Retirement Secrets

Hosted by Todd Holquist

Business Investing EducationInterviews guests

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Episodes

Latest episode

Feb 2024

Language

EN-US

About the show

Financial Planning | Alternative Investments

Listen to episodes

53 recent

February 23, 2024Episode 2111 min

All-Star Team: A Conversation with Luisa Recchia

This 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!

January 26, 2024Episode 206 min

Retirement’s Greatest Threat: Insights from Marcia Brady

Are 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!

December 29, 2023Episode 195 min

Dream 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.

November 24, 2023Episode 188 min

When Grief Meets Grudges: Avoiding Family Rifts After the Loss of Parents – with Lisa Walters

The 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!

October 27, 2023Episode 178 min

All-Star Team: A Conversation with Jim Reinert

Get 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 back and get ready to be inspired as we chat with Jim.

September 29, 2023Episode 164 min

When Do You Feel Great to be Alive? – Retirement Reimagined

Let'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!

August 25, 2023Episode 1512 min

From Aretha Franklin’s Estate to Yours: Tips for Planning Ahead – with Matthew Ferri

In 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!

July 28, 2023Episode 1414 min

All-Star Team: A Conversation with Lorena Gonzalez

Have 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 about her life outside of work to get to know her better. Listen in on this fascinating episode to learn more about Lorena and what it takes to give you our Retirement Secrets!

June 30, 2023Episode 1313 min

Sandwiched and Stressed: The Pressures of Being in the Middle – with Matthew Ferri

This 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 insightful episode!

May 26, 2023Episode 1212 min

Retire Like a Boss: The Insider’s Guide to Private Equity with Raj Kothari

A 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.