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The Retirement Planning Podcast

Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social secur... Read more

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Addressing The Recent Market Volatility

Addressing The Recent Market Volatility

During this call, we address four questions regarding the recent volatility in financial markets: What’s being reported... Read more

24 Feb 2022

29mins

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Retirement Planning Mistakes to Avoid

Retirement Planning Mistakes to Avoid

Timing the market? Taking too much risk? Too little? Listen in as Rich and Steve discuss common retirement planning mist... Read more

22 Apr 2020

12mins

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Rich and Paul W. Smith Discuss the Recent Stimulus Package & The 5 Reasons Not to Panic

Rich and Paul W. Smith Discuss the Recent Stimulus Package & The 5 Reasons Not to Panic

Rich joins the Paul W. Smith Show to discuss the #2 trillion coronavirus bill and why now is not the time to panic.  Air... Read more

25 Mar 2020

8mins

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Oil Drops 31%, Coronavirus Hits US, Super Tuesday & 2020 General Election

Oil Drops 31%, Coronavirus Hits US, Super Tuesday & 2020 General Election

Join us for our Q1 2020 Market Update as we discuss recent headlines moving the market. Including Saudi Arabia & Rus... Read more

11 Mar 2020

25mins

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Coronavirus Panic Continues as U.S. Stocks Enter Correction Territory

Coronavirus Panic Continues as U.S. Stocks Enter Correction Territory

Listen in as Rich and Steve are joined by Senior Investment Strategist, Mike Sorrentino, CFA. All three major U.S. Index... Read more

27 Feb 2020

10mins

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Don't Panic! - Rich & Steve discuss the Coronavirus and other news headlines that impact the markets.

Don't Panic! - Rich & Steve discuss the Coronavirus and other news headlines that impact the markets.

On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent news about the Coronavirus and o... Read more

7 Feb 2020

10mins

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The Death of the Stretch IRA - Rich & Steve Discuss The Secure Act & Other Changes for 2020

The Death of the Stretch IRA - Rich & Steve Discuss The Secure Act & Other Changes for 2020

On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent passing of The Secure Act and ho... Read more

9 Jan 2020

9mins

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Wade Pfau, Ph.D., CFA, RICP Discusses His New Book "Safety-First Retirement Planning"

Wade Pfau, Ph.D., CFA, RICP Discusses His New Book "Safety-First Retirement Planning"

Rich welcomes special guest, Wade Pfau, to the Retirement Planning Podcast. They discuss his new book "Safety-First Reti... Read more

17 Oct 2019

16mins

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Financial Fake News and Financial Advisor Red Flags

Financial Fake News and Financial Advisor Red Flags

Listen in as Rich and Steve discuss how it's important to tune out the media when it comes to financial planning. They a... Read more

27 Sep 2019

38mins

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Pension Lump Sum Buyout Pros & Cons - Questions Retirees from Ford, GM and FCA are asking

Pension Lump Sum Buyout Pros & Cons - Questions Retirees from Ford, GM and FCA are asking

Are you a retiree with a Ford Pension Lump Sum, GM Pension Lump Sum, or Fiat Chrysler (FCA) Pension Lump Sum? Listen in ... Read more

18 Sep 2019

17mins

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