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 | 36 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
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Are you staring at your retirement savings and wondering if an annuity is a safety net or a costly trap? In this episode, we strip away the complex jargon to break down the pros and cons of fixed, variable, and indexed annuities, helping ... more
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In this episode, we challenge the popular obsession with market returns by exploring how the tax status and accessibility of your accounts can make or break your long-term wealth. We break down the "bucket strategy" to show how placing as... more
While many investors fixate on the "4% rule" as a magic number, this episode explains why relying solely on a static withdrawal rate ignores the volatile realities of market cycles and inflation. We dive into the critical difference between a simple ... more
In this episode, we pull back the curtain on the initial steps of your financial journey by walking you through exactly what happens during your first and second meetings with our team. You’ll learn how we move from a high-level discovery of your goa... more
In this episode, we dive into the high-stakes world of mixing money with blood and brotherhood to see if the potential returns are worth the personal risks. We share cautionary tales of handshake deals gone sour and provide a practical framework for ... more
In this episode, we explore the potential pitfalls of purchasing life insurance through a friend or acquaintance without a formal financial plan. We share cautionary tales of how casual agreements can lead to inadequate coverage and strained relation... more
This episode explores the psychological and mathematical shift required when moving from the accumulation phase of building wealth to the distribution phase of spending it. We discuss why the aggressive saving strategies that served you for decades c... more
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
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| Listeners per Episode | Gender Skew | Location | |||
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The Retirement Roundtable launched a year ago and published 36 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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