Plan 2 Retire
Common sense retirement planning advice that answers the tough money questions. The Plan 2 Retire Podcast will guide you through the noise of mainstream financial advice that is not always in your best interest. Making you a better investor, consumer and helping you make smart money choices as you
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How To
When you live in California, you know an earthquake is coming, you just don’t know when!
How important is asset allocation? Can we time the m...
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Mar 7 2022 27m
Misconceptions in the Market
In this podcast we have great information to share w...
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May 3 2021 13m
Flavors of Life Insurance
We often take steps to make sure that things that ar...
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Mar 1 2021 32m
UPDATE: Navigating the Current Housing Market with Leigh Fangmeyer
On this podcast, we have back a repeat guest from la...
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Feb 15 2021 25m
SIMPLE VS. SEP: Let’s Talk IRAs
One of the questions from the field we often get is:...
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Jan 18 2021 16m
2021 Social Security Changes
Social Security is an important factor for most peop...
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Jan 4 2021 19m
Disentangling Election Emotions with Apollo Lupescu
On this podcast Jeff interviewed Apollo Lupescu, Vic...
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Nov 16 2020 41m
Passion for Protection with Carol Ann Williams
Often, we overlook the importance of personal safety...
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Oct 19 2020 24m
Questions from The Field: Stock Market Returns & Elections
People often panic about their investments amid an e...
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Sep 28 2020 14m
Epic Glamping with Stephen Rhodes
In this week’s podcast we have a special guest, Step...
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Aug 31 2020 21m
The Ins and Outs of 401(k)s
In this episode Jeff dives into studies done by Empo...
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Aug 24 2020 19m
Questions from the Field
How much value is in your retirement plan? There are...
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Jul 13 2020 13m
Don’t Wait for Injury or Illness: Downsizing with Ryan Burns
On this podcast we interview President of Stress Fre...
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Jul 6 2020 19m
How Could Recent Changes with Retirement Accounts Benefit You?
The retirement planning landscape is constantly chan...
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Jun 29 2020 26m
Navigating the Current Housing Market
On this podcast we interview experienced local realt...
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Jun 22 2020 22m
Retirement Planning with A Servants Mentality
Being a financial planner requires one to serve thei...
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Jun 8 2020 21m