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Roland Financial Wealth Management, LLCWise Money Retirement

We help individuals and families pursue their ideal retirements.

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Episode 14: Retirement Lies Part #2

Once I retire, I can stop investing…I’ll help my kids pay for college before I retire…No one really retires anymore…Roland and Leah cover how we tend to tell ourselves sweet little lies like these and how we can avoid falling for them, once we understand where they come from.

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Episode 13: Retirement Lies Part #1

I’ll spend less when I retire…My taxes will be lower when I retire….What’s the point, I’ll never be able to retire… Roland and Leah cover how we tend to tell ourselves sweet little lies like these and how we can avoid falling for them, once we understand where they come from.

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Episode 12: Concerning Stats for Retirement

With the possibilities of too much debt, little savings, or stalled wages, Americans fall victim to retirement crises every day. The following statistics may scare you into jumpstarting your financial future.

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Episode 11: 9 Options to Fund Your Retirement

There are plenty of good retirement options out there, but sticking to a single plan won’t help you achieve your goals. Here are 9 Options to help Fund Your Retirement.

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Episode 10: Frequently Asked Questions about Retirement

Retirement may come with a few questions, like “How much money do I need to retire?” or “How will I pay for Medical Expenses in Retirement?”. Roland and Leah go over these questions and more to help you understand what kind of retirement YOU can have!

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Episode 9: Your Money, Your Health

When planning for retirement, many people express concerns about affording healthcare, but too few are actually making plans to cover their costs. Most don’t understand how to make these plans, or even how to estimate the money they’ll need for care.

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Episode 8: Retirement Planning vs. Financial Planning

At some point, you get to a spot where your financial planning might need to shift a little bit.  We believe this is when you begin seeing retirement in your near future. But what does that look like?

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Episode 7: The Key to Retiring Happy in 10 Steps

10 steps that can help you map out what you might need, both financially and emotionally, to increase your chances of being happy when you retire.

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Episode 6: Retirement 101 – Top 8 Questions About Retirement

Ready for Retirement 101? These are the top 8 questions you need to ask to help you achieve the retirement you really want!

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Episode 5: 10 Costly Money Mistakes People Make

Making  financial decisions isn’t just about providing for the distant future instead it’s about cutting down on the very concerns you feel each day. To help you get in control of your finances, this podcast discusses 10 potentially avoidable mistakes you could avoid.

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Episode 4: 5-1 and DONE!

Counting down to retirement? Learn what you can do in your last five years working to help make your retirement exciting and rewarding.

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Episode 3: Sneaky Expenses

What little expenses are hiding in your monthly budget? Children’s bills? Unused services? Find more ways to cut fat from your budget this week on the Wise Money Podcast.

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Episode 2: Retirement Statistics 2020

Leah and Roland discuss: How much money will you need to live comfortably in retirement, more seniors are declaring bankruptcy; why and key benefits you need to know for planning ahead for retirement?

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Episode 1: Make Your Money Last Throughout Your Lifetime

Learn more about how to improve confidence in saving for your retirement and learning how to generate guaranteed lifetime income.

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Or give us a call at 814-833-2999.