エピソード

  • How Life Insurance Can Improve Your Life
    2026/02/07
    In this episode, we challenge the "death benefit only" stereotype by exploring how strategic policies can serve as flexible financial tools while you’re still very much alive. From building tax-advantaged cash value to securing your family’s future, we break down how the right coverage acts as a silent partner in your long-term wealth-building journey. Join us as we reveal how shifting your perspective on insurance can provide both the peace of mind you crave and the liquid capital needed to seize unexpected opportunities.
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  • Roadmap to Retirement
    2026/01/31
    In this episode, we treat your financial strategy like a cross-country road trip where a well-mapped route is the difference between a smooth ride and getting lost. We discuss how to choose the right vehicle for your savings, navigate the inevitable construction zones of market volatility, and ensure you have enough fuel to reach your final destination comfortably. Tune in as we help you plan your pit stops and prepare for the long haul, ensuring you arrive at retirement ready to enjoy the view.
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  • Why Do You Need a Financial Advisor?
    2026/01/24
    In an era of endless online information, we explore why professional financial guidance remains more critical than ever for navigating today’s complex economic landscape. We break down the essential roles an advisor plays, from providing emotional discipline during market volatility to implementing sophisticated tax and estate strategies that go far beyond simple DIY investing. Tune in to learn how a dedicated advisor can bridge the gap between merely owning assets and having a comprehensive, stress-free plan for your long-term future.
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  • Wills and Trusts
    2026/01/17
    In this episode, we demystify the essential world of estate planning by breaking down the fundamental differences between wills and trusts. We explore how these legal tools work to protect your assets from probate and ensure your final wishes are executed exactly as intended. Tune in to learn which options are best for your family’s unique needs and how to start building a legacy that provides lasting peace of mind.
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  • Surviving a Spouse
    2026/01/10
    Navigating the loss of a partner is an overwhelming emotional journey that unfortunately requires making critical financial decisions during a time of deep grief. This episode provides a compassionate guide to the essential first steps, including managing immediate cash flow, updating asset titles, and understanding your new Social Security and tax status. Join us as we discuss how to protect your financial future and find peace of mind while transitioning into this new chapter of life.
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  • Meet Debbi Marcum
    2025/12/13
    In this episode Debbi talks about how Retirement Your Way can help you with your finances and retirement plans. She talks about her experience and goals for the show, and for your financial future!
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