Couverture de The Retirement Roundtable

The Retirement Roundtable

The Retirement Roundtable

De : Veronica Redfield and Grant Hartmann
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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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    • Why a Withdrawal Rate is NOT a Retirement Strategy

      Why a Withdrawal Rate is NOT a Retirement Strategy
      Feb 21 2026
      While many investors fixate on the "4% rule" as a magic number, this episode explains why relying solely on a static withdrawal rate ignores the volatile realities of market cycles and inflation. We dive into the critical difference between a simple math equation and a comprehensive retirement plan that accounts for taxes, healthcare, and longevity. Tune in to learn how to shift your focus from a single percentage to a dynamic strategy that protects your lifestyle regardless of market conditions.
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    • What to Expect Working With Retirement Resource

      What to Expect Working With Retirement Resource
      Feb 14 2026
      In this episode, we pull back the curtain on the initial steps of your financial journey by walking you through exactly what happens during your first and second meetings with our team. You’ll learn how we move from a high-level discovery of your goals to the presentation of a tailored roadmap designed to secure your future. Tune in to demystify the "Retirement Resource" process and see how we transform complex data into a clear, actionable plan for your golden years. Key Takeaways 1st Appointment: The "Discovery" phase focused on your vision and values. 2nd Appointment: The "Strategy" phase where we review your customized retirement blueprint. The Goal: Building a foundation of transparency and trust before you commit.
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    • Real Life Stories, Real Life Issues Part 2

      Real Life Stories, Real Life Issues Part 2
      Feb 7 2026
      In this episode, we dive into the high-stakes world of mixing money with blood and brotherhood to see if the potential returns are worth the personal risks. We share cautionary tales of handshake deals gone sour and provide a practical framework for setting professional boundaries without ruining Sunday dinner. Whether you’re considering a joint real estate venture or funding a cousin’s startup, learn how to protect your portfolio and your peace of mind.
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