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If you are headed into or fully immersed in your retirement journey – this is the podcast for you! Danielle Howard CERTIFIED FINANCIAL PLANNER™, author, and personal finance thought leader brings wisdom and insight to the complexities of your financial life decisions. Tune in for a refreshing perspective on important, timely topics that will help guide you along your retirement journey.

Wealth Done Differently - Retirement Danielle Howard

    • Näringsliv

If you are headed into or fully immersed in your retirement journey – this is the podcast for you! Danielle Howard CERTIFIED FINANCIAL PLANNER™, author, and personal finance thought leader brings wisdom and insight to the complexities of your financial life decisions. Tune in for a refreshing perspective on important, timely topics that will help guide you along your retirement journey.

    Episode 42 — How to See Beyond the Tip of the Iceberg in Your Fall Season

    Episode 42 — How to See Beyond the Tip of the Iceberg in Your Fall Season

    What do icebergs have in common with your financial life?

    In this episode, Danielle Howard discusses how your financial life during your fall season is similar to an iceberg. As you will soon learn, the portion of an iceberg that you can see floating in the water is only the tip of your financial life. The massive portion hidden below the waterline is the really important part; that is where the dangers lie, where the growth happens, and what keeps your tip above water.

    In this episode, you’ll learn:



    What unfavorable conditions might lie ahead as you journey into your fall season

    The importance of taking the time to research the most effective way to optimize your Social Security benefit

    Why being an active participant in your financial planning is key

    And more!



    Listen in and learn how to set your sights on opportunities and challenges as you head into your fall season. 

    Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8 Week E-Course | Email Danielle | Episode 41: The Decade Game® — With Carolyn Buck Luce

    • 33 min
    Episode 41 — The Decade Game® — With Carolyn Buck Luce

    Episode 41 — The Decade Game® — With Carolyn Buck Luce

    Creating a life by design, not by default, will help you to create your best decade.

    In this episode, Danielle Howard speaks with an organizational strategist and leadership coach Carolyn Buck Luce. Carolyn shares what it means to play the Decade Game®, which she created to help people push past the frustrations and stressors of playing by the rules that often keep them on the sidelines instead of in the midst of the action. Let’s get into the game and live our best decade.  

    In this episode, you’ll learn:



    Carolyn’s history and how she created The Decade Game®

    What narratives tend to confine us

    How to identify your superpowers and make a unique contribution

    A new way to define your job 

    Why we should not over-identify with our jobs (and what to focus on instead)

    And more!



    Listen in and learn how to change your narrative by playing the Decade Game®.

    Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8 Week E-Course | Email Danielle | The Decade Game® | The Decade Game® Facebook Page

    • 32 min
    Episode 40 — Preparing Your Finances for a Great 2020

    Episode 40 — Preparing Your Finances for a Great 2020

    As we now sit late into the fourth quarter, are you ready for 2020? Are there things you can do to make the most of the year ahead?

    In this episode, Danielle Howard talks about the three top-of-mind items that may have financial implications for you in 2020, including spousal IRAs and required minimum distributions (RMDs). During such a busy time with the holidays fast approaching, Danielle will show you what actions you can take now to have a great 2020.  

    In this episode, you’ll learn:



    How to make the most out of what is available to you, like loading up on spousal IRAs or Health Savings Accounts 

    Words of advice about taking your RMD withdrawals on time

    Strategies for deciding on whether it’s better to take an itemized or standard deduction

    How to harvest your gains and losses in a tax-efficient way

    And more!



    Listen in for insightful tips on how to finish 2019 off with eyes wide open so you can have a great 2020.

    Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8 Week E-Course | Email Danielle 

     

    • 24 min
    Episode 39 — How to Nurture Your Relationship With Money

    Episode 39 — How to Nurture Your Relationship With Money

    Writing letters or emails is a great way to nurture relationships with friends and loved ones. Why not take the same approach with your money?

    In this episode, Danielle Howard shares what she learned long ago about the importance of developing and nurturing her relationship with money. Staying in touch and being connected has helped her to be more aware, intentional, and respectful of her relationship with money and the part she allows it to play in her happiness.  

    In this episode, you’ll learn:



    Reasons to write a letter to your money

    Guiding questions to consider as you approach your letter

    About the letter that Danielle wrote to her money 

    And more!



    Listen in and learn how you can discover the enlightenment of being open with your money.

    Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8 Week E-Course | Email Danielle 

    • 24 min
    Episode 38 — Are You Making Emotionally Charged Financial Decisions?

    Episode 38 — Are You Making Emotionally Charged Financial Decisions?

    Sometimes our emotions get in the way of making good financial decisions.

    In this episode, Danielle Howard talks about a time when she made an emotionally charged decision to buy an expensive product and quickly regretted it. This is a candid conversation about our human tendency to make imprudent decisions when under emotional duress and how to recover. Be encouraged to make financial decisions that leave you feeling confident and satisfied.

    In this episode, you’ll learn:



    About the three Ps for making better financial decisions: ponder, process, and plan

    Why no one is immune to making ill-advised financial decisions

    Questions to ask yourself if you are prone to making emotional decisions

    How to use your past to educate yourself for the future

    Why Danielle is not recommending that you make financial decisions that are totally rational and logical

    And more!



    Listen in and learn how to make better financial decisions when emotions are running high.

    Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8 Week E-Course | Email Danielle 

     

    • 32 min
    Episode 37 — Protect Yourself and Your Loved Ones From Fraud — With Jason Gross

    Episode 37 — Protect Yourself and Your Loved Ones From Fraud — With Jason Gross

    How are you protecting yourself and your aging loved ones from fraudulent behaviors? 

    In today’s episode, Danielle Howard brings in a guest and friend Jason Gross, an examiner with the Colorado Division of Securities, to discuss how to keep yourself and the ones you love safe from financial fraud activities. And as you will soon find out, often the people who fall victim to fraud are the ones you’d least expect.

    In this episode, you’ll learn:



    Why so many people fall for financial fraud scams

    Possible risk factors in your life that could make you vulnerable to scams

    How to identify scams online, over the phone, or even in investments

    What percentage of people over 60 years old have been financially exploited by a family member

    And more!



    Listen in and be awakened to how you can keep you and your family protected from fraud.

    Resources:  DanielleHoward4u.com | WealthByDesign4u.com: (970) 927-3909 | Danielle’s 8-Week E-Course | Email Danielle | Colorado Division of Securities: (303) 894-2320 | Investor.gov | AARP ElderWatch: 1-800-222-4444, option 2 | Securities Helpline For Seniors: (844) 57-HELPS 

     

    • 37 min

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