The Year You Retire Podcast

The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years truly golden. Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.

 
 
 
19 March 2024
Ep. 12 - To Convert or Not to Convert: How to Know if a Roth Conversion is Right for You.
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04 March 2024
Ep. 11 - A Guided Tour Through Our Financial Planning Process
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19 February 2024
Ep. 10 - 7 Primary Retirement Predators
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05 February 2024
Ep. 9 - Budgeting Tools and Apps
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24 January 2024
Ep. 8 - Financial Advisor or DIY?
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08 January 2024
Ep. 7 - Getting the Most Out of Your Charitable Giving
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03 January 2024
Ep. 6 - 7 Principles of Retirement Happiness
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25 December 2023
Ep 5. - Navigating the Medicare Maze
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18 December 2023
Ep. 4 - Getting the Most Out of Social Security
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18 December 2023
Ep. 3 - How Can I Earn More on My Short-Term Savings?
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18 December 2023
Ep. 2 - Head-to-Head Battle of the IRA vs 401k
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18 December 2023
Ep. 1 - What's This Going to Cost Me?
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13 December 2023
Trailer
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