Healthy, Wealthy, & Wise Retirement Podcast
Loren ShermanWelcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
| Publishes | Monthly | Episodes | 91 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEducationHow ToInvesting | |||
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Latest Episodes
Today, I chat with Janet Fisher, who is Senior Director of Development at Blank Children's Hospital here in Des Moines, Iowa.
Janet shares her personal experience with Blank Children's Hospital and how this ignited her passion for their mission, lo... more
It's my honor to share some insights from CEO of Thompson & Associates, Dr. Eddie Thompson. Estate planning can be a dry topic, but Eddie brings humor, stories, and over 40 years of expertise to the conversation.
We talk about why estate planning i... more
I hope you enjoy Part II with Dave Olchowka of Prizm, as we talk about where people can get into trouble with their home & auto coverage and how to avoid these pitfalls. We also talk about how often you should review your coverage, and situations tha... more
Listen in, as Dave Olchowka of Prizm joins the show to talk about a better way review your home & auto coverage. Dave launched Prizm in 2022, powered by innovative technology paired with human expertise. This leads to a quick and efficient process, w... more
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- Very informative
I really enjoy this podcast. I’ve learned a lot about my retirement and what to look for. Loren lays out the information so it’s easy to understand for a dummy like me.
Apple Podcasts5Matty M Mitch
United States5 years ago - Are We Stuck in the 90’s?
This podcast was informative, easy to understand, and inspires me to listen to future editions! Nicely done!
Apple Podcasts5D. ShermanUnited States5 years ago
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Apple Podcasts | #151 |  Russia/Business/Investing |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
The show focuses on practical retirement planning through the lens of personal finance, estate planning, and risk management, often featuring professionals who translate complex topics into actionable guidance for near- and long-term retirees. Episodes frequently blend real-world stories with expert advice on wealth strategies, insurance optimization, philanthropy, and retirement lifestyle considerations. A notable strength is its ability to connect technical topics (trusts, tax planning, risk reviews) to tangible outcomes for individuals and families, making it appealing to listeners who want clear, solvable paths to secure and enriching retirements.
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How many episodes of this podcast are there?
this podcast launched 5 years ago and published 91 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Janet Fisher
2. Dr. Eddie Thompson
3. Dave Olchowka
4. Steve Blackwell
5. Perry Ross
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.