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Healthy, Wealthy, & Wise Retirement Podcast

Sep 13, 2022

So you have a low-cost, well-diversified portfolio, and you've even managed to invest within your risk tolerance. But do your investments align with your personality? Are they in sync with your beliefs and with the trends that you see evolving?

On today's episode, we hop into our time machine to discuss how investment...

Aug 30, 2022

Do you know your own risk numbers? If not, your portfolio might be out of whack, and it's easy to be frustrated by returns, frightened into cash holdings, and as a whole, it's harder to hit your retirement goals.

We start off today's episode with a quick story about two farmers, Melvin and John. We next move into what...

Aug 9, 2022

On today's episode, we give a quick overview of the Inflation Reduction Act of 2022. We start off by reviewing a few past bills and how the title Congress gives a bill is often misleading.

We then discuss some of what's in the bill, how this could impact you, and close up with a quick conversation of what we can do...

Jul 26, 2022

On today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift.

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Resources mentioned on today's show:

ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article...

Jul 12, 2022

On today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared.


Resources mentioned on today's show:

6 Life-Changing Lessons from 2 Retirees...