Coffee with Your Retirement Coach

著者： Randall Yeomans Nicholas Yeomans & Aaron Calhoun
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  • サマリー

  • Our coaches seek to enhance your life by encouraging you to create sound financial strategies that carry you through your desired retirement plans. The content on this podcast is for educational and entertainment purposes only, and should not be construed as advice.
    2023
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あらすじ・解説

Our coaches seek to enhance your life by encouraging you to create sound financial strategies that carry you through your desired retirement plans. The content on this podcast is for educational and entertainment purposes only, and should not be construed as advice.
2023
個人ファイナンス 経済学
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エピソード
  • Make Retirement Healthy Again - Episode 29

    Make Retirement Healthy Again - Episode 29
    2025/03/03

    In this episode of Coffee with Your Retirement Coach, the focus shifts from conventional financial and tax planning to the vital aspect of a health plan. Our guest Kim Roberto, an expert in holistic health, shares her journey and the impact of natural health practices on her life. Randy and Kim discuss the five essentials of health: chiropractic care, nutrition, mindset, exercise, and avoiding toxins. Understand what constitutes real health, learn about the dangers of the modern food supply, and come away with things you can do right now to live a longer, healthier, and more fulfilling life.

    00:00 Introduction: Do You Have a Health Plan?

    00:37 Meet Kim Roberto: A Journey in Natural Health

    03:33 The Five Essentials of Health

    06:02 Nutrition: Eat to Live vs. Live to Eat

    11:48 The Impact of Inflammation and Healthy Fats

    16:13 Eating Out: Making Healthier Choices

    17:51 The Cost of Eating Healthy

    18:15 Portion Sizes and Eating Habits

    18:54 God's Food vs. Man's Food

    19:54 The Importance of Gut Health

    22:38 Physical Exercise for Longevity

    29:43 The Impact of Toxins on Health

    32:11 Final Thoughts and Takeaways

    Have a question for the coach? Send it in to connect@yourretirementcoach.com

    Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972

    Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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    37 分
  • Is Your Residence An Investment or Expense? - Episode 28

    Is Your Residence An Investment or Expense? - Episode 28
    2025/02/17
    In this episode of Coffee With Your Retirement Coach, Aaron and Randy Yeomans dive into the critical debate of whether a home is an investment or an expense. Joined by Greater Atlanta realtor, Kad Mendoza, the discussion offers deep insights into the current housing market, the importance of prepping your home for sale, and the key mistakes to avoid both when selling and buying property. From understanding the 'real estate parade' to critical lending advice, this episode is packed with practical tips and long-term strategies for making smart real estate decisions. Whether you're considering a major move or looking to optimize your current living situation, tune in for expert advice that can help you make informed and financially sound choices.

    00:00 Introduction to Investment vs Expense 00:29 Meet the Guests: Randy and Kad 01:03 Current Real Estate Market Insights 03:04 Preparing Your Home for Sale 04:58 Common Mistakes in Home Selling 07:49 Evaluating Home Improvements 16:30 Buying a Home: Key Considerations 17:39 Financial Planning for Home Buying 20:43 Common Mistakes When Buying a Home 20:49 Importance of a Knowledgeable Real Estate Agent 22:18 Seeing Potential in a Property 24:10 Considering Future Needs in Home Buying 26:40 Downsizing and Financial Planning 31:55 Preparing Your Home for Sale 34:09 Choosing the Right Offer and Lender 35:36 Moving to a New Community 37:13 Final Thoughts and Advice Have a question for the coach? Send it in to connect@yourretirementcoach.com Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972 Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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    41 分
  • The Retirement Playbook - Episode 27

    The Retirement Playbook - Episode 27
    2025/02/03
    In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you need to win in every area of the retirement game. Whether you're in the first quarter of your career or approaching the final whistle, discover how to optimize and protect your retirement savings. Tune in, grab your coffee, and get ready to win!

    00:00 Introduction: Retirement and the Big Game 00:42 Doing the Superbowl Right at the Yeomans House 01:39 Drawing Parallels: Retirement and Winning Strategies 02:17 Breaking Down the Retirement Playbook 03:06 Optimizing Your Retirement Plan 04:14 Reviewing and Adjusting Your Financial Plan 05:39 Tax Strategies for Retirement 09:35 The Importance of Estate Planning 18:26 The Importance of Naming Multiple Successors 19:23 Updating Estate Planning Documents 20:21 Healthcare Power of Attorney for Adult Children 21:26 Reevaluating Beneficiaries 21:37 Story Time: A Cautionary Tale 23:47 The Role of Beneficiary Forms 26:03 The Complexity of Social Security 30:37 Building a Winning Retirement Team 33:45 Final Thoughts and Encouragement Have a question for the coach? Send it in to connect@yourretirementcoach.com Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972 Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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    36 分

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