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.
Podcasting since 2020 • 109 episodes
Retirement Planning Happy Hour
Latest Episodes
Why We Hate the Term Financial Advisor
In this episode, we dive into the misconceptions surrounding the term “financial advisor.” Today, many insurance companies encourage agents to get licensed so they can present themselves as advisors. While that may sound legitimate, much of the...
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1:06:57
How Does the Big Beautiful Bill Affect Your Retirement?
In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, ...
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59:52
Money Mistakes: The Hidden Traps in Financial Planning
In this episode, we uncover some of the most common—and costly—mistakes people make in financial planning. From choosing the wrong advisor, letting pride or ignorance guide decisions, to confusing accountants with financial planners, these erro...
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57:07
Where Do We Actually Learn About Money?
In this episode, we unpack the question: Where do we actually learn about money? The truth is, most of us never had formal lessons in school about saving, debt, or investing. Instead, we learned from our parents, from what we saw at home, or—so...
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57:29
Why Annuities are the Used Car of the Financial Industry
In this episode, we break down everything you need to know about annuities—what they are, what they’re not, and why so many people misunderstand them. From fixed and indexed annuities to single and joint life options, we reveal the ...
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52:10
