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The Retirement Roadmap Podcast

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Retirement insights from Greensboro's Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.

Retirement insights from Greensboro's Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.
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United States

Description:

Retirement insights from Greensboro's Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.

Language:

English


Episodes

Retirement Frequently Asked Questions

1/22/2020
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If you've been a listener to our podcast for a while, you've probably heard us talk about how everyone's situation is different and we don't believe in "One Size Fits All" solutions. However, there are a number of questions that often come up when talking about retirement planning – you might call these “Frequently Asked Questions” or FAQs. This week we take some time and discuss a number of these questions. As you listen in, you may discover a few new insights or ways of thinking about...

Duration:00:14:19

How Will The Secure Act Impact You & Your Heirs?

1/14/2020
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President Trump signed The Secure Act into law at the end of 2019. This is a VERY IMPORTANT DEVELOPEMENT WHEN IT COMES TO RETIREMENT AND ESTATE PLANNING! This week we delve into the details of this new law and the potential implications to your retirement and how it may affect taxation on what you might leave to your heirs. As you listen in on this week's podcast you can begin to evaluate how the Secure Act may impact your particular circumstances. Feel free to schedule a complimentary...

Duration:00:13:36

Social Security Misunderstandings

1/8/2020
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Social Security is a very valuable part of retirement income planning and unfortunately mistakes are often made unknowingly and unnecessarily. When and how to claim your benefits is an important decision that can be made strategically with some careful analysis. On this week's podcast we take a little time to shed some light on a few key points to be evaluated when making Social Security decisions. Listen in on our convention and you might just discover a few valuable insights that could...

Duration:00:16:51

Finding The Silver Lining

12/17/2019
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Challenges are virtually inevitable in life and when things don't go your way it's important to stop and look for the “Silver Lining”. Let's face it, almost nothing is all good or all bad, so on this week's podcast we take a look at a number of “unfortunate” situations that could actually provide opportunities when looked at from a different perspective. As you listen in on our conversation, you might just discover a new point of view. Reach out and let us help you navigate the Retirement...

Duration:00:17:41

Estate Planning Mistakes

12/10/2019
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Image that you wake up from a dream where you accidentally disinherited some of the most important people in your life. It's a terrible thought, isn't it? Let's face it, you've worked hard and saved your entire life. You want to leave a legacy to your family and those that mean the most to you. Unfortunately, this tragic mistake happens more than you might think. This week we talk about some of the most common estate planning mistakes and how to take steps to avoid them. Listen in and let us...

Duration:00:17:16

Are You Unknowingly Sabotaging Your Retirement?

12/3/2019
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Is it possible to unknowingly sabotage your retirement? It's been said that the road to sabotage is paved with good intentions. It's important to understand that strategies for living in retirement can be VERY DIFFERENT than saving for retirement strategies. Listen in on our conversation as we discuss this important topic and as always . . . feel free to reach out to us and schedule some time to discuss how we can be a resource as you travel the Retirement Roadmap.

Duration:00:15:29

Awkward Conversations

11/26/2019
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Let's face it, when discussing finances there are certain topics that can create “Awkward Conversations”. We also know that it's very easy to make big mistakes when important topics are avoided or are not addressed. Tune in this week as we discuss a number of challenging yet important subjects that are often put off or totally avoided by many. Let us know how we can help you address the difficult topics and “Awkward Conversations” that you know in your heart of hearts are critical to your...

Duration:00:16:00

Developing Strategies For A No Regret Retirement

11/19/2019
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It's easy to agree that after a lifetime of hard work, a “No Regrets Retirement” would be a nice reward. Sadly, not everyone achieves this goal. On this week's podcast we explore strategies that can potentially reduce the pitfalls and provide pathways to a bright sunny retirement. Take a few minutes to listen in on our conversation. Remember to share the podcast with your friends and let us know how we can help you develop a Retirement Roadmap with No Regrets.

Duration:00:12:21

Retirement Variables & Constants Part 2

11/12/2019
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Last week we took a little time to explore some of the “constants” in retirement planning so this week we continue our conversation on retirement variables and constants with an emphasis on retirement “variables”. Sit back relax and listen in as we share additional insights that can potentially make a difference for your journey along the Retirement Roadmap. Remember to subscribe to our newsletter as well as the podcast and if you enjoy them remember to share with your friends and colleagues.

Duration:00:16:38

Retirement Variables & Constants Part 1

11/7/2019
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As you know, when planning your retirement you need to be careful about adopting one size fits all solutions, however there some elements of retirement planning that tend to remain constant. So over the next two weeks we will be discussing a variety of variable and constant considerations when it comes to retirement planning. Listen in as we share insights that can potentially make a difference for you as you travel along the Retirement Roadmap and remember to share the podcast with friends...

Duration:00:17:07

Countdown To Retirement

10/31/2019
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Will you be ready? What will retirement look like for you? Let's face it, getting ready for the retirement years is important and making sure you take the time to design your retirement plan is critical. Listen in on this week's podcast as we discuss some of the essential steps to take when preparing for retirement. Helping folks design a personalized Retirement Roadmap is what we do, so reach out and schedule a complimentary consultation to discover how we can help!

Duration:00:17:30

Is A Market Crash Coming?

10/23/2019
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This is a question that is on the mind of quite a few investors these days. This week we address this question and what it might mean to different people in different phases of life. Tune in as we discuss how different strategies and different market conditions could affect your retirement plans. We're here to help. So reach out and schedule some time or let us know how we can help you navigate your retirement journey and remember to share the Retirement Roadmap podcast with your friends and...

Duration:00:14:08

Are You Working With The Right Advisor?

10/16/2019
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It goes without saying that saving for retirement is quite a bit different than living in retirement. So one of the questions to ask yourself is . . . “Does my advisor specialize in accumulation strategies (saving for retirement) or does my advisor specialize in preservation and distribution strategies (living in retirement)? Listen in on this week's podcast as we discuss potentially important distinctions to understand and to evaluate in your retirement planning. Let us know how we can help...

Duration:00:15:10

Flying & Retirement

10/9/2019
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What does flying have to do with retirement? Well, both of these subjects can create excitement and anxiety. So on this week's podcast we discuss a few lessons that you can learn from flying and how these lessons can relate to planning for and living in retirement. As you listen in on our conversation you may discover a few insights that can help you on your journey along the Retirement Roadmap. Always remember we're just a phone call away – so let us know how we can help. If you enjoy our...

Duration:00:14:37

Even Responsible Savers Make Mistakes

10/2/2019
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Let's face it . . . Nobody's perfect and everybody can make mistakes! This week we take some time to discuss some of the mistakes that are sometimes made by those who work hard to save for retirement. There's always room for improvement, so take a few minutes to listen in – this could be an important podcast for you. We're here to help you navigate your Retirement Roadmap. So let us know how we can best serve you in your retirement journey and remember to share our podcast with your friends...

Duration:00:15:43

Financial Myths

9/25/2019
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If what you thought to be true turned out not to be true, when would you want to know about it? The obvious answer is right away! On this week's podcast we address a number of topics that are sometimes misunderstood. As you listen in on our conversation this week, you may find yourself re-evaluating some long held beliefs about money and retirement. Always remember we're here to help guide you along the Retirement Roadmap. Feel free to reach out to us with any questions and share our podcast...

Duration:00:24:35

The Blame Game

9/18/2019
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It's easy to find fault with others or point to circumstances in an effort to assign blame or find reasons why things didn't turn out the way you wanted or intended. This is basic human nature when things don't turn out. However, this attitude or mindset can leave you powerless if you're not careful. Everyone faces set backs from time to time and this week we examine strategies and mindsets that can help when recovering from setbacks. Listen in on our conversation and you might just find a...

Duration:00:14:19

401(K) Weaknesses

9/11/2019
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In today's world, there are lots of choices about where and how to save for retirement. Often times, people utilize a 401(K) option offered by their employer. 401(K)'s can be very powerful since they have much higher contribution limits than IRA accounts. Be careful though, 401(K)'s are not necessarily the end all be all and they sometimes have possible weaknesses. On this week's podcast, we discuss some of the pros and cons of saving in a 401(K) and some of the things to be aware of and...

Duration:00:14:46

I Have A Question

9/4/2019
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Questions – Questions – Questions! Have you ever had something come up that you thought you knew how to handle, but when you started thinking about it . . . you realized that there might be more to it? If so, you may want to listen in on this week's podcast! This week we discuss answers to a number of common financial questions. Where you end up on the Retirement Roadmap often depends on the actions you take and how you answer important questions. Give us a call and let us know how we can...

Duration:00:20:29

Planning For The 3rd & 4th Quarter

8/28/2019
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As we start heading into the end of the year, it's time to get certain financial affairs in order. Tune in to this week's podcast and listen in as we discuss a number of items that may need your attention sooner rather than later. Making sure you understand key planning concepts and priorities can make a big difference in where you end up on your journey along the Retirement Roadmap. Always remember that we're here to help, so reach out and let us know how we can be of service.

Duration:00:15:45