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Healthy, Wealthy, & Wise Retirement Podcast


Jan 10, 2023

Hopefully 2022 was a great year for you! Personally, I had a blast recording these episodes over the 12 months, and I thought taking a look back at a year's worth of episodes would be a fun way to start 2023. 

In this episode, we cover roughly the first half of the year and focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review.

 

Schedule an Intro Call with Loren

Cheat-Sheets From Today's Show:

Fee Audit

Let's Get Clear About FEES

GOALS

Where Are You Still Using Single-Ply?

Happy Money (part I)

Happy Money (part II)

7 Commonly Asked Questions

Tax Report (sample)

What if God Wrote Your Bucket List?

Timing the Market

Social Security (decisions booklet)

The Many Colors of Annuities

 

What is a Fiduciary?

About Me

Podcast Page 

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube