The Retirement Roundtable Podcast Por Veronica Redfield and Grant Hartmann arte de portada

The Retirement Roundtable

The Retirement Roundtable

De: Veronica Redfield and Grant Hartmann
Escúchala gratis

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economía
Episodios
  • The Retirement Plan Most Couples Forget to Build

    The Retirement Plan Most Couples Forget to Build
    Mar 28 2026
    While many couples spend years aligning their investment portfolios, they often overlook the critical "soft side" of retirement that determines their daily quality of life. This episode explores how to synchronize your individual visions for the future, covering everything from lifestyle expectations to the emotional transition of losing a spouse.
    Más Menos
    Menos de 1 minuto
  • The Retirement Tax Trap Nobody Talks About

    The Retirement Tax Trap Nobody Talks About
    Mar 21 2026
    On this episode of The Retirement Roundtable, we dig into lesser-known tax pitfalls that can impact your retirement savings. From overlooked rules to common planning mistakes, we explore how to protect your nest egg and make smarter decisions. Tune in for practical insights that help you keep more of your hard-earned money as you plan for the future.
    Más Menos
    Menos de 1 minuto
  • Should I Consolidate My Retirement Accounts?

    Should I Consolidate My Retirement Accounts?
    Mar 14 2026
    Managing multiple retirement accounts can lead to unnecessary fees, overlapping investments, and a fragmented view of your long-term strategy. This episode explores how consolidating your 401(k)s and IRAs can simplify your financial life while making it easier to track progress toward your goals. Learn the practical steps for a seamless transition and how a unified portfolio can provide greater clarity for your future.
    Más Menos
    Menos de 1 minuto
Todavía no hay opiniones