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:
15 clip(s) in playlist
The Roth Move That Could Cost You Control
What if moving your retirement money could quietly limit your options or create unintended consequences down the road? This episode explores a potential rule change that would allow Roth IRAs to move into workplace plans, and why that shift may not be as simple as it sounds. The conversation breaks…
12:10Clean
The Backdoor Roth Trap No One Talks About
Think a backdoor Roth is a simple workaround? Think again. In this episode, Dan Groben and Phil Menard break down how backdoor Roth strategies really work, why they’re just a traditional IRA contribution followed by a conversion, and the small missteps that can trigger big tax consequences. They di…
13:33Clean
When Retirement Lasts Longer Than Your Career
A 40-year retirement sounds like a stretch, until you realize it’s already happening. This episode explores how longer lifespans are reshaping retirement planning, from managing decades of income needs to navigating rising healthcare costs and inflation. The conversation highlights why relying on m…
10:17Clean
Why Annuities Are Quietly Taking Over Retirement Plans
What if the “safe” part of your portfolio isn’t actually safe anymore? This episode breaks down why annuities are making a comeback as retirees face rising inflation, market volatility, and potential Social Security cuts. The conversation highlights how modern fixed index annuities differ from outd…
11:49Clean
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…
13:18Clean
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…
12:04Clean
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 …
13:09Clean
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…
14:13Clean
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…
14:06Clean
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