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…
Five Steps to Retirement Planning
When it comes to retirement planning, there are five basic steps: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. Income planning involves creating a strategy to bring in a steady stream of income after retirement, which may i…
Top Retirement News Stories
In this episode of Retirement Refinance Radio, Gary Nolan and Alvin Darien discuss various retirement-related topics, including retirement savings crisis, retirement regrets, top retirement destinations, women in retirement, Social Security dependency, healthcare costs in retirement, popular retire…
How Can You Find a Financial Advisor,
In this conversation, Gary Nolan and Alvin Darien discuss the importance of finding the right financial team and the benefits of working with a financial advisor. They highlight studies that show the significant difference in investment growth between advisor-managed portfolios and self-managed por…