In this episode, I speak to Alyce Rose also known as Ms. Thrifty Rose. She is a lifestyle creator, plus-size confidence curator, and founder of Auntie Outside about her love for thrifting through a lens of authenticity and self-love as well as sustainable fashion tips. We get into: Her journey Read More
I’m excited for this episode, as we have a real-life retiree, Michael Levine, who successfully owned and sold a home healthcare business. Michael spent the beginning of his career in accounting until he and his wife started their company over a decade ago. His knowledge in the home health care Read More
Full disclosure, many of these proposals will never come to fruition. However, it is election time, so why not have some fun with this? I spent a lot of time digging into each candidate’s tax proposals, as well as the potential impact to you, PFR Nation. Let me be clear, Read More
Full disclosure, many of these proposals will never come to fruition. However, it is election time, so why not have some fun with this? I spent a lot of time digging into each candidate’s tax proposals, as well as the potential impact to you, PFR Nation. Let me be clear, Read More
Annuities have become the four-letter word of retirement planning products. However, is this warranted? When should annuities be positioned in a well-diversified retirement income plan? How do you ensure you aren’t being taken advantage of by an agent who doesn’t have your best interests? In this next edition Read More
In this episode of The Money Exchange, host Patrina Dixon welcomes Scott Carson, known as the "Note Closer," to discuss an alternative path to wealth-building through real estate investing: buying and selling mortgage notes. Scott breaks down the basics of note investing, demystifies common misconceptions, and shares practical strategies Read More
Ep. 53 – Vol 2 “Whiteboard Retirement Plan” – 58/54, COAST to retirement w/ $5.5mm, and make a multi-generational impact. Thanks so much to our recent listener who submitted their financial info for this next edition of the ‘Whiteboard Retirement Plan.’ This was a fun case to break down. Mr. Read More
Thanks so much to our recent listener who submitted their financial info for this next edition of the ‘Whiteboard Retirement Plan.’ This was a fun case to break down. "Travis" is 58, "Taylor" is 54, and they are currently putting 3 children through college. They’ve managed to save a nice Read More
Are you approaching retirement while juggling paying for your kids' college, or even perhaps caring for aging parents? You are not alone. In fact, 48% of adults are providing some sort of financial support to their grown children, while 27% are their primary support. Additionally, 25% are financially supporting their Read More
Are you approaching retirement while juggling paying for your kids' college, or even perhaps caring for aging parents? You are not alone. In fact, 48% of adults are providing some sort of financial support to their grown children, while 27% are their primary support. Additionally, 25% are financially supporting their Read More
Are you approaching retirement and worried about the impact of Artificial Intelligence (AI) on the future of your job? What about the impact of AI on the financial markets? And lastly, do Bitcoin and other cryptocurrencies have a place in a well-diversified investment portfolio? I hope you enjoy my interview Read More
Do you ever wish you could get inside the minds of existing retirees to ask them what their experience has been? Or, ask them what they wish they would have known before they quit their day job? This episode is for you! In this episode of the Planning for Retirement Read More
Do you ever wish you could get inside the minds of existing retirees to ask them what their experience has been? Or, ask them what they wish they would have known before they quit their day job? This episode is for you! In this episode of the Planning for Retirement Read More
Welcome to "The Planning for Retirement Podcast," where we help educate you on how to achieve financial security and fire your boss. Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Read More
In this episode, I sit down with Christina Roman, Consumer Education and Advocacy Manager at Experian, to dive into the truth behind common credit myths and explore practical strategies for improving your credit score. We’ll tackle misconceptions, such as the myth that checking your credit score will lower it, and Read More
Welcome to this edition of The Planning for Retirement Podcast. This is Volume 1 of this new series, The Whiteboard Retirement Plan, where Kevin breaks down a real-life client case for “Bob and Jennifer” in plain English. The goal is to help answer the question, “Can I fire my boss?” Read More
William Holloman, founder of WillPower Athletics LLC, ranks as the second All-Time Leading Scorer in Jacksonville, Florida's history. His dedication to basketball and mentoring the city's youth in athletics, sportsmanship, and discipline is as noteworthy as his numerous accolades. He is also the mastermind behind The Holloman Challenge, a Read More
In this episode, Kevin discusses the topic of downsizing to retire early. He shares the reasons why people downsize their homes to fund their retirement and talks about the tax implications of doing so. Takeaways Downsizing to a smaller home can help fund retirement and allow for an earlier retirement. Read More
It’s official, we moved to Chattanooga, Tennessee where my wife’s family is from. Considering this big move and the fact that I’ve spoken with hundreds of retirees who relocated during retirement, I thought this would be a timely topic! I’ll unpack some of the main reasons I see people Read More
In this episode, I talk with Hassan Thomas about the importance of investing as a strategy for building a secure future. We also discuss the value of financial literacy and investing from a young age and how making your money work for you can significantly improve your future. Hassan Read More
