Retirement for Real

Senior Resource Podcasts
  • 4.5 (6)
  • INVESTING
  • UPDATED DAILY
Retirement for Real

Retirement for Real is an investment podcast helping retirees make sensible financial decisions in retirement. Lena Armuth, a former first-grade teacher and current fee-only financial advisor, is your host. Join her to learn all about investing for and in retirement. Nothing fancy. No overly complicated or complex solutions. Just the fundamentals explained in a way that is simple to comprehend.

Episodes

  1. 09/09/2023 · BONUS

    Part D Might Be the MOST Important Part of Medicare

    Part D Might Be the MOST Important Part of Medicare    To Toni King, the CORNERSTONE of Medicare planning is discussing Medicare Part D. In this Medicare Moments BONUS episode, Toni discusses why it’s so important to search for what is the most cost-effective Part D plan that covers all of your prescriptions. Did you know that if a prescription is not covered, whether generic or brand-name, then you will have to pay 100% out of pocket? Learn more by listening to the episode now!   Subscribe to Medicare Moments: Apple Podcasts: https://apple.co/44MoguG Spotify: https://open.spotify.com/show/7c82BS4hb145GiVYfnIRso Discover more great episodes of Medicare Moments:  Treat Medicare Part B like GOLD: https://apple.co/3OYO1kW / https://sptfy.com/OSqs Big Mistake Enrolling in a Medicare Advantage Plan: https://apple.co/47h9cGX / https://sptfy.com/OSqo How to Appeal a Medicare Claim: https://apple.co/3Rfj4M9 The New Turning 65 Enrollment Rule: https://apple.co/46hV5QL   Visit Toni’s Website: https://tonisays.com/ See omnystudio.com/listener for privacy information.

    13 min

  2. 07/29/2023 · BONUS

    Lifestyle Changes to Avoid Dementia

    Thanks for listening to the Senior Resource Podcast Network! This bonus episode is from Answers for Elders. If you like what you hear, visit the links to follow the podcast on your favorite listening platform. Suzanne is joined by Dr. Paul Winner, the Senior Director of the Premiere Research Institute and Attending Neurologist at Palm Beach Neurology in West Palm Beach, Florida. Dr. Winner addresses various lifestyle changes to help avoid developing dementia. He says, “There are risk actors. You want to avoid this as best you can. You don't want this to happen, even if you're predisposed genetically to develop it. There are some things you can do to help yourself now.  Subscribe to Answers for Elders: Apple Podcasts: https://apple.co/44DzG3C Spotify: https://sptfy.be/z0qqq Discover more great episodes of Answers for Elders: Finding Purpose with Parkinson’s: https://apple.co/3D7EWka / https://sptfy.be/2vrdd People Needed for Your Estate Plan: Irrevocable Third-Party Trust: https://apple.co/44DzG3C / https://sptfy.be/c3pxu Tips to Facilitate a Senior Home Sale, Part 1: https://apple.co/44DzG3C / https://sptfy.be/l8o8m Facing Fears To Navigate Entrepreneurship: https://apple.co/44DzG3C / https://sptfy.be/dn6en Visit Answers for Elders on the web: https://answersforelders.com/ See omnystudio.com/listener for privacy information.

    13 min

  3. 06/13/2023

    Conquer Budgeting: 3 Tips on How to Budget

    Don't know where to begin with your budgeting journey? Lena teaches you how to create a budget that you can actually stick to in this episode. Topics covered:  Reluctance to budget  Overcome the challenges of budgeting  Budgeting strategies that work: 50/20/30 & Zero-based budget Other benchmarks to measure success  Need a budgeting app? A list of best budgeting apps. Listen to all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Consult with a low-fee financial advisor today! Book a call: ▶️ www.sensibleportfolios.com     SR Featured See omnystudio.com/listener for privacy information.

    8 min

  4. 05/30/2023

    A Case for Simplicity: Investing Later in Life

    Lena discusses the investment risk of age-related cognitive decline in this episode of Retirement for Real. Discover how investing simply can make a significant difference in your retirement years. Topics covered:  Benefits of a simple investment portfolio Why older investors should assign a trusted contact person Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Create your retirement portfolio strategy today. Consult with Lena:  ▶️ www.sensibleportfolios.com     SR Featured See omnystudio.com/listener for privacy information.

    6 min

  5. 05/16/2023

    The Best & Worst 529 Plans for Your Grandkids

    In this episode of Retirement for Real, Lena reveals which college savings tool is best to maximize college savings for your family.  Your Questions Answered:  How do 529 college savings plans work?  Prepaid tuition plan or 529 savings plan? Which 529 savings plan is the best? Which 529 savings plan is the worst? Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Consult with a low-fee financial advisor today! Book a call: ▶️ www.sensibleportfolios.com     See omnystudio.com/listener for privacy information.

    8 min

  6. 05/02/2023

    How to Choose the Right Financial Advisor

    Looking for a trusted financial advisor to manage your money? In this podcast episode, Lena offers a guide to choosing the right financial advisor for you. Topics covered:  Different types of financial advisors:  National, Regional and Digital advisors Fee-only vs. fee-based financial advisors Low fees matter to 99% of investors  Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Contact Lena at Sensible Portfolios today! ▶️ www.sensibleportfolios.com   See omnystudio.com/listener for privacy information.

    10 min

  7. 04/18/2023

    4 Common Investor Mistakes that Really Hurt

    While investing can be simple, it is certainly not easy. Know the four common investing mistakes and the recommendations to avoid them.  Topics covered:  Don't make investing complicated Ignore the financial media  Have an investment plan that works Pay attention to investment fees Use this calculator to learn how much of your investment return you actually keep.  Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Need help with your investment planning? Book a call with Lena today:  ▶️ www.sensibleportfolios.com   See omnystudio.com/listener for privacy information.

    8 min

  8. 04/04/2023

    The Secret to Higher Investment Returns

    Do you want to get high returns for your investment? In this episode of Retirement for Real, Lena offers a list of secrets to higher returns that you can start today. Topics covered:  Lower fees mean higher expected returns  Compounding costs negatively impact your portfolio growth  High cost mutual funds vs. low cost mutual funds  Common hidden fees Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Discover how low cost investing can help you earn more from your investments. Reach out today:  ▶️ www.sensibleportfolios.com See omnystudio.com/listener for privacy information.

    9 min

  9. 03/21/2023

    How to Prepare for a Longer Retirement

    Preparing for retirement? Learn the ways you can prepare for a longer retirement in this episode of Retirement for Real.  Topics covered:  Facts of life expectancy Working longer to prepare for 30+ years in retirement  Health and social benefits of working longer Benefits of delaying Social Security  Deferred annuities  Plan for inflation and increased healthcare costs Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Need help with your retirement plan? Reach out today for a consultation:  ▶️ www.sensibleportfolios.com   See omnystudio.com/listener for privacy information.

    7 min

  10. 03/07/2023

    How to Optimize Your Social Security Benefits

    Understand Social Security and how to optimize and maximize its benefits for your retirement in this podcast episode. Topics covered:  How Social Security is funded and structured  Electing Social Security benefits early vs. late Your Spousal Benefit & Your Survivor Benefit Considerations for when to collect  Use this calculator to compute your life expectancy.  Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Develop your Social Security strategy today. Schedule a call with Lena: ▶️ www.sensibleportfolios.com     See omnystudio.com/listener for privacy information.

    7 min

  11. 02/21/2023

    How to Invest for Your Retirement Portfolio

    In this episode of Retirement for Real, Lena teaches you the basic principles of investing for retirement and how to understand your retirement portfolio.  Topics covered:  Factors you can control in investing  How asset allocation impacts your portfolio  Diversify to generate higher expected returns  Fees: You get what you DON'T pay for  Example retirement portfolios  Check out all of our podcast episodes and more on our YouTube channel! Connect with us:  Linkedin Facebook Instagram Create your retirement portfolio strategy today. Schedule a call with me:  ▶️ www.sensibleportfolios.com     See omnystudio.com/listener for privacy information.

    9 min
  • 11 Episodes

Ratings & Reviews

4.5
out of 5
6 Ratings

About

Retirement for Real is an investment podcast helping retirees make sensible financial decisions in retirement. Lena Armuth, a former first-grade teacher and current fee-only financial advisor, is your host. Join her to learn all about investing for and in retirement. Nothing fancy. No overly complicated or complex solutions. Just the fundamentals explained in a way that is simple to comprehend.

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