The Income For Life Show
The Income For Life Show, powered by Folds Of Honor. Join the Income For Life team as they discuss common financial and retirement income concerns and break them down in an easy-to-understand way. No financial jargon (without an explanation) on this show! Retirement, annuities, income, taxes, planning, common mistakes, the stock market, emotions... We cover it all on the Income For Life Show. The Income For Life Show is powered by Folds of Honor, a 501c3 non-profit organization dedicated to providing educational scholarships to the families of America’s fallen and disabled service-members.. About Income For Life: Your Top Rated National® Retirement Resource You should not have to struggle on your own to figure out how best to fund your retirement years. The process can often be complicated and frustrating without the right people at your back. We provide a variety of income planning tools to help you know that you will have guaranteed income throughout your retirement. From the top national annuity products to help with social security planning, we have searched for the very best solutions for our clients. You won’t have to dig through the thousands of options available for you and read all the fine print. We’ve already done that for you! Visit www.incomeforlife.org or call 888-228-8814 to speak with a member of the team today!
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5 Ways Wishful Thinking Can Damage Your Retirement
05/22/2025
5 Ways Wishful Thinking Can Damage Your Retirement
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. In addition to our main topic, usual get-to-know-you questions and quotes of the week, we’ll also share some key things for parents and grandparents to teach a new graduate. Tune in as we cover some practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future. This week, Colin from Beaumont, Texas asks whether there are any downsides to using a large life insurance policy to help his kids with potential future estate and inheritance taxes. For our Retirement Ride Along Segment, we’re talking about our time in Charlotte, North Carolina. Here’s some of what we discuss in this episode: Get-to-know-you questions: Airports, singing in the shower and more (5:51) Quotes of the week from Spike Milligan and Thomas Edison (15:24) Main topic 1: 5 Ways Wishful Thinking Can Damage Your Retirement (19:53) Main topic 2: Key Things For Parents & Grandparents To Teach A New Graduate (29:57) Mailbag: “What are the downsides of using life insurance to leave tax-free money?” (39:43) Retirement Ride Along: Attending the PGA Championship at Quail Hollow (45:20) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Steak 48 OMB
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Retirement Lessons From The Masters
04/25/2025
Retirement Lessons From The Masters
The Masters is a beautiful reminder of just how much strategy, patience, and long-term focus goes into a great round of golf. Turns out, retirement works a lot like the game. Today, we’re teeing up a few key lessons from the course and how they translate into smarter planning for your financial future. As always, we’ve got some great “get to know you” questions lined up for this week’s show, plus a few witty quotes of the week from Winston Churchill and Malcolm Forbes. We’re also bringing you a fun second topic today- the retirement assassins- those sneaky, silent killers of your financial future. Podcast listener Rebecca sent in a question this week about the popular 4% rule, and we’ll be sharing our insights with her. Then, we’ll dive into this week’s Retirement Ride Along segment, where we recount our time exploring Lee’s Summit, Missouri! Here’s some of what we discuss in this episode: Get-to-know-you questions: What we’d be famous for, time travel, and more! (6:44) Quotes of the week from Winston Churchill and Malcolm Forbes (20:03) Main topic 1: Retirement Lessons From The Masters (22:16) Main topic 2: Retirement Assassins (31:32) Mailbag: “Does the 4% rule still work?” (40:02) Retirement Ride Along: A trip to Lee’s Summit (43:51) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: The W: Libations & Company: The 1909 Club:
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The Five Love Languages of Financial Planning
03/27/2025
The Five Love Languages of Financial Planning
The five love languages were made popular by author Gary Chapman. If you’re not familiar with them, they include acts of service, quality time, words of affirmation, gifts, and physical touch. Let’s think about how you may encounter the love languages when it comes to financial planning. This week’s getting-to-know-you segment is full of laughs as we dive into childhood beliefs, magic wishes, and what our personal warning labels would say. Plus, we’ve got some great quotes of the week to share! For this week’s listener question, Sam from Rhode Island asks whether managing investments without a broker or advisor is a bad move as they get older. And in this week’s Retirement Ride Along, we’re talking about a special event we experienced that’s fun for all ages. Here’s some of what we discuss in this episode: Get-to-know-you questions: warning labels, genie wishes, childhood beliefs (4:13) Quote of the week from David Feherty (17:37) Main topic: The Five Love Languages of Financial Planning (20:06) Mailbag: Is it a bad idea for me to keep managing investments alone? (30:40) Retirement Ride Along: Our experience at Planet Comicon KC (34:15) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Planet Comicon
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What Do Proposed Tariffs Mean For Your Portfolio?
02/28/2025
What Do Proposed Tariffs Mean For Your Portfolio?
The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the and discuss these . Like always, we have some great quotes of the week to share and fun getting-to-know Matt and Sam questions to get the episode started. Later in the episode, we hear from one of our listeners, Peter, who’s at his wit’s end with his soon-to-be former broker. He’s shocked by the high fees on his variable annuity and is curious if those costs are normal. For this week’s Retirement Ride Along, we’re talking about some new finds in Kansas City! Here’s some of what we discuss in this episode: Get-to-know-you questions: New careers, life on other planets, and more (6:13) Quote of the week from Jack Yelton (17:57) Main topic: What do proposed tariffs mean for your portfolio? (21:55) Mailbag: Are these high variable annuity fees normal?! (36:00) Retirement Ride Along: New treasures in Kansas City (41:10) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Cheval The Ship
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5 Financial Mistakes to Avoid in Your 60s
01/23/2025
5 Financial Mistakes to Avoid in Your 60s
Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In this episode, we’ll explore 5 common financial mistakes to avoid during this crucial decade, along with 4 budget-friendly retirement activities to inspire your golden years. As usual, we have some fun getting-to-know Matt and Sam questions lined up, as well as quotes of the week from Walt Mossberg and Jack Canfield. For this week’s listener question, Dale asks whether he should make his 401(k) investments more conservative despite their recent strong performance. For our Retirement Ride Along segment, we’ll talk about some new discoveries in downtown Kansas City. Here’s some of what we discuss in this episode: Get-to-know-you questions: Causes we’re passionate about, things we save on, and more (4:36) Quotes of the week from Walt Mossberg and Jack Canfield (19:12) Main topic 1:5 Financial mistakes to avoid in your 60s (21:35) Main topic 2: 4 budget-friendly retirement activities (33:03) Mailbag: Should I make my 401(k) investments more conservative? (41:03) Retirement Ride Along: A date night in Kansas City (44:26) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Vye Cocktail Lounge: Tailleur:
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New Year, New Me: How To Change Your Money Attitude In 2025
01/09/2025
New Year, New Me: How To Change Your Money Attitude In 2025
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you. This week, we're diving into more fun 'getting-to-know-you' questions and sharing two inspiring quotes from Conrad Hilton and Tim Ferriss. Then, as a special treat, we’ll feature a second main topic that might just be a new Sam favorite: What Dolly Parton Can Teach You About Smart Money Moves. As always, we answer a listener question- this time from Dana, who asks what we consider a reasonable amount to leave as a legacy. And for our Retirement Ride Along segment, we’ll share some exciting local discoveries we enjoyed over New Year’s right here in Kansas City! Here’s some of what we discuss in this episode: Get-to-know-you questions: Social media usage, news sources, and more (8:37) Quote of the week from Conrad Hilton and Tim Ferriss (19:48) Main topic 1: New Year, New Me (21:51) Main topic 2: What Dolly Parton Can Teach You About Smart Money Moves (35:00) Mailbag: Figuring out how much to leave as a legacy (45:45) Retirement Ride Along: Some new spots in Kansas City (52:39) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: The View at Briarcliff The Farmhouse Chicago’s
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Most Americans Are Forced to Retire Early - Are You Ready?
12/05/2024
Most Americans Are Forced to Retire Early - Are You Ready?
Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans. We have some fun getting-to-know-you questions lined up for today’s show and great quotes of the week by George Burns and Antoine de Saint-Exupéry. For this week’s listener mailbag, Sandy in Buffalo asks how much money her and her spouse should have in the bank approaching retirement. For this week’s Retirement Ride Along segment, we’ll share more about our recent trip to Nashville, Tennessee! Here’s some of what we discuss in this episode: The Truth About Annuities (2:47) Get-to-know-you questions: Business ideas, switching lives, strange food combinations (8:38) Quote of the week from George Burns and Antoine de Saint-Exupéry (21:03) Main topic: Most Americans Are Forced to Retire Early (22:10) Mailbag: How much money should we have in the bank? (29:33) Retirement Ride Along: A fantastic trip to Nashville (33:10) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: The Truth About Annuities The Thompson Hotel The Marsh House The Second Fiddle Boot Barn Robert’s Western World Audrey Country Music Hall of Fame
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Don’t Gamble With Your Nest Egg (The Special Election Edition)
11/07/2024
Don’t Gamble With Your Nest Egg (The Special Election Edition)
Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. It has been a crazy week here in our nation. That’s why, instead of our usual Retirement Ride Along segment, this will be a special election edition of the show. We thought it was important for us to take a moment to reflect and dive a little deeper into what these recent changes mean looking ahead. As always, we’ve got some great getting-to-know-you questions, inspiring quotes of the week, and an interesting mailbag question to dive into. We hope you’ll tune in and join us! Here’s some of what we discuss in this episode: Get-to-know-you questions: Schools and career paths, nicknames, and more (9:36) Quote of the week from George Burns and Antoine de Saint-Exupéry (20:39) Main topic: Don’t Gamble with your Nest Egg: Lessons From Your Favorite Game Show (22:41) Mailbag: "I stopped my 401(k) contributions due to election uncertainty, but since the market didn’t crash, should I start contributing again?" (35:11) Special Election Edition with Matt and Sam (39:32) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email
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Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
10/17/2024
Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, or Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. We have some fun getting-to-know-you questions lined up for today. We’ll also share a few great quotes of the week, including one from Napoleon Hill. For this week’s mailbag question, Nelson from Fort Collins asks if he would be safe to retire at age 62. For this week’s Retirement Ride Along segment, we talk about our recent trip to Boulder, Colorado. Here’s some of what we discuss in this episode: Get-to-know-you questions: Staying fit, sad and happy movies, and more (5:41) Quote of the week from Napoleon Hill (18:17) Main topic: Unlikely Financial Wisdom (20:21) Mailbag: “I can’t stand working from home and I’d like to retire. I’ll be 62 in a few months so I could start Social Security. Would I be safe to retire at that point?” (39:07) Retirement Ride Along: Our K State vs Colorado football trip (43:34) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Bourbon and Baker Manhattan Guard and Grace Convergence Station Sam’s No. 3
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The Magic 8 Ball’s Guide to Retirement Planning
09/26/2024
The Magic 8 Ball’s Guide to Retirement Planning
Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor? Of course, we’ll have our fan-favorite getting-to-know-you segment to kick off the show. We also have some fantastic quotes of the week by Will Rogers and Johnathan Swift to share with you. For this week’s mailbag question, Roger from Boise asks for advice on the best financial option to support their newborn grandson. For this week’s Retirement Ride Along segment, we talk about our trip to Los Cabos, Mexico. Here’s some of what we discuss in this episode: Get-to-know-you questions: Quotable movies, dislikes, recent ridiculous actions (3:42) Quotes of the week from Will Rogers and Johnathan Swift (22:45) Main topic: The Magic Eight Ball’s Guide to Retirement Planning (27:28) Mailbag: “My first grandson was just born, and I'd like to do something for him financially. Should I contribute to a college fund, buy a life insurance policy, or just buy some stocks?” (43:17) Retirement Ride Along: A vacation to Los Cabos, Mexico (48:00) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: The Grand Velas
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Tailoring Your Financial Jersey for a Perfect Retirement Fit
08/22/2024
Tailoring Your Financial Jersey for a Perfect Retirement Fit
Imagine your retirement plan as a sports jersey, customized just for you. Today, we're exploring how every detail, from numbers to names, can define your financial future. As usual, we’ve got some fun getting-to-know-you questions to kick off the episode and inspiring quotes of the week to share with you today. We’ll also discuss a recent about the rising cost of retiree healthcare. For this week’s mailbag question, Dwayne from Tulsa asks how important it is to work until age 70 before starting Social Security. For this week’s Retirement Ride Along segment, we talk about our trip to the Czech festival in Wilson, Kansas, and a unique Airbnb stay in a nuclear missile silo. Here’s some of what we discuss in this episode: Get-to-know-you questions: Favorite season, favorite breakfast food, and more (7:45) Quotes of the week from Bruce Lee and Randy Armstrong (20:40) MarketWatch Article: Health Care Costs Jump Almost 5%... (26:37) Main topic: Tailoring Your Financial Jersey for a Perfect Retirement Fit (32:26) Mailbag: “I’m only 57 and can’t imagine working another 13 years. How important is it to work until 70?” (47:25) Retirement Ride Along: Czech festival in Wilson and a one-of-a-kind Airbnb experience (54:13) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: MarketWatch Article: Atlas Ad Astra Adventure Resort
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The 5 Lies You Might Be Telling Yourself About Money
07/18/2024
The 5 Lies You Might Be Telling Yourself About Money
Are you telling yourself financial lies? In today’s episode, we’re going to share the top 5 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so be sure to stay tuned! This week’s getting-to-know you segment includes questions about impactful family members, after-work activities, and more! Then, we’ll share some quotes of the week by Greg S. Reid and Sun Tzu before diving into a great MarketWatch article about geopolitical conflict’s impact on the market. For this week’s mailbag question, Cliff from New Jersey asks for guidance on how to plan for nursing home costs in retirement. For this week’s Retirement Ride Along segment, we chat about our recent trip to Phoenix. Here’s some of what we discuss in this episode: Get-to-know-you questions: Family members, activities after work, best gifts ever (7:38) Quote of the week from Greg S. Reid and Sun Tzu (19:49) MarketWatch Article: The Biggest Risk To Markets Is No Longer Inflation, Say Fund Managers (23:34) Main topic The 5 Lies You Might Be Telling Yourself About Money (28:30) Mailbag: “I’m worried about future nursing home costs. What’s your approach to planning for that?” (38:06) Retirement Ride Along: Exploring around Phoenix (43:17) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: MarketWatch Article: Royal Palms Resort and Spa T. Cooks Restaurant
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Noah's Ark & Retirement Planning: Lessons in Preparing Ahead
06/20/2024
Noah's Ark & Retirement Planning: Lessons in Preparing Ahead
Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark?’ Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon. We’ve got some great getting-to-know-you questions today to help you learn a little more about us. Then, we’ll share some quotes of the week from Will Rogers and Suze Orman. For this week’s mailbag question, David from Toledo asks if he should take out a large insurance policy on himself to ensure his wife is financially secure after his passing. Be sure to stick around for this week’s Retirement Ride Along segment, where we chat about our weekend in Kansas City! Here’s some of what we discuss in this episode: Get-to-know-you questions: Expressing love, friendship, and more (5:44) Quotes of the week from Will Rogers and Suze Orman (20:15) Main topic: Noah's Ark & Retirement Planning (22:48) Mailbag: “Should I take out a large insurance policy on myself?” (37:06) Retirement Ride Along: Celebrating our dating anniversary in Kansas City (41:18) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Prime Social Rooftop Eddie V’s Prime Seafood Lula
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Take the Fork: Yogi’s Wisdom on Making Financial Choices
06/06/2024
Take the Fork: Yogi’s Wisdom on Making Financial Choices
In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens- so let's see what financial insights we can uncover from Yogi’s memorable sayings! It’s been a busy few weeks. We’ll catch you up on where we’ve been before diving into some fun getting-to-know-you questions. Then, we’ll share some great quotes of the week and unpack a MarketWatch Article about the 4% rule. For this week’s mailbag question, Mary from Atlanta asks whether she should begin receiving her Social Security benefits earlier than planned due to her portfolio's recent fluctuations. For this week’s Retirement Ride Along segment, we’ll talk about moving Matt’s daughter, Madison, to Evansville, Indiana. Here’s some of what we discuss in this episode: We’ve been busy! Let’s catch up (1:40) Get-to-know-you questions: Best concerts, most-used phone apps, and life lessons (7:54) MarketWatch Article: The 4% rule is ‘blind to the new reality’ of retirement life (23:20) Main topic: Yogi’s Wisdom on Making Financial Choices (36:52) Mailbag: “Should I start taking my Social Security benefits now given the recent fluctuations in my retirement portfolio?” (46:25) Retirement Ride Along: Move-in weekend in Evansville, Indiana (51:52) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: MarketWatch Article: Deerhead Sidewalk Café & Bar Nellie’s Newburgh Parlor Doughnuts
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The Beauty of Simplicity When Planning For Retirement
05/09/2024
The Beauty of Simplicity When Planning For Retirement
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning. As usual, we’ll tackle some fun getting-to-know-you questions at the beginning of today’s show. Then, we share two quotes of the week from Denis Waitley and Paul Samuelson. We’ll also take a look at a recent that weighs the pros and cons of claiming Social Security at age 70. For this week’s mailbag, we got a great question from Hazel of Salt Lake City. She’s considering retiring from her nursing job in the next 3 months and asks for a financial checklist of priorities she should consider before taking the leap. For this week’s Retirement Ride Along segment, you’ll hear about our recent trip to Chicago! Here’s some of what we discuss in this episode: Life updates + a busy season ahead (2:31) Get-to-know-you questions: Least favorite jobs, best ice cream toppings, first jobs (6:32) Quote of the week from Denis Waitley and Paul Samuelson (21:07) Kiplinger Article: Waiting Until 70 to Claim Social Security (23:01) Main topic: The Beauty Of Simplicity When Planning For Retirement (31:51) Mailbag: What financial priorities should I consider before putting in my notice at work and retiring? (45:47) Retirement Ride Along: Celebrating Sam’s birthday in Chicago (52:20) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Kiplinger Article Trump Hotel Chicago Terrace 16 Willis Tower Gino’s East Navy Pier Offshore Rooftop Chicago Cubs Wrigley Field Instagram of Driver/Comedian, Ruslan: @ruslan.hafiz Prime Provisions Blue Chicago Yolk Museum of Science + Industry
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Flow of Fortune: Understanding Retirement Through the Water Wheel
04/26/2024
Flow of Fortune: Understanding Retirement Through the Water Wheel
Many of us are familiar with how a water wheel works. A constant stream of running water keeps the wheel turning so it can do the work it’s supposed to accomplish (whether turning millstones to grind grain in the 19th century or turning turbines to create hydroelectricity in today’s world). If the stream of water stops running, the wheel stops turning. So, how does a water wheel relate to retirement planning? We’ll tell you how in today’s episode. As always, we’ll kick off the show with some getting-to-know-Matt and Sam questions and share some great quotes of the week relating to retirement planning. This week, we’ll also discuss The Retirement Playbook: Lessons From The Retirement All-Stars. For this week’s mailbag question, Lenny from Omaha asks whether it would be advisable to withdraw approximately $90,000 from his IRA to purchase a townhouse for rental income. For this week’s Retirement Ride Along segment, Matt and Sam talk about their recent trip to Parkville, Missouri. Here’s some of what we discuss in this episode: Get-to-know-you questions: The best thing about being an adult, closet doors, and more. (5:06) Quote of the week from Ben Franklin and Jim Rohn (22:48) Lessons From the Retirement All-Stars (24:37) Main topic: Understanding Retirement Through the Water Wheel (30:20) Mailbag: “Would it be a bad idea to withdraw approximately $90,000 from my IRA to purchase a townhouse for rental income?” (43:10) Retirement Ride Along: An afternoon in the beautiful Parkville, Missouri (52:28) Want to contact us? Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: The National Golf Club: The Craic:
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Retirement Bracketology: Money Lessons From Your March Madness Bracket
04/04/2024
Retirement Bracketology: Money Lessons From Your March Madness Bracket
March Madness is upon us, and as you’re keeping an eye on your bracket and watching the Final Four this weekend, there are a few retirement planning lessons that you can learn along the way… Stay tuned as we take some March Madness terms any apply them to the financial planning world in today’s show. As usual, we have some fun getting-to-know-you questions lined up for you. Then, we have a fantastic quote of the week to share by Ken Poirot. We’ll also spend some time looking at a MarketWatch article about the increasing retirement savings target in the United States. For this week’s mailbag question, Darrell from San Antonio asks if it would be better to keep working and receive a pension or retire now with a severance package and pension buyout. For this week’s Retirement Ride Along segment, we’re sharing some of our favorite spots in Copeland, Kansas. Here’s some of what we discuss in this episode: Get-to-know-you questions: Getting ready in the morning, unusual foods, fashion trends (7:31) Quote of the week from Ken Poirot (24:28) MarketWatch Article: How Much Will You Need To Retire? America’s Magic Number Surges to $1.46 Million (25:30) Main topic: Retirement Bracketology (35:45) Mailbag: Should I keep working 5-6 years and receive a pension or retire now and accept a severance package and pension buyout? (46:08) Retirement Ride Along: Going back to Matt’s hometown (51:44) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: MarketWatch Article: The sister’s boutique Copeland Café Goodtimes Grill
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Don’t Make These Income Planning Mistakes
03/21/2024
Don’t Make These Income Planning Mistakes
Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. After a brief hiatus due to Matt being sick, we are excited to be back! We’ll kick off this episode with some excellent getting-to-know-you questions before jumping into our quotes of the week. For this week’s mailbag question, Annie asks whether it's better to take an extra $20,000 out of her IRA or to take out a home equity loan to cover the cost of putting in a screened-in porch. For this week’s Retirement Ride Along segment, we chat about our recent trip to Sonoma and Napa Valley in California. Here’s some of what we discuss in this episode: Catching up after a brief hiatus (1:36) Get-to-know-you questions: Watching movies, favorite Halloween costume, favorite grade in school (13:02) Quote of the week: Proverbs and Abraham Lincoln (27:36) Main topic: Top 5 income planning mistakes that could jeopardize your retirement (29:04) Mailbag: “I want to put in a screened-in porch, but the only way I could pay for it would either be taking an extra 20,000 out of my IRA this year or taking out a home equity loan to cover it. Which is better?” (41:22) Retirement Ride Along: Visting the wine country of America (47:06) Want to contact us? Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Fairmont Sonoma Mission Inn & Spa Highway 12 Vineyards and Winery Zina Hyde Cunningham Viansa Benziger Family Winery The Donum Estate Ram’s Gate Winery El Dorado Hotel & Kitchen Tammy the Private Driver Email: [email protected] Vineyard 29 Vineyard Seven and Eight Folklore Vermeil Wines Blue Note Jazz Demola the Violinist LaToque Promontory
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Retirement Planning Is Harder Than It Used To Be
02/08/2024
Retirement Planning Is Harder Than It Used To Be
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. We have three fun getting-to-know-you questions to kick off this week’s show before sharing our quotes of the week. For this week’s mailbag question, Rose from Michigan asks how to stop getting stuck in a cycle of indecision when it comes to financial planning. For this week’s Retirement Ride Along segment, we share more about our trip to Rochester, Minnesota over Christmas. Here’s some of what we discuss in this episode: Get-to-know-you questions: Products we can’t live without, favorite snack at the movies, fictional characters (3:57) Quote of the week from Ken Poirot (15:34) Main topic: Retirement planning is harder than it used to be (19:17) Mailbag: “Every time I need to make a financial decision, I just end up talking myself in circles. How do I stop talking in a circle and never making a decision?” (37:29) Retirement Ride Along: A Christmas trip to Rochester, Minnesota (43:41) Want to contact us? Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Hotel Fort Des Moines Hilton Rochester Mayo Clinic Area Sugar Factory Express FlyOver America Hollandberry Pannekoeken
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Patience Pays: The Power of Delayed Gratification
01/25/2024
Patience Pays: The Power of Delayed Gratification
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… We’re excited to be back with you as we kick off the 2024 season of the podcast! As usual, we’ll answer some fun getting-to-know-you questions and share a few great quotes to start the show. Along with our discussion on delayed gratification in financial planning, we’ll also take a look at an interesting article from Barron’s, titled, For this week’s mailbag question, Howard from Vermont asks if he should start taking Social Security earlier than planned because of an unexpected health diagnosis. For this week’s Retirement Ride Along segment, we’ll talk about the trip to New York that Matt surprised Sam with for New Year’s Eve. Here’s some of what we discuss in this episode: Reflecting on the last few months and traveling over the holidays (4:24) Get-to-know-you questions: Small things, time travel, favorite ages, and more! (7:45) Quotes of the week from John Jacob Astor and Chris Brogan (21:35) Barron Article: “Americans’ Retirement Thinking Is Stuck In The Past. How To Fix It.” (23:20) Main topic: The Power of Delayed Gratification (34:34) Mailbag: “I just received a medical diagnosis that will almost certainly shorten my life. I had planned to wait until 70 to start taking Social Security, but now I think I should start it now. Do you agree?” (49:40) Retirement Ride Along: A surprise trip to New York for New Year’s Eve (54:38) Want to contact us? Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email [email protected] Links From Today’s Show: Barron’s Article Robert NYC Superfine Restaurant Sparks Steak House Blue Note New York
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Money Mistakes You'll Regret and How to Avoid Them
11/09/2023
Money Mistakes You'll Regret and How to Avoid Them
“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? In today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. We kick off this episode with some fun getting to know you questions. Then, we’ll share a great quote of the week by Jim Rohn. We also dive into a fantastic MarketWatch article about the current Social Security crisis. For this week’s mailbag question, Jennifer from Scottsdale, Arizona asks if it’s a good idea to invest the leftover cash from a home sale and take on a new mortgage. For this week’s Retirement Ride Along segment, Matt and Sam talk about their six-day trip to Las Vegas. Here’s some of what we discuss in this episode: Christmas shopping and a $13 coffee (9:45) Get-to-know-you questions: Gardening, weird places to sleep, hitting snooze (15:58) Quote of the week from Jim Rohn (23:20) MarketWatch Article: The Social Security crisis is a bipartisan outrage — and it’s way worse than Lehman Brothers (24:10) Money mistakes you’ll regret and how to avoid them (39:17) Mailbag: "We're planning to downsize within the next year. When interest rates were lower, we were thinking of getting a mortgage and investing the leftover cash from our current home. Is that strategy no longer recommended?" (50:58) Retirement Ride Along: Matt and Sam’s six-day trip to Vegas (56:51) Want to contact us? Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission. Links From Today’s Show: MarketWatch Article . TAO Asian Bistro CUT by Wolfgang Puck Delmonico Steakhouse Prime Las Vegas Adrenaline Mountain The X Pot Sphere
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We’re Back: Catching Up, Climbing The Retirement Mountain, and More!
11/02/2023
We’re Back: Catching Up, Climbing The Retirement Mountain, and More!
We’re so glad to be back after a brief break. We’ll fill you in on where we’ve been and much more in today’s show. If you’re ready for an adventure, today’s episode is for you! Listen in as we compare retirement planning to climbing a mountain. We talk about preparing wisely, tackling the ups and downs, and even planning your way back down. We've also put together the ultimate retirement planning playlist for you- featuring timeless lyrics that reflect various stages of the planning journey. From setting financial goals to finding purpose in your golden years, this playlist sets the stage for important discussions about crafting your dream retirement. As always, we’ll kick off the episode with some getting to know you questions before sharing a great quote of the week. For this week’s mailbag question, Meredith from Kearney, Nebraska asks if it’s normal for advisors to be vague about their plans for managing one’s money until they have all the necessary financial information. For this week’s Retirement Ride Along segment, we’ll chat about our recent trip to New York City. Here’s some of what we discuss in this episode: Where we’ve been the last month (5:00) Get-to-know-you questions: The funniest person you know, becoming magically famous, and more (13:08) Quote of the week from Ben Franklin (29:15) How to successfully climb the retirement planning mountain (35:48) The ultimate retirement planning mixtape (46:28) Mailbag: “I've interviewed a few different financial advisors, and they're all very cryptic about what they're actually going to do with my money. Is this normal? (1:00:06) Retirement Ride Along: Matt and Sam’s recent trip to New York City (1:06:48) Want to contact us? Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today’s Show: Trump Hotel: Daniel: Birdland Jazz Club: One If By Land Two If By Sea:
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5 Universal Retirement Truths with Chris Lester
09/14/2023
5 Universal Retirement Truths with Chris Lester
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. We are excited to be joined by Chris Lester, ChFC®, RICP®, CCPS®, NSSA, CLTC®, president of in New Jersey. He has over 30 years of experience in the financial industry and we want to learn more about what he likes to provide to his clients on helping them stay retired. Chris will also take part in the Getting to Know questions, sound off on our quotes of the week, weigh in on the universal truths and answer some questions with us. For this week’s mailbag question, Grace from Tempe asks about the options for helping contribute to a college fund for grandchildren. For this week’s Retirement Ride Along segment, Chris will share some of the great things New Jersey has to offer retirees. Here's what we'll discuss on today's show: Chris shares his financial background and what they focus on at Professional Planning Services. (4:54) Get-to-know-you questions: Getting ready in the morning, favorite family recipe, and 3 items for a deserted island. (8:39) Quotes of the week from Zig Ziglar and an unknown source. (27:43) MarketWatch Article: What climate change? The top 5 retirement cities all have hot weather (33:03) The 5 Universal Retirement Truths (44:08) Mailbag: I’d like to start putting money into a college fund for my grandkids. Should I set up a 529 plan for them or just invest on my own and give them the money when they go to school?(1:10:30) Retirement Ride Along: Exploring New Jersey and what it has to offers for retirees. (1:15:37) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Get in touch with Chris! Email: [email protected] 732.302.1810 Links From Today's Show: MarketWatch Article: Von Thun Farms: Holland Ridge Farms: https://www.hollandridgefarms.com/
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Biggest Money Mistakes in Retirement with Chad Castle and Jessica Burch
08/31/2023
Biggest Money Mistakes in Retirement with Chad Castle and Jessica Burch
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement. We are excited to be joined by Chad Castle, RICP®, and Jessica Burch, MBA, co-founders of , for this week’s episode. We ask them some get-to-know-you questions before sharing a few quotes of the week from George Lorimer and R.C. Sherriff. We also discuss a MarketWatch article on the potentially stormy future of US stocks coming in September. For this week’s mailbag question, Gabe from Houston asks if he should start withdrawing from his 401k, IRA, Roth, or mutual fund first. For this week’s Retirement Ride Along segment, Chad and Jessica share some of their favorite spots in the Dallas, Waco, and Fort Worth area. Here's what we'll discuss on today's show: Get-to-know-you questions: Favorite phone apps, most beautiful place you’ve ever vistied, bingeable TV shows. (5:46) Chad and Jessica share more about their background and Winnow Wealth. (19:33) MarketWatch Article: A Stormy September For US Stocks May Lie Ahead… (41:29) 5 biggest money mistakes in retirement planning. (52:25) Mailbag: I have our retirement savings spread out between my 401k to IRAs, a Roth, and several mutual funds purchased with after-tax dollars. Which account should I start withdrawing from first? (1:21:47) Retirement Ride Along: Exploring Dallas, Waco, and Fort Worth with Jessica and Chad. (1:27:25) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Get in touch with Chad and Jessica! Email: Links From Today's Show: MarketWatch Article: Ol’ South Pancake House George’s Restaurant The Tower Club The Lonesome Dove
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Just What The Financial Doctor Ordered
08/24/2023
Just What The Financial Doctor Ordered
We’ve got a fun one for you today! Tune in as we expose some symptoms that might need a financial prescription. Whether you’re experiencing dizziness from the ups and downs of the stock market or high blood pressure from anger about bad financial advice, we’ll share how guaranteed income can make a difference in your financial plan. After that, we’ll extract some valuable financial lessons from the one and only, Mick Jagger. Matt and Sam start off with our regularly scheduled get-to-know-you questions before sharing two fun quotes for this week’s show. They then discuss a MarketWatch article about the rising cost of healthcare in the US. For this week’s mailbag question, Karen from Boston asks what Matt and Sam think about robo-advisors. For this week’s Retirement Ride Along segment, Matt and Sam are going back to their roots in Wichita, Kansas. Here's what we'll discuss on today's show: Get-to-know-you questions: How many shoes do you own? Are you related to anyone famous? And more! (5:35) MarketWatch Article: The Cost of Healthcare Is Out Of Control. (18:11) Financial Doctor: Ups and downs of the stock market, anxiety from the news, anger from bad financial advice, and more! (28:45) Main topic: Retirement planning with Mick Jagger. (42:27) Mailbag: “What’s your opinion on all the robo-advisor stuff?” (49:27) Retirement Ride Along: Going back to Wichita, Kansas. (55:40) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today's Show: MarketWatch Article: The Ambassador Hotel Dockum Resturant Lava and Tonic Scotch and Sirlon
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Mastering Retirement Cash Flow: Understanding Income
08/17/2023
Mastering Retirement Cash Flow: Understanding Income
Today we’re diving into the crucial role of income analysis in retirement planning. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow! Matt and Sam kick off this episode with some fun get-to-know-you questions before sharing two great quotes this week from Ryan Kiyosaki and Frank Clark. Then, they take a look at a Kiplinger article that talks about building your financial house from the ground up. Matt and Sam will also reflect on the importance of having a clear picture of your retirement income during the planning process and introduce an upcoming podcast segment based on the new Income For Life Affiliate Program. For this week’s mailbag question, Vicki from Houston asks how to tell if a financial advisor is qualified or not. For this week’s Retirement Ride Along segment, Matt and Sam talk about the best place to eat steak in Kansas City. Here's what we'll discuss on today's show: Get-to-know-you questions: Favorite radio stations, last movie you went to see, what makes you laugh the most. (4:55) Kiplinger Article: How To Build Your Financial House From The Ground Up. (15:44) Main topic: What could happen if you don’t have a clear picture of your retirement income? (24:26) Main topic: Should you have income from a variety of sources? (26:19) Main topic: The paycheck vs. “playcheck” concept. (33:12) The Income For Life Affiliate Program. (36:56) Mailbag: "How can I tell if a financial advisor is qualified or not?" (41:11) Retirement Ride Along: The best place for steak in Kansas City. (50:05) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today's Show: Kiplinger Article: Stock Hill Steakhouse (Ask for Brett)
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Retirement Rebels: Winning Your Financial Independence
08/03/2023
Retirement Rebels: Winning Your Financial Independence
In today’s episode, we’re tackling the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles! Matt and Sam kick off this episode with some fun get-to-know-you questions before sharing this week’s quote of the week by Keith Cunningham. Then, they’ll take a look at two articles that discuss the recent downgrade of the United States’ credit rating. Matt and Sam also share their thoughts on controlling greed, fear, and other emotions in retirement planning. For this week’s mailbag question, Sherry from Pittsburg asks if she should exit the market after narrowly avoiding recent drops. For this week’s Retirement Ride Along segment, Matt and Sam talk about their trip to Eureka Springs, Arkansas. Here's what we'll discuss on today's show: Get-to-know-you questions: Ideal date night, lessons learned during the pandemic, best place ever visited, and more. (7:59) MarketWatch Article: "The U.S. Has Downgraded. How Much Does It Matter To Markets?" (23:46) Controlling greed, fear, and other emotions in planning. (30:57) Main topic: Winning your financial independence from the government, your family, debt, and more. (40:42) Mailbag: “I almost got out of the market before it dropped down recently. Now I'm back to where I was before. Should I get out now?” (56:32) Retirement Ride Along: Exploring Eureka Springs, Arkansas. (1:00:08) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today's Show: Retirement Ride-Along Photos: MarketWatch Article: The Angel At Rose Hall Grotto Grill & Wine Cave Cat House Lounge Thorncrown Chapel Cosmic Cavern
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Retirement: Ready Or Not, Here It Comes
07/27/2023
Retirement: Ready Or Not, Here It Comes
Are you nearing “retirement age?" If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. Matt and Sam kick off this episode by discussing their favorite childhood TV shows, the best songs ever written, their first celebrity crushes, and more. Then, they jump into two interesting retirement articles. The first is a survey from CNBC, which suggests that Americans need $233,000 annually and nearly $1.3 million to feel comfortable in retirement. Matt and Sam share their thoughts on those numbers before diving into a MarketWatch article that discusses the challenges faced by solo agers in retirement. For this week’s mailbag question, Charlie from Tampa asks how much is too much to spend on travel in retirement. For this week’s Retirement Ride Along segment, Matt and Sam talk about some of their favorite spots for jazz and brunch in Kansas City. Here's what we'll discuss on today's show: Get-to-know-you questions: Favorite childhood TV show, best song ever written, winning a medal in the Olympics, first celebrity crush. (6:11) CNBC Article: “To Feel Comfortable, Americans Think They Need A $233,000 Annual Salary And Nearly $1.3 Million For Retirement.” (22:09) MarketWatch Article: "How To Thrive As A Solo Ager In Retirement." (27:01) Main topic: Should you retire or continue working? (33:05) Mailbag: “How much is a reasonable amount to spend on travel in retirement?” (42:20) Retirement Ride Along: Exploring Kansas City. (46:23) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today's Show: CNBC Article: MarketWatch Article: The American Jaxx Museum: The Phoenix: Green Lady Lounge: Lonnie’s Reno Club:
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Retirement Expenses For Which You Forgot To Plan + 2023 Progress And Planning Study
07/20/2023
Retirement Expenses For Which You Forgot To Plan + 2023 Progress And Planning Study
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial costs that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, and taxes. We also look at the , which asked participants how much they thought they’d need to retire, how long they thought they’d need to work before retirement and more. As usual, we’ll jumpstart this episode with some fun get-to-know-you questions. Then we’ll share a great quote of the week by Christopher Rice. For this week’s mailbag question, Laura from Omaha asks if her account is too small for her advisor to worry about. To wrap up this episode, Sam talks about her life-changing experience at Durrie Vision, where she recently got LASIK surgery. Here's what we'll discuss on today's show: Get-to-know-you questions: Sam and Matt’s last meal on earth, go-to karaoke songs, and more. (4:23) Main topic: Not planning for medical expenses in retirement. (18:29) Main topic: Parental or child expenses. (22:13) Main topic: The cost of maintenance and repairs. (27:38) Breaking down the Northwestern Mutual 2023 Planning and Progress study. (29:07) Mailbag: I like my advisor, but he’s hard to get in touch with. Is my account too small for him to worry about? (58:38) Retirement Ride Along: Sam’s LASIK surgery at Durrie Vision. (1:04:55) Links From Today's Show: Link to Study: Durrie Vision: 913- 491-3330 Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email
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Till Debt Do Us Part: Resolving Financial Tension Between Couples
07/06/2023
Till Debt Do Us Part: Resolving Financial Tension Between Couples
Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples. We kick off the episode by answering some fun get-to-know-you questions and sharing a quote of the week by Robert Kiyosaki. We also look at a MarketWatch article that discusses the idea of “periodic retirements” or intentional work breaks instead of a traditional retirement. For this week’s mailbag question, Bruce asks if he should stop contributing to his 401(k) because he fears a recession. We’ll wrap up this episode by talking about our recent trip to Detroit for the Rocket Mortgage Classic. Here's what we'll discuss on today's show: Get-to-know-you questions: Random subjects you know a lot about, high school fashion trends + why would you hypothetically be arrested? (6:24) MarketWatch Article: What is “periodic retirement” and how might it benefit those who don’t know what they want in retirement? (17:42) Main topic: Differing views on risk tolerance and investments. (24:19) Main topic: What is your vision for an ideal retirement lifestyle? (28:35) Main topic: Disagreeing on financial management. (33:20) Mailbag: I fear a recession… should I stop contributing to my 401(k)? (35:12) Retirement Ride Along: Matt and Sam’s trip to Detroit. (37:46) Want to contact us? Call 888-228-8814 or visit us online at and check out Folds of Honor at to support their mission. Get your free copy of Preparing for Retirement: Call (888) 228-8814 or email Links From Today's Show: MarketWatch Article: The Statler (Ask for Kayla): Prime and Proper: The Whitney (Ask for Reagan): The Shinola:
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