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PODCAST

Retirement Planning Happy Hour

Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.

All Episodes

26:29
Puzzle Piece: Market Corrections
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15:09
Welcome to The Money Puzzle
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20:28
Market Corrections
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24:29
Organized Estate Planning
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20:28
The Benefits of a Team
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26:56
Owning Real Estate in Retirement Accounts
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21:09
Considerations for Unmarried Couples
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24:06
Powers of Attorney and Why You Need Them
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19:21
How Much Cash Do You Need?
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21:48
Inflation Everywhere
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21:51
What To Do With Your Mortgage in a Hot Real Estate...
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9:39
June Market Commentary
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29:35
Should an Annuity be a Part of My Retirement Plan?
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23:54
What Is Going On With Meme Stocks?
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24:33
The Government as a Client
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17:59
Beware the Financial Media
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5:14
Market Commentary - May 2021
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27:36
I Left My Employer, What Are My Options?
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26:09
Taking Advantage of Your Employer Benefits
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20:57
What Moves Can I Make Before the Tax Deadline?
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121 results

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