『The Retirement Roundtable』のカバーアート

The Retirement Roundtable

The Retirement Roundtable

著者： Veronica Redfield and Grant Hartmann
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • You Retired… Now What?

    You Retired… Now What?
    2026/08/01
    Transitioning into retirement is more than just a financial shift; it’s a major lifestyle and emotional adjustment. In this episode, we discuss the unique challenges and temptations retirees face during their first three months off the job, from managing new daily routines to replacing a regular paycheck. Learn why having a solid financial plan in place—and maintaining open communication with your advisor—is essential for enjoying your hard-earned freedom with complete confidence.
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    1分未満
  • How Retirement Changes Your Relationship With Money

    How Retirement Changes Your Relationship With Money
    2026/07/25
    In this episode, we explore the deep psychological and emotional transition that occurs when shifting from a lifetime of saving to spending in retirement. We address common anxieties, such as the fear of outliving your money and adjusting to fewer paychecks, while underscoring the importance of converting investments from simple products into purpose-driven income streams. Ultimately, successful retirees look beyond the numbers to establish clear personal goals, ensuring their financial plan supports a meaningful, stress-free lifestyle.
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  • Why Everyone Should Have a Financial Professional

    Why Everyone Should Have a Financial Professional
    2026/07/18
    Discover why having a financial professional by your side can help you navigate important decisions, create a personalized strategy, and stay focused on your long-term goals. This episode explores the value of professional guidance, from managing investments and planning for retirement to helping you make informed choices through life’s financial milestones. Learn how the right financial professional can provide clarity, confidence, and support throughout your financial journey.
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    1分未満
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