Month: January 2025

Ep. 62: ‘Save More Money’ = Top New Year’s Resolution for 2025

Hello PFR Nation,

Welcome to the official kickstart of our show going weekly!  Yes, we switched the day of the week to Tuesday.  I will also be continuing the weekly “Fireside Chats” on YouTube, and those will be released weekly on Thursdays.  

For this episode, I wanted to chat with you all about a core financial planning topic that I haven’t discussed enough. BUDGETING.

For some of you, that may feel like a 4-letter-word.  For others, it’s music to your ears.  

I’ll highlight why tracking cash flow and having a budget will be the foundation to designing your retirement projections.

I’ll also explain 4 popular budgeting frameworks to get you started.

And finally, I’ll discuss a few things to be aware of and think through as you create your budget for retirement.  

I hope you find this one helpful!  And as always, please be sure to follow our show and give us that 5-star review if you find value in our content.  Thank you!

-Kevin

⁠⁠⁠⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠ 

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Connect with me here:

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This is for general education purposes only and should not be considered as tax, legal or investment advice.

Ep. 61: Benefits of ‘Working’ in Retirement (w/ Roberto Fortuna)

PFR Nation,

I am very excited to have one of our very own, Roberto Fortuna, on to the show this week!  We are going to discuss the benefits of ‘Working’ in retirement.  But, when we say ‘Working’ we just mean having purpose in retirement.  Whether that is part time work, volunteering, starting a consulting business, or just being Grammy and Grandpa!  Whatever it is that is going to give you purpose in retirement, you should do more of!  

For those of you who don’t know, Roberto joined my financial planning firm last May.  Yes, I do this for a living and I’m not a ‘professional podcaster!  Roberto is a big part of our financial planning process, but he’s also a retired firefighter!  Yes, he’s the youngest looking retiree in America, I know.
Anyhow, I thought he could bring a unique perspective to this topic, plus I always enjoy my chats with Roberto and thought you would enjoy his cool,
calm and collected perspective on retirement, his journey to find purpose, taxes, and of course a fun story about how we joined forces.  

I hope you all find value in this one.  If you do, make sure to give our show a follow and leave that 5-star review.  It helps “pump the algorithm” in our
favor so we can reach and impact more people.  

Also, make sure to check out our YouTube channel as we post the video form of our podcast in addition to weekly videos on retirement related topics.
We’ll link it in the notes below.  We’ll be seeing you every week on the PFR Podcast very soon!  😊 

-Kevin 

Resources mentioned:

  • Questions for a Purposeful and Successful Retirement

Connect with me here:

⁠⁠⁠⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠ 

⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire

Or, ⁠⁠⁠⁠⁠⁠⁠⁠visit my website

Ep. 60: 5 Things to Watch in the Markets for 2025

Happy 2025 everyone!  First let me say, this is NOT a market prediction episode!  They are always wrong.  However, I do believe that many of you who are recently retired or approaching retirement will be interested in this episode.  I put together a list of 5 things the market is looking for in 2025 that will impact both the stock and bond market.  Additionally, I have 5 key takeaways for you to help you improve the success of your retirement plans.  

Make sure to follow our show if you are over 50 and have accumulated at least $1million for retirement or are pretty darn close (you are considered “PFR Nation”).  I am confident you will find value in what we are doing here.  

And lastly, make sure to share our show with a friend or family member who is also “PFR Nation” caliber.  

I hope you enjoy it!

Kevin

Resources mentioned:

Connect with me here:

⁠⁠⁠⁠⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠ 

⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire

Or, ⁠⁠⁠⁠⁠⁠⁠⁠visit my website