

Long-Term Care Planning is Essential!
In this episode of Retirement Refinance Radio, Alvin Darien and Jackie Selby discuss the importance of planning for a long retirement, the role of financial education, and the need for professional guidance in financial matters. They explore various topics including annuities, income streams, long-…

You Need a Financial Coach!
In this episode of Retirement Refinance Radio, Alvin Darien and Jackie Selby discuss the evolving landscape of retirement planning, emphasizing the importance of proactive financial strategies. They cover essential topics such as health care planning, Medicare, long-term care, required minimum dist…

Creating a Secure Financial Future!
In this episode of Retirement Refinance Radio, Alvin Darien and Jackie Selby discuss the critical aspects of retirement planning, emphasizing the need for a tailored approach that considers individual lifestyles, longevity, and legacy. They explore the evolving concept of retirement, the importance…

The Pieces of the Financial Puzzle
In this episode of Retirement Refinance Radio, Alvin Darien and Gary Nolan discuss the multifaceted aspects of retirement planning. They emphasize the importance of not only saving for retirement but also creating a comprehensive financial plan that includes healthcare, social security, tax strateg…

Financial Headlines
In this episode of Retirement Refinance Radio, Alvin Darien and Gary Nolan discuss the pressing issues surrounding retirement planning, including generational disconnect in savings, the importance of understanding tax implications, and the fears many Americans have about retirement. They emphasize …

Retrire Like Royalty
In this episode of Retirement Refinance Radio, Gary Nolan and Alvin Darien discuss essential lessons from historical monarchs regarding financial management and retirement planning. They explore the importance of financial education, the significance of having multiple income streams, and the neces…

SEVEN DEADLY SINS OF RETIREMENT PLANNING
The conversation also explores the seven deadly sins of retirement planning, including living beyond your means, not saving consistently, neglecting financial planning, failing to track your spending, procrastination, not having a budget, and lacking financial education. In this segment, Alvin Dar…

Retirement Planning Missteps to be Avoided
Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning and underestimating your future cause, these missteps can significantly impact your retirement. We'll show you some proactive strategies step by step so you can have a comforta…

Retriement Red Zone
In this conversation, Alvin Darien discusses important action steps to take five years before retirement. He emphasizes the need for a financial review every year, managing debt, planning for healthcare needs, and developing a plan for Social Security benefits. Other topics covered include estate p…

To Roth, or Not to Roth
In this conversation, Alvin Darien and Gary Nolan discuss the pros and cons of doing a Roth conversion. They highlight the reasons why it makes sense, such as being in a lower income tax bracket, having a long time horizon, and estate planning advantages. They also discuss situations where a Roth c…