EPISODE #1106
Big and Small Decisions with Rachel Podnos O’Leary
We talked about managing all of our obligations and financial needs, how to think about big versus little expenses, and what behaviors can set us up for long term success!
Listen to us On
About the Episode
In this episode, we talked about managing all of our obligations and financial needs, how to think about big versus little expenses, and what behaviors can set us up for long term success with Rachel Podnos O’Leary, JD, CFP, Financial Planner with WealthCare and author of 21st Century Wealth. Listen to learn how to avoid major mistakes that can derail your financial future!
For the Difference Making Tip, scan ahead to 16:18!
You can learn more about Rachel at Twitter, and LinkedIn.
George Grombacher
Lifeblood Host
Rachel Podnos O'Leary
Guest
More Episodes
How to Make Sure You Don’t Outlive Your Retirement Nest Egg — With the Help of Annuities
One of the biggest fears facing retirees today isn’t boredom, health issues, or even the rising cost of living. It’s the fear of outliving their money. And it's a valid concern. With people living longer, markets remaining unpredictable, and inflation eating away at...
How to Have an Anxiety-Free Retirement Using Budgeting and Annuities
Retirement should be a time to relax, explore your passions, and enjoy the life you've worked so hard to build. But for many retirees, financial anxiety can cast a long shadow over those golden years. One of the most effective ways to manage this anxiety is through...
How to Manage Financial Uncertainty and Anxiety in Retirement Using Annuities
Retirement is meant to be a time of relaxation, freedom, and enjoyment. But for many retirees, it can also bring anxiety and uncertainty—especially about finances. Concerns about outliving savings, market volatility, rising costs, and unpredictable healthcare expenses...
How to Handle Inflation on a Fixed Income in Retirement
Inflation is one of the biggest threats to a comfortable and sustainable retirement. As prices for everyday goods and services increase over time, the purchasing power of your money decreases. For retirees living on a fixed income, this can be especially challenging....
Finding Safety in Retirement with Annuities
Planning for retirement is one of the most significant financial journeys a person takes. While retirement is often envisioned as a time of relaxation and enjoyment, many people face the looming question: "Will my money last?" With market volatility, rising healthcare...
Using Annuities to Overcome the Fear of Spending Too Much in Retirement
One of the biggest concerns for retirees is striking the right balance between enjoying their savings and making sure they don’t run out of money. The fear of spending too much too soon can lead to financial anxiety, limiting a retiree’s ability to fully enjoy their...
Why Investors Choose Annuities for Secure Retirement Income
Planning for retirement is one of the most critical financial decisions a person will make. With concerns about market volatility, longevity, and sustainable income, many investors turn to annuities as a solution for secure retirement income. But what makes annuities...
Using Annuities to Create Tax-Efficient Income in Retirement
One of the biggest challenges in retirement planning is managing taxes effectively. Many retirees focus on accumulating wealth but overlook the impact of taxes on their income. Without a well-structured strategy, taxes can eat into your retirement savings and reduce...
How to Overcome the Fear of Running Out of Money in Retirement with an Annuity
One of the most common fears among retirees is running out of money. After working for decades, the last thing anyone wants is financial insecurity during their golden years. The fear of outliving your savings can be paralyzing, leading to stress and uncertainty....
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!