The New Retirement Reality Podcast

Financial Jerseys

What can we learn about retirement planning from the jerseys that players wear while playing different sports? We will also discuss financial planning for future generations.

Over Or Underrated?

This week we'll give you our take on what's overrated and underrated - both in and out of the financial world. We'll also analyze the ins-and-outs of 401(k) rollovers, and give you some starting steps for planning your retirement.

The Client Experience

We've spent a lot of time talking about what it's like to be a financial advisor. Now, let's talk about what it's like to be a cleint of Premier Advisors.

How Financially Healthy Are You?

This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.

The Retirement Garden

Now that summer is in full-swing, let's take a look at how retirement planning is like growing a garden.

Retirement Game Shows

Many folks have a favorite game show that they enjoy. Unfortunately, some people have turned their retirement planning into a game show, and that’s not a good thing.

All About Annuities

Navigating the world of annuities can be a tricky task. There are several different types out there, each with their own pros and cons. Todd and Marty will help shed light on what you should know about annuities.

Don’t Assume

Be careful of making assumptions in retirement planning before you know the facts. Some of these assumptions could be correct, but they could just as likely be wrong.

Things You Can’t Control (And Things You Can)

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t. We'll also take some time to explore the retirement airport.

Wishful Thinking

Sometimes people have some wishful thinking when it comes to their retirement planning. Let’s talk about some of the things that people might think will be true, but could actually just be wishful thinking…