The Retirement Roundtable
Veronica Redfield and Grant HartmannSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
| Publishes | Weekly | Episodes | 29 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In this high-stakes episode, we are joined by the legendary Ed Slott, widely regarded as America's leading authority on IRA distribution and retirement tax planning. Ed reveals how to defuse the "retirement tax time bomb" by navigating complex RMD ru... more
The official 2026 Cost-of-Living Adjustment (COLA) numbers for Social Security have been announced, and this episode breaks down exactly what the 2.8% increase means for your retirement income. We analyze how this modest rise compares to the actual r... more
This holiday-themed episode uses the dynamic of a Thanksgiving dinner to help you assess and articulate your true financial appetite for investment risk. We explore how different family members' spending habits and risk tolerances—from the conservati... more
The year-end is the most crucial time for financial action, and this episode provides your comprehensive checklist for finishing the year strong and setting up 2026 for success. We walk you through must-do steps like maximizing retirement contributio... more
Picking up where Part 1 left off, this episode deepens our discussion on the critical difference between quantifiable risk and paralyzing emotional fear in your financial life. We explore how cognitive biases lead investors to make costly, irrational... more
In the first part of this crucial series, we separate genuine investment risk from emotional financial fear, which often sabotages long-term portfolio growth. We analyze the common psychological traps that lead to poor decisions, like selling low dur... more
Ever wish you could give yourself a financial playbook as you started your career? We dive into that exact conversation, with our host sharing the most critical money lessons and strategies they wish they'd known at age 30. This episode focuses on th... more
Long-Term Care is the single biggest financial risk to most retirement plans, yet many families avoid this difficult conversation until it's a crisis. We break down the real costs of care—from in-home help to assisted living—and explain why waiting t... more
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| Listeners per Episode | Gender Skew | Location | |||
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| Household Income | Social Media Reach | ||||
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The Retirement Roundtable launched 9 months ago and published 29 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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