Épisodes

  • Roadmap to Retirement

    Roadmap to Retirement
    Jan 31 2026
    In this episode, we treat your financial strategy like a cross-country road trip where a well-mapped route is the difference between a smooth ride and getting lost. We discuss how to choose the right vehicle for your savings, navigate the inevitable construction zones of market volatility, and ensure you have enough fuel to reach your final destination comfortably. Tune in as we help you plan your pit stops and prepare for the long haul, ensuring you arrive at retirement ready to enjoy the view.
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  • Why Do You Need a Financial Advisor?

    Why Do You Need a Financial Advisor?
    Jan 24 2026
    In an era of endless online information, we explore why professional financial guidance remains more critical than ever for navigating today’s complex economic landscape. We break down the essential roles an advisor plays, from providing emotional discipline during market volatility to implementing sophisticated tax and estate strategies that go far beyond simple DIY investing. Tune in to learn how a dedicated advisor can bridge the gap between merely owning assets and having a comprehensive, stress-free plan for your long-term future.
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  • Wills and Trusts

    Wills and Trusts
    Jan 17 2026
    In this episode, we demystify the essential world of estate planning by breaking down the fundamental differences between wills and trusts. We explore how these legal tools work to protect your assets from probate and ensure your final wishes are executed exactly as intended. Tune in to learn which options are best for your family’s unique needs and how to start building a legacy that provides lasting peace of mind.
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  • Surviving a Spouse

    Surviving a Spouse
    Jan 10 2026
    Navigating the loss of a partner is an overwhelming emotional journey that unfortunately requires making critical financial decisions during a time of deep grief. This episode provides a compassionate guide to the essential first steps, including managing immediate cash flow, updating asset titles, and understanding your new Social Security and tax status. Join us as we discuss how to protect your financial future and find peace of mind while transitioning into this new chapter of life.
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  • Meet Debbi Marcum

    Meet Debbi Marcum
    Dec 13 2025
    In this episode Debbi talks about how Retirement Your Way can help you with your finances and retirement plans. She talks about her experience and goals for the show, and for your financial future!
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