Insights

Finding Purpose in Retirement with Joe Duran

Episode 27 - Joe Duran | Managing Director of Goldman Sachs, Head of Goldman Sachs Personal Wealth Management

Today, Joe joins the podcast to share stories from his own life, as well as his experience in financial services, about why it’s so important to live life in alignment with your priorities. If you’re trying to shape a financial plan - and a retirement - that gives you purpose and satisfaction, as opposed to merely helping you survive, this episode is a must-listen.

Hard Work, Habits, and Baseball with Joel Goldberg

Episode 25 - Joel Goldberg | Kansas City Royals Broadcaster, Keynote Speaker, Host of Rounding the Bases with Joel Goldberg

Joel is the host of Rounding the Bases, a podcast where he interviews entrepreneurs and leaders in sports and business. He’s also the announcer for the Kansas City Royals and an experienced TV sportscaster. In our conversation, Joel doesn’t just share stories from his astounding career, but digs deep into the lessons he’s learned from the extraordinary people he’s met along the way.

How to Be the CEO of Your Retirement

Episode 21 - Tony Lewis | Former CEO of ConAgra & Chair at Vistage International

Today, Tony joins the podcast to discuss the business leadership lessons that cross over into retirement and family planning, how to avoid missing out on major opportunities (financial and otherwise), and the power of communicating your intentions.

Why Self-Awareness is Crucial to Retirement Planning

Episode 20 - Joe Lieberman | Author & Entrepreneur

Today, Joe joins the podcast to share the hard lessons he learned about life, business and self-awareness. How the mindset of blaming others and not recognizing your own impact affects you in retirement, and why no one should attempt to prepare for retirement alone – especially if they think they’re the smartest person in the room

What Retirees Need to Know About Cybersecurity

Episode 16 - Wayne Robinson | Financial Planner Barber Financial Group

Today, Wayne joins the podcast to talk about the many different ways retirees can fall victim to cyberattacks, why the criminals responsible for them are all but impossible to catch, and the simple steps you can take right now to reduce your risk factors by as much as 85%.

Travel in Retirement to Create Memories

Episode 14 - Mark Comfort | Owner of Cruise Holidays KC

Retirement is all about checking things off the bucket list. It’s a time to turn hard work into incredible experiences, truly connect with loved ones, and create memories that will last a lifetime - and for many retirees, that means plans to travel in retirement.

Top 10 Financial Scams Targeting Seniors

Episode 5 - Brie Williams | VP State Street Global Advisors
You don’t have to read stories about people like Alan Stanford and Bernie Madoff or The Wolf of Wall Street to learn about scams and abuses in the financial services industry. In fact, fraud and abuse often hits much closer to home, and the growing senior population all over the world gets more likely to be taken advantage of with every passing year.

Creating Better Financial Outcomes

Episode 3 - Brie Williams | VP State Street Global Advisors
Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services as they do everything else in our lives. Brie Williams, the Vice President of State Street Global Advisors, has dedicated her career to helping financial advisory firms facilitate efficiency and growth