『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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概要

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.© 2026 © 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
エピソード
  • How to Protect Yourself From Scammers
    2026/02/12

    Retirees and pre-retirees are increasingly targeted by sophisticated scammers, with billions lost each year, especially among those 60 and older. In this episode, Liz breaks down the most common frauds hitting seniors today, from tech support and investment scams to romance schemes and social media cons, and explains how they work. You’ll also hear practical, high-impact steps to protect yourself and your family.

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

    • Statistics on Identity Theft and Data Breaches: The scale of the problem
    • Types of Scams Targeting Older Adults: What’s most common
    • Romance Scams and Social Media Fraud: Where trust gets exploited
    • Protective Measures and Action Steps: Habits that reduce risk
    • Additional Security Measures and Resources: Extra layers of protection

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

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    24 分
  • An Economist Is Optimistic About 2026- Should You Be?
    2026/01/22

    After a year defined by volatility, political noise, and nonstop market headlines, it’s no surprise that optimism feels hard to come by. In this episode, Liz breaks down why at least one economist believes the economic outlook for 2026 may be brighter than many expect. From consumer spending and business investment to interest rates, energy prices, and market behavior, this conversation cuts through the noise to explore what could actually drive growth- and why having a disciplined plan matters more than reacting to headlines.

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

    • Why some economists are cautiously optimistic about 2026
    • How tax refunds and policy changes could boost consumer spending
    • What stronger corporate profits and broader market participation signal
    • The role interest rate cuts may play and the risks that come with them
    • How energy prices and tariffs could impact inflation and volatility

    Bloomberg News Opinion Column:

    https://www.fa-mag.com/news/five-reasons-to-be-optimistic-about-the-2026-economy-85324.html?section=68

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

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    19 分
  • What’s Different About 2026 for Retirees and Pre-Retirees
    2026/01/08

    What does 2026 mean for retirees and those approaching retirement? In this episode, Liz breaks down the key financial changes that could quietly reshape your retirement plan in the year ahead. From Social Security cost-of-living adjustments and rising Medicare premiums to higher retirement contribution limits, these small shifts can have a surprisingly big impact on your cash flow, taxes, and long-term strategy.

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

    • Social Security’s 2026 COLA and why it may not keep up with retiree inflation
    • Medicare Part B and Medigap premium increases
    • Who benefits most from the expanded senior tax deduction
    • New retirement contribution limits and late-career catch-up opportunities
    • Why where you save matters just as much as how much you save

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

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    16 分
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