Retirement Results Podcast
Retirement Results Podcast
Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.” With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current fin…Social links:
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What Josh Allen Gets Right About Retirement Planning
On this episode of the Retirement Results Podcast, Dan Groben and Phil Menard discuss why a retirement plan should create flexibility, not just follow a rigid roadmap. Using comments from NFL quarterback Josh Allen about preparing for life after football, they explore building financial margin, pla…
10:16Clean
The Retirement Risk Most People Never See Coming
What if the biggest threat to your retirement isn’t market volatility, but taxes quietly reducing your wealth year after year? Dan Groben and Phil Menard discuss why tax planning should begin long before retirement, the difference between tax preparation and tax strategy, and how tools like Roth co…
13:18Clean
What Happens When Emotions Drive Your Investment Decisions?
What if the biggest threat to your retirement portfolio isn’t market volatility itself, but the emotional decisions it can trigger? Dan Groben speaks with special guest Brad Jenkins, Chief Investment Officer of MarketGuard, to discuss managing risk before market downturns occur. They explore why a …
20:27Clean
Could Your Retirement Survive on Stocks Alone?
What happens when your paycheck stops, but the bills keep coming? Dan Groben and Phil Menard discuss the role of guaranteed income in retirement and why relying solely on market investments can create unnecessary stress. They explore how Social Security, pensions, annuities, and other income source…
13:33Clean
The Retirement Question No Spreadsheet Can Answer
What if the biggest thing standing between you and retirement isn’t your savings, but your uncertainty? Dan Groben and Phil Menard discuss why many Americans plan to work longer, even when they may already be financially prepared to retire. Using real client experiences, they explore the value of s…
12:16Clean
Warren Buffett Went to Cash... Should You?
What if playing it safe in retirement creates a risk of its own? In this episode, Dan Groben and Phil Menard discuss Warren Buffett’s massive move to cash and what it reveals about balancing risk, income, and long-term retirement goals. They explore the dangers of sitting on too much cash, the impa…
12:34Clean
Could Technology Change Your Retirement Date?
What happens if AI changes your career plans before you're ready to retire? Dan Groben and Phil Menard discuss how technology-driven job disruptions can affect workers nearing retirement and why having a flexible retirement plan matters. They share real-life stories of clients who pivoted careers, …
12:17Clean
The Retirement Rules That May No Longer Work
What retirement advice worked 20 years ago but may not hold up today? Dan Groben and Phil Menard discuss outdated retirement rules of thumb, including relying on your home as a retirement plan and the limitations of the traditional 4% withdrawal rule. They explore the importance of balancing home e…
10:53Clean
Are Retirement Portfolios Missing a Critical Risk?
Fidelity’s decision to add annuities to target-date funds is reigniting a major retirement planning debate. In this episode, Dan Groben and Phil Menard explore why income planning is becoming just as important as market growth, the difference between market risk and interest-rate risk, and the ques…
14:08Clean
Why Are Retirees and Gen Z Rushing to Roth Accounts?
Are today’s tax rates the lowest you may see in retirement? Dan Groben and Phil Minard discuss why Roth accounts are attracting attention from both Gen Z investors and retirees. They explore the factors driving interest in Roth conversions, how taxes can affect retirement income, why withdrawal str…
12:42Clean