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Part-Time Rockstar PodcastEpisode 293: Almost Made The Mixtape (Michigan) [Pop Punk]Episode 293 features Almost Made The Mixtape, a pop-punk trio from the Detroit, Michigan area. They have a new track called Fake It (Till You Make It), which I featured on this episode. You can stream it wherever you listen to music. In the interview, I spoke with Casey O’Leary and Todd Holquist. In our conversation, we talked about all things music: writing, recording, pop-punk, weekenders, and balancing music with day jobs. Thanks for listening and for supporting local music!
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2024-11-2543 min
Retirement SecretsAll-Star Team: A Conversation with Luisa RecchiaThis week, we got to hear from another amazing member of our Finish Line Financial team, Luisa Recchia. Luisa shares her unique life experiences with us and discusses her vital role on the team. Discover how she has interacted with people to help them achieve their goals in retirement. Plus, learn about what makes Luisa tick and what she does for fun, especially while traveling to her family home in Italy. Don’t miss a chance to gain valuable insights from one of our key players!
2024-02-2311 minRetirement SecretsRetirement's Greatest Threat: Insights from Marcia BradyAre you worried about how unexpected events could affect your retirement plans? In this episode, Todd draws a parallel between a classic episode of The Brady Bunch and the biggest threat to your retirement, your family’s health and your own. Listen in for Todd’s practical tips to stress-test your retirement plan and prepare for the possibility of needing long-term care. Hear all about safeguarding against the unexpected so you can live your retirement with greater peace of mind!
2024-01-2606 minRetirement SecretsDream Big. Enjoy Life. Be Smart. Repeat.Join us on this exciting episode of Retirement Secrets as we delve into the incredible story of astronaut Sally Ride and her audacious dreams. This episode is all about creating a solid foundation for your retirement plan and charting a roadmap to achieve your loftiest goals. We'll share a few secrets that will help you dream big and plan smart for your retirement. Are you eager to make your retirement dreams a reality? Tune in to gain valuable insights to guide you towards the retirement you’ve always wanted.
2023-12-2905 minRetirement SecretsWhen Grief Meets Grudges: Avoiding Family Rifts After the Loss of Parents – with Lisa WaltersThe last thing you want is to leave your family with a retirement plan that has potential for conflict and resentment. Not planning ahead, especially when physical property is involved, presents a large risk of familial bad blood. We reconnected with Lisa Walters of Couzens, Lansky to discuss handling vulnerable times without rifts. She shares a story about a family that successfully navigates sharing their family cottage after a loss to help you!
2023-11-2408 minRetirement SecretsAll-Star Team: A Conversation with Jim ReinertGet ready to meet a key player on our Finish Line Financial team, Jim Reinert. Jim is not your average financial guy. With a background in banking, Jim has a wealth of experience that is sure to impress. In this episode, he shares some of the unique ways he helps our retired clients navigate difficult transitions, including losing their regular paychecks. But that’s just the beginning. Jim is also an active outdoor enthusiast with a passion for adventure. We're thrilled to have Jim on our team, and we know you'll love hearing from him in this episode. So, sit ba...
2023-10-2708 minRetirement SecretsWhen Do You Feel Great to be Alive? - Retirement ReimaginedLet's embark on a journey to discover the answer to the question, "When do you feel great to be alive?" In this episode, I will share my personal experiences that have ignited my passion for life. Additionally, I will offer practical advice on how you can design a retirement that brings you more joy and fulfillment. Join me today to discover how to create a retirement lifestyle that not only nourishes your soul but also inspires you to live a thriving and meaningful life. Let's begin this journey together!
2023-09-2904 minRetirement SecretsFrom Aretha Franklin's Estate to Yours: Tips for Planning Ahead - with Matthew FerriIn this episode, we honor the legacy of Aretha Franklin,the Queen of Soul, as we dive into the world of estate planning to gain insights from a returning guest and the founder of Life Focus Planning, Matthew Ferri. Matthew explores the fascinating story of Aretha Franklin and her unfortunate family situation, which serves as a powerful lesson on how to take care of loved ones in the event of someone passing. Whether you're preparing for your own retirement or seeking to support aging family members, this episode is packed with valuable information and actionable tips to help you thrive!
2023-08-2512 minRetirement SecretsAll-Star Team: A Conversation with Lorena GonzalezHave you ever wondered who's behind the scenes making your favorite podcast episodes possible? In our latest episode, we interviewed one of our star team members at Finish Line Financial, Lorena Gonzalez, to learn more about her role in producing the show. Lorena shares insights on the process behind each episode, the team it takes to make it happen, and her favorite parts about working with the podcast. She also tells a story about how her unique background and approach has comforted clients in some of their most difficult and powerful life moments. Finally, we asked Lorena some personal questions...
2023-07-2814 minRetirement SecretsSandwiched and Stressed: The Pressures of Being in the Middle - with Matthew FerriThis week, we delve into the unique challenges facing the sandwich generation, those juggling both aging parents and teenage or college-aged kids. To help traverse this difficult terrain, we sat down with Matthew Ferri, who shares valuable insights into reducing the anxiety that often comes with being sandwiched, offering practical solutions to make the juggling act a little easier. Matthew is an estate planning attorney with extensive knowledge in this area and is the perfect person to turn to for advice on how to manage the complex issues that arise during this phase of life. Don't miss out on this...
2023-07-0113 minRetirement SecretsRetire Like a Boss: The Insider's Guide to Private Equity with Raj KothariA popular question we get from clients is "How can I invest privately without exposing myself to too much risk?" Today, we welcome back Raj Kothari of Cascade Partners to discuss the good, the bad, and the ugly about investing your hard-earned dollars in private companies. He shares his expertise both as an investor and strategic leader in business to help you invest like the multimillionaires. Tune in to learn secrets from an insider on how to build a retirement nest egg like a pro.
2023-05-2612 minRetirement SecretsThe Hidden Risks of Keeping Your Estate Plan a Secret from Your Children - with Lisa WaltersCreating a thriving retirement is easier than you think and a large part of the process is your estate plan. We interviewed Lisa Walters of Couzens, Lansky for some practical advice about continually reviewing your estate plan documents and placing financial and health responsibilities in the hands of trusted family or friends. Hear her personal approach towards estate planning and why it may be best for you to involve your loved ones in the planning sooner rather than later!
2023-04-2810 minRetirement SecretsPrivate Equity Secrets: How to Build a Retirement Nest Egg Like the Pros with Raj KothariInvesting for your retirement is not a linear journey. The most experienced investors have both wins and losses in private equity as the market and its opportunities shift. For this week's episode of Retirement Secrets, we spoke with seasoned advisor and investor, Raj Kothari. As the founding and managing partner of Cascade Partners, Raj has many insights on how to navigate the often complex and misunderstood world of private equity. Hear how getting involved in the long game of private investments could help boost your retirement!
2023-04-1412 minRetirement SecretsDemystify Social Security: About the Spousal Benefit - with Greg Kateff, CPA
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2023-03-3108 minRetirement SecretsPart II: Why are Secondary Private Equity Investments so Exclusive? - with Adam Konopolsky
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2023-03-1710 minRetirement SecretsGrandkids change everything – including your retirement with Randy Malloy
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2023-03-0307 minRetirement SecretsExploring Secondary Private Equity Investments with Adam Konopolsky
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2023-02-1720 min2023-02-0311 minRetirement SecretsDemystify Social Security: Can You Lose Benefits? - with Greg Kateff, CPA
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2023-01-2005 min2023-01-1350 min2023-01-0636 min2022-12-3003 minRetirement SecretsWhy do multi-millionaires choose private equity? with Mike Bermel - Replay
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2022-09-3008 min2022-09-2308 min2022-09-1612 min2022-09-0905 min2022-09-0204 minRetirement SecretsDemystify Social Security: 10 questions to answer before you fileSocial security is a key component to any potential retirement plan. That said, it’s not always apparent WHEN you should take it or what the ramifications will mean for the rest of your retirement. Well, wonder no more. Greg Kateff, CPA, gives you the ten questions you need to ask yourself before you decide on a social security plan. You might be surprised at what you find out. If you don’t have a social security plan yet, then, as Humphrey Bogart would say, “This one’s for you.”
2022-08-2611 minRetirement SecretsHow to foster the right environment for retirement growth with alternative investments featuring Greg Brousseau
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2022-08-1915 minRetirement SecretsA Walk in the Woods: Estate Planning One Step at a Time with Tom BerghYour retirement can bring feelings of joy, anticipation, and in some cases – stress. That’s what we’re here to talk about. Usually, stress happens when you don’t have a plan. Sometimes, it can feel like you’re lost in the woods. That’s why you need a guide to help you figure out your path. When you know where you’re going, it’s as simple as putting one foot in front of the other. This week, we have estate planning expert Thomas Bergh, a shareholder at the Varnum Law Firm. He’ll tell us a story that will change h...
2022-08-1213 minRetirement SecretsDream Big! Create a Rich, Dynamic Life for your RetirementRetirement is more than a plan or a set of accounts. Retirement should be a memorable, vibrant part of your life. You and your financial advisor can create a strategy now so you can invest in
creating lasting memories for generations to come. Whatever your individual or family values are, a retirement plan can be built around them. And don't settle for a minimal retirement. Dream bigger! Listen to today's podcast to learn how to turn those dreams into a retirement reality.
2022-08-0507 minRetirement SecretsWhy do multi-millionaires choose private equity? - with Mike BermelRemember back in high school there were different cliques: there were the cool kids and then there was everybody else which was just about the entire school. That’s even a common plotline
in movies where there are people on the outside looking in. And investing in alternative investments can sometimes feel like you’re on the outside looking in at the few people that actually get to do it. That can be frustrating.
We are pleased to have Mike Bermel from Stepstone on today’s episode. Mike shares with us how access to alternative investments is no longer reserv...
2022-07-2908 minRetirement SecretsGreg Kateff - Demystify Social SecuritySocial Security is one of the three major drivers of successful retirements. It is vital to unpack, because it can get complicated. That’s why we are excited to welcome Greg Kateff, CPA, onto the podcast to spell out the basics. Greg is a senior level financial and tax planning professional who is expertly positioned to help you understand how your Social Security is calculated, and how and when to best use it. Tune in for the inside scoop on leveraging one of your primary retirement benefits!
2022-07-2209 minRetirement SecretsGreg Kateff - Demystify Social Security
Full Transcript Below:
Social Security is one of the three major drivers of successful retirements. It is vital to unpack, because it can get complicated. That’s why we are excited to welcome Greg Kateff, CPA, onto the podcast to spell out the basics. Greg is a senior level financial and tax planning professional who is expertly positioned to help you understand how your Social Security is calculated, and how and when to best use it. Tune in for the inside scoop on leveraging one of your primary retirement benefits!
Greg Kateff – Demystify Social Security
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2022-07-2209 minRetirement SecretsLisa Walters - Durable Powers of AttorneyEstate planning is a huge piece of your retirement that’s easy to set up and crucial to your family’s well-being, so why haven’t you done it? Most folks put it off, either because they’re scared or they don’t want to think about it. Here’s the thing, having an estate plan will give you the confidence to have a truly enjoyable and vibrant retirement. We were lucky enough to have Lisa Walters, a shareholder at the law firm of Couzens Lansky, to come on and explain estate planning – everything from elder law to probate avoidance to t...
2022-07-1508 minRetirement SecretsGreg Brousseau - Alternatives High Level OverviewRetirement planning is a lot like assembling a championship team. You’ll have a whole bunch of different pieces that you’ll need to figure out how to fit together. When you finally find the right combo, that’s when things really start to happen. One key piece that is often overlooked when investing for your retirement are alternative investments. That’s exactly why our guest, Greg Brousseau is here: to let you in on the secret to unlocking alternative investments. Greg is a founding partner of the Central Park Group, an investment advisory firm that specializes in alternative investme...
2022-07-0812 minRetirement SecretsRetirement Secrets – Season 2Today we are introducing Season 2 of the Retirement Secrets Podcast! We listened to you and have invited guest experts from around the country to discuss the important aspects of retirement planning. Each week, these professionals will give you their secrets for a thriving and fulfilling retirement. Enjoy!
2022-07-0103 min2022-06-1002 min2022-06-0312 minRetirement SecretsThe Biggest Threat to Your RetirementWe all like to think that we know what’s coming next in life. Unfortunately, we’ve all had times when life throws us curveballs. Having a plan in those situations is what separates a small problem from a life-changing one. That’s especially true of your retirement savings. So what’s the biggest threat to your retirement? It’s your health. Today we will walk you through what you need to plan for in order to make sure that you don’t run out of money if your health begins to fail later in life.
2022-05-2708 minRetirement SecretsAlternative Investments with Paul MoorePaul Moore is the Managing Partner of Wellings Capital, a real estate private equity firm in Virginia. In this episode, Paul gives us a peek under the hood on how commercial real estate makes money differently than investing in the stock market. He’ll also explain why commercial real estate has become a favored investment choice among many of America’s wealthiest individuals. We were thrilled to be able to pick Paul’s brain on the hows and whys of commercial real estate. You aren’t going to want to miss this one.
2022-05-2008 minRetirement SecretsWhat Does a Millionaire Actually Look Like?When you hear the word millionaire what image does it conjure up? Furs? Yachts? Keeping-up-with-the-Kardashians-level opulence? As fun as that exercise is, it’s far from the truth. In actuality, millionaires look just like you and me. That’s because becoming a millionaire typically has very little to do with how much you make, and almost everything to do with how much you save. Today, we will teach you the idea of “paying yourself first” and what that means in practice. Learn the best ways to save towards your retirement and maybe the next millionaire you see will be in the m...
2022-05-1305 minRetirement SecretsSetting up a trust: the box with instructionsNo one likes to think about estate planning, but it is one of THE biggest keys to setting you and your family up for success. One of those key documents is setting up a trust. Now, maybe the easiest way to think about a trust is to picture a box. Within that box you can put anything, bank accounts, investment accounts, even businesses and real estate. On the outside of the box are written instructions from you on how to use what’s inside. So what do you need to put in there and what needs to be written on...
2022-05-0606 minRetirement SecretsTaking care of business: how to best prioritize your retirementThere’s no machine in the world that can turn back time. That means right now represents the MOST time you’ll ever have to plan for your retirement. That shouldn’t scare you, it should excite you! Here’s the thing: you’re going to have to take care of business first. That means prioritizing some things and pushing other things aside. Today, we give you ideas on how you can take care of business today so you can retire in style tomorrow.
2022-04-2904 min2022-04-2206 minRetirement SecretsSet yourself up for success. Healthcare contingency planning.Courage doesn’t mean you aren’t afraid. Sometimes the courageous (and prudent) action is to think about the hard things in life and make some tough choices. Failing to do so will put unneeded stress on you – and on your family. The good news? This doesn’t have to be a difficult or drawn-out process to make sure you’re in the best possible position for all contingencies. In this episode, we explore the conversation that you’ll need to have with your attorney to make sure that you have a healthcare power-of-attorney plan that works for everyone.
2022-04-1505 minRetirement SecretsWhy do multi-millionaires choose real estate?We’ve covered in previous podcasts the idea of alternative investments, so today we thought we’d get a little more specific with one: alternative real estate investments. While many people have heard of the benefits of adding real estate to diversify a portfolio, they often only explore traditional real estate opportunities. The reality? There’s so much more out there. One of the biggest alternatives that multi-millionaires gravitate towards is non-traded real estate investment trusts, or REITs. What are they and how can they help you reach your retirement finish line? Listen and find out!
2022-04-0806 minRetirement SecretsPlan for the retirement you want.For years you’ve been told to think practically, but here’s the thing: that’s not always the best advice when dreaming up your retirement goals. While you might think that you’re doing yourself a favor by not getting carried away, sometimes those big dreams are helpful. Even if you don’t get everything on your list, figuring out what’s most important to you can be instrumental in helping you focus the most on what’s crucial for you to enjoy your finish line. In today’s secret, we share the reason that you want to dream big – and...
2022-04-0104 minRetirement SecretsMoving from money going in, to money coming outPeople spend their whole life saving money for retirement, but just before it happens there’s a big shift. Instead of money going into your account, money starts coming out of your account. Seems obvious, right? It’s a little more complex than you might imagine. That’s why it’s so important that as you get closer to retirement age that generating retirement income stays at the front of your mind.
2022-03-0706 minRetirement SecretsCan I actually count on social security?It seems like social security is constantly in the news. Does it work? Will it run out? How can you maximize your own SS so that it fits into your retirement plan? It doesn’t help that there are so many options for how to disperse your SS -- with very little difference evident to a casual observer.
Today’s podcast takes a deep dive into how to maximize your social security options. We’ll give you the scenarios that might come up and how to deal with them. Think of this as a handy guide for navigating a pretty...
2022-02-2805 minRetirement SecretsSet your family up for successSo much of retirement is spent thinking about how we will take care of ourselves that sometimes our loved ones get lost in the shuffle. That can be a problem when talking about leaving a legacy for a spouse, children, or other loved ones. It’s important to make it easy for your family so you don’t end up with a mess later.
2022-02-2105 minRetirement SecretsMind the (healthcare) gapAs we get older, healthcare plays a larger and larger role in our lives. That’s why it can be so scary for some folks when the possibility of a gap between early retirement and access to medicare happens at age 65. The good news? If you’re proactive then this likely won’t become a problem. How? That’s what we delve into in today’s podcast.
Whether it’s COBRA, private insurance, or another option, there are plenty of ways to deal with a possible healthcare gap. In today’s podcast, we evaluate the best options depending on your scenario...
2022-02-1405 minRetirement SecretsWhy alternative investments are so importantThe stock market can feel like a roller coaster – and not in a good way. At times it can feel like a white knuckle, terrifying ride. While that can be fun for an afternoon, it’s not a great way to go through your pre-retirement years. Are there alternatives? There absolutely are! Here’s why we always like to take a look at alternative investments.
2022-01-0606 minRetirement SecretsHow to prepare for the worst-case retirement scenarioPeople waste a ton of time wondering what the worst-case scenario might be for their retirement. Why do we say waste? It’s not because it isn’t prudent to stress-test your retirement plans. It’s because they’re worried about the wrong things.
Instead of a bunch of abstract worries about how long your money will last or if the stock market taking a dip will hurt your retirement, we propose that there’s a big, overlooked item that you actually need to prepare for. What is it? Listen and find out.
2022-01-0605 minRetirement SecretsWhat’s your ideal retirement scenario?There’s a big problem with most people’s retirement scenarios: it doesn’t feel like a relief, it feels like anxiety. Finish Line meets so many folks who are constantly worried so much about reaching a baseline threshold that they don’t even stop to think about what their ideal retirement looks like.
2022-01-0606 min