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
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...
Habits That Keep You Broke
In this episode, we break down the biggest financial traps that can quietly destroy your path to wealth and financial freedom. From procrastinating on saving, lifestyle creep, and keeping up with the Joneses, to overspending on cars, credit car...
Scams You Must Avoid to Protect Your Money
In this episode, we break down some of the most common scams targeting individuals today—especially older adults—and why they’re becoming more dangerous than ever. From government imposter scams and phishing emails to romance scams, fake charit...
Retirement Isn’t About Saving - It’s About Living
In this episode, we dive into a powerful shift in financial thinking: it’s not just about saving money—it’s about knowing how to use it. After decades of being told to “save, save, save,” many people reach retirement feeling anxious about spend...
