Preview Mode Links will not work in preview mode

The Guided Retirement Show

Sep 29, 2020

Many consumers get caught off guard by massive tax bills they not only don’t understand, but thought someone else had planned for. How does it happen? It’s simple: our tax code is a maze. If you have money and want to emerge on the other side of it relatively unscathed, you need an excellent guide.

Today,...


Sep 22, 2020

Have you ever heard about new developments or an innovation in artificial intelligence, healthcare technology, robotics, or automation, and thought to yourself, “How can I invest in that?” If so, today’s podcast is for you.

For this conversation, I’m joined by Chris Buck. Chris is the Head of Capital Markets and...


Sep 15, 2020

At 47 years old, I wasn’t taking care of myself. When a coworker had to take me to the hospital because I thought I was having a heart attack, I said to myself, “I’ve got to change my life. I’ve got to change stuff.”

Eight years later, my life is totally different - and I owe a lot of that to today’s guest,...


Sep 8, 2020

Giving is one of the best things that we can do at every stage of life, but in retirement, it takes on a whole new meaning. We can give back to our communities, to our families, and to organizations we care about. However, we have to be strategic about our giving, make sure that our money is going where people say...


Sep 1, 2020

When he was 20 years old, Joe Duran came to the United States with $200 to his name. He graduated from college, took a minimum wage job at a financial services firm, grew its value from $30 million to several billion, and sold his first business at the age of 34. He then found himself feeling profoundly lost.

In the...