Pinnacle Perspectives: Money, Family, and Retirement

Kevin Gerbers and Christopher King

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

  1. Jul 11

    10 Key Retirement Ages

    During this episode, we'll walk through key age milestones that help shape retirement planning.

  2. Jun 20

    What Trump Accounts Can Mean For You

    During this episode, we’ll explore what Trump Accounts mean for American families.

  3. Jun 13

    HSA Basics and Tax Implications

    During this episode, we’ll explore how health savings accounts can have a triple tax advantage.

  4. Jun 6

    Investment Behaviors That Can Hurt Your Retirement

    During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.

  5. May 30

    Navigating a Late Career Layoff

    During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

  6. May 23

    Habits for a Happy Retirement

    During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

  7. May 16

    Is Your Family Financially Prepared for the Unexpected?

    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

  8. May 2

    How Much Monthly Retirement Income is Enough?

    During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

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About

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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