Episodes
Do you know how tax could affect your retirement plans? When planning for your retirement, it's important to consider how tax can impact your financial future. In the previous episode of the podcast, Tom helped us define some common tax terms and gave some fantastic advice on managing your tax before and after retirement. In this follow-up episode, Radon, Murs, and Morgan talk about putting CPA Tom Turner's tax and retirement advice into action. We break down how tax can affect your...
Published 10/21/20
As you begin to plan for your retirement, you may be wondering how tax could impact your finances and how to factor it into your retirement planning strategy. We were delighted to invite Tom Turner, CPA, and Partner at Heroux & Company, LLP, onto the podcast and get his expert insights on this complex subject. In this episode, we leverage Tom's 20 years of experience to break down how tax will affect your retirement plans. Tom defines some of the commonly used tax terms and simplifies...
Published 10/19/20
Do you need help planning your finances for long-term care? In the third installment of the Retirement in Action mini-series, we return to our roleplay with Radon, Murs, and Morgan to help you know what to expect when financially planning your retirement. This episode highlights how some typical retiree concerns, including long-term care planning, will be addressed in your financial retirement plan. We also discuss the process of finding the risk tolerance level that you’re happy with to...
Published 10/14/20
If you are 65 or over, you may be considering signing up for Medicare. Medicare is federal health insurance for people aged 65 or older. However, younger people can also qualify for Medicare such as those with disabilities or end-stage renal disease.  Although a lot of people transition to Medicare when they turn 65, there’s a surprising lack of general knowledge and insight into the federal health insurance program. We wanted to find out more about Medicare from someone who knows exactly how...
Published 10/12/20
In part two of the Retirement in Action mini-series, Radon, Murs, and Morgan move onto the next steps of building a retirement plan, following their initial consultation roleplay in the first episode of the series. In this part of the process, the retiree is presented with a plan and simulations for their future, based on the data that was previously provided. If you missed part one of this mini-series please listen to episode eight of the Secure Your Retirement podcast, ‘Planning for...
Published 10/07/20
The news that President Trump has been diagnosed with COVID-19 has set a lot of change into motion, but what does it mean for your investments? If you’ve been advised to buy and hold, and now feel unsure if that’s the correct approach for you. Or, if you don’t feel satisfied with your current money management strategy, you aren’t alone. In this episode, we speak to Jack Reutemann, an experienced financial services advisor and self-proclaimed “financial first responder”, to get his advice on...
Published 10/05/20
In this episode of Retirement in Action, we are starting a series of episodes to go over different scenarios in the financial planning process starting with what that first appointment would look like! In this Episode: Radon, Murs, and Morgan play out a fictional customer/planner scenario based off of what it would look like. They go over the questions that are asked in the first meeting so you know what to prepare for in that meeting. Hear how this first meeting helps establish the...
Published 09/30/20
Our first ever Wine Down Show!  Once a month, rather than interview one person, we will be sitting down with several guests to hear multiple topics and opinions from the show! Sit down with a glass of wine or preferred beverage and enjoy! On this Episode: Hear from Lauren Stancil (Radon’s wife), Renee Hillman (Real Estate Agent and previous guest), and Debbie Neal (client) as well as your hosts, Radon and Murs! The group discusses the topic of wills and trusts in estate planning and how it is...
Published 09/28/20
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recently on the show and talk about the points that can be put into action! Radon and Murs break down their thoughts and answer questions brought up from the interview with economist, Andrew Opdyke. On this Episode: Why the economy means we manage money actively with a fluid investment plan Radon and Murs compare active vs passive investment plans Radon and Murs...
Published 09/23/20
Andrew Odyke is a Certified Financial Advisor and Economist at First Trust Advisors, an asset management firm in the Midwest. We talk with him regarding all things economy and how it impacts us and the decisions we make. On this Episode: Andrew gives his background and how he came to be an economist Andrew tells Radon and Murs his thoughts on the challenges we see in today’s economy Andrew discusses inflation in the economy and where it’s going now Radon and Murs hear Andrew talk about the...
Published 09/21/20
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recently on the show and talk about the points that can be put into action! Radon and Murs break down their thoughts and answer questions brought up from the interview with Real Estate agent, Renee Hillman. On this Episode: Radon and Murs talk about downsizing and when to bring in your Financial Advisor Radon and Murs talk about what we all need to think about...
Published 09/16/20
Renée Hillman, is an industry veteran with over 20 years of experience in the Triangle Market. She leads her small but mighty team at Hillman Real Estate Group at EXP Realty. She immediately was in the top 1% of the Triangle area REALTORS in year two and has maintained and climbed to the top 1% in the nation for over 5 years. An impressive 80% of her and her team's business comes from word of mouth, referrals, and repeat clients. When Renee isn't immersed in real estate she enjoys traveling...
Published 09/14/20
Welcome to the weekly Retirement in Action segment of our show! Every week Radon and Murs will take an interview or topic discussed recently on the show and talk about the points that can be put into action! Radon and Murs break down their thoughts and answer questions brought up from the interview with estate planning attorney, Chess Griffin. On this Episode: Radon and Murs break down their thoughts and answer questions brought up from the interview with estate planning attorney, Chess...
Published 09/07/20
Chess Griffin practices in the areas of estate and trust planning, probate and estate administration, guardianships, and elder law. He also assists numerous business owners with various business and corporate matters, from business/LLC formation to commercial contracts to leases to shareholder agreements. On this Episode: Chess shares his 23 year background in the estate planning world. Get a clear explanation of what an estate plan is. Learn the difference between a trust and a will. Find...
Published 09/07/20
Published 09/01/20
A first look at the Secure Your Retirement Podcast. You worked hard to get where you are, now have a retirement that works hard for you.
Published 09/01/20