

Set yourself up for the retirement you envisioned
Actionable ideas and strategies that
aim to simplify investing, reduce
taxes, and grow your net worth so
you can retire on your terms.
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This podcast was created to provide you with
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Retirement Podcast Episodes
What do you want to learn more about?
Investing in Retirement
Tax Planning
Estate / Asset Protection Planning
Social Security & Medicare
Maximizing An Inheritance
Retirement Income

Understanding Long-Term Care Insurance & Partnership Programs With Eileen Dunn: Long-Term Care Series, Part #2
Eileen Dunn explains long-term care insurance and state partnership programsListen Now >

What is Long-Term Care & How Does It Work? With Eileen Dunn: Long-Term Care Series, Part #1
Eileen Dunn educates us on the realities of Long-Term CareListen Now >

Does Rental Property Make Sense in My Retirement Plan? With John Stanfield
Does rental property make sense for retirement?Listen Now >

Are Annuities a Good Idea for Retirees?
Does an annuity belong in your overall investment portfolio?Listen Now >

Your Retirement Income Plan Can Make or Break You
How to create a retirement income plan to help mitigate the significant risks that threaten your nest egg.Listen Now >

What to Do When an Elderly Parent or Spouse Dies
Learn what steps to take to settle the estate of a loved one.Listen Now >

How to Invest in Bonds in Retirement
In this episode you'll learn why and how to invest in bonds.Listen Now >

Estate Planning in Retirement
In this episode, we go over some estate planning tips you never thought of.Listen Now >
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RETIREMENT PLANNING QUICK GUIDES [PDF]
Get instant access to several free PDF flowcharts and checklists that cover a wide range of topics that today's retirees face from retirement planning basics, Roth conversions, healthcare, taxes, and even what to do when your parent passes away.
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