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Navigating Your Retirement

Navigating Your Retirement

De : Travis Chance
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 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. Economie
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    Épisodes
    • 5 Resolutions for Retirees

      5 Resolutions for Retirees
      Jan 10 2026
      As the new year begins, this episode highlights five essential financial resolutions designed to help retirees protect their nest egg and improve their peace of mind. We break down actionable strategies for optimizing tax-efficient withdrawals, rebalancing portfolios for a changing economy, and ensuring legacy documents are fully up to date. Join us to learn how these intentional steps can provide the clarity and confidence you need to make the most of your retirement in the year ahead.
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    • Christmas and Top 10 Reasons to Retire with a Plan

      Christmas and Top 10 Reasons to Retire with a Plan
      Dec 20 2025
      As the holiday season unfolds, we discuss how to balance festive celebrations with long-term financial mindfulness. We then transition into our countdown of the top ten reasons why entering retirement with a structured plan is essential for lasting peace of mind. Join us for a blend of seasonal cheer and practical wisdom to help you secure a stable and fulfilling future beyond the workforce.
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    • The Questions Seniors are Really Asking About Retirement

      The Questions Seniors are Really Asking About Retirement
      Dec 6 2025
      This episode cuts through the confusion to address the honest, unspoken questions seniors are really asking as they approach and enter retirement. We tackle practical, high-stakes topics like how to manage healthcare costs, when to claim Social Security for maximum benefit, and the best way to structure your portfolio to provide consistent income. Tune in for candid answers and actionable strategies that provide clarity and confidence for the next chapter of your financial
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