
Retirement Well Crafted
Retirement Well Crafted is a podcast that focuses on the challenges, strategies, and realities facing those in, or nearing, retirement. Our goal is to provide actionable information and ideas that will empower our audience to live their post-work years on their own terms.
My father was fond of saying “whatever you do, do it on purpose”. This philosophy certainly applies as we craft our retirement plans. We all have our own vision of what a successful retirement looks like - let’s make sure we get there on purpose. It’s my sincerest hope “Retirement Well Crafted” will help lay a foundation for achieving your vision.
Episodes
8 episodes
Let's Talk About a Stressless Retirement
In this episode, I introduce my Stress Relief strategy which helps reduce stress on your retirement portfolio, empowers you to maximize your retirement lifestyle and, quite often, increase your legacy. Once again ... it's all about effici...
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Season 1
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Episode 8
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21:39

Episode 7: "Safe" money and which retirement income strategy is best for wealthy investors.
In today's episode we discuss how, or if, "wealth" impacts which retirement income strategy to choose. We discuss how wealth can be relative, revisit the main strategies available, and give you some things to consider when choosing the pl...
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Season 1
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Episode 7
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23:46

Social security shortfalls, throttling back as you approach your Retirement Max Q, and the retirement 'two-step' that can boost overall wealth while guaranteeing your retirement lifestyle.
Social security is set to start running a 23% shortfall in 2033. In episode 6 we discuss the likelihood of this happening and how it impacts your retirement income planning. We also continue our discussion on Retirement Max Q and the Frag...
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Episode 6
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23:57

WEP, GPO, The Fragile Decade and Retirement Max 'Q'
In this episode we discuss how the Windfall Elimination Provision and the Government Pension Offset impact a listener's social security. We also discuss how retirement's Fragile Decade is very similar to NASA's Max Q when it comes to dete...
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Episode 5
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27:29

Taking Social Security Early and Selecting a Retirement Income Strategy to Match Your Personality
In this episode, we answer a listener's question on taking social security early and provide a few thoughts to consider for anyone looking to make this decision. We also spend some time discussing how you can align a retiremen...
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Episode 4
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34:49

Bert, Bonds and Seeking Portfolio Efficiency
In this episode, we introduce a new team member and dive into a hot take regarding the role of bonds in retirement income planning. Additionally, we discuss the power of aligning the needs of the portfolio with the most efficient tool to ...
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Episode 3
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21:43
