“Welcome to the Real Talk Retirement Show”
Whether you’re retired or planning for the future, join us for a real, relatable look at the financial side of retirement & beyond!
Retirement topics you care about. Conversations that are approachable.
Next steps that actually make sense.
We designed a retirement podcast we’d want to listen to. No financial jargon. Just a friendly, conversational look at how we can work towards preparing for our unique retirement journey.
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Ep 08: 5 Retirement Myths That Could Cost You
There are a lot of misconceptions about retirement, and believing the wrong ones could impact your future. In this episode, we break down five common retirement myths and uncover the truth behind each one to help you plan with confidence.
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Ep 07: Retirement Security: It’s about more than just money
In today’s digital world, accessing personal information, especially financial data, is easier than ever. In this episode, we talk with Page Adlington, Senior Manager at Charles Schwab, about why protecting your data is a key part of securing your retirement. Together we explore practical tips to help keep your personal and financial information safe.
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Ep 06: These truths about investment fees might surprise you
Investment fees might seem small, but they can quietly shape your long-term outcomes in big ways. In this episode, we break down the different types of fees, how they impact your retirement, and what you can do to make smarter, more cost-effective investment decisions.
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Ep 05: How to invest in an unpredictable market
Recent headlines and market swings have left many investors feeling uneasy. In this episode, Brian Graff and Chief Investment Officer Dave Lytle discuss how to navigate turbulent times with confidence and clarity. They cover practical strategies like diversification, rebalancing, and managing risk – plus the common pitfalls to avoid when emotions threaten to derail your…
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Ep 04: We asked 400+ people about their money. Here’s what we learned.
In this episode, we unpack highlights from our Financial Wellness Report, where people of all ages and income levels opened up about their finances. Nearly half said money causes them stress – but four key habits stood out among those who feel confident and less overwhelmed. Tune in as we break down the results and…
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Ep 03: The 8th wonder of the world… compound interest!
Compound interest has been called the 8th wonder of the world – and for good reason! In this episode, we break down the magic of this concept, share practical examples, and give actionable tips to help you maximize your savings and investments over time.
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Ep 02: Could this be the single biggest threat to your retirement?
In this episode, we explore the significant influence of emotions on investment decisions and how they can ultimately impact our retirement. We discuss common emotional biases such as fear, greed, regret, and excitement, and provide practical tips on managing these emotions to make more rational investment choices.
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Ep 01: Do you have enough to retire?
How much is enough for retirement? In our debut episode, we explore practical ways to calculate your retirement savings goal, key factors that influence it, and simple methods to ensure you’re on track for the freedom and lifestyle you want.
