“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.

  • Ep:13 Starting the Year Strong: Financial Resolutions That May Actually Stick

    January is full of good intentions. We often see new budgets, new goals, and packed gyms that won’t stay that way for long. We kick off the year by breaking down how to set financial resolutions you won’t abandon - focusing on simple habits, controlling what you can control, and progress (over perfection).

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  • Ep12: 5 Money Stats That Captured Our Attention (and Made Us Laugh)

    We close out the year by exploring five money stats that captured our attention and even made us laugh. This lighthearted episode connects a few fun numbers to timeless financial principles like patience, discipline, and staying the course

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  • Ep11: “I’m retiring… What do I do with my 401(k)?”

    Episode Transcript: Intro/Closing: 00:03Welcome to the Real Talk Retirement Show, where we explore the financial side of retirement and beyond. Whether you’re currently retired or planning for the future, we offer real, relatable conversations about money and personal finances. Most importantly, we dive into all these topics using Real Talk. Now, let’s get real about…

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  • Ep 10: The Power of Perspective: Rethinking Retirement for Women

    Episode Transcript Welcome: 00:03Welcome to the Real Talk Retirement Show, where we explore the financial side of retirement and beyond. Whether you’re currently retired or planning for the future, we offer real, relatable conversations about money and personal finances. Most importantly, we dive into all these topics using Real Talk. Now, let’s get real about…

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  • Ep 09: Millionaires Do These 3 Things Differently When Saving for Retirement

    In this episode, we break down three things millionaires do differently when preparing for retirement. We explore simple shifts in planning and behavior that can help you move closer to your retirement goals. Episode Transcript Welcome/Close: 0:03Welcome to the Real Talk Retirement Show, where we explore the financial side of retirement and beyond. Whether you’re…

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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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