteberry 個人ファイナンス 出世 就職活動 経済学
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  • Why Better Questions Build Better Retirements (Part 2)
    2025/12/11

    In ​retirement ​planning, ​some ​questions ​are ​definitely ​better ​than ​others. ​A ​good ​question ​helps ​you ​reframe ​how ​you ​think ​about ​your ​money ​and ​improve ​the ​quality ​of ​your ​financial ​decisions. ​In ​our ​last ​episode, ​we ​talked ​about ​how ​to ​reframe ​five ​key ​questions ​to ​improve ​the ​quality ​of ​your ​answers ​for ​a ​better ​retirement. ​In ​today's ​episode, ​we're ​going ​to ​reframe ​another ​five ​questions.

    Here’s some of what we discuss in today’s show:

    • Why Social Security timing must be evaluated in the context of your entire financial strategy
    • The emotional vs. mathematical considerations of paying off a mortgage before retirement
    • Why avoiding market risk completely could create other risks that may hurt you more
    • The pitfalls of moving everything to cash during volatility
    • What you and your advisor should be reviewing regularly to stay aligned with your goals

    Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

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    16 分
  • Why Better Questions Build Better Retirements (Part 1)
    2025/11/26

    Most retirees think they’re asking the right questions, but the most common ones are often framed in ways that lead to incomplete or misleading answers. In this episode, Liz walks through several of the top retirement questions people ask and explains how to reframe each one so the answer actually helps you make better decisions. Learn how to ask better questions so you can make smarter, more confident decisions for your retirement!

    Here’s some of what we discuss in today’s show:

    “How Much Do I Need?” Reframed: shifting the focus from savings totals to income needs

    Long-Term Care Insurance: evaluating options instead of simply “rolling the dice”

    Maximizing Returns: focusing on keeping your money, not chasing the highest return

    Finding Value in Advice: looking beyond “lowest fees” to find true value

    Minimizing Lifetime Taxes: why lowering this year’s bill isn’t always the smartest move

    Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

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    17 分
  • Should You Have More Than One Financial Advisor?
    2025/11/06

    Having two advisors might sound like twice the insight, but it often leads to twice the confusion. In this episode, Liz breaks down the pros and cons of splitting your investments between multiple advisors and explains when it can create unnecessary complexity, overlap, and conflicting advice. You’ll learn why a cohesive, team-based approach- led by one trusted advisor- can simplify your retirement planning and help all your financial pieces work together smoothly.

    Here’s some of what we discuss in today’s show:

    • Why some investors choose multiple advisors
    • When two advisors can actually work against you
    • The importance of one “quarterback” advisor to unify your plan
    • Special situations where more than one advisor might make sense

    Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

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    19 分
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