The Retirement Trainer

March 12, 2020

020: Talking About the SECURE Act with Logan Phillips

Today we're digging in a bit deeper and talking more about The SECURE Act with estate planning attorney, Logan Phillips.  The thing that the...

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00:24:10

March 03, 2020

019: What You Need to Know about the SECURE Act

The SECURE Act, also known as the Setting Every Community Up for Retirement Enhancement Act of 2019, came into effect on January 1st, 2020....

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00:19:03

February 10, 2020

[REPLAY] 7 Common Retirement Mistakes That You Can Avoid

How you can the take financial regrets of others, and turn them into a preventative education for you.

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00:22:42

January 20, 2020

[REPLAY] Can You Avoid Taxes In Retirement - If So, How?

What's the deal with the year 2025? And other tips to protect yourself from rising taxes.

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00:25:13

January 13, 2020

[REPLAY] When Did Retirement Become So Hard?

It seemed easier for our parents and grandparents. Now, the effort required to prepare for a happy retirement has practically become a second job....

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00:16:24

December 02, 2019

A Non-Profit Insider Explains How Your Donated Dollar Is Put To Work

Ed talks with Pat Puhl, President of “Families For A Cure,” about growing from a single golf tournament to licensed nonprofit that’s raised over...

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00:25:31