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 • 102 episodes
Retirement Planning Happy Hour
Latest Episodes
All the Ways to Diversify in a Portfolio
In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s b...
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56:26
How Do You Use Cash and Emergency Funds in Retirement?
In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may...
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40:02
