Retirement Results Podcast
Retirement Results Podcast
Playlist by Retirement Results PodcastStruggling 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 R…Follow the podcast:
32 clip(s) in playlist
Is Your Portfolio Ready for the Next Downturn?
What happens if a market downturn strikes just as you're relying on your retirement savings for income? Dan Groben and Phil Menard of Servant Advisors Group discuss how retirees can manage market volatility, inflation concerns, and bull market uncertainty without letting fear drive decisions. They …
16:12Clean
The Retirement Mistakes You Can't Take Back
A single financial decision today could cost you hundreds of thousands of dollars in retirement. In this episode, Dan Groben and Phil Menard discuss retirement mistakes that can be difficult, or impossible, to reverse. They explore the long-term impact of early 401(k) withdrawals, oversized Roth co…
09:46Clean
Are You Too Scared to Spend in Retirement?
Are you enjoying retirement less because you're afraid to spend the money you've worked so hard to save? Dan Groben and Phil Menard discuss why many retirees underspend despite having sufficient resources. They explore common warning signs, how inflation can distort perceptions about financial secu…
13:14Clean
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