Functional Retirement Podcast

Functional Retirement Podcast

Por: Thatcher Taylor
The Functional Retirement Podcast takes a functional approach to retirement planning, exploring the convergence of your money with health, longevity risk, and retirement planning. Hosted by Thatcher Taylor, CFP® MBA, this podcast offers valuable insights and actionable strategies for achieving financial and health-related retirement goals.As a financial planner and health enthusiast, Thatcher believes in a holistic approach to retirement planning that takes into account both financial and health-related goals. In each episode, he covers topics such as financial planning, health and wellness, and longevity risk. The podcast is built for sharing insights and strategies for achieving a fulfilling retirement.The Functional Retirement Podcast also features expert guests who share their knowledge and perspectives on various retirement-related topics. Whether you're a retiree, a pre-retiree, or simply interested in learning more about retirement planning, this podcast offers valuable insights and practical advice.So, join us for a functional approach to retirement planning on The Functional Retirement Podcast. Subscribe to our podcast and YouTube channel, and follow us on social media for more updates.
75 episodios disponibles

Latest episodes of the podcast Functional Retirement Podcast

Mostrando página 3 de 4

Retirement Planning and Financial Planning Are Not The Same | Insights From Roger Whitney | Ep: 018 03/11/2023
Listener Question | I'm 60, Do Roth Conversions Require a Five-Year Waiting Period For Tax-Free Distributions? | Ep: 017 27/10/2023
Essential Can't Ignore Year-End Planning For Retirees | RMDs, QCDs, NUA, Roth Conversions | Ep: 016 06/10/2023
#015: When Do Annuities Make sense? If ever? | Annuity Guide For Retirement 27/09/2023
#014: Understanding REITs To Invest in Real Estate | A Guide to Real Estate Investment Trusts 22/09/2023
#013: Dispelling Life Insurance Myths Regardless of Wealth with Bob Gavlak, CFP® 21/07/2023
#012: Behaviors as an Investing Superpower: Understanding the Psychology of Investing 14/07/2023
#011: Financial Planning For Professional Athletes with Thomas Elms, CFP® 30/06/2023
#010: How Much Do You Need To Retire with Michael H. Baker 23/06/2023
#009: Tax Planning, Retirement, and Health with a Literal Tax Master Kevin Oleszewski 16/06/2023
#008: Expert Strategies for Better Sleep, Health, and Stress for Retirement with Stevyn Guinnip, M.S., CWC 09/06/2023
Ep 007: Charting the Healthy Retirement: Exploring Health and Retirement Planning through Statistics 02/06/2023
Ep 006: Solving Marital Conflicts and Financial Security Using Strategies with Ashley Quamme 19/05/2023
Ep 005: Exploring Investment Management, Factors, and Behaviors In Fitness With Jess Bost 12/05/2023
Ep 004: Business Ownership, Taxes, Cash Management, and Equity Comp with Travis Gatzemeier CFP® 05/05/2023
Ep 003: Risk Vs Volatility: You must know the difference. I guarantee you are using them wrong. 28/04/2023
Ep 002: Considerations When Planning For Retirement and The 3 Barbarians With the Nic Nielsen, CFP® 21/04/2023
Getting to Know The Functional Retirement: An Overview of What's to Come 14/04/2023
Building Wealth with Ongoing Maintenance- 5 Ongoing Activities to Building Wealth 01/02/2023
Retirement Series Part 3 Ages 65-72: PRESERVE Retirement with these 5 decisions. 22/11/2022
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