14 afleveringen

Welcome to the Your Retirement Navigator podcast, where financial advisors and founders of Heise Advisory Group, Ken and Lori Heise, discuss various aspect of retirement planning as you navigate the road to and through retirement.

Your Retirement Navigator Ken and Lori Heise

    • Zaken en persoonlijke financiën

Welcome to the Your Retirement Navigator podcast, where financial advisors and founders of Heise Advisory Group, Ken and Lori Heise, discuss various aspect of retirement planning as you navigate the road to and through retirement.

    Look to Yoga to Build Your Wealth

    Look to Yoga to Build Your Wealth

    Ken and Lori discuss five elements of Yoga that are particularly useful for personal wealth.

    • 15 min.
    Estate Planning - Wills & Trusts

    Estate Planning - Wills & Trusts

    What are my Estate Planning options?

    • 16 min.
    Healthcare Planning

    Healthcare Planning

    Healthcare can be a large expense in retirement. And some people delay retirement because they are concerned about the cost of healthcare. Ken and Lori look at three phases:

    1. Covering healthcare expenses from retirement date to age 65

    2. Medicare at age 65

    3. Long-term care

    • 17 min.
    4 Buckets for Tax Planning

    4 Buckets for Tax Planning

    Tax planning is an important part of preparing for retirement. On this episode, Ken talks about four different buckets your money can be in, and the importance of knowing exactly which buckets your retirement assets are in.

    • 17 min.
    Tax Planning Part 1

    Tax Planning Part 1

    Ken and Lori begin discussing tax planning, and how it can be vitally important for retirees to know how taxes will effect their retirement accounts.

    • 15 min.
    Investment Planning Part 3

    Investment Planning Part 3

    In this episode Ken and Lori discuss risk management in retirement, and how emotions can get in the way of making wise investment decisions.

    • 17 min.

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