Brighter Retirement Radio Podcast

Retirement should be the BRIGHTEST time of your life. Let us share with you experiences and tips from your peers that are living a BRIGHTER retirement and insight from professionals that are helping them achieve that experience. This show will discuss many topics that are applicable to you as a Charitable Boomer like... Finances, Health Care, Estate Planning, Lifestyle, Medicare and much more.

Ep. 15 - Retirement Taxation 07/14/2020

Ep. 15 - Retirement Taxation In today's episode, we're going to dive into the topic of retirement taxation. My purpose is to really help you understand the why around retirement taxation and how important this topic is because it is far too often overlooked, undervalued, or really unknown. /episode/index/show/brighterretirementradio/id/15204269

Ep. 14 - Smooth Transition of Wealth 06/25/2020

Ep. 14 - Smooth Transition of Wealth In today's episode, we discuss how to smooth the transfer of wealth with Stephanie O'Brien who is a good friend and estate planning, attorney and litigation expert. /episode/index/show/brighterretirementradio/id/14945402

Episode 13: Income Producing Assets 06/11/2020

Episode 13: Income Producing Assets Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Marc Rogers, who specializes in research and strategies around income producing assets. Marc has had experience for the last decade in assisting some of the largest, most successful financial advisors in the nation, he also educates advisors and consumers about how to reduce risk while still participating in stock market opportunities. /episode/index/show/brighterretirementradio/id/14749118

Episode 12: Stay Sharp, Stay Active in Retirement 05/28/2020

Episode 12: Stay Sharp, Stay Active in Retirement In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Lorraine Ladish, who shares stories of how we can stay active both mentally and physically as we enter retirement. Lorraine is a bilingual author of 18 books, a speaker, a Yogini, a writer, and the creator of Viva 50 Media. /episode/index/show/brighterretirementradio/id/14591279

Episode 11 - Financially Supporting Your Retirement Lifestyle Vision 05/14/2020

Episode 11 - Financially Supporting Your Retirement Lifestyle Vision In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guests, Michael and Debbie Campbell. Michael and Debbie are Airbnb champions, travel bloggers and authors who have been traveling the world since 2013. /episode/index/show/brighterretirementradio/id/14408141

Episode 10: Reverse Mortgage: Goal Driven Solution 04/30/2020

Episode 10: Reverse Mortgage: Goal Driven Solution Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode, you'll hear from guest, Cory Williams, who shares how switching over to a reverse mortgage could offer some financial benefits that you probably didn’t know were possible. /episode/index/show/brighterretirementradio/id/14220107

Ep. 09 - How Financial Planning 'Should' Work 04/21/2020

Ep. 09 - How Financial Planning 'Should' Work Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In today's episode of the Brighter Retirement Radio podcast I want to share with you "How Financial Planning 'Should' Work". /episode/index/show/brighterretirementradio/id/14049572

Ep. 08 - Covid-19 Economic Market Update 04/16/2020

Ep. 08 - Covid-19 Economic Market Update This week's episode is a COVID-19 Economic Update with a special guest, Kurt Brown. Kurt is the Chief Investment Officer @ TownSquare Capital and has a unique 25+ year background from Wall Street to Main Street. /episode/index/show/brighterretirementradio/id/14005073

Ep. 07 - Value of Being Part of a Community 04/02/2020

Ep. 07 - Value of Being Part of a Community Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Gena Bertelsen, who shares how important it is to maintain personal connections with others in your family & community. /episode/index/show/brighterretirementradio/id/13779032

Ep. 06 - Caring for an Aging Spouse 03/19/2020

Ep. 06 - Caring for an Aging Spouse Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In this episode, you'll hear from the guest, Janice Smith, who will share all about how she made the decision to transition from Home Care to Facility Care, coping with memory loss, planning financially, and how she learned to live day-by-day while caring for her aging spouse, Ken. /episode/index/show/brighterretirementradio/id/13580936

Ep 05. - Medicare Transitions 03/05/2020

Ep 05. - Medicare Transitions Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In this episode, you'll hear from guest, Jake Dayton, who will share all about Medicare open enrollment and why it is so important. You'll hear why the Medicare transitions are vital to understand and best practices for ensuring you pick the right plan when open enrollment time comes so you're not faced with costly penalties. /episode/index/show/brighterretirementradio/id/13390334

Ep. 04 - Leveraging Your Home in Retirement 02/20/2020

Ep. 04 - Leveraging Your Home in Retirement Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. /episode/index/show/brighterretirementradio/id/13163426

Ep. 03 - Donor Advised Fund as a Family Mission Fund 02/06/2020

Ep. 03 - Donor Advised Fund as a Family Mission Fund Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Selling an appreciated asset like a rental home and putting the cash into a Donor Advised Fund (DAF) can create a massive tax benefit as well as create a perpetual giving account for your family which is what the Dastrup family was able to accomplish. Charitable giving and service has been a core desire of this family and now with the creation of this Donor Advised Fund they will be able to fund many service missions for their family. /episode/index/show/brighterretirementradio/id/12915122

Ep. 02: Giving Through A Personal Foundation 01/23/2020

Ep. 02: Giving Through A Personal Foundation In this episode, you’ll hear from guests, Kathy and Carolyn, who will share stories of different ways they get joy from giving and how they give through their personal foundation. /episode/index/show/brighterretirementradio/id/12860243

Ep. 01: Brighter Retirement Radio Kick-Off 01/08/2020

Ep. 01: Brighter Retirement Radio Kick-Off Hi everyone and welcome to the Brighter Retirement Radio Podcast. Making your retirement years Bigger, Better, and Brighter means adding confidence and purpose in what you do. /episode/index/show/brighterretirementradio/id/12663494

Brighter Retirement Radio Podcast

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