Coffee with Your Retirement Coach
Our coaches seek to enhance your life by encouraging you to create sound financial strategies that carry you through your desired retirement plans. The content on this podcast is for educational and entertainment purposes only, and should not be construed as advice.
Episodes
Thinking about buying a car? Before you sign on the dotted line, grab your coffee and join me and our coach on the clipboard, Nic, as we share *proven* car-buying strategies that can save you thousands. Whether you’re eyeing a new, used, or certified pre-owned vehicle, this episode reveals how to negotiate like a pro, avoid dealership traps, and understand the *true* cost of ownership.
We’ll break down t...
In this episode, we tackle one of the most overlooked and impactful ways to give—through appreciated assets. Whether you’re thinking about supporting your church or blessing a loved one, we break down how to give more wisely and tax-efficiently. This conversation was inspired by a listener from Marietta, and we couldn’t resist diving deeper into this topic that stirs up both generosity and smart planning.
Join Randy, Nic, and me (A...
In this episode of Coffee With Your Retirement Coach, we’re continuing the conversation around intentional generosity and smart tax planning with Charitable Remainder Trusts (CRTs). Building on our last episode, we dive deeper into how these trusts can transform your giving strategy while creating powerful tax and income benefits. Whether you’re a generous giver, a savvy investor, or both, this episode is packed with strategies to ...
It's July Fourth, and in this episode of Coffee with Your Retirement Coach, Nic and I kick things off with holiday cheer, backyard BBQs, and a few firework fails—yes, my pyrotechnic history makes a brief, reluctant appearance! But while the grills are hot and online sales are hotter, we shift focus to something far more important: how to protect yourself from online shopping scams.
We break down the late...
In this episode of Coffee With Your Retirement Coach, the the coaches discuss the sweet and sometimes salty world of family businesses. Just like peanut butter and chocolate, mixing family and work can be delightful or a sticky mess. From establishing clear boundaries to personal journeys of stepping into the family business, expect a blend of humor and wisdom. Discover how respect, communication, and a bit of coachin...
In this episode of Coffee With Your Retirement Coach, Aaron, Nic, and Randy explain how to avoid operating out of fear and sticking with your plan amidst market volatility. They discuss overcoming financial fears, the value of knowledge and confidence, and the need for a comprehensive approach that includes tax planning and estate considerations. Listen to learn how to stick to the plan instead of being a big chicken!
00:00 Introdu...
In this episode of Coffee With Your Retirement Coach, Aaron and the team cast off into a discussion on retirement planning in the current market conditions by comparing it to navigating choppy waters. From pontoon boats to Navy seal power rafts, they illustrate how different investment strategies cope with turbulent markets. The focus is on understanding passive asset allocation, active management, and tactical manage...
In this special episode of Coffee with Your Retirement Coach, Aaron, Nic and Randy host from Jim R. Miller Park at the Best of Cobb event, celebrating the recognition of Yeomans Consulting Group as the Best Investment Firm in Cobb County. The episode features interviews with local business leaders and innovators, including representatives from Must Ministries, Glover Park Brewery, and Affinity Home Lending. We also we...
In this heartfelt episode of Coffee with Your Retirement Coach, we discuss the realities of widowhood. Joined by special guest Lee Ann Cartwright, we explore the journey of grief, the healing process, and the critical role of support systems. With valuable insights on handling social changes, thoughtful conversations about loss, and practical advice, this episode aims to provide comfort and guidance to those navigatin...
In this special St. Patrick's Day episode, your coaches Randy and Nic engage in a spirited debate over the efficacy of tariffs. They explore the pros and cons, discussing whether the recent benefits can be attributed to strategic policies or mere luck. They have humor. They have insights. They have beer! The debate covers issues such as consumer prices, domestic manufacturing, trade deficits, and national security. As always, the c...
In this episode of Coffee with Your Retirement Coach, the focus shifts from conventional financial and tax planning to the vital aspect of a health plan. Our guest Kim Roberto, an expert in holistic health, shares her journey and the impact of natural health practices on her life. Randy and Kim discuss the five essentials of health: chiropractic care, nutrition, mindset, exercise, and avoiding toxins. Understand what ...
Join today’s Coaches, Randy Yeomans and Nic Yeomans as they discuss Randy’s 41 year journey from Fireman to Financial Professional. From the early start to life-changing events, tune in and learn what led Yeomans, Your Retirement Coach to become a Leading Financial Services Firm. Listen in as Randy and Nic discuss practical wisdom for today’s growing business leaders and hear where they believe things are evolving for the next gene...
TODAY our Coaches walk us through important year-end considerations that could help listeners pay less tax and maximize the benefits of their retirement accounts. From 401k’s to ROTH, from highly appreciated assets to charitable giving, you won’t want to miss today’s Game Plan.
Gratitude and Thanksgiving This is an episode on how these two are keys to enjoying our best life, including our best economic life! Thanksgiving is finding peace in the chaos. Our Coaches challenge our mindset, how we might thrive and be the blessing! Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or ...
The U-Haul In this episode we unpack stories and insights on what we really value, and freedom from the weight of “things.” We ask our listeners to consider: Are you living your life with intention, or are your things owning you and keeping you trapped? Tune in to reflect, rethink, and rediscover what’s essential. As our Coach today puts it: “You are not a tree, you can move" We hope you enjoy this episode. Your Retirement Coach is...
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