Retire and Thrive

Fortress Financial Group
  • 5.0 (3)
  • Investing
  • Weekly

Retire and Thrive is a podcast hosted by Dan and Kamie, offering real conversations about retirement planning, wealth building, and thriving in every season of life. New Episodes come out every Wednesday. Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

  1. 23h ago

    He Retired Without Telling His Wife?! | Retirement Horror Stories

    What happens when someone retires without telling their spouse? Or when a couple spends $36,000 more than planned in their first year of retirement? In this Halloween-themed episode of Retire and Thrive, Kamie Blair and Dan Langworthy explore two fictional retirement horror stories inspired by real financial challenges. From unexpected retirement decisions to overspending and surprise expenses, discover why communication and financial planning matter before and during retirement. ⏱️ Chapters: 00:00 - Introduction: Retirement Horror Stories 00:56 - He Retired Without Telling His Wife! 02:27 - What Happens When You Retire Without a Plan? 04:32 - Why Couples Need to Discuss Retirement 07:01 - Can You Fix a Rushed Retirement Decision? 09:38 - Retirement Horror Story #2: Spending Gone Wrong 12:19 - The 4% Rule and Retirement Withdrawals 15:52 - Unexpected Expenses and Hidden Tax Costs 17:20 - How to Enjoy Retirement Without Financial Stress 19:14 - Final Advice Before You Retire #RetirementPlanning #RetirementMistakes #RetireAndThrive

  2. Oct 22

    What Does Retirement Really Look Like? 10 Rapid-Fire Questions

    What does retirement really look like beyond the financial numbers? In Episode 71 of Retire and Thrive, Dan Langworthy and Kamie Blair take on the Retirement Hot Seat! With just 30 seconds to answer each question, they discuss retirement fears, spending habits, retiring early, finding purpose, and what truly makes retirement successful. From choosing between more money or more free time to deciding where to live in retirement, these rapid-fire questions highlight important considerations for life after work. Chapters:00:00 - The Retirement Hot Seat Challenge00:40 - What Scares You Most About Retirement?01:24 - What Would You Miss Most About Working?01:56 - What Does Your Ideal Retirement Day Look Like?02:50 - What Would You Spend Too Much Money On?03:31 - Retire Early or Work Longer?04:02 - What Would You Never Give Up in Retirement?04:46 - Would You Still Work After Retiring?05:20 - What Makes Retirement Successful?05:50 - Living Near Family vs. Your Dream Location06:37 - What Do People Underestimate About Retirement?08:12 - Final Thoughts What is your biggest question about retirement? Let us know in the comments! Subscribe to Retire and Thrive for more conversations about retirement planning, financial decisions, and building a meaningful life. #RetirementPlanning #RetirementLifestyle #RetireAndThrive

  3. Oct 15

    In Your 30s? Questions You Should Be Asking About Retirement

    In Your 30s? Questions You Should Be Asking About Retirement | Ep. 70 Is it too early to start thinking about retirement in your 30s? What if planning for retirement isn't just about saving money, but also about figuring out what you want your future to look like? In this episode of Retire and Thrive, Dan Langworthy flips the script and puts co-host Kamie Blair in the hot seat, asking her some important questions about her future retirement. From deciding when to retire to imagining a life filled with travel, family, hobbies, and financial security, Kamie shares her perspective on retirement planning as someone who still has decades ahead of her. Dan and Kamie explore how retirement goals can change over time, why financial concerns matter at any age, and what it means to build a retirement that aligns with your personal priorities. Topics discussed include: Thinking about retirement in your 30s Choosing a retirement age Planning for travel, hobbies, and lifestyle goals Balancing family, career, and retirement dreams Financial concerns and the possibility of living longer than expected Defining what a successful retirement means to you Whether retirement is five years away or thirty, this conversation offers a different perspective on preparing for the future. Episode Chapters: 00:00 Thinking About Retirement in Your 30s01:01 When Would You Like to Retire?01:58 Imagining Your Retirement Lifestyle03:12 Travel and Retirement Dreams04:48 Retirement Spending Priorities06:33 Family and Lifestyle Considerations07:41 Finding Purpose Beyond Your Career10:48 Financial Concerns About Retirement12:15 Defining a Successful Retirement14:36 Future Goals and Final Thoughts About Retire and Thrive Join Dan Langworthy and Kamie Blair each week for conversations about retirement, financial planning, and creating a fulfilling life beyond your working years. Follow Retire and Thrive on Spotify to stay updated on new episodes. This podcast is for general informational and educational purposes only and does not constitute individualized financial or investment advice.

  4. Oct 8

    6 Retirement Questions a Financial Advisor Answers Without Saying “It Depends”

    How much cash should you keep in retirement? Is a second home worth it? When should a spouse claim Social Security, and should a pension be taken as monthly income or a lump sum? In Episode 69, Kamie puts Dan through a retirement Q&A with one rule: every time he says “it depends,” he loses a life. They tackle six common retirement decisions, including travel spending, cash reserves, pension choices, Social Security timing, and whether it makes more sense to retire now or keep working.

  5. Oct 1

    6 Retirement Moves That Sound Smart... But What's the Catch?

    Retiring at 55, paying off the mortgage, moving for lower taxes, taking Social Security at 62, and downsizing can all sound like smart retirement moves. But each comes with tradeoffs that may not be obvious at first. Dan and Kamie break down six common retirement decisions and the financial, tax, family, and lifestyle questions worth considering before making them. 00:00 What's the Catch?00:32 Retiring at 5503:28 Paying Off the House05:23 Moving for Lower Taxes07:36 Leaving Everything to the Kids09:04 Taking Social Security at 6213:15 Downsizing in Retirement16:05 Final Thoughts

  6. Sep 24

    Retirement Draft: What 5 Things Matter Most?

    If you could choose only five things to build your ideal retirement around, what would make the cut? Dan and Kamie turn retirement planning into a fantasy draft, choosing between financial security, health, purpose, freedom, travel, family, friendships, location, and hobbies while discussing how those priorities can shape life after work. Then it’s your turn: which five would you draft for your retirement? CHAPTERS 00:00 Welcome to the New Studio00:46 The Retirement Fantasy Draft01:31 Relationships vs. Financial Security03:05 Why Starting Early Matters05:10 Health and Purpose06:42 Travel and Freedom08:21 Family, Community and Friends10:59 Choosing Where to Live12:33 Hobbies and Life After Work14:06 Comparing the Final Drafts15:34 Build Your Own Retirement List Fortress Financial Group LLC is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All indexes are unmanaged and may not be invested into directly. Investing involves risk, including loss of principal.

  7. Sep 17

    A News Anchor’s Warning to Retirees: Don’t Trust Every Headline

    How much should the news really influence your retirement decisions? In Episode 66 of Retire and Thrive, Dan Langworthy flips the script and interviews longtime news anchor Kamie Blair as they finish their round on the golf course. Kamie shares what really determines which stories become breaking news, why some headlines dominate coverage, and how ratings, social media algorithms, AI-generated content, and fake news sites are changing the way people consume information. She also explains why verifying sources has become more important than ever.Then the conversation turns to retirement and investing. Dan explains why elections, economic uncertainty, market headlines, and short-term events should not automatically change a long-term financial plan. The goal is to stay informed without allowing emotion or daily news cycles to drive major financial decisions.In this episode: • How newsrooms decide what becomes breaking news• Why certain stories receive more coverage than others• How AI and fake content are changing social media• Why algorithms can reinforce the same viewpoints• How to better evaluate the information you see online• Why retirees should separate short-term headlines from long-term planning• How emotion can influence investment decisions• What Dan and Kamie believe retirees should focus on instead Plus, Dan and Kamie finish their final three holes and settle their nine-hole golf match. Follow Retire and Thrive for more conversations about retirement planning, investing, financial decision-making, and building a retirement with purpose, wealth, and confidence.

  8. Sep 10

    These 3 Retirement Fears Aren’t What They Seem

    Market downturns, an unexpected early retirement, and rising healthcare costs can make it feel like your retirement plan is falling apart. But are those fears telling you the whole story? Dan and Kamie hit the golf course for the next round of their Back Nine of Life series, breaking down three common retirement fears and how planning, cash reserves, flexibility, Medicare considerations, and smart tax decisions can help you navigate them. Follow Retire and Thrive for more conversations about retirement planning, investing, and building a retirement with purpose, wealth, and confidence.

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About

Retire and Thrive is a podcast hosted by Dan and Kamie, offering real conversations about retirement planning, wealth building, and thriving in every season of life. New Episodes come out every Wednesday. Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Information

  • Creator
    Fortress Financial Group
  • Years Active
    2025 - 2026
  • Episodes
    87
  • Rating
    Clean
  • Copyright
    © Fortress Financial Group
  • Show Website
    Retire and Thrive

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