Your Sweet Retirement with Josh Greenberg

Your Sweet Retirement with Josh Greenberg

Join the Your Sweet Retirement show with Josh Greenberg of Green Bee Insurance and Green Bee Legacy to learn the information you need to know to effectively reach your financial goals. If you want to make your retirement sweeter than honey, then this is the show for you. Josh serves the Broward County area and beyond with an office in Ft. Lauderdale, Florida. He's passionate about retirees and pre-retirees being well informed and knowledgeable about what it takes to get to, and through, retirement. Visit the website at https://greenbeeinsurance.com/ or call 800-321-3867 for more information. #Retirement #IRA #Money #FinancialAdvisor #Florida #BabyBoomer

Episodes

June 16, 2022 9 min

It’s been said you can eat food that’s healthy, cheap, or easy but you can’t get all three at once. At best you can get 2 out of the 3. Maybe you can go out to a restaurant, it’s easy and maybe healthy but it’s not going to be cheap. Is retirement planning and financial investing the same way?

It’s similar with your money. With investments, you can choose safety, growth, or liquidity. Cash is safe and it’s liquid, but it’s not growi...

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What valuable lessons can we learn from one of the most successful investors of all time, Warren Buffett? He once said, “Someone is sitting in the shade today because someone planted a tree a long time ago.” This is a great financial proverb; your retirement savings didn’t appear overnight. It took strategic planning and growth to get you to your retirement goals. 

Buffett also once said, “Risk comes from not knowing what you’re doi...

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There are a lot of financial sayings out there, things that you’ve probably heard your whole life. So what does a financial advisor make of these proverbs and are there any lessons to learn from them? 

A bird in the hand is worth two in the bush could apply to us learning to be content with what we have. At some point in your financial journey, you have to learn to shift from an accumulation to a preservation mindset. A rising tide ...

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When it comes to financial planning, everyone deals with pain points that cause worry and uneasiness. We see it all the time and that’s why we build plans that address the pain points specific to your individual needs. 

There’s a good chance that you’ll be able to relate to a few of these on the show today because they are the most common problem areas we see from people that come into our office for the first time. We’ll tell you w...

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April 21, 2022 8 min

When it comes to retirement planning there are a lot of myths out there. On today’s episode, we are going to break down some common financial myths and what you should be focusing on instead when saving for the future. 

If a plan is complex and weighs a lot, is it a better plan? Josh wants his clients to feel confident in their plan and confidence comes from understanding that plan. If you want a simple retirement, you probably don’...

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As we approach another tax season, we get many of the same questions while people are preparing to send in their documents to the IRS.

But tax planning starts well before it’s time to file. On this episode of My Sweet Retirement, we want to share some of the questions that come up this time of the year and then talk about the ways you can position yourself for retirement in the most tax-effective way possible. 

What’s important to un...

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Welcome to the first episode of Your Sweet Retirement where we will be exploring the information you need to know to effectively reach your financial goals, so your retirement can be sweeter than honey! On this inaugural episode, we’ll be introducing your host Josh Greenberg and getting to know him and his financial philosophy a little bit better.

His passion for helping people with their finances started way back in college when he...

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