Shows
Navigating Your RetirementPlanning Not PanicIn this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.
2025-03-2200 minNavigating Your RetirementThanksgiving Movies and Financial InertiaTravis and Tony talk about their favorite Thanksgiving Movies and shows. Then Travis talks about financial inertia... what it means and how it can help you reach your financial goals faster.
2024-11-3000 minNavigating Your RetirementAnswering Financial QuestionsTravis answers financial questions from storm damage deductions to Roth conversions and more!
2024-11-0200 minNavigating Your RetirementEat The FrogWhen it comes to financial planning, and life in general, do the hard stuff first. Get it out of the way and the rest is cake! Travis talks today about how if you start the day by eating a frog, everything else will be so much better, and compares that to your financial plan.
2024-09-2100 minNavigating Your RetirementIgnore the MemesIn this episode Travis talks about the crazy political memes on both sides and why you shouldn't panic. Harris and Trump won't take away seniors houses or their retirement money. He breaks down the myth vs. reality.
2024-09-0700 minNavigating Your RetirementMore on Taxes, Politics and the FutureIn this episode Travis talks about how to plan for taxes, the political landscape and your financial future.
2024-07-2000 minNavigating Your RetirementMarket Update with Keith GanglTravis welcomes Gradient Investments portfolio manager Keith Gangl to the show to discuss the latest market trends, interest rates and what we can look forward to from the financial markets the rest of the year.
2024-04-1300 minNavigating Your RetirementEasing Political and Economic AnxietyIn this episode we talk about how to navigate the emotional rollercoaster of political and economic uncertainty. Travis talks about not letting your emotions affect your finances and the importance of a plan so you don't have to panic during volatile times, helping you achieve long-term financial security and peace of mind.
2024-03-0900 minNavigating Your RetirementMinimizing Taxes and the Roth IRAIn this episode Travis looks at various strategies you may be able to use to minimize your tax burden, including Roth IRA's.
2024-03-0200 minNavigating Your RetirementInflation and The MarketsIn this episode Travis talks about how inflation concerns, the possible effects on the markets and important strategies to help prepare your financial plan.
2024-02-1700 minNavigating Your RetirementFinancial Questions AnsweredIn this episode Travis answers key financial questions to help you on your financial journey.
2023-10-2100 minNavigating Your RetirementHeadlines: Treasuries and PoliticsIn this episode Travis looks at the current headlines and what they mean for the financial outlook.
2023-10-0700 minNavigating Your RetirementDon't Run Out of Money in RetirementIn this episode Travis talks about what you can do to make sure you won't run out of money in retirement.
2023-08-0500 minNavigating Your RetirementRoll Overs, Beneficiaries and MoreIn this episode Travis answers listener questions about roll overs, beneficiaries and more!
2023-07-1500 minNavigating Your RetirementTax Perspective - History or Strategy?In this episode Travis talks about why it's important to change your tax perspective and look forward as well as back.
2023-04-1500 minNavigating Your RetirementGet the Financial Advice You NeedIn this episode Travis looks at the first quarter, where we are headed now and why you need to have comprehensive financial planning.
2023-04-0800 minNavigating Your RetirementState of the Financial UnionThe State of the Union happened recently and Travis and Tony go over a few key points and what those may mean for you.
2023-02-1800 minNavigating Your RetirementAre you Saving Too Much for Retirement?How could you possibly be saving too much for retirement? Travis explains how and why with some important financial strategy tips.
2022-08-2700 minNavigating Your RetirementListener Questions on Retirement PlanningTravis answers listener questions about financial and retirement planning.
2022-08-1300 minNavigating Your RetirementBears, Bonds, and Your PortfolioWith the markets dropping into Bear territory, you need a plan. In this episode Travis talks about mistakes to avoid and helpful tips to help navigate a bear market.
2022-06-1800 minNavigating Your RetirementThe True Cost of Portfolio IncomeIn this episode Travis digs into what you actually pay for income from your portfolio as well as important strategies to help deal with this.
2022-04-2300 minNavigating Your RetirementDealing with Inflation and the MarketsInflation continues to rise and markets are volatile. In this episode Travis talks about mistakes to avoid and how to help protect your retirement savings.
2022-03-1900 minNavigating Your RetirementMore Questions from the AudienceIn this episode Travis answers your financial questions.
2022-02-2600 minNavigating Your RetirementAnswering Your Financial QuestionsIn this episode Travis answers more of your questions about financial and retirement planning.
2022-02-1200 minNavigating Your RetirementMarkets, Taxes and Your RetirementIn this episode Travis answers your questions and about the markets, taxes and more.
2022-02-0500 minNavigating Your RetirementThe Dangers of Sequence of Returns RiskIn this episode Travis talks about the markets and strategies to deal with volatility, as well as the importance of understanding the sequence of returns risk.
2022-01-2900 minNavigating Your RetirementStart the New Year off Right!Getting your finances in order for the new year is important. In this episode Travis talks about what's ahead and what you need to be doing to optimize your financial picture.
2022-01-2200 minNavigating Your RetirementWhat is your S.W.A.N. plan?Wouldn't it be great if you didn't have to worry about your finances regardless of what the happened with the economy and the market? In this show Travis talks about the SWAN plan.
2021-12-1800 minNavigating Your RetirementHave the Retirement Dominos Fallen?Have you tried to set up all the financial dominos so you'll have a successful retirement? What happens when one gets knocked down? In this episode Travis Chance talks about ways to have a sold financial plan for retirement.
2021-12-0400 minNavigating Your RetirementDon't be a Retirement TurkeyIn this episode Travis talks about year-end financial and retirement planning. From Roth IRA's and tax strategies to getting the help you need.
2021-11-2700 minNavigating Your RetirementThe 5 P's of RetirementIn this episode Travis talks about the 5 "P's" of retirement - important things to know and do to help you have a successful retirement.
2021-11-1300 minNavigating Your RetirementEnd of Year Checklist & Listener QuestionsIn this episode Travis answers listeners questions about taxes, finances and more. He also looks at what you need to do before the end of the year.
2021-11-0600 minNavigating Your RetirementToo Much Financial HubrisIn this episode Travis talks about how to cut through all the noise about inflation, taxes and more.
2021-10-3000 minNavigating Your RetirementMarkets and InvestmentsIn this episode Travis welcomes special guest Michael Binger, president of Gradient Investments to talk about where we are at and where we are headed.
2021-10-1600 minNavigating Your RetirementThe 3 Types of MoneyDid you know there are 3 types of money? In this episode Travis talks about each of them and why it's important to make sure you have the proper balance.
2021-10-0900 minNavigating Your RetirementTop 3 Current Risks to Your RetirementWhat are the biggest risks to your retirement funds and plans? Whether you're saving for retirement or already in retirement, Travis talks about the risks you need to be aware of and prepared for.
2021-09-2500 minNavigating Your RetirementThe Wall of Worry ContinuedIn this show we continue our discussion on retirement concerns and Travis talks about possible solutions to help put the worry to rest.
2021-09-1800 minNavigating Your RetirementHow To Climb the Retirement Wall of WorryIn this episode Travis talks about strategies to deal with the roadblocks to a successful retirement.
2021-09-1100 minNavigating Your Retirement3 Types of Retirement Income PlansIn this show Travis talks about the 3 types of retirement income plans, how they work and how to find out which one may be right for you.
2021-08-2100 minNavigating Your RetirementListener Questions - It's a doozy!In this episode Travis answers questions from listeners.
2021-08-1400 minNavigating Your RetirementEstate Planning Questions with attorney Jeffrey WilliamsonIn this episode Travis welcomes special guest Jeffrey Williamson of Williamson Law Group to discuss estate planning and what you need to know.
2021-07-2400 minNavigating Your RetirementPre-planning for RetirementPlanning ahead for retirement is something we should all do, and we know that, but actually doing it in advance is where so many of us fail. In this episode Travis talks about what you need to know about pre-retirement planning and how to get started.
2021-07-1000 minNavigating Your RetirementAnswering Your Financial QuestionsIn this episode Travis tackles tough financial questions to help you better prepare for your future.
2021-07-0300 minNavigating Your RetirementRoth ConversionsIn this episode Travis talks about the wisdom of Roth Conversions, when they make sense and how they can help you.
2021-06-2600 minNavigating Your RetirementBirthday List for RetirementIn this episode Travis goes over the important dates and milestones of retirement preparation and planning to ensure you are ready for a successful retirement.
2021-06-0500 minNavigating Your RetirementThe Happiest Place on Earth… for RetirementIn this episode Travis talks about how to make your retirement the happiest place on earth... and about his latest trip to Walt Disney World.
2021-05-2200 minNavigating Your RetirementAnswering Your Financial QuestionsIn this episode Travis answers some tough financial questions from listeners and talks about strategies to deal with the market and the economy.
2021-05-1500 minNavigating Your RetirementHow Will The Tax Changes Affect YouIn this episode Travis talks about tax rule changes to IRA's, and how the Biden Tax plan will affect you.
2021-05-0800 minNavigating Your RetirementInflation and Retirement Planning in your 50'sIn this episode Travis answers listeners questions about how to plan financially for inflation, and how to kick it down with retirement planning once you are in your 50's.
2021-04-1700 minNavigating Your RetirementWhere is Your Money Going in Retirement?Do you know where your 401(k), IRA, pension or other investments are at? What stocks? Where and how will the be used in retirement? In this episode Travis answers questions from listeners and talks about why and what you need to know about your retirement accounts.
2021-04-1000 minNavigating Your RetirementHave I Saved Enough & Financial Planning for CouplesIn this episode Travis addresses two key listener questions. He talks about saving enough for retirement and about financial planning for couples.
2021-04-0300 minNavigating Your RetirementManaging Risk and Asset AllocationIn this episode we discuss the things you can do to manage risk with your investments and retirement savings. Travis talks about where you have your money and how you can make it work for you.
2021-03-2700 minNavigating Your RetirementDon't Get Derailed by DebtIn this episode Travis talks about debt, the good, the bad and the strategies to get on track. We talk about managing debt and looking at where your money should go first.
2021-03-2000 minNavigating Your RetirementRetirement Danger ZoneYou don't want to get caught in the retirement danger zone! In this episode Travis talks about how to help avoid the financial pitfalls and protect your nest egg.
2021-03-1300 minNavigating Your RetirementMore Questions from the ListenersIn this episode we talk about what's going on with the economy, markets and Travis answers questions from listeners.
2021-02-2700 minNavigating Your RetirementPotential Tax ChangesIn this episode Travis talks about the potential tax changes that we could see because of the Covid economy, the new administration and the stimulus bills.
2021-02-1300 minNavigating Your RetirementAnswers to Your Financial QuestionsTravis and Tony go over some common questions you may have before entering retirement and some of the possible solutions to implement.
2021-01-3000 minNavigating Your RetirementMore Topics from the ListenersIn this episode Travis tackles some questions from our listeners. Many of you are concerned about what is going to happen to your finances and the market because of the election results. The key is, don't panic. Adjust your plan. Travis gives tips and strategies to help you prepare for what may be ahead.
2021-01-2300 minNavigating Your RetirementListener QuestionsIn this episode Travis answers listener questions about taxes under a new administration, finances, strategies and retirement accounts.
2021-01-1600 minNavigating Your RetirementThe Cost of Bad Financial AdviceIn this episode Travis talks about where we've been and where we are headed financially in 2021. He also talks about needing to incorporate more than just stock investments in your financial and retirement plans. We then talk about how getting no financial planning device and bad financial advice can cost you your retirement.
2021-01-0900 minNavigating Your RetirementDon't Get Coal in Your Stocking This ChristmasIn this episode we talk about the importance of being careful where you get your financial advice and why you may you get coal in your stocking if you listen to the wrong advice. Travis also talks about how to get the right advice and secure a solid financial and retirement plan.
2020-12-1900 minNavigating Your RetirementSeasons of RetirementIn this episode Travis explains how to be prepared for each stage of your pre-retirement and retirement. From income planning to strategies for healthcare and minimizing your tax burden, we discuss helpful tips to help you plan for a comfortable retirement.
2020-12-0500 minNavigating Your RetirementEnd of the Year Planning Tips for 2020In this episode Travis talks about what you need to do before the end of the year regarding financial and retirement planning.
2020-11-2100 minNavigating Your RetirementElections and MarketsIn this episode Travis breaks down the effects of elections on the markets and what the current political chaos could mean for your investments and retirement accounts.
2020-11-0700 minNavigating Your RetirementSeasons ChangeIn this episode Travis talks about the changes the CARES Act brought and how more changes are on the way and how they might affect you and your finances.
2020-10-3100 minNavigating Your RetirementThe Math and the Questions of RetirementIn this episode Travis takes a look at the math behind effective financial planning and retirement savings with tips and strategies to deal with the markets, taxes and inflation.
2020-10-0300 minNavigating Your RetirementRetirement, so now what?What happens after you retire? Do you have a plan for your money? For your time? In this episode Travis talks about what you need to plan for with helpful tips and strategies.
2020-09-2600 minNavigating Your RetirementLeaving a LegacyIt is extremely important to have a financial strategy in place that includes a legacy plan for your loved ones. In this episode Travis gives helpful tips and strategies to help you plan your legacy.
2020-09-1900 minNavigating Your RetirementElection Impact on Your RetirementShould you do anything with your finances before the election? Does a presidential election or even a president for that matter have a long lasting impact on the market? In this episode Travis explores this and looks at the facts to help you make good decisions with your finances.
2020-09-0500 minNavigating Your RetirementRetirees Running on EmptyOn today's show Travis talks about what it takes to make sure you do not run out of money in retirement. Income planning for retirement is crucial and we cover some helpful tips and strategies that you need to know about.
2020-08-2900 minNavigating Your Retirement3 Big QuestionsIn this episode Travis tackles 3 important questions from people he's met with regarding finances and retirement planning.
2020-08-0800 minNavigating Your RetirementFinancial Questions and AnswersIn this episode Travis answers questions from listeners and people he has met with about finances and retirement planning.
2020-07-2500 minNavigating Your RetirementEstate Planning Tips and StrategiesIn this episode Travis brings in his estate planning attorney to talk about the ins and outs of estate planning, why it's so important and how to protect your finances for your family.
2020-07-1800 minNavigating Your RetirementWhen Harry Met Sally in RetirementYou have to hear it to believe it! In this episode Travis talks about retirement planning and how it can be different for you and for you spouse and why you need to plan ahead.
2020-07-1100 minNavigating Your Retirement401(k)'s - Should I Stay or Should I GoIn this episode Travis goes over the importance of understanding your 401(k) and retirement accounts and what do do with them if you leave your job.
2020-06-2000 minNavigating Your RetirementGoldilocks and the Three Tax BearsIn this episode Travis tells the tale of Goldilocks and the 3 Tax Bears! What do you need to know about the current tax climate and where it's headed, and how to lower your future tax burden.
2020-06-1300 minNavigating Your RetirementRetiring Early In the Covid EnvironmentFor those nearing retirement or even thinking about retirement right now, there are some rough waters to be navigated. In this episode Travis talks about the issues, the strategies and the possible solutions.
2020-05-3000 minNavigating Your RetirementHow to Re-evaluate Your Retirement Income - Taking Advantage of Low Taxes and Market FluctuationsIn this episode Travis talks about strategies to improve your retirement funds and how to possibly take advantage of the current economic and tax landscape.
2020-05-2300 minNavigating Your RetirementReevaluating Your Retirement Plan During Covid-19There is a lot that has changed because of Covid-19, including your financial investments and how you plan for retirement. In this episode Travis goes over some great strategies to use during this time to help secure and grow your retirement accounts.
2020-05-1600 minNavigating Your RetirementThe New Normal and Your Income - Part 2Things have changed dramatically, in our daily lives and our financial lives. In this episode Travis talks about where things are at and helpful tips about adjusting your financial plans to help improve them moving forward.
2020-05-0900 minNavigating Your RetirementIncome In The New NormalLife is changing fast. This is a time of turmoil, especially when it comes to finances. We will have to adjust to the new normal and in this episode Travis talks about what that can mean for you and your finances with helpful tips and strategies.
2020-05-0200 minNavigating Your RetirementOvercoming Covid Related IssuesThe Coronavirus has turned things upside down for many Americans. From the markets to our economy, In this episode Travis looks at what is going on and gives helpful tips to make sure your finances are secure. Now more than ever you need a plan.
2020-04-1800 minNavigating Your RetirementWhat Can We Do to Navigate the UncertaintyMarkets are going to continue to be volatile. No one has a crystal ball but we need to have a plan moving forward. Travis talks about what you need to be doing to make it through these turbulent times.
2020-04-1100 minNavigating Your RetirementThe Cares Act for 2020 (The Corona Virus Aid Relief Package)In this episode Travis talks about the new Cares Act relief package recently signed into law and what it means to you and your retirement accounts. There are a number of things you need to know in order to benefit from it.
2020-04-0400 minNavigating Your RetirementAvoiding the Ostrich Mentality with your Financial PlansWith everything that's going on with the market volatility and economy, now is not the time to stick your head in the sand and hope it all goes away. It is time to revisit your investment and retirement plans. In this episode Travis gives helpful advice on how to accomplish this.
2020-03-2800 minNavigating Your RetirementNavigating The StormFrom Market fears to Coronavirus fears it seems like we are currently in a major storm. In this episode Travis talks about having a plan and how to deal with the volatile markets.
2020-03-1400 minNavigating Your RetirementDon't Worry, Retire Happy!In this episode we talk about market volatility and financial concerns. Travis offers tips on how you can get a plan in place to help deal with these issues so you can retire happy!
2020-02-2900 minNavigating Your RetirementA Lack of Planning Can Cause IssuesThe importance of financial and retirement planning cannot be overstated. In this episode Travis goes over what you need to know to get started on your financial and retirement income plan and how much it can help you.
2020-02-1500 minNavigating Your RetirementAnswering Your Financial QuestionsWe get a lot of questions about finances and retirement planning so on this show we go over some questions that our listeners have asked. Travis gives tips to help you with your financial questions.
2020-02-0800 minNavigating Your RetirementThe Retirement Income Puzzle ContinuedYour finances and your retirement are like a 5000 piece puzzle that needs to be put together. In this episode Travis gives tips and strategies to help you successfully put that puzzle together by putting together a solid plan.
2020-01-1800 minNavigating Your RetirementAllocation 101 For RetireesIn this show Travis talks about how important it is to have your assets and money properly allocated, not only for retirement, but for legacy planning and your overall financial well-being.
2019-12-1400 minNavigating Your RetirementHave You Given Yourself Permission to Retire Well?Sometimes we need to give ourselves a break. Don't keep putting off financial and retirement planning. In this show Travis talks about getting started on the right path and getting down to business with savings and investments.
2019-12-0700 minNavigating Your RetirementClimbing the Mountain of Tax EfficiencyTaxes can be tricky, especially when it comes to your investments and your retirement. Now is the time to get a tax plan in place. Travis welcomes special guest Pete Hibbard from CBC Retirement Partners to help sort it all out and provide solutions.
2019-11-2300 minNavigating Your RetirementPensions and RetirementIn this episode Travis talks about Pensions and the big news that GE isn't going to cover their current pension payments. How can you secure your retirement income? Listen in to hear Travis talk about helpful tips to achieve your goals.
2019-10-1200 minNavigating Your RetirementCurrent Events and How they affect your FinancesThere's a lot going on out there... From political unrest, trade-wars, fluctuating interest rates, volatile markets and more. In this episode Travis talks about all these current events and how they affect your finances with helpful tips on how to avoid the panic and how to have a plan.
2019-10-0500 minNavigating Your RetirementProper Planning and PreparationIt's hurricane season and in this episode Travis talks about how important it is to be prepared... not only for hurricanes, but for retirement as well. Planning ahead is the key and we talk about helpful ways to be prepared financially.
2019-09-0700 minNavigating Your RetirementRetirement By The NumbersIs there a magic number that you need to retire? How much money is enough? In this episode Travis discusses the myth of the "magic number" for retirement and talks about how to truly have a plan in place to help you set and achieve your retirement goals.
2019-07-2000 minNavigating Your RetirementThe Retirement Checklist - Before You Retire!What do you need to know before you retire? From healthcare costs, Long-term Care, Medicare, Taxes and more, preparing for retirement can be confusing and there's a lot to miss. Travis Chance talks about these pitfalls and how to avoid or deal with them to help you have a comfortable retirement.
2019-07-0600 minNavigating Your RetirementThe Secure Retirement Act - Changes are Coming!Congress has passed the Secure Act retirement bill, which will dramatically affect retirement accounts, income and savings. We talk about changes with stretch IRA's, inheritance, required minimum distributions and more. Also, Travis talks his on going remodeling problems and craftsmanship.
2019-06-1500 minNavigating Your RetirementWhat it Takes to RetireRetirement can be a scary prospect. No more paycheck. You need the resources to pay yourself. Don't panic! Travis Chance talks about coming up with a plan and changing your mindset and finances to help deal with this transition and come up with a plan that will allow you to be prepared so you can enjoy your retirement.
2019-03-2300 min