The Retirement Roundtable

By Veronica Redfield and Grant Hartmann

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Category: Business

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Episodes: 44

Description

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.

Episode Date
How to Replace Your Paycheck in Retirement
May 23, 2026
Should I Do a Roth Conversion With My TSP?
May 02, 2026
Should I Move My Money Out Of The Market Before Retirement?
Apr 25, 2026
RMD's in 2026: What You Need to Know to Avoid Costly Mistakes
Apr 18, 2026
Investing as Women
Apr 11, 2026
The Retirement Plan Most Couples Forget to Build
Mar 28, 2026
The Retirement Tax Trap Nobody Talks About
Mar 21, 2026
Should I Consolidate My Retirement Accounts?
Mar 14, 2026
Should I Buy an Annuity?
Mar 07, 2026
Why Where Your Money Sits Matters More Than How It's Invested
Feb 28, 2026
Why a Withdrawal Rate is NOT a Retirement Strategy
Feb 21, 2026
What to Expect Working With Retirement Resource
Feb 14, 2026
Real Life Stories, Real Life Issues Part 2
Feb 07, 2026
Real Life Stories, Real Life Issues Part 1
Jan 31, 2026
Accumulation vs Distribution: Why Retirement Feels So Different
Jan 17, 2026
America's IRA Expert - Ed Slott
Dec 27, 2025
2026 COLA Numbers
Dec 13, 2025
What’s Your Financial Appetite? Understanding Investment Risk at the Thanksgiving Table
Nov 22, 2025
Year End Financial Planning Checklist
Nov 15, 2025
The Difference Between Risk and Fear: Part 2
Nov 08, 2025
The Difference Between Risk and Fear: Part 1
Nov 01, 2025
What I Tell My 30-Year-Old Self About Money
Oct 25, 2025
Talking Life and Long-Term Care Before It's Too Late
Oct 18, 2025
RMD Rules Made Simple
Oct 11, 2025
Your Legacy Blueprint
Oct 04, 2025
Ways My Money Can Last as Long as I Do
Sep 27, 2025
The Retirement Planning Process
Sep 20, 2025
From Transactional to Trust: The Relationship Test
Sep 13, 2025
Why More Accounts Can Mean More Problems
Aug 30, 2025
Let's Talk Social Security
Aug 16, 2025
The Power of Two: Advisor + CPA = Better Results
Aug 09, 2025
How Much Money Do You TRULY Need to Retire?
Aug 02, 2025
To Advise or Not to Advise
Jul 26, 2025
Traditional IRA vs Roth IRA
Jul 19, 2025
Financial Wealth
Jul 12, 2025
Physical Wealth
Jul 05, 2025
Mental Wealth
Jun 28, 2025
Managing Your Investments - Objectives and Risks
Jun 14, 2025
Market Talk with Matt Anderson
Jun 07, 2025
Common Estate Planning Mistakes
May 17, 2025
The Importance of Finding a Good Financial Advisor and What to Expect
Apr 26, 2025
Handling Market Volatility with a Plan
Apr 19, 2025
Planning with Federal Benefits
Apr 12, 2025
What Is The Retirement Roundtable?
Apr 05, 2025