Skip to content
Sign in
Artwork for Pathway To Retirement
Business

Pathway To Retirement

Daniel Flores

Small 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.

Play
Open in
  • 20 episodes
  • English

Episodes 20

NewestOldestLongest
All20Unplayed20In progress0Played0
  • October 3 · length unknown

    11 Costly Medicare Mistakes to Avoid

    During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.

  • September 12 · length unknown

    Master Your Financial Goals

    During this episode, we'll cover how to set and prioritize short-, mid- and long-term financial goals.

  • September 5 · length unknown

    Generating Retirement Income

    During this episode, we'll cover 10 different strategies retirees could consider for generating income in retirement, along with the benefits and drawbacks of each.

  • August 29 · length unknown

    The 40-Year Retirement Rule

    During this episode, we'll cover why a 40-year retirement horizon is becoming more common.

  • August 8 · length unknown

    How to Manage a Windfall

    During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.

  • August 1 · length unknown

    Guilt-Free Spending in Retirement

    During this episode, we'll cover eight ways retirees may be able to spend their savings with more confidence and less guilt.

  • May 30 · length unknown

    Habits for a Happy Retirement

    During this episode, we’ll explore what research consistently shows makes retirement genuinely fulfilling.

  • May 16 · length unknown

    What You Should Know About IRA Withdrawals

    During this episode, we'll walk through the key rules and strategies around traditional IRA withdrawals and how timing your withdrawals could make a meaningful difference in your overall retirement picture.

  • May 9 · length unknown

    How Does Your Retirement Savings Stack Up?

    During this episode, we'll explore where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be.

  • April 25 · length unknown

    Is Your Family Financially Prepared for the Unexpected?

    During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

  • April 18 · length unknown

    Is a Roth Conversion Right for You?

    During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

Showing 1–20 of 20 episodes