The Retirement Journey

By Edgar Torres

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Category: Investing

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Episodes: 26

Description

Welcome to ‘The Retirement Journey,’ featuring Edgar Torres of Bloom Financial Private Wealth Management! Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement planning, investment strategy, and building a lasting legacy. ‘The Retirement Journey’ is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.


Episode Date
Small Habits, Big Impact: The Psychology of Retirement Planning
Jun 02, 2026
Key Variables That Shape When to Claim Social Security
May 19, 2026
When Work Stops Feeling Worth It: Subtle Signs Retirement Is on Your Mind
May 06, 2026
Is Your Retirement Really Double Stuffed? Expectations vs. Reality
Apr 14, 2026
What Retirees Should Double Check Before Filing
Mar 31, 2026
The Retirement Downhill: One Wrong Turn Can Change Everything
Mar 10, 2026
When ‘Tax Free’ Sounds Too Good to Be True
Feb 24, 2026
Are You Accidentally Setting Yourself Up for Retirement Trouble?
Feb 11, 2026
Four Financial Talks Every Couple Needs Before Retirement
Jan 28, 2026
Legacy Planning: It’s Not Just for Millionaires
Jan 06, 2026
Setting Your Financial Rudder for the New Year
Dec 23, 2025
Winterize Your Wallet: Year-End Moves for 2026 Success
Dec 09, 2025
Are Your Habits Aging Your Retirement Plan?
Nov 25, 2025
Beyond Stocks & Bonds: Exploring the Power of Structured Notes
Nov 11, 2025
From Brisket to Bloom: Edgar Torres’ Retirement Recipe
Oct 28, 2025
Not Your Average Buffet: What ETFs Really Bring to the Table
Oct 14, 2025
From Grudge Buy to Lifeline: Rethinking Life Insurance
Sep 30, 2025
Retirement Isn’t a Weekend—It’s a Wake-Up Call
Aug 26, 2025
Brisket, Pickleball & Planning: Rethinking Your Retirement Strategy
Aug 19, 2025
Common Mistakes in Tax Strategies
Jul 08, 2025
Navigating Financial Red Flags in Retirement
Jun 24, 2025
There Are Different Types of Annuities
Jun 10, 2025
Uncle Sam Continues to Tax you During Retirement
May 27, 2025
Navigating Your Retirement Journey
May 13, 2025
The Fundamentals of 401k Plans
May 13, 2025
The Retirement Journey Trailer
May 13, 2025