Healthy, Wealthy, & Wise Retirement Podcast
By Loren Sherman
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Category: Investing
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Subscribers: 1
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Episodes: 81
Description
Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
| Episode | Date |
|---|---|
|
Ph.D. Alex Murguia- part I (Ep. 81)
|
Jun 04, 2025 |
|
F.I.R.E.- part II w/ Jacob Schroeder (Ep. 80)
|
May 14, 2025 |
|
Financial Independence, Retire Early- F.I.R.E. (Ep. 79)
|
Apr 23, 2025 |
|
Bitcoin- Part Two w/ Isaiah Douglass (Ep. 78)
|
Dec 10, 2024 |
|
Bitcoin- Part One w/ Isaiah Douglass (Ep. 77)
|
Nov 27, 2024 |
|
Election Thoughts & Tax Legislation w/ Neil Wilding (Ep. 76)
|
Oct 30, 2024 |
|
Terry Butler- Water for Ghana (Ep. 75)
|
Aug 20, 2024 |
|
Foster Group- with Reed Rinderknecht (Ep. 74)
|
Jun 26, 2024 |
|
Reed Rinderknecht (Ep. 73)
|
Jun 12, 2024 |
|
Wealth Enhancement Group- with Jim Sandager (Ep. 72)
|
May 30, 2024 |
|
Mount Kilimanjaro- with Jim Sandager (Ep. 71)
|
May 16, 2024 |
|
AO Wealth Advisory- with Adam Obrecht (Ep. 70)
|
Apr 30, 2024 |
|
Aviation- with Adam Obrecht (Ep. 69)
|
Apr 16, 2024 |
|
Syverson Strege- with Jason Gunkel (Ep. 68)
|
Apr 02, 2024 |
|
Rest & Recharge- with Jason Gunkel (Ep. 67)
|
Mar 19, 2024 |
|
Annuities, Reverse Mortgages, & More w/ Wade Pfau (Ep. 66)
|
Jan 24, 2024 |
|
RISA®- with Wade Pfau (Ep. 65)
|
Jan 09, 2024 |
|
Interviewing Loren Sherman (Ep. 64)
|
Dec 21, 2023 |
|
Five Charitable Giving Ideas *Rebroadcast* (Ep. 63)
|
Nov 29, 2023 |
|
Dr. Daniel Crosby- part II (Ep. 62)
|
Nov 15, 2023 |
|
Dr. Daniel Crosby- part I (Ep. 61)
|
Nov 01, 2023 |
|
Retirement Hobbies: Coffee (Ep. 60)
|
Sep 19, 2023 |
|
Welcome Back! (Ep. 59)
|
Sep 05, 2023 |
|
Breaking Up with Your Advisor- Part I (Ep. 58)
|
Jun 13, 2023 |
|
Fee Conversation (Ep. 57)
|
May 30, 2023 |
|
Golf Interview with Eric Peyton- Part II (Ep. 56)
|
May 16, 2023 |
|
Golf Interview with Eric Peyton- Part I (Ep. 55)
|
May 02, 2023 |
|
MAX My Interest- Part II (Ep. 54)
|
Apr 18, 2023 |
|
MAX My Interest- Part I (Ep. 53)
|
Apr 04, 2023 |
|
5 Reasons You'll Blow Up Your Retirement Plan- part II (Ep. 52)
|
Mar 21, 2023 |
|
5 Reasons You'll Blow Up Your Retirement Plan- part I (Ep. 51)
|
Mar 07, 2023 |
|
67,161 PUSHUPS!? *Rebroadcast* (Ep. 50)
|
Feb 21, 2023 |
|
Secure Act 2.0- How will this affect my retirement? (Ep. 49)
|
Feb 09, 2023 |
|
Year in Review- 2022 part II (Ep. 48)
|
Jan 24, 2023 |
|
Year in Review- 2022 part I (Ep. 47)
|
Jan 10, 2023 |
|
Promises- 2023 (Ep. 46)
|
Dec 27, 2022 |
|
9 RMD Questions to Consider (Ep. 45)
|
Dec 13, 2022 |
|
9 Considerations for Advisors Starting an RIA (Ep. 44)
|
Nov 29, 2022 |
|
6 Lessons I've Learned (Ep. 43)
|
Nov 14, 2022 |
|
Five Charitable Giving Ideas (Ep. 42)
|
Oct 31, 2022 |
|
7 Ways to Invalidate Your Will (Ep. 41)
|
Oct 11, 2022 |
|
Medicare Readiness Report (Ep. 40)
|
Sep 27, 2022 |
|
What Is Your Investment Personality? (Ep. 39)
|
Sep 13, 2022 |
|
What is Your Risk Number? (Ep. 38)
|
Aug 30, 2022 |
|
Inflation Reduction Act of 2022 (Ep. 37)
|
Aug 09, 2022 |
|
Charitable Giving Strategies (Ep. 36)
|
Jul 26, 2022 |
|
6 Life-Changing Lessons from 2 Retirees (Ep. 35)
|
Jul 12, 2022 |
|
Finding Peace of Mind During Unpeaceful Markets (Ep. 34)
|
Jun 29, 2022 |
|
The Many Colors of Annuities- Part II (Ep. 33)
|
Jun 14, 2022 |
|
The Many Colors of Annuities- Part I (Ep. 32)
|
May 31, 2022 |
|
Social Security- Part I (Ep. 31)
|
May 17, 2022 |
|
Timing the Market (Ep. 30)
|
May 03, 2022 |
|
What if God Wrote Your Bucket List? (Ep. 29)
|
Apr 19, 2022 |
|
5 Tax Planning Opportunities (Ep. 28)
|
Apr 05, 2022 |
|
7 Commonly Asked Questions (Ep. 27)
|
Mar 22, 2022 |
|
Happy Money: The Science of Smarter Spending- part II (Ep. 26)
|
Mar 08, 2022 |
|
Happy Money: The Science of Smarter Spending- part I (Ep. 25)
|
Feb 22, 2022 |
|
Where Are You Still Using Single-Ply? (Ep. 24)
|
Feb 08, 2022 |
|
GOALS (Ep. 23)
|
Jan 25, 2022 |
|
Let's Get Clear About FEES (Ep. 22)
|
Jan 11, 2022 |
|
Live Your Healthiest Life! (Ep. 21)
|
Dec 28, 2021 |
|
Creating a Biblically Based Retirement (Ep. 20)
|
Dec 14, 2021 |
|
Money Scripts & Your War Chest (Ep. 19)
|
Nov 30, 2021 |
|
Tax Harvesting for Year-End (Ep. 18)
|
Nov 16, 2021 |
|
What's the Deal with Medicare Advantage Plans? (Ep. 17)
|
Nov 02, 2021 |
|
Ghosts, Goblins, and...Drug Plans? (Ep. 16)
|
Oct 19, 2021 |
|
What's Your Retirement Income Plan? (Ep. 15)
|
Oct 05, 2021 |
|
Tax Proposal- "Responsibly Funding Our Priorities" (Ep. 14)
|
Sep 24, 2021 |
|
12 Questions to Ask Your Financial Advisor (Ep. 13)
|
Sep 21, 2021 |
|
Taxes In Retirement Workshop (Ep. 12)
|
Sep 07, 2021 |
|
6 Long-Term Care Strategies for Your Retirement (Ep. 11)
|
Aug 24, 2021 |
|
The Fountain of Youth? (Ep. 10)
|
Aug 10, 2021 |
|
How To Disinherit Your Grandkids...Accidentally (Ep. 9)
|
Jul 27, 2021 |
|
10 Distinctions Between Millionaires and the Middle Class (Ep. 8)
|
Jul 13, 2021 |
|
Rearview vs Windshield Tax Planning (Ep. 7)
|
Jun 29, 2021 |
|
7 Questions to Ask Before Turning 65 (Ep. 6)
|
Jun 15, 2021 |
|
Do I Need a Financial Advisor? (Ep. 5)
|
Jun 01, 2021 |
|
67,161 PUSHUPS!? (Ep. 4)
|
May 18, 2021 |
|
Annuities: the Good, the Bad, & the Ugly (Ep. 3)
|
May 04, 2021 |
|
3 Advisor-Client Relationship Types (Ep. 2)
|
Apr 20, 2021 |
|
Are We Stuck in the 1990's!? (Ep. 1)
|
Apr 06, 2021 |