Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Retirement Planning Happy Hour
Latest Episodes
Is Social Security Really Sustainable?
In this episode, we dive deep into one of the most controversial topics in retirement planning: Social Security. Is the system really running out of money, or is the truth more complicated than most people realize? We break down how Social Secu...
What is "Enough" For Retirement?
In this episode, we tackle one of the biggest questions in personal finance: “How much is enough?” From retirement savings and net worth benchmarks to business ownership and lifestyle expectations, we break down the dangerous habit of comparing...
Things You Should Know About Insurance
In this episode, we break down the essential things you need to understand about insurance—because what you don’t know can cost you the most. From the myth of “full coverage” to how auto policy numbers actually work, we explain what your insura...
