『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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概要

 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
エピソード
  • Should I Consolidate My Retirement Accounts?

    Should I Consolidate My Retirement Accounts?
    2026/03/14
    Managing multiple retirement accounts can lead to unnecessary fees, overlapping investments, and a fragmented view of your long-term strategy. This episode explores how consolidating your 401(k)s and IRAs can simplify your financial life while making it easier to track progress toward your goals. Learn the practical steps for a seamless transition and how a unified portfolio can provide greater clarity for your future.
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    1分未満
  • Should I Buy an Annuity?

    Should I Buy an Annuity?
    2026/03/07
    Gemini said Are you staring at your retirement savings and wondering if an annuity is a safety net or a costly trap? In this episode, we strip away the complex jargon to break down the pros and cons of fixed, variable, and indexed annuities, helping you decide if one belongs in your portfolio. Tune in to see if these products offer the peace of mind you crave or if your money is better off working elsewhere.
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  • Why Where Your Money Sits Matters More Than How It's Invested

    Why Where Your Money Sits Matters More Than How It's Invested
    2026/02/28
    Gemini said In this episode, we challenge the popular obsession with market returns by exploring how the tax status and accessibility of your accounts can make or break your long-term wealth. We break down the "bucket strategy" to show how placing assets in the wrong vehicles—like a traditional 401(k) versus a Roth IRA—can lead to unintended tax traps during retirement. Learn why optimizing your financial infrastructure is often the most overlooked lever for achieving true fiscal freedom.
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    1分未満
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