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