The Retirement Roundtable

The Retirement Roundtable

Por: Veronica Redfield and Grant Hartmann

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
29 episodios disponibles

Latest episodes of the podcast The Retirement Roundtable

America's IRA Expert - Ed Slott 27/12/2025
2026 COLA Numbers 13/12/2025
What’s Your Financial Appetite? Understanding Investment Risk at the Thanksgiving Table 22/11/2025
Year End Financial Planning Checklist 15/11/2025
The Difference Between Risk and Fear: Part 2 08/11/2025
The Difference Between Risk and Fear: Part 1 01/11/2025
What I Tell My 30-Year-Old Self About Money 25/10/2025
Talking Life and Long-Term Care Before It's Too Late 18/10/2025
RMD Rules Made Simple 11/10/2025
Your Legacy Blueprint 04/10/2025
Ways My Money Can Last as Long as I Do 27/09/2025
The Retirement Planning Process 20/09/2025
From Transactional to Trust: The Relationship Test 13/09/2025
Why More Accounts Can Mean More Problems 30/08/2025
Let's Talk Social Security 16/08/2025
The Power of Two: Advisor + CPA = Better Results 09/08/2025
How Much Money Do You TRULY Need to Retire? 02/08/2025
To Advise or Not to Advise 26/07/2025
Traditional IRA vs Roth IRA 19/07/2025
Financial Wealth 12/07/2025
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