The Retirement Resource

The Retirement Resource

Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert guests and topical news in the areas of personal finance, health, travel, relationships, entrepreneurship, and legacy planning.

Episodes

February 23, 2021
If you want to win the game of retirement, you have to know the rules — so, today, we’re talking to https://www.irahelp.com/ (America’s IRA Expert), https://www.irahelp.com/aboutEdSlott.php (Ed Slott). He is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author who is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, a...
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Donna Krech is passionate about enhancing our bodies to beat adrenal burnout, hormone imbalance, and immune deficiency so that we can live a healthy, wealthy, and fulfilling retirement.  It’s all about building the foundations to get into a higher state of health. The steps are so simple: ramp up your immune system, reduce stress, and re-balance your hormones. Today, she shares the actionable steps you can adopt now to live whole a...
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Today Tom Hegna, best-selling author of https://tomhegna.com/shop/product/9/book-paychecks-and-playchecks-retirement-solutions-for-life (¨Paychecks and Playchecks,¨) breaks down the complexities and myths surrounding savings, annuities, and long-term life insurance, with practical pointers based on current maths and science metrics.  In a time of great uncertainty, his fail-proof method of securing a risk-free retirement by coverin...
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Today we’re talking about the three critical investments you need to make if you want a fulfilling retirement — and not one of those things involves money. That may sound crazy to you, money tends to be the first and last thing people talk about when they talk about retirement, but there’s something just as (if not more) important that we tend to forget about: how we’re investing our time.  Certified Retirement Coach Babs Plunkett,...
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When you retire, a lot of things in your life change, and that means you have to change, too. But instead of looking at that as a challenge or obstacle, look at it as an opportunity — you don’t have to change, you get to reinvent yourself. Diane Stolz was a nurse for 46 years before retiring. She loved it and it served her at the time, but with all the kids out of the house and no job to go to during the day, it was time for big ch...
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https://pursestrings.co/provost-consulting/ (Dr. Barbara Provost), EdD, MS Ed, MBM, is the founder of https://pursestrings.co/ (Purse Strings), and she’s going to help us answer a question that comes up a lot in relationships: who controls the money? Discussion Topics https://www.investors.com/financial-advisors/money-matters-when-married-couples-clash-advisors-restore-peace/ ("Money Matters: When Married Couples Clash, Advisor...
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Are you using your housing wealth? If you don’t even know what this means, don’t worry – most people don’t. But your home is probably one of your most valuable assets, so you should be leveraging that. To help us figure out how, we hop on a call with http://housingwealth.net/ (Don Graves). Don Graves is president and founder of the, Instructor of Retirement Income at https://www.theamericancollege.edu/ (The American College of Fina...
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We talk a lot about why retirement doesn’t mean the end of working — not just to generate income but to create purpose and give back to the community. And today, we’re going to look at  one route to starting and running a business that might be a perfect fit for your retirement plan: franchising. Our guest is https://frannet.com/franchise-consultant/leslie-kuban/ (Leslie Kuban), Franchise Consultant and Franchise Owner with https:/...
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How do you define retirement success? Your financial assets are important, but that’s only one piece of the puzzle. We’ve seen plenty of people retire with all the money they need to never work again, but that doesn’t change that they’re miserable. And here on Retirement Resource, we don’t consider that a successful retirement. So we need to make a plan to create meaning, excitement, and fulfillment after you retire. It may sound w...
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There are two questions that we’ve been getting a LOT lately: What will happen if Trump gets re-elected? What happens if Biden is elected?  We’ll help answer these questions and figure out if you need to do anything to prepare.  Then Beau hops on a call with David McKnight, author of https://www.thepowerofzerobook.com/ (“The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement.”) We talk about how you can r...
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