15 episodes

Retirement should be the BRIGHTEST time of your life. Let us share with you experiences and tips from your peers that are living a BRIGHTER retirement and insight from professionals that are helping them achieve that experience. This show will discuss many topics that are applicable to you as a Charitable Boomer like... Finances, Health Care, Estate Planning, Lifestyle, Medicare and much more.

Brighter Retirement Radio Podcast Devin Peterson

    • Education
    • 4.7 • 6 Ratings

Retirement should be the BRIGHTEST time of your life. Let us share with you experiences and tips from your peers that are living a BRIGHTER retirement and insight from professionals that are helping them achieve that experience. This show will discuss many topics that are applicable to you as a Charitable Boomer like... Finances, Health Care, Estate Planning, Lifestyle, Medicare and much more.

    Ep. 15 - Retirement Taxation

    Ep. 15 - Retirement Taxation

    Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. Making your retirement years Bigger, Better, and Brighter means adding confidence and purpose in what you do. Hear stories from other charitable boomers just like you about how they are finding purpose by reaching out to others and donating their time and money during their retirement  Also, hear from industry-leading professionals that help others find confidence in all areas of their retirement. Tune in each week on Thursday Mornings to hear another great episode of the Brighter Retirement Radio™ Podcast.
    In today's episode, we're going to dive into the topic of retirement taxation. My purpose is to really help you understand the why around retirement taxation and how important this topic is because it is far too often overlooked, undervalued, or really unknown.
    Make sure you listen to the end to hear why I feel hiring a retirement income certified professional is so important and why I feel so confident that mastering your taxes in retirement is extremely valuable and important.
    Learn more about us:
    Facebook
    Website
     

    • 31 min
    Ep. 14 - Smooth Transition of Wealth

    Ep. 14 - Smooth Transition of Wealth

    In today's episode, we discuss how to smooth the transfer of wealth with Stephanie O'Brien who is a good friend and estate planning, attorney and litigation expert. 
    Stephanie and I meet with clients and students in our educational seminars that share heartache, frustration and bumps in the roads that have come from improper state plan, design and execution. And so today's episode is all about effectively putting together a roadmap towards success with your estate plan transfer and executing on that exact same plan.
    Make sure you listen to the end to hear what Stephanie suggests you can do right now inside of your own conversations with you, your spouse and your children and how to communicate those desires with your state planning attorney to make sure you're properly clearing the path to a smooth transfer of wealth.
    Learn more about us:
    Facebook
    Website

    • 39 min
    Episode 13: Income Producing Assets

    Episode 13: Income Producing Assets

    Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Marc Rogers, who specializes in research and strategies around income producing assets. Marc and his firm are research thought leaders in the retirement income industry. Marc has had experience for the last decade in assisting some of the largest, most successful financial advisors in the nation, he also educates advisors and consumers about how to reduce risk while still participating in stock market opportunities.

    • 39 min
    Episode 12: Stay Sharp, Stay Active in Retirement

    Episode 12: Stay Sharp, Stay Active in Retirement

    Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Lorraine Ladish, who shares stories of how we can stay active both mentally and physically as we enter retirement. Lorraine is a bilingual author of 18 books, a speaker, a Yogini, a writer, and the creator of Viva 50 Media.
    In this episode Lorraine shares about physical and mental health tips that help us to stay strong and stay sharp in retirement, and her responses might just shock you.

    • 33 min
    Episode 11 - Financially Supporting Your Retirement Lifestyle Vision

    Episode 11 - Financially Supporting Your Retirement Lifestyle Vision

    Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guests, Michael and Debbie Campbell, who share how they financially support their retirement vision. Michael and Debbie are Airbnb champions, travel bloggers and authors who have been traveling the world since 2013.

    In this episode we not only discuss their travel lifestyle, but more specifically how they were able to come to understand this travel lifestyle dream, put together their initial budget, and how they continue to work together to really stick to it. 

    • 47 min
    Episode 10: Reverse Mortgage: Goal Driven Solution

    Episode 10: Reverse Mortgage: Goal Driven Solution

    Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In the latest episode of the Brighter Retirement Radio podcast, you'll hear from guest, Cory Williams, who shares how switching over to a reverse mortgage could offer some financial benefits that you probably didn’t know were possible.
    As a CRMP, Certified Reverse Mortgage Professional, Cory explains more about how reverse mortgages are goal-driven solutions. They are a financial planning tool, not a product. Plus, he shares a few scenarios on how to decide if a reverse mortgage is right for you.
    Learn more about us:
    Facebook
    Website

    • 1 hr 3 min

Customer Reviews

4.7 out of 5
6 Ratings

6 Ratings

DRunner14 ,

Complicated Made Simple

Financial topics and terms are usually unfamiliar, confusing and complicated. This podcast does a good job talking about them in everyday terms will simple real life examples. Good stuff!

bspenceruprr ,

Brighter retirement

I am so excited to listen to your next podcast. If they are like the academy they will be great!

Top Podcasts In Education

The Mel Robbins Podcast
Mel Robbins
The Jordan B. Peterson Podcast
Dr. Jordan B. Peterson
The Rich Roll Podcast
Rich Roll
Mick Unplugged
Mick Hunt
TED Talks Daily
TED
The Skinny Confidential Him & Her Podcast
Lauryn Bosstick & Michael Bosstick / Dear Media