Listen to The Purpose Driven Retirement radio show live on 103.7 WWIB:
Wednesdays at 7:30 p.m.
Saturdays at 5:30 p.m.
Listen to previous shows here:
When Retirement Comes Sooner Than Expected
Preparing for retirement is discussed so often, that sometimes we can neglect the instances where retirement is suddenly thrust on someone because of unforeseen complications, like a health-related problem. This show dives into that scenario and what can be done to help ensure a comfortable retirement for the retiree. It also discusses the inverse of… Read More
America in Recession: A Story Told Before
A recession in America is nothing new, but even after a historic bull run in the market, many Americans still remember the Great Recession of 2008 well. If only there were a crystal ball that could tell us when the next recession will be, but that’s fantasy. However, once you’re retired, there are strategies that… Read More
Don’t Keep the Doctor Away: Addressing Health Care in Retirement
According to Fidelity, a 65-year-old couple can expect to pay an estimated $285,000 in health care costs for retirement. Not a lot of Americans understand the high costs of health care and a lot of that is because of misconceptions about health care and Medicare. Unraveling these misconceptions is only part of the problem in… Read More
The Do’s and Don’ts of Retirement Planning
Retirement is one of the most important life stages a person will go through, and with people living longer, the need to properly plan for retirement is critical. This can be a daunting undertaking. In this show, we’ll look at some key points that can help get you on the right track to planning a… Read More
When Times Get Tough, Find a Silver Lining
When times get tough, it’s easy to get overwhelmed by feelings of doubt. But is that really the best way to succeed? Today we’ll talk about how you can make a shift to focus on the silver lining in the darkest of days, and how to identify opportunities for success in challenging times.
Times of Crisis: How to Lead with a Steady Hand in Retirement (Featuring special guest from John Hopkins)
We all experience times of crisis throughout our lives. And in these moments, you’re distressed, and it can affect you both physically and mentally – which can lead to some dubious decisions made on your part. But in retirement, you can’t afford to be making errant or erratic decisions. You need to lead with a… Read More
The Bear Market Has Come Out of Hibernation
While we may remember 2008 and the damage the market caused to our economy, it’s also hard to remember that bear markets happen more often than we remember, especially after the market went on a remarkable bull run. We’re now in a bear market and who knows what awaits beyond. Don’t let the whims of… Read More
Simplify Your Financial Life in Three Steps
Finances don’t need to be complicated to work. In fact, simplifying your finances can help improve the chances of reaching your goals. This show provides three steps that will start the process of simplifying your finances. Three steps toward better utilizing your resources and protecting what matters to you the most. Three steps toward securing… Read More
Key Components to Wealth Management in Retirement
You’ve likely heard of the concept “wealth management” before. Just stringing together a definition when thinking about those two words is simple… if you have wealth, you are managing that wealth. And to manage that wealth, it involves making decisions on where it goes, how it’s invested, and how it should change over time. More… Read More
Three Foundational Topics to Put on Your Retirement Planning List
Putting together a retirement bucket list is one of those fun exercises leading up to retirement. Tackling that bucket list can be even more fun but doing so requires putting some key foundational financial pieces in place prior to retirement. This show provides listeners with a list of three foundational topics to put on their… Read More
Strategies For Investing In The Stock Market
The best thing about investing strategies is that they’re flexible. If you choose one and it doesn’t suit your risk tolerance or schedule, you can certainly make changes. But be forewarned: doing so can be expensive. Every purchase carries a fee. More importantly, selling assets can create a realized capital gain. These gains are taxable and therefore,… Read More
Four Retirement Unknowns and Ways to Address Them
Retirement inevitably will deliver surprises — unknowns, things a person couldn’t have foreseen. The hope is that the pleasant surprises far outweigh the unpleasant ones. When it comes to retirement unknowns, people can do more than hope, they can take action in advance to help address some of retirement’s biggest unknowns. This show provides listeners… Read More
The SECURE Act: What You Need to Know
The SECURE Act was signed into law by President Trump in December 2019. The legislation, backed with bipartisan support, changes retirement rules for many Americans, some good and some not so good. But knowledge is the key to understanding it. So, we’ll discuss what changes retirees or pre-retirees need to know to help them make… Read More
How to Address Major Risks to Your Retirement Assets
Most people consider longevity to be one of the biggest threats to a retirement portfolio. The risk that the portfolio won’t have the legs to last as long as you do. But what many of us don’t know is what to do about it. That is, how to protect a portfolio against not lasting through… Read More
New Year Resolutions That Can Benefit Your Retirement
Change can be hard. We all know that. And maybe that’s why we keep making New Year’s resolutions each year, even though many are forgotten before the spring thaw. But what if we made change easier? Well, that’s our goal for today as we go through resolutions that can benefit you in the new year.… Read More
Don’t Keep the Doctor Away: Addressing Health Care in Retirement
According to Fidelity, a 65-year-old couple can expect to pay an estimated $285,000 in health care costs for retirement. Not a lot of Americans understand the high costs of health care and a lot of that is because of misconceptions about health care and Medicare. Unraveling these misconceptions is only part of the problem in… Read More
The Do’s and Don’ts of Retirement Planning
Retirement is one of the most important life stages a person will go through, and with people living longer, the need to properly plan for retirement is critical. This can be a daunting undertaking. In this show, we’ll look at some key points that can help get you on the right track to planning a… Read More
A Wake-Up Call for Women
Women are often the most vulnerable when it comes to shortcomings in retirement. They tend to live longer than men, they’re more often the caregivers in a family and they tend to suffer from more financial hardships than men do. Women should be well prepared for these unexpected “wake-up calls” so that it doesn’t happen… Read More
Retirement Construction Zone
It happens every year – orange cones and construction zones blocking your way, forcing you to change your route, and making you want to pull your hair out. How long will these projects last and why can’t they plan better? You don’t want that same confusion and chaos for your retirement. Today’s show outlines signs… Read More
When Retirement Comes Sooner Than Expected
Preparing for retirement is discussed so often, that sometimes we can neglect the instances where retirement is suddenly thrust on someone because of unforeseen complications, like a health-related problem. This show dives into that scenario and what can be done to help ensure a comfortable retirement for the retiree. It also discusses the inverse of… Read More