Coffee with Your Retirement Coach

Is your retirement plan filled with "Somedays" & "One Days"? In this episode we discuss the non-linear nature of retirement income, living legacy and the BIG REGRET! Knowledge of your personal finances and knowing what they're capable of can set you free to "Take The Trip."

As the world has it's eyes on Paris and this year's Olympic Games, we take a deeper look at what it takes to be a competitor at that level. We'll discuss the characteristics and behaviors, of these elite athletes and what we can learn from them to have a "gold medal retirement."

Have you ever found yourself staring at the beneficiary designation portion of your paperwork feeling very unsure? If done incorrectly, Uncle Sam just might end up being your biggest beneficiary, and children can be accidentally disinherited. This episode breaks down some of our listeners' most common concerns and questions about beneficiary forms and where things go wrong.

In this episode with our coaches we discuss the importance of understanding that opportunities to have tax free assets come with opportunities to BLOW IT UP. Knowing the rules, and having a plan is imperative.

Often times the ROTH is the most identified tax-free Asset in retirement, but what about the HSA (Health Savings Account)-The Triple Tax-Free Play! Like with all plays, we need to know the rules. Join today's Coaches as they bring these Tax-Advantaged Powerhouses to the forefront.

How much you get is not as important as how much you get to keep when it comes to inheritance. This episode your coaches share the plays that can help you get more bang for your Inherited IRA buck.

This episode discusses the roads paved with good intentions. The importance of implementation, maintenance and reviewing of your estate planning documents can't be overstated.

Your legacy plan might need to be reviewed! What are the new rules in regards to inherited IRAs, and what could it mean to the people you care about? Unless "Uncle Sam" really is your favorite uncle!

Stuck in a rut? Recalibrating your goals? The lessons learned and discussed in this episode could greatly influence your thinking in regards to your personal, professional and retirement life. Join us as our coaches dive into Dan Sullivan and Dr. Benjamin Hardy's powerful book, "The Gap and The Gain".

You might not be as debt-free as you think you are. Most middle Americans are facing a growing debt unlike anything they've ever seen. It's one they didn't expect to have, and yet it seems to be increasing all the time. As a matter of fact as your money grows so does this debt. What are we talking about? Retirement accounts and taxation!

We get it, Insurance can be a complicated and nuanced subject. Solutions can be as unique as the individual investigating their needs. Whether your purpose is coverage or investment… Luck Is Not A Plan when it comes to insurance.

Tax laws are complicated and ever changing. We hate to tell you, but if your approach is to blindly hope for the best, bury your head in the sand or ignore them… Luck is NOT a plan!

Join in the conversation with your coaches, Randy & Nic, as they discuss "The Big Game". For many Super Bowl weekend means gatherings with great food and friends. Our coaches muse on what it takes to get to that moment, and what we can learn from that.

Join in the conversation with your coaches, Randy & Nic, as they discuss Tax Bombs that can occur with your retirement accounts. You'll hear about a made man, the tax man & a good plan gone bad.

Join in the conversation with your coaches, Randy & Nic, as they discuss the importance of the right legal documents and apropriate planning. You'll hear about a sleepless night and what seemed right that led to accidental disinheritance.

Join us for a conversation on the family wealth shift from "the farm" to the new financial world of today. If you were raised on a farm, you probably grew up learning a strong work ethic, understanding the seasons, and the idea of sewing seed and reaping a harvest. For today's generations, raised in the suburbs where paying off the mortgage and increasing the 401(k) was the goal, did they learn the same lessons as those raised on the farm?