The Retirement Rescue Podcast

There are plenty of mistakes that you could make in retirement. Dan will help you avoid tragedies that might otherwise s... Read more

As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forwar... Read more

Boring is beautiful. On this edition of the podcast, we'll explain why a boring portfolio brings stability in retirement... Read more

Most people realize the importance of having an attorney present when building a legacy plan. However, they often forget... Read more

Nobody enjoys having a conversation with the awkward, proverbial elephant in the room. Today we'll discuss the financial... Read more

We'll walk you through the different stages of retirement planning. We'll also talk about risk aversion and what that re... Read more

You probably have several reasons for choosing one advisor over another, but are they the right reasons? Discover why yo... Read more

No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary par... Read more

On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional... Read more

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edit... Read more

Face it. Your portfolio stinks. It’s probably not invested as well as you think, but don’t worry, we’ve got a solution f... Read more

The Bern is back, and it seems the self-avowed Socialist movement is on the rise. Join us as we unpack why managed econo... Read more

Social Security benefits can be a valuable source of income when you reach retirement but deciding when to file can be d... Read more

We'll explain some of the universal retirement truths and the problems facing clients who have lost a spouse on this wee... Read more

We'll discuss the different levels of tolerating financial risk. We'll also talk about the best way to find your risk to... Read more

Dan's recent travel experience proves to be an interesting life lesson. 

Determining when you can retire is one of the most popular questions we receive. Let's find out when it's best for you t... Read more

We like to stay in touch with our listeners. On this edition of the podcast, we'll take your listener questions on nursi... Read more

Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you lov... Read more

Have you ever had to clean out a cluttered closet? It's a pain, but feels so good once it's done. On this week's show, w... Read more