Coffee with Your Retirement Coach

著者: Randall Yeomans Nicholas Yeomans & Aaron Calhoun
  • 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
エピソード
  • Navigating Widowhood with Lee Ann Cartwright
    2025/03/31

    In this heartfelt episode of Coffee with Your Retirement Coach, we discuss the realities of widowhood. Joined by special guest Lee Ann Cartwright, we explore the journey of grief, the healing process, and the critical role of support systems. With valuable insights on handling social changes, thoughtful conversations about loss, and practical advice, this episode aims to provide comfort and guidance to those navigating life after loss. Whether you're going through the process or supporting someone who is, there's something meaningful to take away. Tune in to learn empathetic and practical ways to move forward instead of moving on.

    00:00 - Introduction

    02:15 - Lee Ann's Personal journey of loss Initial struggles and adjustments

    10:45 - Coping with grief and support systems

    18:30 - Financial and legal considerations

    25:50 - The role of family and friends, support groups, and resources

    32:10 - Rebuilding life after loss

    40:00 - Addressing common concerns and some final words of encouragement

    Thank you for listening. If this episode resonated with you, please share it with someone who might find it helpful. Reach out with your thoughts or experiences—we’d love to hear from you.

    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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    34 分
  • Is There a Pot of Gold at the End of the Tariff Rainbow?
    2025/03/18

    In this special St. Patrick's Day episode, your coaches Randy and Nic engage in a spirited debate over the efficacy of tariffs. They explore the pros and cons, discussing whether the recent benefits can be attributed to strategic policies or mere luck. They have humor. They have insights. They have beer! The debate covers issues such as consumer prices, domestic manufacturing, trade deficits, and national security. As always, the coaches emphasize the importance of fact-based investing and preparing for economic changes. Special thanks to Glover Park Brewery for fueling the debate with great beer!

    00:00 Introduction and St. Patty's Day Special
    00:33 Debate Setup: Pro vs. Con on Tariffs
    02:30 Team Pro: Benefits of Tariffs
    03:35 Team Con: Drawbacks of Tariffs
    11:18 Strategic Use of Tariffs in Trade Negotiations
    14:50 Navigating Market Volatility and Financial Planning
    26:07 Conclusion and Final Thoughts 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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    28 分
  • 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

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