Handcrafting Your Retirement
Welcome to Handcrafting Your Retirement with Brett Ramsey from Artisan Wealth Strategies. In this podcast we help retirees as well as those who are considering retirement overcome generic wealth management advice that limits your future. We do this by handcrafting customized financial strategies centered on your unique lifestyle. Jump on board for this journey where we delve into strategies that can help make your money outlast you as Brett draws from years of experience with guest experts to eliminate cookie-cutter savings strategies.
Episodes
September 13, 2023 • 31 mins
Retirement means planning for a lot of things. Having enough money, planning what you will do during retirement and how your money will be spent. Along with that comes planning for something you haven’t experienced before. Why not learn from someone who has that experience? In this episode, Brett Ramsey is joined by Jennifer Clapp, …
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August 23, 2023 • 36 mins
What do you want to do during retirement? Are you financially ready? What about emotionally? Learn about personal planning for retirement from a couple in the midst of preparing for their own retirement. In this episode, Brett Ramsey is joined by David and Julie Armstrong in discussing their preparations for retirement, from financial planning to …
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August 9, 2023 • 34 mins
Have you ever had the feeling that unexpected events disrupt your well-planned routine? What role do family dynamics play in your retirement planning decisions? In this episode, Brett Ramsey speaks with Kim Cox, a nurse practitioner and soon-to-be retiree, about her experience in planning for retirement and how she gained confidence in the plan she …
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Retirement planning is a crucial aspect of our financial well-being that often goes overlooked until it becomes a pressing reality. Therefore, It is crucial to listen and learn from experiences to enjoy this life phase in a relaxed and stress-free manner. In this episode, Brett Ramsey is joined by Davida Hutson, a retiree who shares …
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July 12, 2023 • 33 mins
Join us as we unravel the remarkable story of John and Mary, two individuals who defied retirement uncertainties and crafted a successful roadmap for their future. In this episode, John and Mary, who initially found themselves uncertain about their retirement plans, shed light on their experiences and how they overcame unexpected hurdles. Here’s what you …
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June 28, 2023 • 34 mins
Do you feel lost when it comes to securing your retirement income amidst an unpredictable market? In this episode, Brett Ramsey and Jason Bloom, Senior Director of Global ETF Strategy at Invesco US introduces the powerful solution of bond laddering as a risk management technique that delivers consistent income throughout one’s retirement years. Listen in …
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June 14, 2023 • 34 mins
As someone approaches retirement, you may be worried about how to make your savings last for the long haul. It’s a common concern, but fortunately, there’s a tool that can help: The Income Conductor. In our latest podcast episode, we dive into retirement income planning and how The Income Conductor can help you make the …
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May 24, 2023 • 39 mins
Do you remember playing Tic Tac Toe? What if that same classic game could help revolutionize your retirement financial decisions? Whether in 1-5 years, 6-10 years, or 11+ years, this game can help you determine how much money you need for each goal on the board and where to invest it. Listen to Brett simplify …
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May 10, 2023 • 35 mins
Investing inevitably entails risk, but having the knowledge of how to handle and mitigate that risk can significantly impact your success. Our latest episode features Jeremy Deering, an accomplished portfolio director, who provides a comprehensive understanding of risk management in investing and offers valuable insights on effectively navigating it. In this episode, Jeremy shares his …
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April 26, 2023 • 32 mins
Navigating the probate process can be daunting and emotionally challenging for anyone dealing with losing a loved one. As an executor, heir, or interested party, it is essential to have a clear understanding of the legal process involved in probate and the critical role that an estate executor and attorneys can play in facilitating the …
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April 12, 2023 • 31 mins
Although often overlooked, estate planning is a crucial component of comprehensive financial planning, and neglecting to address it can have significant consequences. In this episode, Brett and Cheri Brooks, CPA and Managing Director of Neuberger Berman Advisor Institute, discuss financial advisors’ crucial role as “quarterbacks” in guiding families through estate planning after losing a loved …
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Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning. You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares …
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March 8, 2023 • 28 mins
Are you tired of feeling overwhelmed and confused when it comes to filing your taxes? Don’t worry, you’re not alone. But what if you could have access to expert advice that simplifies the tax process and maximizes your returns? Join us on this episode as we chat with tax guru Mark Crooks, who demystifies the …
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February 22, 2023 • 31 mins
Are you feeling uncertain about when to retire? What could you do to make more informed decisions about your Social Security benefits? Are you curious about how Social Security could impact your retirement income? Tune in to this episode for helpful tips on how to make informed decisions about your benefits. Join Brett Ramsey as …
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February 8, 2023 • 32 mins
Are you worried about having enough income to live comfortably in retirement? You’re not alone. But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement? Join Sheryl O’Connor and Phil Lubinski, …
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January 25, 2023 • 27 mins
Retirement planning often involves considering how to make your savings last as long as possible, which is known as a longevity plan. In this episode, we discuss ways to influence your longevity and improve your quality of life during retirement. Heather Holmes, Founder, and CEO of Genivity, an innovative WealthTech platform, shares how her platform …
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January 11, 2023 • 34 mins
What do your finances and health have in common? It’s something we don’t often think about. While financial literacy is essential, our health impacts how we plan our finances. In this episode, Brett Ramsey shares some of his health secrets and scares, what he has learned from them, and how it impacts money. This episode …
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December 21, 2022 • 28 mins
Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time. In this episode, Brett Ramsey speaks with one of his clients, …
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December 7, 2022 • 27 mins
The key to managing your retirement lifestyle is not ‘downsizing’ but ‘rightsizing.’ In this episode, we are joined by two of Artisan Wealth Strategies’ clients, Nancy and Bob Sweeney, and Jason Rose, a realtor for over 20 years. The trio chats with Brett Ramsey about the criteria you should focus on when you decide to …
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November 23, 2022 • 31 mins
At Artisan Wealth Strategies we’re always thinking about how to elevate the retirement planning process for our clients. When it comes to your retirement vision, it’s important for us to create a process that takes into account your income and your health. In this week’s episode, Brett Ramsey will talk about his streamlined process and …
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