Retirement Roots Podcast
Retirement Roots Podcast
Having a plan for retirement is important, but how much of your plan is based on hopes and dreams for the future and how much involves a well-thought-out plan that is already in place and working hard for you? Stevens Retirement Solutions founder and president Margie Stevens brings you “Retirement Roots: Planting the Seeds for Your Retirement,” which provides topical and informative tips geared t…Social links:
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The Importance of Planning for Retirement Beyond Social Security
In this episode of the Retirement Roots podcast, Jeff Miles and Margie Stevens discuss the uncertainty surrounding Social Security and the importance of planning for retirement. They highlight the misconception that Social Security alone is enough to sustain retirement and emphasize the need for ad…
16:47Clean
Protecting Retirement Savings from Market Volatility
The conversation revolves around the topic of Fed interest rate cuts and how it affects retirement planning. Margie Stevens discusses the potential impact of interest rate cuts on savings, mortgages, and retirement income. She emphasizes the importance of understanding the relationship between inte…
16:07Clean
Creating a Tax-Free Legacy with Life Insurance
In this episode, Jeff Miles and Margie Stevens discuss the importance of life insurance in retirement. They cover topics such as the different types of life insurance, the need for living benefits, the impact of long-term care costs, and the tax implications of leaving a legacy. Margie emphasizes t…
17:00Clean
Creating a Comprehensive Retirement Plan
In this episode of the Retirement Roots podcast, Margie Stevens discusses the importance of planning for federal retirement and the challenges that federal employees face. She emphasizes the need for comprehensive knowledge and understanding of the retirement package and the various options availab…
17:00Clean
Understanding Federal Employee Benefits
In this episode, Margie Stevens discusses the challenges of retirement planning, the importance of seeking financial advice, and the misconceptions surrounding retirement. She emphasizes the need for professional guidance and the benefits of understanding one's financial situation. The conversation…
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Strategic Retirement Planning for Federal Employees
In this conversation, Margie Stevens discusses the intricacies of federal retirement benefits, including the CSRS, FERS, and TSP. She provides insights into retirement planning, distribution strategies, and the impact of social security. Margie's expertise and guidance offer valuable insights for f…
16:51Clean
Adapting to the Changing Landscape of Retirement Planning
In this episode, Margie Stevens shares her journey into retirement planning, influenced by her father's teachings and her experiences working at a funeral home. She discusses the importance of understanding family dynamics and individual retirement goals. The conversation also delves into the chang…
13:38Clean
The Retirement Roots Podcast Trailer
Stevens Retirement Solutions founder and president Margie Stevens brings you “Retirement Roots: Planting the Seeds for Your Retirement,” which provides topical and informative tips geared to keep listeners in the know about trends and strategies that can help guide retirement planning and strategy.…
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