The Retirement Roadmap Podcast-logo

The Retirement Roadmap Podcast

Business & Economics Podcasts >

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.
More Information

Location:

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

Are You Unknowingly Sabotaging Your Retirement?

12/3/2019
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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

Planning With Urgency

8/21/2019
More
There are some things that you can take your time with and others that require URGENCY. On this week's podcast we discuss a variety of planning issues that might demand a sense of urgency and ways that you could actually prepare for the possibly of some these situations before they even happen. Take a few minutes to join us and as you listen for new insights you may discover a few distinctions that could help you along the Retirement Roadmap. Let us know how we can help and always feel free...

Duration:00:18:00

Portfolio Disasters

8/14/2019
More
It goes without saying that everyone wants things to turn out well and retirement planning is typically way up on the priority list! On this week's podcast we discuss a number of “Portfolio Disasters” and strategies to help you avoid them. Listen in on our conversation as we look to provide you with valuable insights and as always let us know how we can help you in navigating your personal Retirement Roadmap.

Duration:00:15:27

How Do You Define “Financial Security”?

8/7/2019
More
As we all know, there are many ways to define “Financial Security”. The main questions are how do you define it and how can you achieve it? On this week's podcast we explore these questions from a variety of perspectives and discuss different ways to find the illusive answers. Listen in for a few minutes and explore your own feelings and beliefs about “Financial Security”. Reach out and let us know how we can help as you make your way along the Retirement Roadmap.

Duration:00:14:03

Financially Overrated

7/31/2019
More
Several weeks ago we discussed a number of things that could be considered “underrated” in the financial world. So this week we are delving into a few things that might be considered “overrated”. As you listen in on this week's podcast you might just discover a few new distinctions or a few new perspectives that might just help you navigate your personal Retirement Roadmap. Feel free to share our podcast with your friends and colleagues and as always, let us know how we can be of service.

Duration:00:11:54

Financial Fake News

7/25/2019
More
“Fake News!” has become a term that is often heard in today's culture. So on this week's podcast we discuss a few headlines and topics that might be characterized as “Financial Fake News”. As you listen in you might just find yourself discovering new perspectives on topics that impact you and your journey along the Retirement Roadmap.

Duration:00:14:05