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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When Your Portfolio Starts Sleeping at the Wheel
Your portfolio can quietly drift into dangerous territory without you realizing it. This episode of the Retirement Results Podcast explores portfolio rebalancing and why many investors nearing retirement unknowingly take on more risk than intended. The conversation breaks down how strong-performing…
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When Market Gains Start Driving Retirement Decisions
After years of strong market performance, retirement confidence is rising—but is that confidence leaning too heavily on recent gains? The conversation explores why market-driven optimism can be misleading and how short-term growth doesn’t always line up with long-term retirement needs. The discussi…
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Loud Markets and Late Money: A Cautionary Pattern
When headlines get louder and money floods the market, is that noise worth paying attention to? In this episode of the Retirement Results Podcast, Kasey sits down with financial advisors Dan Groban and Phil Menard to unpack the Wall Street concept known as “dumb money.” They discuss why late-stage …
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Love, Faith, and Life After the Spotlight: A Conversation with TG Sheppard and Kelly Lang
A country music love story intersects with faith, resilience, and purpose beyond the stage. Dan Groban and Phil Menard sit down with legendary artists TG Sheppard and Kelly Lang to explore life behind the spotlight—marriage in the music business, creativity as a duo, surviving cancer, and the cause…
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Creativity Doesn’t Retire: A Conversation with Steve Wariner
What does a number-one hit teach you about never really being finished? In this episode of The Retirement Results Podcast, Dan Groban and Phil Menard sit down with legendary songwriter and guitarist Steve Wariner for a wide-ranging, personal conversation. Steve reflects on chasing creativity long a…
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The Final Stretch: Why Retirement Pressure Feels Like March Madness
The pressure ramps up as retirement gets closer—and one wrong move can change everything. Using a March Madness-style analogy, the conversation breaks down why confidence in retirement isn’t about hitting a magic number, but about how income is structured once paychecks stop. The discussion centers…
12:55Clean
When Social Security Changes, Retirement Plans Follow
A looming shift in Social Security has many retirees rethinking their income plans sooner than expected. In this episode of the Retirement Results Podcast, Dan Grobe n and Phil Menard unpack a new Congressional Budget Office report projecting earlier trust fund depletion and a potential reduction i…
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Why Market Timing Can Wreck a Retirement
Trying to time the market during wild swings can feel tempting—but for retirees, it can quietly do real damage. On this episode of The Retirement Results Podcast, Dan Groben and Phil Menard break down why missing just a handful of key market days can derail long-term returns, especially when withdr…
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Why Retiring at 65 May Be an Outdated Idea
What if retiring at 65 is no longer the smartest plan? On this episode of the Retirement Results Podcast, the team reacts to comments from Larry Fink of BlackRock and unpacks why longevity, Social Security uncertainty, and career disruption are reshaping retirement planning. Financial advisors Dan …
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Can AI Really Plan Your Retirement?
Can artificial intelligence really replace a human financial advisor in retirement planning? In this episode of the Retirement Results Podcast, the conversation digs into how AI tools are being tested against robo‑advisors—and where they fall short. Advisors Dan Groben and Phil Menard explain how t…
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