The Retirement Roadmap Podcast

By Glenn Mosseller

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Category: Investing

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Episodes: 299

Description

Retirement insights from Greensboro‘s Glenn Mosseller. Learn about important financial topics and retirement planning tips each week on the show.

Episode Date
Teaching Financial Lessons In Graduation Season
May 28, 2026
Retirement “Side Gigs”
Apr 23, 2026
Important Red Flags When Evaluating An Advisor
Mar 20, 2026
5 “Must Do's” For The First Year of Retirement
Feb 27, 2026
Why You Might Not Be Ready To Retire
Jan 24, 2026
Retirement Plans Come In All Shapes & Sizes
Dec 23, 2025
5 Beliefs That Fool Retirement Savers
Nov 20, 2025
5 Financial Mistakes To Avoid In Your 60's
Oct 24, 2025
Staying Focused On What Is Controllable In Retirement Planning
Sep 22, 2025
Is Your Retirement Plan Dependent On Wishful Thinking?
Aug 20, 2025
Retirement Assumptions That May Need To Be Revisited
Jul 21, 2025
Silent Killers of Retirement Plans
Jun 20, 2025
Are You Planning To Retire In 2025?
May 13, 2025
Stay Tax Aware in 2025
Apr 21, 2025
Retirement Planning Temptations
Mar 15, 2025
Is Your Financial Judgement Impaired?
Feb 18, 2025
Transforming Money Mindsets In 2025
Jan 10, 2025
Stocking Stuffers For Financial Freedom Part II
Dec 20, 2024
Stocking Stuffers For Financial Freedom Part I
Dec 13, 2024
What Financial Advisors Wish Everyone Understood Part II
Dec 06, 2024
What Financial Advisors Wish Everyone Understood Part I
Nov 22, 2024
Financial Lessons From Strange Phobias
Nov 15, 2024
Understanding Continuing Care Retirement Communities
Nov 08, 2024
Taking Retirement Advice From Celebrities
Nov 01, 2024
Poetic Retirement Planning For Couples
Oct 25, 2024
Retirement Travel Planning
Oct 18, 2024
And The “Magic 8 Ball” Says . . .
Oct 11, 2024
Why Couples Retirement Planning Is A Team Sport
Oct 04, 2024
Avoiding Regrets In Retirement
Sep 26, 2024
When It Comes To Retirement Planning . . . “How Do You Know?” Part II
Sep 19, 2024
When It Comes To Retirement Planning . . . “How Do You Know?” Part I
Sep 13, 2024
How Kids and Grandkids Influence Retirement Planning
Sep 06, 2024
Retiree Insurance – The Basics You Need To Know
Aug 30, 2024
Are You Telling Yourself Financial “Lies”?
Aug 23, 2024
401(K) FAQS Part 2
Aug 16, 2024
401(K) FAQS Part 1
Aug 09, 2024
Retirement Potpourri
Aug 02, 2024
Are Boomers Asking The Right Questions?
Jul 26, 2024
Noah's Ark & Retirement Planning
Jul 19, 2024
Retirement Half Truths
Jul 12, 2024
Finding Financial Wisdom With Yogi Berra
Jun 28, 2024
How To Choose An Advisor
Jun 21, 2024
The Beauty of Simplicity In Retirement Planning
Jun 14, 2024
Excuses, Excuses
Jun 07, 2024
Technology and Retirement Planning
May 23, 2024
The Retirement Water Wheel
May 17, 2024
It's Time For A Financial Wellness Checkup
May 10, 2024
Retirement Stress
May 02, 2024
The Financial Triple Crown
Apr 26, 2024
Expectations vs. Reality In Retirement
Apr 19, 2024
Retirement Income Planning Mistakes
Apr 12, 2024
Interesting Financial Questions
Apr 05, 2024
Questions To Ask The Advisor
Mar 22, 2024
Healthcare Planning In Retirement
Mar 15, 2024
Is Retirement Planning Harder Than It Used To Be? Part II
Mar 08, 2024
Is Retirement Planning Harder Than It Used To Be? Part 1
Mar 01, 2024
Could One Overlooked Issue Sink Your Retirement?
Feb 23, 2024
Essential Retirement Questions That May Be Hidden In Your “Blindspot”
Feb 16, 2024
Is Making A Snowman Like Building A Sound Financial Plan?
Feb 10, 2024
Are Your “Good” Money Habits Holding You Back?
Feb 02, 2024
What is “Lazy Money”?
Jan 27, 2024
When Does It Pay To Be Patient?
Jan 19, 2024
Till Debt Do Us Part: Resolving Financial Tension – Part II
Jan 12, 2024
Till Debt Do Us Part: Resolving Financial Tension - Part I
Jan 03, 2024
Santa’s Naughty or Nice Financial Guide
Dec 15, 2023
”Easy Wins” In Personal Finance Part 2
Dec 08, 2023
”Easy Wins” In Personal Finance
Dec 01, 2023
The Retirement Mountain
Nov 17, 2023
End Of The Year Planning
Nov 10, 2023
Common Retirement Planning Questions
Nov 03, 2023
Avoiding Money Mistakes
Oct 27, 2023
Retirement “Blind Spots”
Oct 20, 2023
The Future Of Retirement In America
Oct 13, 2023
Universal Retirement Truths – Part 2
Oct 05, 2023
Universal Retirement Truths – Part 1
Sep 28, 2023
Are You Nurturing Your “Retirement Garden”?
Sep 22, 2023
Finances After Loosing A Spouse
Sep 15, 2023
Retirement Cash Flow Part 2
Sep 08, 2023
Retirement Cash Flow Part 1
Sep 03, 2023
Retirement Countdown Clarity
Aug 25, 2023
Bouncing Back From Financial Setbacks
Aug 18, 2023
”Red Flag” Personality Traits of Financial Advisors
Aug 11, 2023
Financial Independence In Retirement
Aug 04, 2023
Counterintuitive Thoughts On The 401(K)
Jul 28, 2023
Finances & Major Life Events
Jul 21, 2023
Next Steps To Retirement
Jul 14, 2023
Retirement Planning “Goalposts”
Jul 07, 2023
Bad Financial Habits
Jun 30, 2023
Financial Lessons From The Classroom
Jun 16, 2023
Money Mistakes In Retirement Planning – Part II
Jun 09, 2023
Money Mistakes In Retirement Planning – Part I
Jun 02, 2023
Age & Wisdom
May 26, 2023
Social Security Myths
May 19, 2023
“Oops, I Forgot About That!”
May 12, 2023
Running The Retirement Marathon
May 05, 2023
Retirement Saving Basics
Apr 28, 2023
Financial Fears
Apr 14, 2023
Retirement Income Planning
Apr 07, 2023
Retirement Rookie Mistakes
Mar 31, 2023
Completing Your Financial Plan
Mar 24, 2023
Tax Aware Retirement Planning
Mar 17, 2023
Common Beneficiary Mistakes
Mar 10, 2023
Retirement Readiness Checklist
Mar 03, 2023
Important Considerations When Working With An Advisor In Retirement
Feb 24, 2023
Is The ”Grass Greener” Over There?
Feb 17, 2023
Examining “Conventional Wisdom”
Feb 10, 2023
Retirement Planning Questions
Feb 03, 2023
401K Mistakes To Avoid
Jan 27, 2023
Market Volatility
Jan 20, 2023
Taping Into Grandma’s Wisdom
Jan 13, 2023
Smart Decisions During Major Life Events
Jan 06, 2023
Common Tax Questions
Dec 16, 2022
The Money Gridiron
Dec 09, 2022
Forced Retirement
Dec 02, 2022
Finding Satisfaction In Retirement
Nov 18, 2022
Warning Signs
Nov 11, 2022
Irreversible Financial Decisions
Nov 04, 2022
What’s Going On In Financial Advertising?
Oct 28, 2022
The Psychology of Retirement
Oct 19, 2022
Planning For Retirement Uncertainties
Oct 14, 2022
Going Against The Grain
Oct 07, 2022
Let’s Talk About Risk
Sep 29, 2022
Finances & Baseball
Sep 23, 2022
Is Procrastination A Threat To Your Retirement?
Sep 16, 2022
Financial Debates
Sep 09, 2022
The Retirement ”Diet”
Sep 02, 2022
Fear and Greed
Aug 26, 2022
Financial Opportunities When Between Jobs
Aug 19, 2022
Retirement Quiz
Aug 12, 2022
It’s Time For A Few Retirement Questions
Aug 05, 2022
Retirement . . . “It Ain’t What It Used To Be”
Jul 29, 2022
Retirement Statistics
Jul 22, 2022
Are You Getting In Your Own Way?
Jul 15, 2022
Communicating With Your Financial Advisor
Jul 08, 2022
Financial Jargon
Jul 01, 2022
Countdown To Retirement
Jun 24, 2022
Life Insurance In Retirement? . . . Really?
Jun 17, 2022
Housing Questions In Retirement
Jun 09, 2022
Retirement Birthday “Trigger Points”
Jun 03, 2022
The Dangers Of Guessing At The Most Important Retirement Questions
May 27, 2022
What’s Lurking In Your Financial Blind Spots?
May 20, 2022
What Is The Most Important Part Of Retirement Planning?
May 13, 2022
Who Needs A Financial Advisor In Retirement?
May 06, 2022
How Children Become Part Of The Retirement Conversation
Apr 29, 2022
Let’s Play “Fill In The Blank”
Apr 22, 2022
“The Great Resignation”
Apr 15, 2022
Unrealistic Expectations?
Apr 08, 2022
Getting Your Financial House In Order – Part 2
Apr 01, 2022
Getting Your Financial House In Order – Part 1
Mar 25, 2022
Planning For The “Unpredictable”
Mar 18, 2022
Legacy Planning
Mar 11, 2022
How’s Your Financial Health?
Mar 04, 2022
The Financial ”Red Zone”
Feb 25, 2022
Late Bloomers – Catching Up On Retirement Savings
Feb 18, 2022
The Financial Jigsaw Puzzle
Feb 11, 2022
Are You Cutting Corners In Your Retirement Plan?
Feb 04, 2022
Are You Working With A General Practitioner or A Specialist?
Jan 28, 2022
Risk & Risk Aversion
Jan 20, 2022
Let’s Address Some Common Questions
Jan 14, 2022
Will Your Retirement Be Subjected To Unintended Tax Consequences?
Jan 04, 2022
Overconfidence
Dec 17, 2021
What Makes Glenn Tick As An Advisor?
Dec 10, 2021
Retirement Planning With Mick Jagger
Dec 04, 2021
Is Your Retirement Plan “Out Of Tune”?
Nov 19, 2021
Mistakes Couples Make
Nov 13, 2021
Mind The Gap
Nov 05, 2021
Secure Act 2.0
Oct 29, 2021
Put It Off?
Oct 22, 2021
Red Flags
Oct 15, 2021
Revisiting The Financial Doctor
Oct 08, 2021
Age & Wisdom
Sep 30, 2021
Customization Is King
Sep 23, 2021
Where Did You Get Your Financial Knowledge?
Sep 16, 2021
Things That Don‘t Matter . . . Until They Do
Sep 10, 2021
What Retirement Are You Living For?
Sep 02, 2021
Answering Some Common Questions
Aug 26, 2021
Poking Fun At The Financial World
Aug 20, 2021
Accumulation vs. Preservation & Distribution
Aug 13, 2021
Women & Financial Decisions
Aug 06, 2021
What’s Your Spending Personality?
Jul 30, 2021
It’s Not Your Father’s Retirement!
Jul 22, 2021
“The Money Doctor”
Jul 14, 2021
Children & Finances (including Adult Children)
Jul 08, 2021
3 Worlds of Money
Jun 30, 2021
Common Sense or Uncommon Sense?
Jun 24, 2021
Let’s Talk About Life Insurance
Jun 18, 2021
Finding The Right Advisor
Jun 09, 2021
What Can Will Rogers Teach Us About Retirement Planning?
Jun 03, 2021
Double Edged Sword
May 29, 2021
Fact or Fiction?
May 20, 2021
Crisis or Opportunity?
May 14, 2021
Are You Flirting With Disaster?
May 06, 2021
Pensions
Apr 30, 2021
Good News . . . Bad News
Apr 23, 2021
“I Have A Question . . .”
Apr 14, 2021
Electing Your Retirement Advisor
Apr 09, 2021
You Know What Happens When You Assume!
Mar 31, 2021
Retirement Lifestyles
Mar 24, 2021
Baby Boomer Retirement Concerns
Mar 19, 2021
Know Thyself
Mar 12, 2021
Things In The Financial World That Drive Us Crazy!
Mar 03, 2021
The Financial Forecaster
Feb 26, 2021
Retirement Advice From Retirees
Feb 19, 2021
Retirement Statistics
Feb 11, 2021
Three Qualities Of Money
Feb 03, 2021
Is The Client Always Right?
Jan 29, 2021
Understanding Different Types Of Risk
Jan 22, 2021
Retirement Preparedness Quiz
Jan 13, 2021
Let’s Talk About Diversification
Jan 06, 2021
401(K) FAQs
Dec 17, 2020
Why Nobody Says These Things!
Dec 09, 2020
Hindsight
Dec 03, 2020
5 Financial Commandments
Nov 24, 2020
Obsolete Planning Ideas
Nov 18, 2020
”Stuff” You Should Know
Nov 11, 2020
Your House & Your Retirement
Nov 05, 2020
Is Your IRA Ready For Retirement?
Oct 28, 2020
Longevity Risk
Oct 22, 2020
Preparing Your Financial House For Retirement
Oct 14, 2020
Reconciling Conflicting Ideas
Oct 07, 2020
Ways To Ruin Your Retirement
Sep 30, 2020
Are You Clinging To False Hope?
Sep 23, 2020
What Happens To Finances When A Spouse Dies?
Sep 15, 2020
Are You Ready For The Next Market Crash?
Sep 09, 2020
The Financial Dictionary
Sep 02, 2020
What Can Mark Twain Teach Us About Finances?
Aug 26, 2020
Investing Like A Genius
Aug 19, 2020
Saying One Thing But Doing Another
Aug 12, 2020
What Do You Think Of Dave Ramsey?
Aug 06, 2020
Pre Retiree Mistakes
Jul 31, 2020
Traditional vs Roth IRAs
Jul 23, 2020
Questionable Financial Strategies
Jul 16, 2020
Let’s Talk About Some FAQs
Jul 07, 2020
Have You Saved More Than Others Your Age?
Jun 30, 2020
Avoiding Critical Mistakes
Jun 24, 2020
Your Biggest Assets
Jun 17, 2020
Hidden Gems
Jun 09, 2020
Bad Financial Product?
Jun 03, 2020
Stages Of Retirement
May 27, 2020
Major Life Changes
May 19, 2020
Do You Have A Financial GPS?
May 12, 2020
The Coronavirus, The CARES Act & Your Retirement Accounts
May 06, 2020
Best Intentions Bad Advice
Apr 28, 2020
Coronavirus Update
Apr 21, 2020
Financial Crosswords
Apr 16, 2020
Financial Truths
Apr 09, 2020
Retirement Goals
Apr 01, 2020
Roth Conversions
Mar 24, 2020
Desire To Retire
Mar 17, 2020
Emotional Investing
Mar 10, 2020
Common Financial Myths
Mar 03, 2020
Financial Bias
Feb 25, 2020
Managing Debt
Feb 18, 2020
Are You Making Excuses To Not Retire?
Feb 12, 2020
Cash – What’s The Right Amount?
Feb 04, 2020
Advisor Traits
Jan 28, 2020
Retirement Frequently Asked Questions
Jan 22, 2020
How Will The Secure Act Impact You & Your Heirs?
Jan 14, 2020
Social Security Misunderstandings
Jan 08, 2020
Finding The Silver Lining
Dec 18, 2019
Estate Planning Mistakes
Dec 10, 2019
Are You Unknowingly Sabotaging Your Retirement?
Dec 03, 2019
Awkward Conversations
Nov 26, 2019
Developing Strategies For A No Regret Retirement
Nov 20, 2019
Retirement Variables & Constants Part 2
Nov 12, 2019
Retirement Variables & Constants Part 1
Nov 07, 2019
Countdown To Retirement
Oct 31, 2019
Is A Market Crash Coming?
Oct 24, 2019
Are You Working With The Right Advisor?
Oct 16, 2019
Flying & Retirement
Oct 09, 2019
Even Responsible Savers Make Mistakes
Oct 02, 2019
Financial Myths
Sep 25, 2019
The Blame Game
Sep 18, 2019
401(K) Weaknesses
Sep 11, 2019
I Have A Question
Sep 04, 2019
Planning For The 3rd & 4th Quarter
Aug 28, 2019
Planning With Urgency
Aug 21, 2019
Portfolio Disasters
Aug 15, 2019
How Do You Define “Financial Security”?
Aug 07, 2019
Financially Overrated
Jul 31, 2019
Financial Fake News
Jul 25, 2019
Pre-Retiree Questions
Jul 17, 2019
Financially Underrated
Jul 10, 2019
Financial Proverbs
Jul 03, 2019
Stuck On Financial Decisions
Jun 27, 2019
Summer Vacation & Retirement
Jun 19, 2019
Famous Last Words
Jun 13, 2019
Seemingly Easy Retirement Questions
Jun 05, 2019
Conventional Wisdom . . .
May 30, 2019
What Is “Safe Money”?
May 22, 2019
When Is It Safe To Retire?
May 15, 2019
Retirement Realities
May 08, 2019
5 Common Pain Points
May 01, 2019
Retirement Conversations – Breaking The Ice
Apr 24, 2019
5 Things In The Financial Junk Drawer
Apr 17, 2019
The Messy Estate Plan
Apr 10, 2019
What About Do It Yourself Retirement Planning?
Apr 04, 2019
Political Contentions & Economic Indicators
Mar 28, 2019
I’ve Been Thinking About . . .
Mar 20, 2019