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Retirement Paradise

Business

Greg Gunther

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.

Total 185 episodes

3

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Mastering the Last Five Years

Mastering the Last Five Years

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.

It’s time for a financial checkup

It’s time for a financial checkup

Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup.

COVID-19 financial strategies

COVID-19 financial strategies

While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.

Is Your Portfolio Properly Structured for a Bear Market?

Is Your Portfolio Properly Structured for a Bear Market?

Are we in a Bear Market? Experts say yes. What is that and what does it do to your investments? Will it affect your retirement? In this episode Greg talks about the answers to these questions and more to help you to get a plan in place that will weather the storm.

Weathering Income Peaks and Valleys

Weathering Income Peaks and Valleys

Not everyone has a steady income that stays the same month after month. Small business owners, salespeople, freelancers and others may see significant fluctuations. Here are some ideas on how you can weather them.

Tax Time Is Here Again

Tax Time Is Here Again

Tax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.

Eight Obstacles to Retirement

Eight Obstacles to Retirement

The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

Measuring Your Reaction to Market Volatility

Measuring Your Reaction to Market Volatility

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

Break Your Bad Financial Habits

Break Your Bad Financial Habits

With just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.

Achieve Your Financial Goals in 2020

Achieve Your Financial Goals in 2020

There’s no better time than the new year to adopt some new, positive habits. Can 2020 be the year that you start to achieve your financial goals?

All About 401(k) Rollovers

All About 401(k) Rollovers

What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).

Personality and Retirement

Personality and Retirement

Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.

Money Management Tips

Money Management Tips

This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.

The Danger of Financial Assumptions

The Danger of Financial Assumptions

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.

Cost-of-living Adjustment for Social Security - 2020

Cost-of-living Adjustment for Social Security - 2020

The 2020 Social Security cost-of-living adjustment has been announced. What does it mean for you? Will this adjustment keep pace with inflation? Are there costs that are rising faster? This episode looks at some potential answers. Will Social Security even be available to you in retirement?

The SECURE Act: Changes to IRAs

The SECURE Act: Changes to IRAs

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Smishing and Wishing

Smishing and Wishing

Smishing is a new challenge and attack on your financial information. Wishing without action can be a challenge and detriment to your financial future. This episode looks at each of these and provides some potential actions you may take to keep your financial future secure.

Common Financial Mistakes

Common Financial Mistakes

Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?

Retirement Expenses to Consider

Retirement Expenses to Consider

There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

Mistakes and Questions

Mistakes and Questions

401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.

Social Security Changes May Impact Your Monthly Check

Social Security Changes May Impact Your Monthly Check

Changes in Social Security can have a big impact on your personal finances in retirement. How will the most recently announced changes impact your personal economy?

Tips for the Unprepared Retiree

Tips for the Unprepared Retiree

Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.

Retirement Communities, Wealth Building & Budget

Retirement Communities, Wealth Building & Budget

This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.

Protect Your Financial Data

Protect Your Financial Data

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

Millennials and Retirement

Millennials and Retirement

How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?

Examining Retirement Realities

Examining Retirement Realities

This episode looks at some hard retirement facts that are often overlooked. Have you missed or ignored these uncomfortable truths?

Money and Relationships

Money and Relationships

Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?

Shocking Retirement Statistics and Mistakes

Shocking Retirement Statistics and Mistakes

This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.

Avoid Phone Scams/What are Tariffs?

Avoid Phone Scams/What are Tariffs?

This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?

The Cost of Financial Procrastination

The Cost of Financial Procrastination

This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.

Feelings and Finances

Feelings and Finances

This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

Financial Challenges for Women in Retirement

Financial Challenges for Women in Retirement

This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

Is Your Retirement Prepared for a Bear Market

Is Your Retirement Prepared for a Bear Market

Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.

Retirement: A Rite of Passage

Retirement: A Rite of Passage

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

The Seven Deadly Sins of Retirement Planning

The Seven Deadly Sins of Retirement Planning

This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

Creating a Retirement Plan

Creating a Retirement Plan

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

Increase Happiness & Get Ahead at Work

Increase Happiness & Get Ahead at Work

Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.

Tax Refund Options to Improve Your Finances

Tax Refund Options to Improve Your Finances

Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.

Ways to Maximize Your Retirement Investments

Ways to Maximize Your Retirement Investments

Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.

Managing Qualified Money

Managing Qualified Money

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Medicaid vs Long-Term Care Insurance

Medicaid vs Long-Term Care Insurance

In this show we will examine the differences between Medicaid and long-term care insurance. They are different solutions to different issues you may face. We hope this show will help clear up some of the confusion between the two.

Planning Your Legacy

Planning Your Legacy

Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.

Triathlon of Life

Triathlon of Life

Looking at the three stages of life and how retirement is its own race, not the finish line.

What's Keeping You From Early Retirement?

What's Keeping You From Early Retirement?

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Retirement Readiness

Retirement Readiness

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

What if You Never Plan to Retire?

What if You Never Plan to Retire?

Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

Procrastination and Retirement

Procrastination and Retirement

It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

Balancing Your Portfolio

Balancing Your Portfolio

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Retirement Conversations for Couples

Retirement Conversations for Couples

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

How to Reset Retirement Plans to Weather a Downturn

How to Reset Retirement Plans to Weather a Downturn

The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.