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
Ken and Lori discuss five elements of Yoga that are particularly useful for personal wealth.
Estate Planning - Wills & Trusts
What are my Estate Planning options?
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
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.
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.
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.