Investing and retirement planning to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.
Winning Words With Ross Hjelseth
In this podcast episode Jason interview Ross Hjelseth about his book and podcast titled Winning Words.
The One In 2021
In this podcast episode Jason shares the 7 simple exercises to help you plan the greatest year of your life.
Barbell Strategy for FERS with Chris Barfield, CPA
In this podcast episode Jason interviews Chris Barfield, CPA about a barbell strategy for your money when making the transition into retirement.
How Important Is It?
A few bits of wisdom and select sayings from a good friend.
We're Talking Millions with Paul Merriman
In this podcast episode Jason interviews Paul Merriman about his new book titled We're Talking Millions, and the 12 simple ways to supercharge your retirement.
Buckets with Christine Benz Director of Personal Finance at Morningstar
In this podcast episode Jason interviews Christine Benz who is the director of personal finance at Morningstar, about buckets as a strategy to diversify your money as you transition into retirement.