The Retirement Trailhead

The Retirement Trailhead
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THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets. Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial & Tax Solutions.

  1. 05/29/2020

    More Stimulus, Confidence in the plan, and Generational Planning

    This week on the Retirement Trailhead Jason Lambert and David Topper cover the possibility of another stimulus package, how to have confidence in your retirement plan, and ways that you can help plan for the next generation as they graduate into a recessionary market.

    46 min

  2. 03/27/2020

    Your Portfolio In Market Volatility And Uncertainty

    This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the current market conditions and some ways to manage your retirement plan during this time.

    46 min

  3. 03/13/2020

    Retirement Policy and Giving to Future Generations

    This week on the Retirement Trailhead Jason Lambert and David Topper begin the show taking about the impact that Government policy and elections may have on retirement. Then, it's time to look into 401(k) rollovers. Next, we dive into 529 plans and other ways to give to children and grandchildren. Finally, we close it our with the weekly market wrap.

    46 min

  4. 03/06/2020

    What is Retirement Planning?

    On this episode of the Retirement Trailhead Jason Lambert and David Topper compare retirement planning against traditional financial planning. then they delve into planning ahead for inflation and market volatility. Finally, we address this 2020 election season.

    46 min

  5. 02/28/2020

    Elder Care, Life Insurance, HSA, and Simplify Retirement

    On the Retirement Trailhead this week. Jason Lambert and David Topper cover a few different ways to plan ahead for your retirement future. Starting with Elder Care, then moving on to Life Insurance and Health Savings accounts. Then some tips to Simplify Retirement. Finally, the Market Wrap explores the world of Mergers and Acquisitions.

    46 min

  6. 02/21/2020

    Real Estate Retirement

    Jason Lambert and David Topper cover real estate on this episode of the Retirement Trailhead! Topics include 1031 Exchanges, DSTs, Rental homes, REITS, and More!

    46 min

  7. 02/14/2020

    Tax Season Is Here!

    This week on the Retirement Trailhead Jason Lambert, David Topper, and special guest Deane Stitt CPA from US Tax Centers NW discuss why it is important to have the financial triangle working in your favor, and Deane goes into detail on how to prep and plan for taxes!

    46 min

  8. 02/07/2020

    3 Important Retirement Questions

    On the Retirement Trailhead this week, Jason Lambert and David Topper cover 3 important questions that you should answer before heading into retirement.

    46 min
See All (32)

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About

THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets. Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial & Tax Solutions.

Information

  • Creator
    The Retirement Trailhead
  • Years Active
    2019 - 2020
  • Episodes
    32
  • Rating
    Clean
  • Copyright
    © Copyright 2022 The Retirement Trailhead
  • Show Website
    The Retirement Trailhead