41 episodes

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you.

If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about.

You have a desire for answers but you tend to struggle to figure out what questions to ask. You possibly are frustrated by the lack of clarity on what to do and whether or not the advice you’re getting can be trusted. You may have made the mistake before of not doing enough diligence on who you work with and are cautious to explore another relationship.
However, you know that if you don’t take action and get clarity on your perfect retirement plan, you will be going into the most critical years of your life unsure that you are prepared to live out retirement as you’ve imagined.

Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast

Secure Your Retirement Radon Stancil, CFP® & Murs Tariq, CFP®

    • Investing
    • 5.0 • 254 Ratings

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you.

If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about.

You have a desire for answers but you tend to struggle to figure out what questions to ask. You possibly are frustrated by the lack of clarity on what to do and whether or not the advice you’re getting can be trusted. You may have made the mistake before of not doing enough diligence on who you work with and are cautious to explore another relationship.
However, you know that if you don’t take action and get clarity on your perfect retirement plan, you will be going into the most critical years of your life unsure that you are prepared to live out retirement as you’ve imagined.

Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast

    Long Term Care

    Long Term Care

    If you’re thinking about long-term care, you may be considering your insurance options.
    Your regular health insurance and Medicare won’t cover long-term care, so transferring financial risk to an insurance company can give you peace of mind. But what options are there, and which plan is right for you?
    In this episode of the Secure Your Retirement podcast, we’re breaking down long-term care insurance policies and sharing the differences between them. We also cover how you can customize plans to suit your requirements and give you the need-to-knows about traditional and hybrid models.
    In this episode find out:
    What qualifies you for long-term care
    How long-term care insurance works
    The differences between traditional and hybrid insurance
    Which traditional insurance factors you can customize
    Why hybrid insurance is often preferred
    Tweetable Quotes:
    “Traditional long-term care insurance can be custom tailored to whatever you're looking for and how much risk you want to cover” ­– Murs Tariq
    “A lot of people have favored the hybrid long-term care insurance model over the traditional” – Radon Stancil
    Important Links and Mentions:
    https://www.scheduleyou.in/ZjtcsuW (Book a complimentary call)
    https://pomwealth.net/ (Our website)
    Resources:
    If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
    To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast).
    To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to mailto:morgan@pomwealth.net.

    • 22 min
    Jennifer Dasal - Learning Art in Retirement

    Jennifer Dasal - Learning Art in Retirement

    Retirement is often associated with sitting back, relaxing, and pursuing hobbies that you might not have had time for before. Many retirees also use their new-found free time to expand their minds.
    No matter what stage of life you’re in, it’s never too late to find joy in art. Art is a broad topic with a vast and fascinating history that you may not know about. Jennifer Dasal joins us on this episode to share how art can be accessible, fun, and interesting at any age.
    Jennifer is the Curator of Modern and Contemporary Art at the North Carolina Museum of Art. She’s also an author and creator of the ArtCurious podcast, where she reveals unexpected, slightly odd, and strangely wonderful stories hidden in art history.
    If you enjoy this episode and want to hear more like this, please let us know by giving us a 5-star rating.
    In this episode find out:
    What led Jennifer to pursue a career in art
    What an art curator is
    How a “conspiracy” about the Mona Lisa inspired Jennifer to start a podcast and write a book
    Where to find and buy art locally
    Jennifer’s local and international museum recommendations
    How museums have adapted since COVID-19
    Tweetable Quotes:
    “Art is just like anything else, like movies or music. You're going to be drawn to something probably very different to the person next to you.” – Jennifer Dasal
    “You don't have to understand everything, nor do you have to like everything.” – Jennifer Dasal
    Important Links and Mentions
    https://www.artcuriouspodcast.com/ (Jennifer’s podcast)
    https://www.amazon.com/gp/product/0143134590?tag=randohouseinc33773-20 (Jennifer’s book)
    Resources:
    If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
    To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast).
    To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.

    • 31 min
    Annuities - Why Ever Use Them - Part 4

    Annuities - Why Ever Use Them - Part 4

    How does a fixed index annuity grow my money risk-free?
    As you approach retirement, you might become increasingly risk-averse with your money. Often this means accepting lower rates of return in exchange for guaranteed money safety. But fixed index annuities can provide a good solution for those still seeking higher returns but who don’t want any risk.
    This is the fourth installment in our “Annuities – Why Ever Use Them” series, so if you’ve missed parts 1, 2, or 3, please scroll down and click the links to listen to the previous episodes.
    In this podcast episode, we detail how insurance companies manage fixed index annuities and break down how they earn interest, so you can understand how this product could benefit you.
    In this episode find out:
    A brief recap of the different types of annuity
    How fixed index funds earn interest, and how caps protect against market volatility
    How insurance companies guarantee your principal risk-free
    Why we recommend adding a fixed index annuity to your retirement portfolio
    Tweetable Quotes:
    “Fixed index annuities can have a place within our portfolio when it comes to planning for retirement” – Radon Stancil
    “If you're in the fixed indexed annuity environment, the worst you can do in an annual reset period is earn zero” – Murs Tariq
    Important Links and Mentions:
    https://youtu.be/uWAEacnGO28 (Part 1 – Annuities – Why Ever Use Them)
    https://youtu.be/WowKPRfsocQ (Part 2 – Annuities - Why Ever Use Them)
    https://youtu.be/aWa6R1OAONg (Part 3 – Fixed Annuities - Everything You Need to Know)
    https://pomwealth.net/ (POMWealth.net)


    Resources:
    If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
    To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast).
    To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to mailto:morgan@pomwealth.net.

    • 19 min
    Andrew Opdyke - The Economic Outlook For 2021

    Andrew Opdyke - The Economic Outlook For 2021

    What’s in store for the U.S. economy in 2021?
    The economy is still recovering after COVID-19’s drastic impact, but with a new president and a vaccine rollout lined up for this year, what economic changes can we expect to see?
    We invited Andrew Opdyke to share his economic forecast on this episode of the Secure Your Retirement podcast. Andrew is a Certified Financial Advisor and Economist at First Trust Advisors, an asset management firm in the Midwest. He previously joined us on the podcast to discuss how the economy impacts retirement, and we’re delighted that he could join us once again. Listen to hear his thoughts on where our economy is heading in 2021.
    In this episode find out:
    How the economy will move forward after 2020’s crash and recovery
    Why the outlook for 2021 looks positive
    How stimulus packages will affect the economy long-term
    Why the economy cares about policy, not politics
    How election results may influence stimulus spending and inflation
    Why a slow COVID-19 vaccine rollout is making economists nervous
    Why Andrew maintains an optimistic outlook for 2021
    Tweetable Quotes:
    “The policies we’re likely to see this year are going to be heavily focused on ‘how do we get back to where we were?’” – Andrew Opdyke
    “The math says 2021 should be a strong year.” – Andrew Opdyke
    Important Links and Mentions:
    https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vc2VjdXJlLXlvdXItcmV0aXJlbWVudA/episode/YWQ4OGI1NWUtZTg0Yi00ZDM1LTllYTQtNjQ4MGRkMzM5ZGU4?sa=Xandved=0CAUQkfYCahcKEwiw6YaZjYzuAhUAAAAAHQAAAAAQCAandhl=en-GB (Andrew Opdyke - Does the Economy Impact Your Retirement?)
    https://www.linkedin.com/in/andrewopdyke/ (Andrew’s LinkedIn)


    Resources:
    If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
    To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast).
    To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to mailto:morgan@pomwealth.net.

    • 39 min
    2021 Retirement Checklist - What You Need to Know

    2021 Retirement Checklist - What You Need to Know

    What are your financial goals for 2021?
    As you approach retirement, there can be many moving parts to your finances. From mortgages and 401Ks to Social Security and Medicare, it can become increasingly challenging to keep up.
    That’s why we recommend conducting a thorough review of your finances early in the year. Planning ahead can give you peace of mind that your retirement finances are being taken care of, so you can focus on the more important things in life.
    But knowing where to start can be a challenge in itself. That’s why this episode of our Retirement In Action series provides you with a retirement and financial planning checklist. We share what you should review to set you up for a prosperous 2021 and some key information to help you plan your finances.
    In this episode find out:
    The limitations to 401K and IRA contributions for 2021
    How to consolidate 401Ks and IRAs tax-free
    How to plan for RMDs
    How an equity line of credit can provide easy access to emergency cash reserves
    Why you should refinance sooner rather than later ­– if you’ve got a loan on a property
    When you should apply for Social Security
    Tweetable Quotes:
    “For 401Ks, the contribution limit for 2021 is $19,500. If you're above 50 years old, you can add an additional $6,500.” – Murs Tariq
    “You can move your money from 401K plans to an IRA, completely tax-free” – Radon Stancil
    Important Links and Mentions:
    https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vc2VjdXJlLXlvdXItcmV0aXJlbWVudA/episode/ZDk2YjgyZWItZWJlYy00YTUwLTg4OTItZDBmMGI1YmFhZTk3?sa=Xandved=0CA0QkfYCahcKEwjI4_eW0fPtAhUAAAAAHQAAAAAQAQ (Tammi Rowe – Planning Your Mortgage and Retirement)
    https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vc2VjdXJlLXlvdXItcmV0aXJlbWVudA/episode/MWY4MTEzNDEtZDM1OS00ODA4LWE3YzYtMDI1OWVlNzJhNDFl?sa=Xandved=0CA0QkfYCahcKEwjI4_eW0fPtAhUAAAAAHQAAAAAQAQ (Roth Conversion - When and How)
    https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vc2VjdXJlLXlvdXItcmV0aXJlbWVudA/episode/NDg3YjgyMGYtMTk2Mi00NzZjLWEwN2QtN2MzM2M2N2MwOWYz?sa=Xandved=0CA0QkfYCahcKEwjI4_eW0fPtAhUAAAAAHQAAAAAQAQ (Navigating Medicare in Retirement)
    Text us your questions on 984-207-1753


    Resources:
    If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
    To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast).
    To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to mailto:morgan@pomwealth.net.

    • 24 min
    Andrea Groon - How to be Healthy in 2021

    Andrea Groon - How to be Healthy in 2021

    Ensuring you have a long and enjoyable retirement starts with looking after yourself. Now, a strong immune system is more vital than ever.
    As we age, it becomes more important for us to take care of our health. But it can be difficult to understand what dietary changes you need to make and why.
    We wanted to find out some simple ways for improving our health, so we invited Andrea Groon, a Licensed Dietitian and Nutritionist, onto this episode of the podcast. Andrea is an expert in her field with over 25 years’ experience as a dietitian, and she kindly shares her tips and advice for staying fit and healthy as you age.
    In this episode, find out:
    How to set attainable health targets
    What dietary changes can strengthen your immune system
    How to keep your brain healthy as you age
    What foods can decrease the risk of Alzheimer's and control cholesterol levels
    How to achieve realistic exercise goals
    Why moderating sugar consumption can reduce inflammation


    Tweetable Quotes:
    “Working towards our improved wellness is just a path and taking that first step or two sometimes is all it takes to get you into a better place” – Andrea Groon
    “A lot of the foods that help with brain health are foods that help control or reduce cholesterol levels.” – Andrea Groon


    Important Links and Mentions
    https://nutritionandrea.com/ (Andrea’s website)
    Text us your retirement questions at 984-207-1753


    Resources:
    If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
    To access the course, simply visit http://pomwealth.net/podcast (POMWealth.net/podcast).
    To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.

    • 38 min

Customer Reviews

5.0 out of 5
254 Ratings

254 Ratings

normandcarol ,

Thanks for the podcasts - enjoyed and listened carefully to the Opdyke 2021 Forecast!

Terrific and 5 star

Found the discussion of annuities quite interesting!

Thanks so much!

Normandcarol

Mot Newob ,

Andrew Opdyke - The Economic Outlook for 2021

Andrew Opdyke surely does has his thumb on the pulse of the economy! With 2020 in our rearview mirror, Mr. Opdyke offers our windshield a clearer view of what to expect with 2021. Very intelligent and factual presentation! Thanks, Radon and Murs for keeping us so "plugged in."

EminNC ,

Great Podcast

This is a great podcast. I always learn something new each time I listen.

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