Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Episodes
74 episodes
Fuzzy Math Is Sabotaging Your Retirement Plan
Running your retirement numbers is smart, but what if the math you’re using is built on shaky assumptions? In this episode, Liz exposes five common examples of “fuzzy math” that can quietly derail your financial future. From assuming past marke...
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19:00
What The “Big Beautiful Bill” Means for Your Retirement Plan
The “One Big Beautiful Bill” just passed, and it’s packed with opportunities for retirees and pre-retirees who want to make the most of their tax strategy. In this episode, Liz walks through how the new legislation affects income planning, dedu...
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19:02
You May Be Retired Longer Than You Think
What if your retirement starts sooner than you anticipated? Many Americans think they'll retire at 65 or later, but studies show the average retirement age is actually 62. From layoffs to health issues to caregiving responsibilities, unexpected...
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20:30
Bounce Back Smarter: Learning From Financial Missteps
Almost everyone has made financial mistakes, whether it was listening to bad advice, panicking in a downturn, or investing in products that weren’t fully understood. These setbacks can feel overwhelming, but more than likely, you made the best ...
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15:25
The 4% Rule Got An Upgrade- Now What?
For decades, the 4% rule has been a popular rule of thumb for retirement income planning- withdraw 4% annually from your portfolio, and your money should last 30 years. But now, the original creator of the rule is updating it. What’s changed? A...
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17:35
Where To Save Your Next Dollar
How do you decide where to save your next dollar? Are you overlooking the most tax-efficient account available to you? With so many options, it’s easy to feel stuck or unsure about what makes the most sense. Not every savings option offers the ...
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19:39
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from...
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17:18
Can You Retire In A Down Market?
Can you really retire when the market is down? Do you have enough stability in your portfolio to weather the storm? In this episode, Liz answers that exact question by walking through the practical steps and mindset shifts that make a confident...
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16:04
What Will Tariffs Mean for Your Retirement Portfolio?
Since the day he took office, President Trump planned to implement tariffs, and he carried that out last week. The immediate market reaction was very negative. How might this impact your personal finances and the economy over the long term?...
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19:14
Is Annuity Taxation Beneficial? What To Know!
We’re in the middle of tax season, and you may have heard that annuities can provide tax benefits. Who is that true for, and are there any side effects? Today, we’re going to clear up some of the confusion around the advantages and disadvantage...
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14:52
Key 2025 Tax Breaks & Adjustment Opportunities
Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025- before the year gets away from you. With higher standard deductions, increase...
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17:26
Warning Signs: How To Spot Problems In Your Financial Life
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed...
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18:37
If You’re a Smart Investor, Do You Really Need a Financial Advisor?
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo...
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18:21
4 Risks Unique To Retirees
You face risks every day and in every stage of life. But retirees face some unique challenges that are important to talk about and plan for. In today’s episode, Liz and Marc explore the 4 risks unique to retirees, their potential impact on your...
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20:12
What Financial Advisors Wish Every Investor Knew
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and inve...
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21:49
The Art of Rebalancing
We all know that rebalancing our portfolio is important, but when should we do it? Is it a December tradition- a January jumpstart? Or should it be triggered by your life changes or a change in the economy? In this episode, Liz div...
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14:56
Money Conversations To Have At The Holidays
Studies show that 70% of families lose their wealth in two generations, and 90% lose it in three. The reasons behind this are varied, but one thing that can help keep a family’s legacy intact is open communication and solid planning. And what b...
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16:33
7 Important Retirement Questions Many Forget To Ask
Retirement planning raises a lot of important questions. Have you saved enough? When should you begin collecting Social Security? Is long-term care insurance a wise choice? While these are all essential considerations, it’s not uncommon for oth...
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18:29
Your Financial Wellness Check-Up
Did you know this week is National Retirement Security Week? This is a great time to have a conversation about financial wellness. Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an...
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20:01
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retiremen...
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18:56
Is Maxing Out Your 401k The Wrong Choice?
There’s an old saying that goes, “Nothing in life is certain except death and taxes.” Yet the only thing certain about taxes is that we’re going to have them and not how much they’re going to be. In today’s episode, we’ll explore a
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18:51
Retirees In Their 70s Regret These 5 Things
A retired YouTuber recently created a video that went viral, sharing the top 5 regrets from retirees in their 70s. The video has garnered nearly half a million views, and for good reason...
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20:09
Financial Planning with Yogi Berra
In today's episode, we're going to dive into some famous words by the one and only Yogi Berra, inspired by Liz’s recent trip to Fenway Park. You might know him for his legendary baseball career, but Yogi was also a gold mine of wisdom. When we ...
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17:40
Final RMD Regulations: What You Need to Know
The first week of August might be National Simplify Your Life Week, but one thing that remains complex is managing your IRA and other tax-deferred accounts. These accounts are subject to the Required Minimum Distribution (RMD) Rules, which can ...
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19:51
