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On this week’s episode of The Secure Retirement Podcast, April Schoen talks about the importance of tax diversification in retirement. April discusses the three different types of retirement investments, offering examples of each type of account, how you can contribute to them, and their tax implications. Listen as she explains: Tax-deferred accoun…
 
On this week’s episode of The Secure Retirement Podcast, April Schoen joins us to take a deep dive into the five financial risks you will face in retirement and how to overcome them. Additionally, April discusses retirement planning and what balance looks like in retirement. Listen in to learn more about the retirement red zone as well as: Mitigati…
 
On this week’s episode of The Secure Retirement Podcast, April Schoen joins us to discuss the best ways to pay for health care in retirement. We detail the key considerations you need to remember when it comes to Medicare, and go over how to create your detailed plan for what is usually the number one concern for anyone approaching retirement. We h…
 
This week, I’m joined by fellow North Florida Financial advisor, April Schoen, for a live seminar on Social Security. Over the course of the seminar, we're going to be talking about how social security works, what you need to know around the program, different payment scenarios, and also issues that surround the program. April and I have over 50 ye…
 
On this week’s episode of the Secure Retirement Podcast, we speak with Bonnie Bevis, a retiree with 35 years of work with Highway Safety under her belt. She began her career as a license examiner, and shares with us how she spent her years in public service while raising three children, as well as how she occupies her retirement time now. We chat w…
 
Our special guest on this week’s episode of the Secure Retirement Podcast is Helen Livingston. Helen was a teacher, a high school counselor, and a principal in Alabama, and earned both her Master’s and PhD, all while raising four children. She was also an integral part of opening the Medical School at Florida State University. Helen has had an exte…
 
In our ninth and final episode of our series for members of the Florida Retirement System, Steve Gordon once again hosts our very own John Curry. We discuss an aspect of retirement that is necessary for absolutely everyone approaching this stage of their life to consider, mindset, and dive into how to successfully execute John’s Secure Retirement M…
 
On this week’s episode of The Secure Retirement Podcast, we approach the end of our Florida Retirement System series. The information in this episode will be valuable to our viewers nationally, even if you are not a member of the Florida Retirement System, as these laws apply across the country. We address the universal Required Minimum Distributio…
 
On this week’s episode of The Secure Retirement Podcast, we focus on healthcare coverage, particularly Medicare Parts A - D, as we continue to address the key issues that affect members of the Florida Retirement System. With Medicare available from coast to coast, the information in this episode will be valuable to our listeners nationally, even fo…
 
On this week’s episode of The Secure Retirement Podcast, we continue addressing the key issues that affect members of the Florida Retirement System with a special focus on Social Security. Even if you are not a member of the Florida Retirement System, this episode will be particularly useful because Social Security touches everyone nationally. John…
 
On this week’s episode of The Secure Retirement Podcast, we continue our special series focused on the specific concerns of members of the Florida Retirement System. “Some people say they have the ability financially to retire, but they don't have the ability mentally to retire. And I call that part of the mindset,” says John. “When it comes to the…
 
On this week’s episode of the Secure Retirement Podcast, we continue our series on the concerns of members of the Florida Retirement System (FRS), focusing this week on the mindset of retirement and what that means for your planning process. And, if you’re not a member of the FRS, stay tuned because the information provided in this series is still …
 
On this week’s episode of the Secure Retirement Podcast, we dive into the third episode in our series on the Florida Retirement System. Today we talk about an important topic that many people choose to avoid— factors to consider while thinking about tax deferral. We also ask the important questions you need answers to before making your final decis…
 
On this week's episode, we speak about properly planning your secure retirement based on your personal financial situation. John explains the four FRS options, what they mean, and how each is designed to suit a specific situation.The discussion, while aimed specifically at members of the Florida Retirement System (FRS), gives valuable insights to a…
 
This week’s episode of The Secure Retirement Podcast marks the beginning of a special series focused on the specific concerns of members of the Florida Retirement System. However, the key topics covered in this series will still relate, in principle, to any retiree, regardless of whether they are a member of the FRS. “I have clients from across all…
 
We don’t know with any kind of certainty what tax rates will be in the future, which means that planning your finances into retirement can be both stressful and intimidating, but it doesn’t have to be. This week, John and April discuss tax diversification and how a wide range of investments now will afford you more choices later in life. April says…
 
Retirement can come with an amount of financial uncertainty attached, even for people who have taken the time to plan. This week, John and April aim to alleviate some of the stress that comes along with retirement planning by discussing the five biggest financial risks in retirement and how best to avoid them. Together, they have over 50 years of c…
 
On this week’s episode of the Secure Retirement Podcast, we speak with my good friend, Bill Landing, a retired professor from Florida State University who is currently studying environmental chemistry and chemical oceanography. Bill has over 50 years of experience as a scientist and joins us to talk about the facts and fictions surrounding the pand…
 
COVID-19 is the hot topic in the news right now, and in this special episode we give our own take on the situation. There’s no special guest today, but we do think this episode is needed amid the chaos out there in the world. Specifically, we take time to reflect on other hard times in the past and discuss how we got through them, along with specul…
 
In today’s episode, we chat with retired teacher Elizabeth Gladden. After grieving the death of her husband, Elizabeth was inspired to go back to teaching as she craved the normalcy and routine of going back to school. “There were some days when you think ‘I just can’t face the world.’ And I think that’s perfectly normal to have days like that,’” s…
 
For something so important for our retirement, it’s a shame that there is so much confusion and misinformation about social security out there. As a result, many people are sabotaging their social security benefit… and receiving much less than they could… because they make bad decisions during their retirement planning process. When you should star…
 
John Dunwoody returns for a preview of his upcoming boating adventure on the Down East Loop and shares highlights of his eight-month trip on the Great Loop, which traverses some of the country’s most iconic inland waterways. Journeys of this length take some real planning and preparation, and John shares how he gets himself and his boat in shape fo…
 
Everybody’s idea of a dream retirement is different. It could include cruises and vacations, volunteer work, more time with the grandkids… But whatever you’re looking forward to… you have to take some precautions now to make sure your golden years are protected from things like inflation, taxes, healthcare costs, and more. We outline some solid str…
 
They say that there are two certain things in life: death and taxes. And when it comes to your retirement accounts, taxes definitely come into play. You may have thought you were saving big-time on taxes with this method. But here’s the thing: required minimum distributions mean you really only deferred those taxes. And when it comes time to pay, t…
 
Like any government program, especially one involving millions of people, Medicare is complicated. What’s covered? What will it cost? When should you sign up? Which “part” should you join? Where can you seek medical care? Those are just some of the questions those reaching eligibility age are asking. And the thing is, the answers are different for …
 
There is so much wrong and misguided information – not to mention confusion – out there about social security. As a result, people make bad decisions that sometimes can be very hard to recover from. We tackled the most common questions about social security, how it affects retirement planning, and what you should be doing now to prepare for a happy…
 
It started with a segment on a TV show many years ago… and Becky Hollis was hooked. Since then she’s been crazy about bears. Yes, those furry woodland creatures. What does that have to do with retirement? Well, in your Golden Years you’re not working – so what do you do instead? If you don’t have a good answer – an activity you truly enjoy – you’ll…
 
As its president, Dominic Calabro, puts it, Florida Tax Watch has been the watchdog for the state’s taxpayers for the last 40 years. A lot has happened in that time, including the transformation of Florida into one of the most important states in the union. That’s why, says Dominic, it’s more important than ever for public officials to be held acco…
 
In the retirement planning world, Moshe Milevsky, author, professor at Toronto’s York University, and consultant, is known as someone who takes some stances that go against the grain, to put it mildly. But it’s not just for the sake of being controversial. He thinks deeply about ways people can live their best lives when they retire. And he says th…
 
Robert and Sonia Koudelka have a philosophy that guided them in their careers, second careers (you read that right), and what they do in retirement: “Get off your butt and do it.” Whether it’s playing golf five times a week, cruising through the Caribbean, making memories with the grandkids, or taking up a new hobby later in life, Robert and Sonia …
 
If you have a special needs child or even a relative, this is a can’t-miss episode. Lou and Cal Ogburn share the story of their daughter and how she has been able to live a fulfilling and independent life. It’s thanks to their love and determination to secure her the federal and state benefits she qualified for – not to mention her great attitude a…
 
We put John Curry in the hot seat and have business consultant - and longtime friend - Steve Gordon grill him on how attitudes towards retirement are changing and how it could impact your plans. Most people don’t have a real vision of their retirement, says John. And that can be very dangerous to their physical and mental health. We unpack what “vi…
 
Lynda Dickens had worked 43 years for the State of Florida. But she wasn’t ready to retire until a fateful trip changed her mind. And a new hobby she picked up soon after her retirement convinced her to never go back to work. In fact, she says it’s become an addiction. Now she’s more active than ever with lunches out with friends, card games, and a…
 
During their many years together, Bruce and Judi Irvin have always viewed their marriage as a partnership… and that extends to how they manage their money. As a result, they set themselves up for a comfortable retirement that allows plenty of funds for adventurous travels around the world. We talk about where they’ve been and the wonders they’ve se…
 
There are no ideal retirement plans that work for everybody. Every couple has different needs and desires. That goes for how they split day-to-day financial responsibilities as well. That was certainly the case for Carlton Ingram and his late wife, Nancy. Carlton explains the arrangement they had and how it led to their happy marriage. He also goes…
 
Alzheimer’s and dementia has to be part of your retirement planning, whether it affects you, your spouse, or a relative. It could take away your secure retirement if you don’t plan for it… and everyone who listens to this episode will be impacted in some way by this issue. As a caregiver, John Beck’s passion has become to educate people about how, …
 
After 30+ years working for the State of Florida, Kay Harris was certainly ready to retire, which she did in 2006. She had planned and prepared – financially and mentally. But, Kay says, there were things that popped up that she didn’t expect. We talk about how she dealt with the bumps in the road, as well as how she’s been able to achieve a profou…
 
Former circuit judge Terry Lewis has embraced retirement. He’s indulging in hobbies and interests, getting involved in the community in unique ways, and even giving back to the next generation of the legal profession. He feels like staying active and busy is a key to happiness when you’re no longer working. But, he says, don’t feel like you have to…
 
There’s so much misinformation about Social Security (and Medicare) out there. Even worse, people are basing their retirement planning on this misinformation. John Curry and April Schoen clear the air and get to the heart of the best way to take full advantage of this benefit you’ve been paying into your whole life. Every situation is different. An…
 
What are you looking for in retirement? For retired pharmacist – and lifelong boater - John Dunwoody, it meant adventure on the high seas in a 36-foot Grand Banks. Most people retire and get bored, says John, but it doesn’t have to be that way. Explore your own interests to figure out what’s going to give you your dream retirement… and make a plan …
 
In retirement, Fran Buie is busier than ever… and having the time of her life. After a 33-year career working in state government, Fran was ready for a change. She found fulfillment by embracing lifelong interests and hobbies she had set aside for years… and helping others in her community. As Fran says, we have limited time on earth, let’s do some…
 
The average American gets only 10 days of vacation per year. Even worse, a recent study found that 24% didn’t use any of their vacation days, and more than half didn’t use all of their days off. Larry Simmons is bucking that trend. After 40 years of working an 8 to 5 job this consulting engineer decided to “slack off.” He and his wife, Carol, trave…
 
With all the misinformation out there about health and nutrition, it’s hard to know what you can do keep your body and mind in tip-top shape. Dr. Sam Graber specializes in helping people stay healthy and looking great now… and for years to come. This retired chiropractor turned health coach is a big advocate for “real food” that hasn’t had the nutr…
 
As a longtime and committed journalist in Florida, WFSU’s program director for news Tom Flanigan has seen his share of political controversy but also plenty of uplifting news from everyday people. He has a commitment to the truth, something he passes on to the up-and-coming journalists he mentors. Tom doesn’t think he’s ever going to retire. It’s a…
 
It’s tempting to think of retirement only from the financial side of things. Yes, it’s important that you save enough to be comfortable in your golden years. But, says Dr. Larry Kubiak, you can’t forget the emotional and psychological side. As Director of Psychological Services at Behavioral Health Center Tallahassee Memorial Healthcare, Larry know…
 
As the Chief Medical Officer at a nonprofit organization and long-time internal medicine specialist, Dr. Nancy Van Vessem is in prime position to see how certain habits can severely impact a person’s long-term health. She’s also seen the way healthcare issues are impacting everyday people. One of the major concerns is rising costs. In our chat, we …
 
When they reached retirement, Phil and Betty Ashler were finally ready for some travel. They say anybody can – and should – do it too, even if you don’t have much experience. Phil and Betty are keeping busy in other ways, including some very unique volunteer work. It was a lifetime of discipline in following a financial plan that got them to the po…
 
With the precision of a military operation, Honor Flight Tallahassee takes 75 local veterans to Washington, D.C. each year – free of charge. They stop at the major war memorials in the nation’s capital, as well as Arlington Cemetery. It’s a time of intense emotions… memories… and gratitude. These are the men and women who’ve protected the American …
 
You can have all the money in the world in retirement. But if you don’t have your health… well, you really can’t enjoy it. Part of that, says Bill Kepper, a physician for 40+ years, is being a good patient throughout your life, following doctor’s orders. But as important is making sure you can get the medications, procedures, and other things you n…
 
As a senior analyst with CNBC and pioneering financial journalist, Ron Insana has seen a lot of ups and downs in the markets and how that impacts the average investor. And over the years he’s identified some key factors that separates those who do well… and those who fall behind. Ron shares the two most important things you must be doing right now …
 
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