56 episodes

I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.

The Retirement Risk Show Dave Hall

    • Business
    • 4.5 • 2 Ratings

I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.

    Late-Life Divorce: Its Impacts on You & Your Retirement with Meredith Shirey

    Late-Life Divorce: Its Impacts on You & Your Retirement with Meredith Shirey

    When it comes to late-life relationships and even divorce, Meredith Shirey states, "The goal needs to be understanding, not winning." A lot can change over a lifetime, especially as our population lives longer. After child-rearing and/or the working years, retirees are faced with a new challenge: more free time, more time at home, and having more time with their significant other. 

    Dave Hall brings in family and marriage counselor, Meredith Shirey, this week to discuss the impacts and trends of divorce in aging adults. Not only does it influence your personal life, but can impact your social and financial life, too. 

    During this episode Dave Hall and Meredith Shirey discuss: 
    trends and the studies of late-life divorceadvice, tips, and tricks that can help ease relationship tension after the working years direct impacts late-life divorce could have on your retirementFor more info on Meredith Shirey's services, visit Home (relationshipcounselingnyc.com). You can also find her on social media by searching her name!

    Meredith Shirey's Bio:
    Meredith Shirey is a psychotherapist based in New York City. As a licensed marriage and family therapist she specializes in treating attachment and relationally based issues in couples and individuals. She has written and contributed articles to many online publications including Today.com, Elite Daily, Bustle, and the New York Times. She also cohosts the podcast “Love me or leave me,” which explores all things related to the complex issues we face in our closest relationships.  






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    • 27 min
    U.S. Policy, Deficit, and Taxes: The Impact on Retirements and Future Generations with David M. Walker

    U.S. Policy, Deficit, and Taxes: The Impact on Retirements and Future Generations with David M. Walker

    In an era of uncertain, unprecedented times, the American fiscal irresponsibility causes many issues for today’s generations, the future generations, and their retirements. The math doesn’t add up when you look at U.S. spending. This will have drastic impact not only on our country, but globally and even within the walls of your home. 


    This week Dave Hall hosts Former Comptroller General of the United States David M. Walker to discuss America’s fiscal state, our national debt and deficit, taxes, and solutions he believes may help address these issues today with a long-term frame of mind. 


    David Walker says during this episode, “If you can’t put your finances in order, you will lose economic power over time.” And Dave Hall agrees by saying, “The government doesn’t work much different than our households in my opinion. We can’t run over budget indefinitely in our homes without having problems.”


    During this episode you will learn about:
    ·      America’s fiscal state and policies 
    ·      how the increased spending in these unprecedented times impacts you and your retirement
    ·      how taxes increasing influences your money today and the future of your retirement
    ·      potential solutions that could begin at home and that even apply to the U.S. government 


    For more information on David M. Walker and his books, please visit www.deficitranger.com.


    David Walker Biography: 


    Over his professional career, Dave Walker has held leadership positions in the private, government and not-for-profit sectors—culminating in a decade-long mission to promote fiscal responsibility. From 1998 to 2008, Dave served as the seventh Comptroller General of the United States, where he spoke the truth to the American people about Washington’s fiscal mismanagement. Most recently, he served as CEO of the Comeback America Initiative (CAI), an organization Dave founded to engage his fellow citizens in the fight to restore fiscal sanity.


    Prior to founding CAI, he served as the first President and CEO of the Peter G. Peterson Foundation. Previously, Dave earned three presidential appointments, each by different Presidents, with the most recent being his appointment as Comptroller General of the U.S. and head of the U.S. Government Accountability Office (GAO) to total 15 years of federal service. Dave also has over 20 years of private sector experience, including approximately 10 years as a Partner and Global Managing Director of Human Capital Services for Arthur Andersen LLP.


    Dave has won many international and domestic leadership awards. He has authored three books, is a frequent media commentator, and the subject of the critically acclaimed documentary I.O.U.S.A. He is also listed in the Who’s Who in the World and Who’s Who in America.
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    • 27 min
    How to Cook Budget-Friendly and Healthier in Retirement with Chef Dennis

    How to Cook Budget-Friendly and Healthier in Retirement with Chef Dennis

    When living in a society that is fast paced like ours, the convenience of take-out and quick meals is very appealing. But did you know that cooking more at home could save you money in retirement and promote a healthier lifestyle? 

    This week Dave Hall hosts Chef Dennis Littley to discuss an ever-growing desire to cook at-home to save money, time, and improve health. Chef Dennis is an experienced chef turned food blogger in his retirement. With over 40 years in the culinary field, Chef Dennis is your go-to gentleman about cooking restaurant-style entrees and meals in your own kitchen. 

    During this episode you will learn: 
    how and why cooking at home can save you money in your retirement yearshow to cater your kitchen needs to your tastebuds about kitchen appliances and equipment you may want to help encourage cooking at homehow recipes are only guidelines and that adjusting them to your likes and tastes will help you fall in love with cooking moreFor more recipes, tips, and tricks visit Restaurant Style Recipes | Chef Dennis (askchefdennis.com). 
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    • 28 min
    How the Secure 2.0 Act Changes the Landscape of Retirement

    How the Secure 2.0 Act Changes the Landscape of Retirement

    At the end of 2022 the U.S. Congress passed updates and changes to the Secure 2.0 Act that will impact the landscape of the retirement planning.  Since the bill was signed into law by President Joe Biden many of the changes went into effect immediately beginning the first day of 2023. 

    This week Dave Hall dedicates an episode to discussing the updates and changes that will help your retirement planning and saving. While there are over 92 changes within the Secure 2.0 Act, Dave dives into the major key changes that impacts many greatly. 

    During this episode you will learn: 
    how the Secure 2.0 Act changes the groundwork for your retirement what those changes mean for your retirementthe key factors that increased RMDs, access to 401(k)s, and the increases to contribution limitswhat changes went into effect immediately what changes are set in stone for several years down the roadFor key changes and factors that will impact your retirement planning this year, visit our blog Making Improvements in the Retirement Landscape: How the Secure 2.0 Act Impacts Your Retirement Today & Future – Retirement Risk Advisors. 
    For even more information on all 92 changes of the Secure 2.0 Act please visit our webpage at www.retirementriskadvisors.com/secureact. 




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    • 22 min
    Why You Need a Risk-Based Plan for Your Retirement with CR Thelin

    Why You Need a Risk-Based Plan for Your Retirement with CR Thelin

    With 2022 coming to an end, and a new year just on the horizon, this is often a time to think of renewal and new starts. And to make headway so you can tackle a large project or goal, you have to start with taking small steps. This week's episode shows the importance of those steps when it comes to retirement planning and ensuring you won't run out of money during those after-work years. 

    Your host Dave brings back podcast producer and Retirement Risk Advisor partner CR Thelin to discuss a new, modern approach to retirement planning: a risk-based retirement plan approach. 

    During this episode you will learn: 
    the reasons you should have Risk-Based Retirement Planhow a risk-based approach will reduce or even eliminate the risks you will face during retirementstrategies and methods to tackle retirement risks such as inflation, longevity, and sequence of returnthe importance of beginning sooner versus later for retirement saving and planningwhy a risk-based plan will offer you and your loved ones a peace of mindFor more on our webinars and a Risk-Based Retirement Plan, please visit our website: www.retirementriskadvisors.com. Our site offers great tools and resources to get you started! 



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    • 29 min
    Your Money, Your Legacy: Preparing for After You're Gone with Jon Braddock

    Your Money, Your Legacy: Preparing for After You're Gone with Jon Braddock

    Have you considered what your loved ones will need to handle after you pass? Do you have a will in place, trusts, your life and wishes written down somewhere? Preparing for retirement also means planning for end-of-life wants and needs. 

    This week Dave brings on end-of-life expert Jon Braddock, co-founder of My Life & Wishes to discuss the importance of making your passing easier on your loved ones and what you can do to prepare for that. While it may be daunting to you, it is important to understand that preparing for death is as important as preparing for life. The beginning of your retirement is as important as the middle and the end.

    During this episode you will learn: 
    about death etiquette why more people need to do end-of-life planning and the consequences and difficulties that may arise if you don'twhat someone can do if a spouse or loved ones passestips and tricks and even steps to take when estate planning and end-of-life planningwhat a digital legacy is and why having one is most important in today's digital world
    Jon Braddock is a business owner, entrepreneur, and the author of Advisor or Vendor, RetireEase, The My Life and Wishes Organizer and the Amazon best seller Click Here When I Die. Jon has spent more than 30 years in the employee benefit and retirement plan consulting space. He was the founder of Benefit Design Corp. in Milwaukee, WI and founder/co-owner of ISG Advisors, LLC a Madison, WI based company where he served as President and CEO. Jon is responsible for the creation of Behold Vision Plans, the Foundation Benefit Life Insurance Plan and Healthcare Benefit Alliance, a strategic employee benefit alliance for healthcare organizations. Jon’s extensive advisory skills, entrepreneurial thinking and a personal family situation led to his newest company, My Life and Wishes, Inc., a secure cloud based digital planning and document storage business, which helps people prepare for life’s what ifs. Jon and his wife Michelle reside in Scottsdale, AZ. They spend as much time as possible outdoors and are avid hikers and golfers. They have 8 children and one grandson.

    For more information on Jon Braddock's services, books, and company and how he can help you visit Home - My Life & Wishes (mylifeandwishes.com). 
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    • 27 min

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