Shows
Coffee with Your Retirement CoachMixing Family and Business SuccessfullyIn this episode of Coffee With Your Retirement Coach, the the coaches discuss the sweet and sometimes salty world of family businesses. Just like peanut butter and chocolate, mixing family and work can be delightful or a sticky mess. From establishing clear boundaries to personal journeys of stepping into the family business, expect a blend of humor and wisdom. Discover how respect, communication, and a bit of coaching can transform family-run enterprises into well-oiled machines. Through real-life stories and practical advice, learn how to avoid turning family dinners into boardroom brawls. So grab your coffee, and maybe a cookie...2025-05-2341 minCoffee with Your Retirement CoachWhy Being a Chicken Could Derail Your Retirement PlansIn this episode of Coffee With Your Retirement Coach, Aaron, Nic, and Randy explain how to avoid operating out of fear and sticking with your plan amidst market volatility. They discuss overcoming financial fears, the value of knowledge and confidence, and the need for a comprehensive approach that includes tax planning and estate considerations. Listen to learn how to stick to the plan instead of being a big chicken! 00:00 Introduction: Facing Financial Fears 00:28 Meet the Hosts: Nic, Randy, and Aaron 00:59 The Importance of a Solid Financial Plan 01:58 Navigating Market Volatility 03:01 Retirement Planning Essentials2025-05-0945 minCoffee with Your Retirement CoachFrom Rapids to Returns: Investment Tactics for Turbulent TimesIn this episode of Coffee With Your Retirement Coach, Aaron and the team cast off into a discussion on retirement planning in the current market conditions by comparing it to navigating choppy waters. From pontoon boats to Navy seal power rafts, they illustrate how different investment strategies cope with turbulent markets. The focus is on understanding passive asset allocation, active management, and tactical management. Whether you're accumulating wealth or retired and drawing income, the coaches emphasize the importance of having a balanced, well-managed portfolio. Tune in for insights on managing your investments through volatile economic times, ensuring you stay...2025-04-2834 minCoffee with Your Retirement CoachA Night with the Best: Stories, Lessons, and a Big AnnouncementIn this special episode of Coffee with Your Retirement Coach, Aaron, Nic and Randy host from Jim R. Miller Park at the Best of Cobb event, celebrating the recognition of Yeomans Consulting Group as the Best Investment Firm in Cobb County. The episode features interviews with local business leaders and innovators, including representatives from Must Ministries, Glover Park Brewery, and Affinity Home Lending. We also welcome a very special guest- Ms. Cobb County! Topics covered include the importance of literacy, workforce development using AI, community service initiatives, and the impact of strong leadership and team building. The hosts reflect...2025-04-141h 09Coffee with Your Retirement CoachNavigating Widowhood with Lee Ann CartwrightIn this heartfelt episode of Coffee with Your Retirement Coach, we discuss the realities of widowhood. Joined by special guest Lee Ann Cartwright, we explore the journey of grief, the healing process, and the critical role of support systems. With valuable insights on handling social changes, thoughtful conversations about loss, and practical advice, this episode aims to provide comfort and guidance to those navigating life after loss. Whether you're going through the process or supporting someone who is, there's something meaningful to take away. Tune in to learn empathetic and practical ways to move forward instead of moving on.2025-03-3134 minCoffee with Your Retirement CoachIs There a Pot of Gold at the End of the Tariff Rainbow?In this special St. Patrick's Day episode, your coaches Randy and Nic engage in a spirited debate over the efficacy of tariffs. They explore the pros and cons, discussing whether the recent benefits can be attributed to strategic policies or mere luck. They have humor. They have insights. They have beer! The debate covers issues such as consumer prices, domestic manufacturing, trade deficits, and national security. As always, the coaches emphasize the importance of fact-based investing and preparing for economic changes. Special thanks to Glover Park Brewery for fueling the debate with great beer! 00:00 Introduction and St. P...2025-03-1828 minCoffee with Your Retirement CoachMake Retirement Healthy Again - Episode 29In this episode of Coffee with Your Retirement Coach, the focus shifts from conventional financial and tax planning to the vital aspect of a health plan. Our guest Kim Roberto, an expert in holistic health, shares her journey and the impact of natural health practices on her life. Randy and Kim discuss the five essentials of health: chiropractic care, nutrition, mindset, exercise, and avoiding toxins. Understand what constitutes real health, learn about the dangers of the modern food supply, and come away with things you can do right now to live a longer, healthier, and more fulfilling life. 2025-03-0337 minCoffee with Your Retirement CoachIs Your Residence An Investment or Expense? - Episode 28 In this episode of Coffee With Your Retirement Coach, Aaron and Randy Yeomans dive into the critical debate of whether a home is an investment or an expense. Joined by Greater Atlanta realtor, Kad Mendoza, the discussion offers deep insights into the current housing market, the importance of prepping your home for sale, and the key mistakes to avoid both when selling and buying property. From understanding the 'real estate parade' to critical lending advice, this episode is packed with practical tips and long-term strategies for making smart real estate decisions. Whether you're considering a major move or looking to...2025-02-1741 minCoffee with Your Retirement CoachThe Retirement Playbook - Episode 27 In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you need to win in every area of the retirement game. Whether you're in the first quarter of your career or approaching the final whistle, discover how to optimize and protect your retirement savings. Tune in, grab your coffee...2025-02-0336 minCoffee with Your Retirement CoachWhat You Need to Know About The Social Security Fairness Act - Episode 26In this episode of Coffee with Your Retirement Coach, President Biden's signing of the Social Security Fairness Act is analyzed for its potential benefits to retirees, especially public servants. Hosts Aaron, Randy, and Nic break down the repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), discussing who stands to benefit and how these changes might be implemented. The conversation also touches on various Social Security strategies, the importance of personalized financial planning, and how to navigate the complexities of the retirement system. Key points include timing of benefits, survivor benefits, and health considerations. 00:31...2025-01-2031 minCoffee with Your Retirement CoachLessons & Stories for Business Owners, Entrepreneurs, & Financial Advisors - Episode 25Join today’s Coaches, Randy Yeomans and Nic Yeomans as they discuss Randy’s 41 year journey from Fireman to Financial Professional. From the early start to life-changing events, tune in and learn what led Yeomans, Your Retirement Coach to become a Leading Financial Services Firm. Listen in as Randy and Nic discuss practical wisdom for today’s growing business leaders and hear where they believe things are evolving for the next generation. As always, thank you for “Staying Coachable.” Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to m...2025-01-1951 minCoffee with Your Retirement CoachKeep Uncle Sam Off Your Christmas List - Episode 24Join Aaron and Nic in this episode of Coffee with Your Retirement Coach as they discuss the challenges of holiday gifting while managing taxes. They detail how to make sure Uncle Sam isn't on your Christmas list by balancing generosity with smart financial planning, sharing valuable lessons on utilizing Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and gifting appreciated assets. The episode is packed with actionable tips for retirees and anyone looking to make impactful, tax-efficient gifts. Tune in for stories, strategies, and advice on how to give thoughtfully during the holiday season. 00:00 Introduction and Common Holiday Gifting...2024-12-2338 minCoffee with Your Retirement CoachLAST MINUTE TAX-SAVINGS AND RETIREMENT PLAN STRATEGIES FOR 2024 - Episode 23TODAY our Coaches walk us through important year-end considerations that could help listeners pay less tax and maximize the benefits of their retirement accounts. From 401k’s to ROTH, from highly appreciated assets to charitable giving, you won’t want to miss today’s Game Plan. Key topics include maximizing contributions to retirement accounts like 401(k), 403(b), 457 plans, and IRAs, understanding contribution limits and catch-up options for those over 50, and the importance of knowing your investment cost basis to avoid unnecessary taxes. The episode also covers the benefits and deadlines for Roth conversions and gain-loss harvesting strategies to minimi...2024-12-0924 minCoffee with Your Retirement CoachThe Thanksgiving Spirit - Episode 22Gratitude and Thanksgiving This is an episode on how these two are keys to enjoying our best life, including our best economic life! Thanksgiving is finding peace in the chaos. Our Coaches challenge our mindset, how we might thrive and be the blessing! Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified...2024-11-2538 minCoffee with Your Retirement CoachHave You Ever Packed a U Haul - Episode 21The U-Haul In this episode we unpack stories and insights on what we really value, and freedom from the weight of “things.” We ask our listeners to consider: Are you living your life with intention, or are your things owning you and keeping you trapped? Tune in to reflect, rethink, and rediscover what’s essential. As our Coach today puts it: “You are not a tree, you can move" We hope you enjoy this episode. Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicita...2024-11-1134 minCoffee with Your Retirement CoachFacts over Fear The Truth About The Election and Your Retirement - Episode 20The Election is upon us. Many people are struggling with the FUD Factor-Fear, Uncertainty, and Doubt. In this episode Your Coaches will discuss real market outcomes based on various election results throughout history to help enable our audience to have more confidence and feel empowered so they can have better conversations about their personal finances with their financial professionals. Regardless of who wins this election, you should be empowered with a plan to win in your retirement!2024-10-2831 minCoffee with Your Retirement CoachRetire NOW, Retire Often - Episode 19In this episode our Coaches explore the idea of retiring now-from those things keeping you from your purpose, calling, gifts and passion-all while leading to a life that you love! Let’s look at redefining retirement and starting today.2024-10-0934 minCoffee with Your Retirement CoachFrightening Truths about Taxes and Retirement - Episode 18We believe the middle class in America isn’t scared nearly enough in regards to taxation and potential future tax hikes! Let’s talk about the things you should consider NOW to calm those tax fears!!2024-09-2125 minCoffee with Your Retirement CoachThe 1 Thing - Episode 17 What is that 1 THING that would make the biggest impact on your life? That THING that would make the biggest difference for yourself, your family, and the organizations you care about?2024-09-0837 minCoffee with Your Retirement CoachTake The Trip! - Episode 16Is your retirement plan filled with “Somedays” & “One Days”? In this episode we discuss the non-linear nature of retirement income, living legacy and the BIG REGRET! Knowledge of your personal finances and knowing what they’re capable of can set you free to “Take The Trip.” 2024-08-2329 minCoffee with Your Retirement CoachOlympic Size Lessons For A Gold Medal Retirement - Episode 15As the world has it's eyes on Paris and this year's Olympic Games, we take a deeper look at what it takes to be a competitor at that level. We'll discuss the characteristics and behaviors, of these elite athletes and what we can learn from them to have a “gold medal retirement.”2024-08-0946 minCoffee with Your Retirement Coach"For Your Benefit & Theirs" - Episode 14Have you ever found yourself staring at the beneficiary designation portion of your paperwork feeling very unsure? If done incorrectly, Uncle Sam just might end up being your biggest beneficiary, and children can be accidentally disinherited. This episode breaks down some of our listeners' most common concerns and questions about beneficiary forms and where things go wrong.2024-07-2628 minCoffee with Your Retirement CoachROTH, The More You Know - Episode 13In this episode with our coaches we discuss the importance of understanding that opportunities to have tax free assets come with opportunities to BLOW IT UP. Knowing the rules, and having a plan is imperative.2024-07-1329 minCoffee with Your Retirement CoachHealthy Nest Egg? What about a Nest Egg FOR HEALTH - Episode 12Often times the ROTH is the most identified tax-free Asset in retirement, but what about the HSA (Health Savings Account)-The Triple Tax-Free Play! Like with all plays, we need to know the rules. Join today’s Coaches as they bring these Tax-Advantaged Powerhouses to the forefront.2024-06-3024 minCoffee with Your Retirement CoachInherited IRAs: Optimizing Your Inheritance - Episode 11How much you get is not as important as how much you get to keep when it comes to inheritance. This episode your coaches share the plays that can help you get more bang for your Inherited IRA buck.2024-06-1424 minCoffee with Your Retirement CoachGood Plan Gone Bad: More Estate Planning Stories To Learn From - Episode 10This episode discusses the roads paved with good intentions. The importance of implementation, maintenance and reviewing of your estate planning documents can't be overstated.2024-05-3136 minCoffee with Your Retirement CoachInherited IRAs: New Rules On Old Money - Episode 9Your legacy plan might need to be reviewed! What are the new rules in regards to inherited IRAs, and what could it mean to the people you care about? Unless “Uncle Sam” really is your favorite uncle!2024-05-1929 minCoffee with Your Retirement CoachMeasuring Backwards: A book review on "The Gap & The Gain" - Episode 8Stuck in a rut? Recalibrating your goals? The lessons learned and discussed in this episode could greatly influence your thinking in regards to your personal, professional and retirement life. Join us as our coaches dive into Dan Sullivan and Dr. Benjamin Hardy’s powerful book, “The Gap and The Gain”.2024-05-0733 minCoffee with Your Retirement CoachThe Mortgage You Didn't Know You Have - Episode 7You might not be as debt-free as you think you are. Most middle Americans are facing a growing debt unlike anything they’ve ever seen. It’s one they didn’t expect to have, and yet it seems to be increasing all the time. As a matter of fact as your money grows so does this debt. What are we talking about? Retirement accounts and taxation!2024-04-2126 minCoffee with Your Retirement CoachINSURANCE, Luck Is Not A Plan - Episode 6We get it, Insurance can be a complicated and nuanced subject. Solutions can be as unique as the individual investigating their needs. Whether your purpose is coverage or investment… Luck Is Not A Plan when it comes to insurance.2024-04-0731 minCoffee with Your Retirement CoachTAXES, Luck Is Not A Plan - Episode 5Tax laws are complicated and ever changing. We hate to tell you, but if your approach is to blindly hope for the best, bury your head in the sand or ignore them… Luck is NOT a plan!2024-03-2528 minCoffee with Your Retirement CoachSUPER BOWL SUNDAY, Good Plan Gone Great - Episode 2Join in the conversation with your coaches, Randy & Nic, as they discuss "The Big Game". For many Super Bowl weekend means gatherings with great food and friends. Our coaches muse on what it takes to get to that moment, and what we can learn from that. 2024-02-1138 min
Coffee with Your Retirement CoachTAX PLANNING, Good Plan Gone Bad - Episode 1Join in the conversation with your coaches, Randy & Nic, as they discuss Tax Bombs that can occur with your retirement accounts. You'll hear about a made man, the tax man & a good plan gone bad.2024-01-3123 minCoffee with Your Retirement CoachESTATE PLANNING, Good Plan Gone Bad - Episode 3Join in the conversation with your coaches, Randy & Nic, as they discuss the importance of the right legal documents and apropriate planning. You'll hear about a sleepless night and what seemed right that led to accidental disinheritance. 2024-01-3037 minCoffee with Your Retirement CoachThe Farm - Episode 4Join us for a conversation on the family wealth shift from “the farm” to the new financial world of today. If you were raised on a farm, you probably grew up learning a strong work ethic, understanding the seasons, and the idea of sewing seed and reaping a harvest. For today’s generations, raised in the suburbs where paying off the mortgage and increasing the 401(k) was the goal, did they learn the same lessons as those raised on the farm?2023-11-1738 min
What Matters: ConversationsIntroduction to Psychosynthesis and "What Matters Conversations"What is Psychosynthesis? In our first episode, meet your hosts Craig Behenna and Christina Gustafson as they explore this question, describe their vision for this podcast, and share their own psychosynthesis journeys. Learn more about this dynamic and creative approach to transpersonal psychology, developed by Dr. Roberto Assagioli in the early/mid 20th century, which he called, "a spiritual psychology founded in the synthesis of western positive science and eastern esoteric wisdom." Join Craig and Christina as they bring more light to this unique approach to human potential through conversations with dedicated and diverse practitioners who are bring...2021-08-1826 min