『The Holland Group Retirement Wealth Advisors' Podcast』のカバーアート

The Holland Group Retirement Wealth Advisors' Podcast

The Holland Group Retirement Wealth Advisors' Podcast

著者： "Retirement Success!" Podcast
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Welcome to The Holland Group Retirement Wealth Advisors' Podcast, with Steve and Elizabeth Holland! As fiduciaries, the Holland Group Retirement Wealth Advisors emphasize comprehensive financial planning, tax-efficient retirement strategies, and the value of seeking a second opinion to ensure retirement success to make the rest of your life, the best of your life! To schedule a complimentary consultation, call (727) 295-3451 or visit AskTheHollands.com.Copyright "Retirement Success!" Podcast 個人ファイナンス 経済学
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  • Where Will Your Retirement Paycheck Come From? Creating Income That Lasts a Lifetime

    Where Will Your Retirement Paycheck Come From? Creating Income That Lasts a Lifetime
    2026/07/11
    Hosted by Todd “MJ” Schnitt, this episode features Steve and Elizabeth Holland of The Holland Group Retirement Wealth Advisors.

    Retirement isn't just about building wealth—it's about turning that wealth into a dependable paycheck that lasts for the rest of your life. In this episode of Retirement Success, Steve and Elizabeth Holland explore one of the biggest challenges retirees face: replacing the steady paycheck they've relied on for decades with a sustainable retirement income strategy.

    Using real-world examples, they explain why having a large retirement account doesn't automatically mean you'll feel financially secure. The discussion covers the growing "retirement income gap," why the traditional 4% withdrawal rule may no longer fit today's economic landscape, and how retirees can create reliable monthly income while still protecting long-term growth.

    The Hollands also introduce their three-segment income strategy, discuss how certain retirement income solutions can help create a personal pension, and explain why confidence in retirement comes from having a plan—not simply accumulating assets.

    Whether you're preparing to retire in the next few years or you're already living in retirement, this episode offers practical strategies to help you enjoy your savings with greater confidence and peace of mind.

    In this episode you'll learn:

    * Why the biggest question in retirement isn't how much you've saved—but where your next paycheck will come from.
    • How to identify and close your personal retirement income gap.
    • Why the traditional 4% withdrawal rule may no longer be the best strategy for today's retirees.
    • The risks of withdrawing investment assets during market downturns and how proper income planning can help reduce that risk.
    • The Holland Group's three-segment income strategy for balancing essential expenses, lifestyle spending, and long-term growth.
    • How creating your own personal pension can provide dependable lifetime income as part of a diversified retirement plan.
    • Why inflation, taxes, and longevity should all be considered when building a retirement income strategy.
    • The importance of balancing liquidity, growth, and safety within your retirement portfolio.
    • How the right retirement plan can help replace financial anxiety with confidence and allow you to enjoy the retirement you've worked so hard to achieve.

    A successful retirement isn't measured by the size of your portfolio—it's measured by the confidence that your income will support the life you want to live. This episode shows how thoughtful retirement income planning can help make that possible.
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    53 分
  • The Retirement Scam Crisis: How AI, Crypto & Fraudsters Are Targeting Retirees in 2026

    The Retirement Scam Crisis: How AI, Crypto & Fraudsters Are Targeting Retirees in 2026
    2026/06/29
    Hosted by Todd “MJ” Schnitt, this episode features Steve and Elizabeth Holland of The Holland Group Retirement Wealth Advisors.

    Financial scams are evolving at an alarming pace—and retirees are increasingly becoming the primary targets. In this eye-opening episode of Retirement Success, Steve and Elizabeth Holland reveal the latest scams affecting Americans in 2026 and explain why even intelligent, financially savvy individuals are falling victim.From AI-generated voice cloning and fake grandchild emergencies to fraudulent bank security alerts, tech support scams, cryptocurrency investment fraud, romance scams, government impersonation schemes, and Bitcoin ATM scams, the Hollands break down how these criminals manipulate emotions, exploit trust, and use urgency to steal retirement savings that took decades to build.More importantly, they share practical strategies every retiree and family should implement immediately—from creating family safe words and verifying emergency calls to protecting personal information online and recognizing the warning signs before it's too late.Whether you're approaching retirement or already retired, this episode provides essential guidance to help safeguard your financial future in today's increasingly sophisticated digital world.In this episode you'll learn:
    • Why retirees and pre-retirees have become the #1 target for today's financial scammers.
    • How AI voice cloning can impersonate your children or grandchildren in fake emergency calls.
    • The psychology scammers use—fear, urgency, and emotional manipulation—to bypass logical thinking.
    • How fake bank fraud departments convince victims to move money into "safe accounts."
    • The warning signs of tech support scams and why you should never allow remote access to your computer.
    • How romance scams and "wrong number" text messages lead victims into fraudulent cryptocurrency investments.
    • The rise of government impersonation scams involving the IRS, FBI, DEA, and other agencies.
    • Why Bitcoin ATM scams have exploded and how criminals use them to steal retirement savings.
    • Practical cybersecurity habits every retiree should adopt to better protect their finances.
    • How proactive retirement planning includes protecting not only your investments—but also your financial security from modern fraud.
    Protecting your retirement isn't just about growing your wealth—it's also about preventing it from falling into the wrong hands. This episode offers valuable insights every family should hear.
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    53 分
  • Greed & Fear: The Two Emotions That Can Destroy Retirement Success

    Greed & Fear: The Two Emotions That Can Destroy Retirement Success
    2026/05/30
    Hosted by Todd “MJ” Schmidt, this episode of Retirement Success features Steve and Elizabeth Holland of The Holland Group Retirement Wealth Advisors as they pull back the curtain on their brand-new book, Greed and Fear: Conquer Both for Retirement Success.

    After more than three decades of helping retirees navigate market cycles, economic uncertainty, and life-changing financial decisions, the Hollands have identified two powerful emotions that drive many of the biggest retirement mistakes: greed and fear.

    In this episode, they explain how chasing returns, reacting to market headlines, avoiding investment risk, and making emotional decisions can quietly derail even the most carefully built retirement plan. From the dot-com crash and market volatility to retirement income planning, hidden fees, taxes, healthcare costs, and legacy planning, this conversation explores the real challenges retirees face—and how to overcome them with a disciplined strategy.

    In This Episode:
    • Why greed and fear are often the biggest threats to retirement success
    • How emotional investing can lead to costly financial mistakes
    • The dangers of chasing market returns late in your career
    • Why keeping too much money in cash can quietly erode purchasing power
    • Lessons from the dot-com crash and other major market downturns
    • Why retirement is about income—not just account balances
    • The importance of managing sequence-of-returns risk in retirement
    • How market volatility affects retirees differently than younger investors
    • The hidden impact of fees, expenses, and investment complexity
    • Why transparency matters when evaluating financial advice
    • The role taxes play in a comprehensive retirement strategy
    • Healthcare costs, inflation, and the challenge of living longer
    • Estate planning essentials every family should understand
    • How to create confidence, stability, and purpose throughout retirement
    • Key insights from the Hollands’ new book, Greed and Fear: Conquer Both for Retirement Success.

    Whether you're approaching retirement, already retired, or simply want to make smarter financial decisions, this episode offers valuable lessons on avoiding emotional mistakes and building a retirement strategy designed to last.
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    53 分
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