In this episode, Roger walks us through one of the most important questions to ask yourself as you approach retirement: What is your income plan? We also discuss ways to ensure your income can last your entire lifetime and what steps you can take to plan for it to keep up with rising inflation.

50: Retire Happy with Roger Gainer - What Is Your Income Plan?

In this episode, Roger shares why he believes times of uncertainty do not equate to times of inaction especially when it comes to your finances. He also explains how Warren Buffett’s two rules of investing are applicable today and what kind of methods you can use to avoid financial loss.

52: The Importance of Not Losing Money

In this episode, Roger takes a look back at some of his predictions, including what worked out and what still hasn't. We'll also review the Rule of 72, and how some of his most straight forward financial insights still stand strong today.

53: A Review of Roger's Predictions for the Year

In this episode, Roger shares his take on the chaos and confusion behind cryptocurrency, and whether it's a wise investment for those looking to retire with security in mind. He also walks us through some historical trends similar to crypto and how those strategies ended for those swept up in the craze.

54: Is Cryptocurrency All It's Cracked Up to Be?

In this episode, Roger shares his thoughts on how to best prepare for the unknown, and what that does to someone’s ability to retire happy. He also shares some insights into recent news with talks about a recession and prolonged inflation and what you can do to weather the storm.

56: Preparing for the Unknown

In this episode, Roger discusses how retirement plans may be affected if we enter a recession, and what you can do now to best prepare for a potential financial storm on the horizon. He also reminds his listeners to be on the look out for new opportunities to convert risks into rewards in order to better guarantee a happy retirement.

55: Will Your Retirement Plan Work During a Recession?

Roger describes 2022 as the end of a watershed era. In previous episodes, he's shared his thoughts about where things might be headed, and on this episode, Roger confirms many of those predictions. So what does this all mean for you and your strategies to retire happy?

57: A Look Back at 2022: The End of an Era

Everywhere you look these days, you'll hear terms like overvalued stocks or an impending pop of a real estate or financial bubble. In this episode, Roger gives us a glimpse into what may be ahead for all of us in 2023, and most importantly, where your attention should be focused to secure a smart and safe retirement.

58: Planning Ahead for 2023

Retirement planning isn't a one-size-fits-all approach. Designed to help bring awareness to the different strategies available, Roger describes one of his latest tools, a Retirement Income Style Awareness (RISA) profile. He also shares examples of how a tool like this can help simplify and focus your retirement planning with a crafted solution that's right for you.

59: Planning Your Income Stream For Retirement

http://gainerfinancial.com/2016/12/what-is-your-theme-for-2017/ -- As I look back at this year one can focus on so many things. The Cubs won the World Series, Social Security claiming options underwent dramatic changes, interest rates hit an all-time low before rising dramatically since the election, and many were surprised by the outcomes from November’s election (not just the presidency). The stock market dropped dramatically early in the year and then rallied to new all-time highs in December. We had the British vote to leave the European Union (Brexit) and now several other European countries are considering leaving the Union. There were Olympics in Rio that surprised many by going off without the major catastrophe that many were expecting. All in all, this was a year of extremes.

01: Retire Happy with Roger Gainer - 2016 Reflection

http://gainerfinancial.com/2016/12/6-not-so-secret-keys-happy-secure-retirement/ -- Over my 28 plus years as a financial advisor I have had the honor and privilege of helping many folks plan, implement strategies and transition to retirement. I have clients in their 80’s who are happy and excited for each day and others in their 60’s and 70’s who are sad and depressed.

What does it take to retire happy? In this two-part episode we break down the 6 keys I have found that work the best.

02: Retire Happy with Roger Gainer - 6 Not So Secret Keys to Retiring Happy, Pt. 1

Roger started in the financial services industry in 1984 as a commodity broker specializing in trading options on financial futures. It didn’t take him long to realize the brokerage world was more interested in their own bottom line rather than the financial interests of their clients. This epiphany led to the beginning of Gainer Financial’s current business model. A financial approach that is client focused and outcome-based. In other words, the clients’ interests come first.

Gainer Financial & Insurance Services, Inc.

Popular tracks