Thrive Retirement Planning Podcast

Thrive Retirement Planning Podcast


Latest Episodes

8 Essential Steps to Preparing for the Retirement Jump
November 17, 2023

Carl Woolston discusses eight critical steps to help you prepare for the retirement jump. He emphasizes financial security, peace of mind, and ensuring you retire to something, not just from something

Give Every Asset A Job
November 03, 2023

Highlights the importance of giving every asset a specific job in retirement planning, moving beyond the single-minded goal of asset growth. Discusses the seven crucial jobs for retirement assets, emp

3 Common Pre-Retirement Mistakes
October 11, 2023

Explore three common pre-retirement mistakes that can significantly impact your financial future. The transition to retirement can be filled with uncertainty, worry, and complexity. Making mistakes in

Medicare Q&A – with Andrea Dover, CPA
October 13, 2022

What are your Medicare options? When should you sign up? Do you need to sign up? What's the difference between Medicare Part A, B, C, and D? How much does Medicare cost, and how does it work? My guest

What is a Reverse Mortgage? -with Alan Blood
June 29, 2022

Reverse mortgages can be a financial tool to use during retirement in some situations. Technically, reverse mortgages are called Home Equity Conversion Mortgages or HECM by HUD, and have changed over

Retirement Planning for Volatile Markets
April 21, 2022

The stock market in 2022 has been volatile due to rampant inflation, Russias invasion of Ukraine, and the Federal Reserves first interest rate increase since 2018. Knowing how to structure a retirem

25 Ways to Make Retirement More Fulfilling
April 21, 2022

Retirement can be an opportunity for a new phase of life. In retirement, youll most likely have more freedom than youve ever experienced. You get to live life on your terms with no boss and no limit

25 Ways to Make Retirement More Fulfilling
September 06, 2021

Retirement can be an opportunity for a new phase of life. In retirement, you’ll most likely have more freedom than you’ve ever experienced. You get to live life on your terms with no boss and no limit

Social Security Q&A
March 26, 2021

For most Americans, Social Security will be a foundational piece of their retirement income. How does it work and when should you take it? When is the earliest you can start Social Security and why would you want to delay? In this episode,

Is It Time to Retire?
March 12, 2021

Eventually, almost every person asks the question, Is it time to retire? The real question is, Are you prepared? Its quite common for people to save for retirement but as it gets closer they begi