The Retirement Roadtrip
Welcome to The Retirement Roadtrip, where your GPS is set for a fun, informative, and slightly quirky journey through the twists and turns of retirement planning! We’re all about helping you navigate the road ahead with expert advice, a few laughs, and maybe a couple of surprise detours along the way. Our hosts are financial pros by day and adventure-seekers at heart, so whether you’re gearing up for retirement or already coasting down the open road, we’ve got the tips and insights to keep you on track. We’re here to help you map out your future with tips, stories, expert interviews, and a dash of humor—because retirement planning should be exciting, not exhausting. Hop in, buckle up, and let’s hit the road!
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Episodes
Thursday May 08, 2025
Thursday May 08, 2025
In this episode of Retirement Roadtrip, we tackle the ripple effects of tariffs, the rising cost of goods, and the often-overlooked realities of Medicare. Greg and Tom break down why retirement planning isn’t just about your portfolio, it’s also about healthcare, hidden costs, and knowing what decisions will follow you for decades.
From navigating the Medicare alphabet soup to understanding IRMAA and the difference between skilled care and long-term care, this episode clears up the confusion and helps you plan smarter, whether you're nearing retirement or helping someone who is.
Thursday May 22, 2025
Thursday May 22, 2025
Retirement isn't just about saving money—it's about preparing for all of life's turns. This week, we wrap up our "entitlements" series with a deep dive into long-term care. It’s not an entitlement, and it’s not cheap—but it’s often necessary. In this episode, you’ll learn when to consider coverage, what it costs, who really needs it, and how to plan ahead with both traditional policies and alternative investment options.