エピソード

  • S.1 - E.6 Practicing Retirement
    2025/02/13

    In this episode, we explore how to prepare for retirement beyond just finances. We discuss the emotional and practical aspects of retirement, sharing personal stories, key strategies, and tips on finding purpose in this new phase of life. From the importance of 'practicing' retirement to staying engaged through volunteering or part-time work, this episode provides valuable insights for retirees looking to navigate their journey with confidence.

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    26 分
  • S.1 - E. 5 Navigating Market Trends and Financial Strategies for 2025
    2025/01/30

    In this episode, we analyze the impact of the recent election, stock market trends, and financial strategies to help listeners prepare for 2025. We break down key economic factors, explore investment opportunities, and discuss the role of insurance in financial planning. From tax policy shifts to housing market trends, this episode provides valuable insights to help you make informed financial decisions.

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    30 分
  • S.1 - E.4 The 4 Essential Types of Insurance for Retirement
    2025/01/16

    In this episode, we will explore the often-overlooked but essential topic of insurance in retirement. We’ll guide you through the four key types of insurance—health, disability, life, and long-term care—highlighting their importance in crafting a robust financial plan. Along the way, we’ll debunk common myths that keep people from getting the coverage they need and share real-life scenarios to illustrate the critical role insurance plays in protecting your loved ones and your legacy. Whether you’re just starting to think about retirement or already planning the details, this episode will equip you with actionable advice to secure your financial future with confidence.

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    26 分
  • S.1 - E.3 Mapping Out Your Retirement Plan: 12 Key Steps
    2025/01/01

    In this episode, hosts Tom and Greg map out the 12 essential steps of a successful retirement plan. They provide listeners with a comprehensive guide to navigating the complexities of retirement, sharing practical strategies and valuable insights to ensure financial security and peace of mind. Topics include building an emergency fund, understanding estate planning, evaluating insurance needs, creating a comprehensive retirement plan, managing portfolio and asset allocation, navigating Social Security and Medicare, planning for distributions, employing bucket planning strategies, exploring advanced tax planning, utilizing smart special strategies, and embracing the importance of giving in retirement.

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    29 分
  • S.1 - E.2 How Giving More Can Help You Have More in Retirement
    2024/12/20

    In this heartwarming episode of the Retirement Roadtrip Show, hosts Greg Hutto and Tom Roberts explore the timeless principle of giving and its profound impact on both personal fulfillment and financial planning. As the holiday season unfolds, they share inspiring stories, practical strategies, and actionable advice on how generosity can lead to a richer and more purposeful retirement.

    Whether you’re curious about the tax benefits of charitable giving or looking for inspiration to make a difference, this episode provides a roadmap for giving more and receiving even greater rewards in return.

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    28 分
  • S.1 - E.1 Navigating the Road to Retirement
    2024/11/25

    Join us in the first episode of the Retirement Road Trip show as we discuss the essential roadmap for navigating your financial journey toward retirement. Hosts Greg Hutto and Tom Roberts take us through practical insights on the importance of creating a structured plan and building an emergency fund. Learn how these key steps help you stay on track and avoid common financial pitfalls.

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    26 分
  • S.1 - E.7 Avoiding Costly Mistakes
    2025/02/27

    In this episode, we explore the biggest pitfalls retirees face and how to navigate them with confidence. Retirement isn’t just about having enough money—it’s about having a plan for how you’ll spend your time, maintain your purpose, and adapt as your needs change. We break down the three phases of retirement, common mistakes to avoid, and practical strategies to ensure a fulfilling and financially secure retirement. From testing your retirement lifestyle before making big commitments to finding meaningful ways to stay engaged, this episode will help you map out a smoother road ahead.

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    24 分