![#20 Unwrapping Medicare: The Basics [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035702782-ORTZ5HH58FQ0WNRYBRQ4/2.+Podcast+logo.png)
This week I talk with Misty Kimbrough, a local insurance expert about the basics of Medicare. She outlines the basic parts of Medicare and the 3 most common missteps people make when planning medicare benefits for retirement.
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Over the next 18 years, every day 8,000 baby boomers will turn age 65. That's almost 3 million baby boomers per year. Just as baby boomers redefined politics, parenting and work, they are beginning to redefine retirement.
Read More![#19 Hate Keeping a Monthly Budget? Here's an Easier Way [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535036031495-487DGJA2QE8O63VGORNG/2.+Podcast+logo.png)
Yes, I know that keeping a monthly budget is personal finance 101. Over the years I've tried, repeatedly, to track every expense in a monthly budget. Each time I failed after a few months. It's just too much work. I have better things to do than be a part-time bookkeeper.
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A key part of my retirement plan is to raise our children to be INDEPENDENT.
Read More![#18 Deal with Death By Celebrating Life [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535035931927-UZ4JLDBZ2HSKHOYORPLL/2.+Podcast+logo.png)
In this podcast, I share my thoughts on my sister's choice and one way you can deal with death by celebrating life.
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Rather than a traditional funeral or remembrance event, my sister Barbara insisted on having a “Celebration of Life” picnic. Barbara's choice reflected how she chose to live her life. Upbeat, proactive, intentional, loving, connected. It was a wonderful gift to all of us.
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Are you a baby boomer getting ready to enter the go-go years of retirement? If so, what is your plan to help care for your elderly parents?
Read More![#17 How to Manage Your Cash Flow During Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034881674-JIJE9EOWAYEK9TVSIOPZ/2.+Podcast+logo.png)
How to manage cash flow during retirement is probably the question I am asked most often.
Read More![Episode #16 Second-Act Careers: The Benefits of Working During Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034845946-NV0R8ZAHDVX7RU409CUZ/2.+Podcast+logo.png)
Working during retirement could be the best thing you do to find meaning, stay healthy and earn money while doing what you love.
Read More![#15 Jeff Goins Doesn't Want You to Miss Out on Your Life [podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034796773-64GYAN669OE0VRLZ6NIS/2.+Podcast+logo.png)
In his latest book, "The In-Between: Embracing the Tension Between Now and the Next Big Thing" Jeff reminds himself and us that most of our lives are spent "in-between" the big things. It is in these moments we can find opportunities to live more fully.
Read More![When Should I Take Social Security? [Reader Question]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034749767-4PP9890JKI1G98ODAYOB/2.+Podcast+logo.png)
"If my pension from work is enough to live on and still save some, should I take social security at age 62 or 66? Can’t decide whether taking the a 25% cut on my social security benefits to receive it now or wait till age 66 and get the full benefit".
Read More![#14 Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice [podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034718707-WKR9RGSD1V3NB03Z3FUP/2.+Podcast+logo.png)
Jon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life.
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Each day, for the next 19 years, approximately 10,000 baby boomers will turn age 65. Still, it just doesn't seem right that the Baby Boomer generation should be called elderly.
Read More![#13 How to Plan for Housing During Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535034640604-TPRTF0S1X6LOM5AL75EJ/2.+Podcast+logo.png)
Kathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement.
Read More![Episode #11 Do You Make These Mistakes When You Invest? [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033983479-HLP89Q08VB4TQSZT03UG/2.+Podcast+logo.png)
In this week's episode, I speak with Weston J. Wellington a Vice President with Dimensional Fund Advisors about how you can make smarter investment decisions and possibly improve your investment success. Mr. Wellington is an expert in behavioral finance and investing with over 35 years of experience in the investment industry.
Read More![#10 How to Plan Your Walt Disney World Vacation with Lou Mongello [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033946056-3WT7BEX9ZWSEJT9Y6COD/2.+Podcast+logo.png)
If you’re planning on visiting Walt Disney World this year, you’re going to love this week’s podcast. I speak with Lou Mongello, an internationally recognized expert on the Walt Disney World Resort.
Read More![Episode #9 How to Pay for College with Celest Horton [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033907975-4FBBQUHR9MPCU2981G5R/2.+Podcast+logo.png)
This week I interviewed Celest Horton from How to Pay For College HQ to learn about great resources available to help parents pay for college.
Read More![Episode #8 Lauren Gaggioli Discusses Preparing for the SAT and Selecting the Right College [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033778337-KGQR05P2R3RK8N6TTIRN/2.+Podcast+logo.png)
In this Plan Well Invest Wisely podcast, I interview Lauren Gaggioli, founder of Higher Scores Test Prep. We discuss the importance of the SAT and how to help your child select the right school for them.
Read More![Episode #7 10 Things to Consider BEFORE You Purchase a RV [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033870899-126Q5AOHUPMIQ2IPU6JF/2.+Podcast+logo.png)
An RV, boat and other recreational vehicle can be great tool to help create great family experiences. In the dozen or so times we used our RV, our family had a blast. In fact, I was going to post a campfire picture, but it's been so long, I can't find any.
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