Retire Happy with Roger Gainer
Business & Economics Podcasts
Every month Roger sits down in front of the mic to discuss what’s happening in the financial sector and how it effects your savings and retirement. Give a listen and be sure to subscribe so you don’t miss an episode. The contents herein are the opinion of the author and should not be considered as tax or legal advice. This newsletter should not be considered a solicitation for investing or advisory services. Strategies mentioned are not a recommendation to implement or purchase those products or strategies.
Location:
United States
Description:
Every month Roger sits down in front of the mic to discuss what’s happening in the financial sector and how it effects your savings and retirement. Give a listen and be sure to subscribe so you don’t miss an episode. The contents herein are the opinion of the author and should not be considered as tax or legal advice. This newsletter should not be considered a solicitation for investing or advisory services. Strategies mentioned are not a recommendation to implement or purchase those products or strategies.
Language:
English
Website:
https://gainerfinancial.com/
Episodes
Planning Your Income Stream For Retirement
3/7/2023
Retirement planning isn't a one-size-fits-all approach. Designed to help bring awareness to the different strategies available, Roger describes one of his latest tools, a Retirement Income Style Awareness (RISA) profile. He also shares examples of how a tool like this can help simplify and focus your retirement planning with a crafted solution that's right for you.
Duration:00:19:54
Planning Ahead for 2023
2/6/2023
Everywhere you look these days, you'll hear terms like overvalued stocks or an impending pop of a real estate or financial bubble. In this episode, Roger gives us a glimpse into what may be ahead for all of us in 2023, and most importantly, where your attention should be focused to secure a smart and safe retirement.
Duration:00:25:50
A Look Back at 2022: The End of an Era
1/10/2023
Roger describes 2022 as the end of a watershed era. In previous episodes, he's shared his thoughts about where things might be headed, and on this episode, Roger confirms many of those predictions. So what does this all mean for you and your strategies to retire happy?
Duration:00:21:36
Preparing for the Unknown
11/18/2022
In this episode, Roger shares his thoughts on how to best prepare for the unknown, and what that does to someone’s ability to retire happy. He also shares some insights into recent news with talks about a recession and prolonged inflation and what you can do to weather the storm.
Duration:00:25:50
Will Your Retirement Plan Work During a Recession?
10/24/2022
In this episode, Roger discusses how retirement plans may be affected if we enter a recession, and what you can do now to best prepare for a potential financial storm on the horizon. He also reminds his listeners to be on the lookout for new opportunities to convert risks into rewards in order to better guarantee a happy retirement.
Duration:00:29:03
Is Cryptocurrency All It's Cracked Up to Be?
9/12/2022
In this episode, Roger shares his take on the chaos and confusion behind cryptocurrency, and whether it's a wise investment for those looking to retire with security in mind. He also walks us through some historical trends similar to crypto and how those strategies ended for those swept up in the craze.
Duration:00:30:55
A Review of Roger's Predictions for the Year
7/1/2022
In this episode, Roger takes a look back at some of his predictions, including what worked out and what still hasn't. We'll also review the Rule of 72, and how some of his most straight forward financial insights still stand strong today.
Duration:00:25:08
The Importance of Not Losing Money
5/12/2022
In this episode, Roger shares why he believes times of uncertainty do not equate to times of inaction especially when it comes to your finances. He also explains how Warren Buffett’s two rules of investing are applicable today and what kind of methods you can use to avoid financial loss.
Duration:00:25:29
Taxes and Your Retirement
4/1/2022
In this episode, Roger explains the shifting climate around taxes and the type of changes we can expect in the year 2026. He also walks us through the hierarchy of money and how you can effectively use it as a tool to help you prepare for retirement, even in uncertain times.
Duration:00:21:39
What is Your Income Plan?
3/7/2022
In this episode, Roger walks us through one of the most important questions to ask yourself as you approach retirement: What is your income plan? We also discuss ways to ensure your income can last your entire lifetime and what steps you can take to plan for it to keep up with rising inflation.
Duration:00:41:25
The Six Keys to Retiring Happy
2/14/2022
In this episode, Roger revisits one of our most popular episodes: Six Not So Secret Keys to Retiring Happy As an encore, we revisit these steps and the wise words once shared with him: You can’t tell people how to spend their money, raise their children, or cut their hair. That wise person ended up being his wife, now married for over 30 years!
Duration:00:38:38
The First Step In Your Journey To Retire Happy
1/20/2022
In this episode, Roger shares the very first step you need to take in your journey to retire happy. He also explains the importance of knowing your "why" and answers why now is the best time to ask questions and make financial decisions.
Duration:00:29:36
How You Can Retire Happy During Uncertain Times
12/16/2021
In this episode, Roger tackles the misconceptions and mistakes people often make when they lose sight of their long term financial goals. He also explains five things to keep in mind so you can successfully retire happy during these uncertain times.
Duration:00:37:23
The Future of Social Security
11/15/2021
In this episode, Roger continues the discussion about social security. He shares some real-life examples of how he’s helped his clients make the most of their benefits, and he addresses some common misconceptions about the future of social security.
Duration:00:34:49
Social Security Mistakes to Avoid
9/17/2021
In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thousands of dollars tomorrow.
Duration:00:32:44
How to Refinance the Right Way
8/18/2021
In this episode, Roger discusses the basics of refinancing and explains how individuals can use debt as a tool to build more equity. He also shares some of the most common mistakes people make when it comes to debt and asset management, especially when individuals don’t understand how to make the tax code work for them.
Duration:00:34:22
Are You Ready for the Coming Tax Changes?
4/5/2021
In this episode, Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.
Duration:00:21:56
The Value of Tax Planning
3/15/2021
In this episode, Roger discusses the true value in tax planning - when to start and how to best prepare for what’s to come next. As we’re inching closer to the tax filing deadline this April, Roger shares how financial decisions made today will directly affect outcomes three, five and even 10 years in the future.
Duration:00:29:07
Anticipating Tax Changes in 2021
2/5/2021
In this episode, Roger discusses taxes, specifically what to anticipate with changes in tax laws this year and beyond, and how you can best prepare yourself before you file. We also uncover what studying our economic history may tell us, and how hindsight can help predict what’s to come in the future.
Duration:00:27:27
Putting 2020 Into Perspective
1/13/2021
No one could have predicted 2020 would end with a global pandemic, and what's to come for the rest of 2021 is anyone's guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can't. We'll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.
Duration:00:22:22