9 episodes
Retireable retireable
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- Business
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5.0 • 2 Ratings
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Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near retirement age to achieve their retirement goals and dreams in order to share that knowledge with the audience. They’ll also interview professionals in all aspects of retirement life to gain more insight to share with the listener. Finally, they will spend time each episode using examples from families they work with who are having great success in their ”Retireable” time of life.
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Life Insurance
In this episode, Mike and John interview Sean Beckerman to discuss the idea of insurance. They quickly discuss different types of insurance but spend the majority of the interview talking about life insurance and the different methods of planning with it. The hosts then continue their regular conversation about “holistic happenings."
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#Reireable
#LifeInsurance
#financialservicesofamerica
#holistichappenings
#Retirement
#RetirementAge
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Technology and Your Finances
Join Mike and John as they talk with Darci Barrera about technology in and for a comprehensive Holistic Financial Plan. Darci lays out what type of technology is mostly in use today, what she was looking for to best meet the needs of a family, and what she created to fit those needs. As always, Mike and John finish with a discussion about Holistic Happenings and what it means to the listener.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#finance
#Retireable
#HolisticHappenings
#Retirement
#technology
#financialplan
#financialservicesofamerica
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Tax Preparation
On this episode of Retireable, Mike and John interview Beverly Bobcean and discuss a few different tax scenarios. Bev has a long history of tax preparation for not just individual families, but for small to medium business owners as well. They discuss different types of planning and filing options for those individuals. Then, the guys continue their Holistic Happenings stories from families they work with.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#retireable
#financialservicesofamerica
#taxpreparation
#retirement
#taxes
#readyforretirement
#holistichappenings
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Health Insurance in Retirement
In this episode, John and Mike interview Mark Kersten for a free-flowing discussion on Health Insurance and Medicare. Mark explains some of the things we should be aware of, and some of the questions we should be asking as we plan for our retirement years. Then they continue on the regular discussion of Holistic Happenings with some existing families they both work with.
#medicare
#retirement
#healthinsurance
#retirementplanning
#financialservicesofamerica
#holistichappenings
#retireable
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
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How to Live a Tax-Free Lifestyle
Join Mike and John as they bring on this episode’s guest, Mark Virostick. Mark goes into a detailed discussion of Tax Planning and ways to try to minimize taxes in our retirement years. Mark also shares some strategies of what to look for with different tax ideas that people might want to consider as they work towards a tax-free lifestyle.
#Retireable
#financialservicesofamerica
#taxplanning
#TaxFree
#financial
#financialplanning
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
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Various Retirement Accounts - Mike Spica
Join John and Mike as they continue their discussion of all things Retireable. In this episode, they interview Michael Spica and discuss information regarding retirement accounts. Mike and John try to get explanations for different types of accounts, how and when they are used, and some best practices with those accounts. They also continue their discussion of Holistic Happenings, which is the running commentary on Holistic Financial Planning and how it comes up in the regular business activities of both hosts and how it can impact the listeners life and planning.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#Retireable
#retirement
#Savenow
#Retirementplanning
#financialservicesofamerica
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