You’d be surprised how many people in the financial industry toss around the term “fiduciary” with no concept of what it means (or its implications for you). In today’s episode, we’ll talk about what it means to be a true fiduciary, why you want to work with one, and markers to help you identify fiduciaries-in-name-only. …
Retirement doesn’t always mean bocci ball, Caribbean cruises, and gardening. Sometimes you “retire” a career and pursue a passion. In this episode, we interview a special guest who made the leap from a stale career to work that feeds his soul. Listen and discover what questions you need to answer, what to expect from friends …
With all the media’s recession fear and finger-pointing, there’s a conversation people aren’t having that spells success (or hardship) for their retirement. In this episode, listen as we reframe how to look at recessions and their surprising impact on your nest egg. EPISODE LINKSYou can download a free digital copy of Dennis’ book “Retirement Built …
We all know that the key to investment success is to buy low, sell high. In practice, most people do the opposite — which can be catastrophic to your retirement account. In this episode, we talk about how to design your portfolio to automatically buy low, sell high — ensuring you’re never caught up in …
There’s a reality about adult children most parents don’t consider when they’re planning for retirement — this is a different world than the one we grew up in — and the impact on your retirement can be significant. In this episode, we cover how today’s economic climate makes it harder for adult children to enjoy …
When you’re approached by insurance companies and stock jockeys about your retirement planning, you’re dealing with folks who don’t grasp the nuances of Verizon retirement plans, benefits, and offers. See how a rebel’s advice in 1980 and the recession in 1991 led to my focus on helping Verizon employees experience a safe, secure, and fulfilling …
Nobody wants to leave money on the table. Especially when it comes to their retirement savings. Getting an offer from Verizon is a critical moment for your retirement planning. And whether you expected it or not, your decisions can make this offer a blessing or a curse. In this episode, we talk through how to …
From manual switches in 1967 to the conversion to digital, and from working the union side and moving to management, Bob Grenier has seen it all. And when he retired in 1998, he started a successful consulting practice to leverage his skills and experience. But Bob’s retirement is what is most remarkable. Listen as Bob …
I was down with a cold the last couple of weeks, and that got me thinking about one of the most common questions I get from Verizon employees and retirees. “What am I going to do about health insurance after Verizon?” Employer sponsored health plans are a significant benefit, and there is much to consider …
Did you know that any player who spends 43 days with a Major League Baseball team makes a $30k per year pension? Pro Athletes are very well taken care of, and their careers are often shorter than ours. Despite the obvious differences, you’d be surprised what retirement challenges are the same. Listen now and discover …