EPISODE #079: Navigating The Florida Retirement System
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EPISODE #079: Navigating The Florida Retirement System

Navigating The Florida Retirement System Maria Navas, retirement specialist at Florida Retirement Solutions helps public servants retire from the Florida Retirement System. Many of her clients are...
EPISODE #078: It’s Time for Women and Wealth
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EPISODE #078: It’s Time for Women and Wealth

It’s Time for Women and Wealth Retirement Advisers at Financial Square, based in Worcester, MA, is launching a new initiative. In their continuing efforts to reach everyone in their community,...
EPISODE #074: Entrepreneurship as a Retirement Strategy
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EPISODE #074: Entrepreneurship as a Retirement Strategy

Greg Lavelle, president and CEO of Retirement Advisers at Financial Square, does complete retirement planning. He says most people are in the workforce 40-plus years and then go to their HR department...
EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach
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EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach

All retirement income plans are not created equal.  Pat Ginefra explains why cookie-cutter retirement plans don’t work in times of economic uncertainty and that a customized, three-bucket approach...
EPISODE #061: Protect Retirement Income from Volatility
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EPISODE #061: Protect Retirement Income from Volatility

As the child of parents who grew up during the Great Depression, Evan Heaton of Trusted Advisors Group, www.trustedadvisorsgroup.com, learned three lessons: be honest, work hard and spend less than...
EPISODE #051: Client-Focused Financial Planning
Featured Episodes

EPISODE #051: Client-Focused Financial Planning

A client-focused retirement planning practice benefits both advisors and clients, author of Sowing the Seeds of Retirement Nyles Gentz notes. This focus began when he opened his financial advisory...
EPISODE #050: Creating Relationship-Based Retirement Planning
Featured Episodes

EPISODE #050: Creating Relationship-Based Retirement Planning

When you affiliate with a financial advisor, you form a relationship that will hopefully carry through the rest of your life. That's why it's important to get to know an advisor before you sign up....
EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo
Featured Episodes

EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo

With so many titles and designations for financial advisors, it can seem like alphabet soup to many of us. As a fiduciary financial advisor, Robert Trejo explains that fiduciaries must put your...
EPISODE #079: Navigating The Florida Retirement System
EPISODE #079: Navigating The Florida Retirement System
EPISODE #078: It’s Time for Women and Wealth
EPISODE #078: It’s Time for Women and Wealth
EPISODE #074: Entrepreneurship as a Retirement Strategy
EPISODE #074: Entrepreneurship as a Retirement Strategy
EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach
EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach
EPISODE #061: Protect Retirement Income from Volatility
EPISODE #061: Protect Retirement Income from Volatility
EPISODE #051: Client-Focused Financial Planning
EPISODE #051: Client-Focused Financial Planning
EPISODE #050: Creating Relationship-Based Retirement Planning
EPISODE #050: Creating Relationship-Based Retirement Planning
EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo
EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo

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