<![CDATA[The Retirement Remix]]>71cbb96d-3f6d-56f3-bf9e-a16b19acc0a2Mon, 26 Jan 2026 18:15:18 +0000Captivate.fmChip Munnhttps://artwork.captivate.fm/3f7a7b1c-4f0e-42f5-9e74-f5658f328afc/Retirement-Remix-Podcast.pngThe Retirement RemixChip MunnChip MunnThe Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting with financial advisors, Chip Munn and Jon Tait, who share bite-sized doses of timely, actionable financial planning and retirement tips alongside remixed retirement stories from real people just like you. Listen in now to be inspired, find direction, and build your own #RetirementRemix. Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm *The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only.http://theretirementremix.comfalseserialnopodcastHoliday Survival Guide - Boundaries, Budgets and Your Financial PlanHoliday Survival Guide - Boundaries, Budgets and Your Financial Plan🎄🎁 🎄Neighborhood parties and Facebook group gossip. Hectic family event schedules. Holiday travel. Disagreements with your spouse on how early to hang the lights. Christmas gift budgeting and savings.

The holiday season comes with a unique set of stresses... emotional and financial.

🎙In this episode, Chip and Jon put a bow on Season 2 of The Retirement Remix show with stories and advice on how to set boundaries and get through the holidays without breaking your financial plan.

P.S. The safeword is mistletoe.

]]>🎄🎁 🎄Neighborhood parties and Facebook group gossip. Hectic family event schedules. Holiday travel. Disagreements with your spouse on how early to hang the lights. Christmas gift budgeting and savings.

The holiday season comes with a unique set of stresses... emotional and financial.

🎙In this episode, Chip and Jon put a bow on Season 2 of The Retirement Remix show with stories and advice on how to set boundaries and get through the holidays without breaking your financial plan.

P.S. The safeword is mistletoe.

]]>562e7a25-679b-4f41-bd7d-8b77ced8efc8Fri, 12 Nov 2021 06:00:00 -050035:18falsefull250502High Quality Retirement; 3 Key Questions from MITHigh Quality Retirement; 3 Key Questions from MITA “high quality retirement” starts with three questions, according to the MIT AgeLab. While these three questions may not directly correlate to the question of healthcare or healthcare costs, they are most certainly related. Rounding out their series on Healthcare in Retirement, Chip and Jon talk about planning the who, what, when, where, and why that will ultimately lead to a long and healthy retirement.

]]>A “high quality retirement” starts with three questions, according to the MIT AgeLab. While these three questions may not directly correlate to the question of healthcare or healthcare costs, they are most certainly related. Rounding out their series on Healthcare in Retirement, Chip and Jon talk about planning the who, what, when, where, and why that will ultimately lead to a long and healthy retirement.

]]>006bdaea-e983-4710-845f-97b528bdb54bFri, 29 Oct 2021 06:00:00 -050027:34falsefull249492Healthcare: The Retirement Wild CardHealthcare: The Retirement Wild CardAccording to Johns Hopkins University, 92% of people 80 and over have a chronic condition, and 73% have two or more. As financial advisors, we work to help you understand the true costs of healthcare expenses in retirement.

In this episode, Chip and Jon discuss why healthcare can be a wildcard in retirement. They start by asking four key questions: Do you understand the medical expenses associated with existing conditions? Have you thought about when you will start taking Medicare benefits? Are you familiar with what Medicare does and doesn’t cover? Do you have a plan for additional coverage outside of Medicare?

Figuring out who will cover costs, how to apply for coverage, and understanding your options can be daunting to do alone. Your advisor can explore your options and come up with a plan that fits your retirement goals.

]]>According to Johns Hopkins University, 92% of people 80 and over have a chronic condition, and 73% have two or more. As financial advisors, we work to help you understand the true costs of healthcare expenses in retirement.

In this episode, Chip and Jon discuss why healthcare can be a wildcard in retirement. They start by asking four key questions: Do you understand the medical expenses associated with existing conditions? Have you thought about when you will start taking Medicare benefits? Are you familiar with what Medicare does and doesn’t cover? Do you have a plan for additional coverage outside of Medicare?

Figuring out who will cover costs, how to apply for coverage, and understanding your options can be daunting to do alone. Your advisor can explore your options and come up with a plan that fits your retirement goals.

]]>06a78ec1-62aa-461f-b132-92fa354dddeeFri, 22 Oct 2021 06:00:00 -050026:51falsefull248482The Real Cost of Health Care in RetirementThe Real Cost of Health Care in RetirementRoughly 15% of the annual retirement budget is actually spent on health care for a lot of families - typically totaling about $12,000. With health care costs climbing, it's critical to have conversations about your health care costs and work with your financial team to have a plan in place for your specific needs.

In this episode, John and Chip talk about how to plan for - and pay for - healthcare in retirement. Whether through COBRA, or other means. They discuss the cost of inflation on health care expenses and why saving for these should be as much of a priority as your basic living expenses and retirement savings.

]]>Roughly 15% of the annual retirement budget is actually spent on health care for a lot of families - typically totaling about $12,000. With health care costs climbing, it's critical to have conversations about your health care costs and work with your financial team to have a plan in place for your specific needs.

In this episode, John and Chip talk about how to plan for - and pay for - healthcare in retirement. Whether through COBRA, or other means. They discuss the cost of inflation on health care expenses and why saving for these should be as much of a priority as your basic living expenses and retirement savings.

]]>a3e1e1d3-4ebc-4a6c-8a92-c2c9e069ee2dFri, 15 Oct 2021 06:00:00 -050027:57falsefull247472The Choice is Yours, Aging With IndependenceThe Choice is Yours, Aging With IndependenceIndependence is sometimes the one thing seniors feel they can control as certain aspects of their life change with age. The ability to age in place -or stay in your own home - is important to most Americans; therefore, 85% of care is provided at home or with relatives.

In this episode, Chip and Jon are joined by Zach Hearne, a Senior Wealth Advisor at Signature Wealth, to recap previous discussions about long-term care. Zach adds to this conversation some myths and misconceptions about long-term care and a personal story about the emotional impact of being the caregiver for aging loved ones.

]]>Independence is sometimes the one thing seniors feel they can control as certain aspects of their life change with age. The ability to age in place -or stay in your own home - is important to most Americans; therefore, 85% of care is provided at home or with relatives.

In this episode, Chip and Jon are joined by Zach Hearne, a Senior Wealth Advisor at Signature Wealth, to recap previous discussions about long-term care. Zach adds to this conversation some myths and misconceptions about long-term care and a personal story about the emotional impact of being the caregiver for aging loved ones.

]]>3aac8626-0181-4caf-8d45-c9ea00d38b7eFri, 08 Oct 2021 06:00:00 -050032:31falsefull246462Long-Term Care: What's Covered and Who Pays?Long-Term Care: What's Covered and Who Pays?The average 65-year-old today could expect to live to between 84 and 87 years old. At that age, it's very likely that some amount of care will be needed. Meaning, you will need to depend on some combination of long-term care insurance, personal savings, investments, income from Social Security and pension benefits, or proceeds from the sale of your assets to cover these costs.

In this episode, Chip and Jon talk about the different roles involved in long-term care as well as financing strategies and options that may make it more affordable.

]]>The average 65-year-old today could expect to live to between 84 and 87 years old. At that age, it's very likely that some amount of care will be needed. Meaning, you will need to depend on some combination of long-term care insurance, personal savings, investments, income from Social Security and pension benefits, or proceeds from the sale of your assets to cover these costs.

In this episode, Chip and Jon talk about the different roles involved in long-term care as well as financing strategies and options that may make it more affordable.

]]>81faf109-f423-4858-ad6e-937f24f8335dFri, 01 Oct 2021 06:00:00 -050027:02falsefull245452Planning for Long-Term Care Assistance in RetirementPlanning for Long-Term Care Assistance in RetirementToday, about one out of four 65-year-olds will live past age 90. Listen to this important discussion about the possible challenges we face as we live into our 80's, 90's and beyond. Simply living a long life can impact your income, health, and quality of life.

In this episode, Chip and Jon review the types of long-term care insurance and services available. They note that in 2017 the long-term care industry paid nearly $10 billion in claims, and those costs are increasing at 5 or 6% a year.




***Disclaimer: These policies have exclusions and/or limitations. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of Long Term Care insurance. Guarantees are based on the claims paying ability of the insurance company. Please consult with a licensed financial professional when considering your insurance options.

]]>Today, about one out of four 65-year-olds will live past age 90. Listen to this important discussion about the possible challenges we face as we live into our 80's, 90's and beyond. Simply living a long life can impact your income, health, and quality of life.

In this episode, Chip and Jon review the types of long-term care insurance and services available. They note that in 2017 the long-term care industry paid nearly $10 billion in claims, and those costs are increasing at 5 or 6% a year.




***Disclaimer: These policies have exclusions and/or limitations. The cost and availability of Long Term Care insurance depend on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of Long Term Care insurance. Guarantees are based on the claims paying ability of the insurance company. Please consult with a licensed financial professional when considering your insurance options.

]]>896447b9-d35c-4c1e-b75a-dd7d20925d24Fri, 24 Sep 2021 06:00:00 -050026:19falsefull244442Understanding Long-Term Care and Insurance CostsUnderstanding Long-Term Care and Insurance CostsDid you know that nearly 70% of 65-year-olds will need long-term care services or support in their remaining years? Long-term care refers to assisted living, skilled nursing or specialized care in your home or an assisted living facility - aid that isn't covered by standard health insurance.

In this episode of The Retirement Remix, Chip and Jon answer the uncomfortable questions about how to plan for these later-in-life decisions, how to be sure you can afford it, and how to support loved ones through the process.

Listen in for personal stories from their lives and those of their clients on how the long-term care process impacted them.

]]>Did you know that nearly 70% of 65-year-olds will need long-term care services or support in their remaining years? Long-term care refers to assisted living, skilled nursing or specialized care in your home or an assisted living facility - aid that isn't covered by standard health insurance.

In this episode of The Retirement Remix, Chip and Jon answer the uncomfortable questions about how to plan for these later-in-life decisions, how to be sure you can afford it, and how to support loved ones through the process.

Listen in for personal stories from their lives and those of their clients on how the long-term care process impacted them.

]]>728a529f-d64e-4c74-9948-3217c5ed2eaeFri, 17 Sep 2021 06:00:00 -050022:07falsefull243432Behind the Scenes (tips and myths!) with Three College Admissions ProsBehind the Scenes (tips and myths!) with Three College Admissions ProsWrapping up our college planning series, Chip and Jon are joined by three college admissions professionals who bring unique insight and perspective to the college planning and entrance conversation. In this roundtable conversation, they discuss crucial college planning advice like the metrics colleges use in admissions decisions, how to write great essays, leveraging AP classes and scores, and busting some FAFSA and education funding myths. Listen in as Bethany Fee, Brittany Privott, and Weston Nunn give you all the admissions details!

Raymond James is not affiliated with and does not endorse the opinions or services of Bethany Fee, Brittany Privott, or Weston Nunn.

]]>Wrapping up our college planning series, Chip and Jon are joined by three college admissions professionals who bring unique insight and perspective to the college planning and entrance conversation. In this roundtable conversation, they discuss crucial college planning advice like the metrics colleges use in admissions decisions, how to write great essays, leveraging AP classes and scores, and busting some FAFSA and education funding myths. Listen in as Bethany Fee, Brittany Privott, and Weston Nunn give you all the admissions details!

Raymond James is not affiliated with and does not endorse the opinions or services of Bethany Fee, Brittany Privott, or Weston Nunn.

]]>28eb7633-e6c7-483b-942b-e37a85a6e31dFri, 10 Sep 2021 06:00:00 -050047:47falsefull242422Sacrificing For An Education, Is It Worth It?Sacrificing For An Education, Is It Worth It?More than 75% of parents put their children's education before their own needs. And 4 out of 5 parents believe that career passion is more important than earning potential. Paying for your student's college education gives them the opportunity and freedom to pursue their dreams and build toward their future. But at what cost to you?

Mounting credit card debt, withdrawing from retirement accounts, and delaying your own retirement are common answers to this question.

So, would you believe that 2 out of 3 of those parents say they would do it all over again for their student?

In this Retirement Remix episode, Chip and Jon discuss how parents and students navigate the costs of education without derailing retirement and life plans.

]]>More than 75% of parents put their children's education before their own needs. And 4 out of 5 parents believe that career passion is more important than earning potential. Paying for your student's college education gives them the opportunity and freedom to pursue their dreams and build toward their future. But at what cost to you?

Mounting credit card debt, withdrawing from retirement accounts, and delaying your own retirement are common answers to this question.

So, would you believe that 2 out of 3 of those parents say they would do it all over again for their student?

In this Retirement Remix episode, Chip and Jon discuss how parents and students navigate the costs of education without derailing retirement and life plans.

]]>411a7a74-de39-4771-93e2-7a3c53259bd2Fri, 03 Sep 2021 06:00:00 -050031:03falsefull241412Paying for College: What options are available?Paying for College: What options are available?Figuring out how to pay for college can be a daunting task. The truth is that there are more possibilities and options than many people think. Join hosts Chip and Jon as they cover ways to remove the uncertainties of paying for college. With their actionable tips and sage financial insight, you’ll come away with an understanding of college funding that’s in sight and within reach.

]]>Figuring out how to pay for college can be a daunting task. The truth is that there are more possibilities and options than many people think. Join hosts Chip and Jon as they cover ways to remove the uncertainties of paying for college. With their actionable tips and sage financial insight, you’ll come away with an understanding of college funding that’s in sight and within reach.

]]>ff59d43d-f029-46c3-8aae-e7f494b3a9c7Fri, 27 Aug 2021 06:00:00 -050026:40falsefull240402Education Planning and PrepEducation Planning and PrepInvariably, the biggest decision students make following graduating high school is “Where to now?”. Should they go straight to work, continue to college, take a gap year, get a technical degree, or perhaps a combination of these approaches?

Chip and Jon discuss various education paths and how to get there efficiently and affordably. Learn where to start to make the best decisions for your students’ objectives, abilities, and career aspirations. Listen in for know-how nuggets and actionable tips on education planning and prep.


]]>Invariably, the biggest decision students make following graduating high school is “Where to now?”. Should they go straight to work, continue to college, take a gap year, get a technical degree, or perhaps a combination of these approaches?

Chip and Jon discuss various education paths and how to get there efficiently and affordably. Learn where to start to make the best decisions for your students’ objectives, abilities, and career aspirations. Listen in for know-how nuggets and actionable tips on education planning and prep.


]]>851f7db1-422a-47a8-8149-0a88f29c8b3aFri, 20 Aug 2021 06:00:00 -050040:34falsefull239392Getting Plugged In with Mike Miller and Kevin LackeyGetting Plugged In with Mike Miller and Kevin LackeyLearn how to build connections in your community and “plug in” to relationships in your area. In this episode of the Retirement Remix, hosts Chip and Jon are joined by guests Mike Miller, President of the Greater Florence Chamber of Commerce, and Kevin Lackey, Director of Brunswick Business and Industry Development. Listen in as they offer valuable information about making connections and networking locally.  

]]>Learn how to build connections in your community and “plug in” to relationships in your area. In this episode of the Retirement Remix, hosts Chip and Jon are joined by guests Mike Miller, President of the Greater Florence Chamber of Commerce, and Kevin Lackey, Director of Brunswick Business and Industry Development. Listen in as they offer valuable information about making connections and networking locally.  

]]>c5110a7c-f6a8-4ba9-b81e-808d5704fd56Fri, 13 Aug 2021 06:00:00 -050037:22falsefull238382I moved, now what? Settling Into Your New Home and CommunityI moved, now what? Settling Into Your New Home and CommunityJoin hosts Chip and Jon in this episode of the Retirement Remix as they discuss how to ease into your new home and community after a move. Hear insight and tips about setting up a new network of contacts, unpacking and organizing your home, and following up with your financial team. Find out why moving time is an opportune time to check on your financial goals一and keep them on track. Settle into your new home with these actionable tips from Chip and Jon.

]]>Join hosts Chip and Jon in this episode of the Retirement Remix as they discuss how to ease into your new home and community after a move. Hear insight and tips about setting up a new network of contacts, unpacking and organizing your home, and following up with your financial team. Find out why moving time is an opportune time to check on your financial goals一and keep them on track. Settle into your new home with these actionable tips from Chip and Jon.

]]>37dd6cf7-9ff1-4738-b626-045fd00aaf2cFri, 06 Aug 2021 06:00:00 -050027:13falsefull237372Should I move? How relocation might affect your retirement.Should I move? How relocation might affect your retirement.In this episode of The Retirement Remix, Chip and Jon discuss how relocation, or simply moving down the street, might impact your retirement. The average American moves homes over 11 times in their lifetime. Find out why someone might move as they are approaching or considering retirement and learn about the effect moving can have on your healthcare, support network, and finances. Gain new insight as Chip and Jon reveal potential opportunities for movers approaching or considering retirement. 


]]>In this episode of The Retirement Remix, Chip and Jon discuss how relocation, or simply moving down the street, might impact your retirement. The average American moves homes over 11 times in their lifetime. Find out why someone might move as they are approaching or considering retirement and learn about the effect moving can have on your healthcare, support network, and finances. Gain new insight as Chip and Jon reveal potential opportunities for movers approaching or considering retirement. 


]]>ac6ca96e-9f70-48c3-9999-de0c267d2847Fri, 23 Jul 2021 06:00:00 -050021:56falsefull235352Retirement Goal PlanningRetirement Goal PlanningChip Munn and Jon Tait discuss a key problem for anyone who wants to retire: “Can I Retire Yet?” Listen in and find out about the "7 things you need to know to retire confidently". If you want to learn more about making your retirement dreams come true, then don’t miss this podcast.

]]>Chip Munn and Jon Tait discuss a key problem for anyone who wants to retire: “Can I Retire Yet?” Listen in and find out about the "7 things you need to know to retire confidently". If you want to learn more about making your retirement dreams come true, then don’t miss this podcast.

]]>e0972fb1-4fd6-45a9-ac6f-3b5e008907acFri, 16 Jul 2021 06:00:00 -050024:26falsefull234342Common Retirement ConcernsCommon Retirement ConcernsThe best part of retirement planning, we can adjust it to reflect any concerns you may have. What if I live too long? Will I run out of money? What if my healthcare costs rise? What are some investing components to look at? What are my goals? Will inflation affect my savings? How much should I save? What's my budget? What about insurance?

]]>The best part of retirement planning, we can adjust it to reflect any concerns you may have. What if I live too long? Will I run out of money? What if my healthcare costs rise? What are some investing components to look at? What are my goals? Will inflation affect my savings? How much should I save? What's my budget? What about insurance?

]]>16bc86d1-753a-48f2-899f-1fa2d376c70aFri, 02 Jul 2021 06:00:00 -050026:08falsefull233332Retirement ReflectionsRetirement ReflectionsKicking off a new segment, Chip and Jon reflect on how long we work before retirement and how long we are now living in retirement. Everyone will have a unique retirement plan and it makes a big difference to reframe what "retirement" means to you. Some starter questions we cover: What are the differences in the social security system now than when it first started? What are some non-financial impacts to prepare for when transitioning to retirement?

]]>Kicking off a new segment, Chip and Jon reflect on how long we work before retirement and how long we are now living in retirement. Everyone will have a unique retirement plan and it makes a big difference to reframe what "retirement" means to you. Some starter questions we cover: What are the differences in the social security system now than when it first started? What are some non-financial impacts to prepare for when transitioning to retirement?

]]>afb113ab-a44a-4a19-946f-b5ba628f3281Fri, 25 Jun 2021 06:00:00 -050021:31falsefull232322Real Estate Insurance 101 with Erik MarechalReal Estate Insurance 101 with Erik MarechalIn this special episode, Chip Munn and Jon Tait are joined by Erik Marechal, President of Mclean Marechal Insurance to discuss how to help protect your real estate investments with insurance. The biggest takeaway: relationships make the difference.

Raymond James is not affiliated with Erik Marechal and/or Mclean Marechal Insurance. Raymond James does not endorse the opinions or services of Erik Marechal and/or Mclean Marechal Insurance.

]]>In this special episode, Chip Munn and Jon Tait are joined by Erik Marechal, President of Mclean Marechal Insurance to discuss how to help protect your real estate investments with insurance. The biggest takeaway: relationships make the difference.

Raymond James is not affiliated with Erik Marechal and/or Mclean Marechal Insurance. Raymond James does not endorse the opinions or services of Erik Marechal and/or Mclean Marechal Insurance.

]]>1f35519f-c568-4f88-9ceb-349ff2495076Fri, 18 Jun 2021 06:00:00 -050033:27falsefull231312Real Estate Investing 101 with Realtor Karen SchwartzReal Estate Investing 101 with Realtor Karen SchwartzIn this special episode, Chip Munn and Jon Tait are joined by Karen Schwartz, Realtor®/Broker co-owner at Domin & Schwartz Real Estate Group to discuss how to maximize investments in real estate.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated nor endorses the services/opinions of Karen Schwartz.

Any opinions are those of the speaker and not necessarily those of Raymond James.

]]>In this special episode, Chip Munn and Jon Tait are joined by Karen Schwartz, Realtor®/Broker co-owner at Domin & Schwartz Real Estate Group to discuss how to maximize investments in real estate.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated nor endorses the services/opinions of Karen Schwartz.

Any opinions are those of the speaker and not necessarily those of Raymond James.

]]>160f98f5-612c-4ea8-b887-c68eb3eb8d7fFri, 11 Jun 2021 06:00:00 -050028:11falsefull230302How does inflation impact real estate?How does inflation impact real estate?Inflation is essentially things getting more expensive over time. So what can we do to combat inflation? Real estate can provide rental income unlike any other “inflation-proof” investments. Financial advisors, Chip Munn & Jon Tait, provide inflation estimates in all their financial plans and share their expertise in this episode about real estate and inflation.

]]>Inflation is essentially things getting more expensive over time. So what can we do to combat inflation? Real estate can provide rental income unlike any other “inflation-proof” investments. Financial advisors, Chip Munn & Jon Tait, provide inflation estimates in all their financial plans and share their expertise in this episode about real estate and inflation.

]]>5f8bebf3-f12c-4764-81fc-01236c9bb104Fri, 04 Jun 2021 06:00:00 -050023:05falsefull229292What are some things to consider when investing in real estate?What are some things to consider when investing in real estate?Everyone is excited about real estate these days… and we believe that real estate is a great asset for retirement and your investments. Real estate can help diversify and outpace inflation in your investment portfolio, generate passive income and tax reductions in rental income, or spend more time with family and loved ones in a vacation home. So, why do I want to own another property? 

]]>Everyone is excited about real estate these days… and we believe that real estate is a great asset for retirement and your investments. Real estate can help diversify and outpace inflation in your investment portfolio, generate passive income and tax reductions in rental income, or spend more time with family and loved ones in a vacation home. So, why do I want to own another property? 

]]>eefa4d59-364e-47f4-a46d-fd03760f102aFri, 28 May 2021 06:00:00 -050032:51falsefull228282Estate Planning 101 with Kelly ShovelinEstate Planning 101 with Kelly ShovelinIn this special episode, Chip Munn and Jon Tait are joined by Kelly Shovelin, estate law attorney. They discuss how to protect and preserve all that you hold dear.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated with Kelly Shovelin.

]]>In this special episode, Chip Munn and Jon Tait are joined by Kelly Shovelin, estate law attorney. They discuss how to protect and preserve all that you hold dear.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated with Kelly Shovelin.

]]>451ad8f7-eafe-4963-804f-d44d3b4207d0Fri, 21 May 2021 06:00:00 -050029:34falsefull227272Dealing with the loss of a loved one?Dealing with the loss of a loved one?Financial advisors, Chip Munn and Jon Tait sit down in this episode to talk through a few scenarios - sudden loss, serious illness, and health - and how they approach each in their client's lives. Even if you are in good health, going through the checklist can make a difference in the event tragedy strikes. Their number 1 advice in any situation, don't hurry...

]]>Financial advisors, Chip Munn and Jon Tait sit down in this episode to talk through a few scenarios - sudden loss, serious illness, and health - and how they approach each in their client's lives. Even if you are in good health, going through the checklist can make a difference in the event tragedy strikes. Their number 1 advice in any situation, don't hurry...

]]>ef5dabd6-9adc-4019-a19c-4383411e684fSat, 15 May 2021 06:00:00 -050021:55falsefull226262How do I recover from financial loss?How do I recover from financial loss?Don’t miss this lesson… There's a big difference between losing some money and losing enough money that alters your future. Financial advisors, Chip Munn and Jon Tait are back this week to discuss something we all experience in life, financial loss. Listen in to hear their tips on how to recover from loss. 

]]>Don’t miss this lesson… There's a big difference between losing some money and losing enough money that alters your future. Financial advisors, Chip Munn and Jon Tait are back this week to discuss something we all experience in life, financial loss. Listen in to hear their tips on how to recover from loss. 

]]>452d204e-f566-4f60-95d6-8b199116672cFri, 07 May 2021 06:00:00 -050019:07falsefull225252How do I sell my business?How do I sell my business?Business owners focus on building and running their business; however it's just as important to think about your succession plan when it comes time to retire. Financial advisors, Chip Munn and Jon Tait discuss emotional and financial factors, plus the steps to selling a business.

]]>Business owners focus on building and running their business; however it's just as important to think about your succession plan when it comes time to retire. Financial advisors, Chip Munn and Jon Tait discuss emotional and financial factors, plus the steps to selling a business.

]]>fdcce24f-9029-4b3a-b871-d6881329af0cFri, 30 Apr 2021 06:00:00 -050026:30falsefull224242Should I buy a business?Should I buy a business?Be a business owner without starting from scratch... Financial advisors, Chip Munn and Jon Tait talk this week about evaluating existing businesses, industry tips, and how to negotiate.

]]>Be a business owner without starting from scratch... Financial advisors, Chip Munn and Jon Tait talk this week about evaluating existing businesses, industry tips, and how to negotiate.

]]>f9285dbe-f5dc-4492-96e8-7a259f5337fcFri, 23 Apr 2021 06:00:00 -050021:11falsefull223232Should I Start a Business?Should I Start a Business?There is a lot of potential out there to start a business but also a lot of risk. Financial advisors, Chip Munn and Jon Tait, explore why you should start your own business and what to think about to help make that big decision.

]]>There is a lot of potential out there to start a business but also a lot of risk. Financial advisors, Chip Munn and Jon Tait, explore why you should start your own business and what to think about to help make that big decision.

]]>71fdbf9c-e514-48f2-af97-e98b12e740aeFri, 16 Apr 2021 06:00:00 -050022:43falsefull222222What are the Social Security Myths?What are the Social Security Myths?Social Security won’t be around so why bother? Well, that’s not entirely true. Financial Advisors, Chip Munn and Jon Tait discuss a few of the #socialsecurity myths and provide their expert insights into what will affect this government program as you start to plan your retirement.

]]>Social Security won’t be around so why bother? Well, that’s not entirely true. Financial Advisors, Chip Munn and Jon Tait discuss a few of the #socialsecurity myths and provide their expert insights into what will affect this government program as you start to plan your retirement.

]]>0ad34880-7c28-43af-8b7b-6677fca6b30fFri, 09 Apr 2021 06:00:00 -050017:29falsefull221212When should I apply for Social Security?When should I apply for Social Security?You’ve picked out the big date for your #retirement. So what’s next? Financial advisors, Chip Munn and Jon Tait, provide their tips on when you should apply for #SocialSecurity and how. Tune in! 

]]>You’ve picked out the big date for your #retirement. So what’s next? Financial advisors, Chip Munn and Jon Tait, provide their tips on when you should apply for #SocialSecurity and how. Tune in! 

]]>48df3daa-b124-4cbe-8baa-b2d4f6e6b641Fri, 02 Apr 2021 06:00:00 -050019:00falsefull220202How Women Are Redefining Wealth with Sherry HolleyHow Women Are Redefining Wealth with Sherry HolleyIn this special episode, Chip Munn and Jon Tait are joined by Sherry Holley, President of Gratz Park Private Wealth. Sherry leads an all-woman wealth management practice and shares her take on the unique needs of women in financial planning and investing. Tune in to learn why we believe the future of finance is female.

]]>In this special episode, Chip Munn and Jon Tait are joined by Sherry Holley, President of Gratz Park Private Wealth. Sherry leads an all-woman wealth management practice and shares her take on the unique needs of women in financial planning and investing. Tune in to learn why we believe the future of finance is female.

]]>eb89a268-83b1-43c5-9b5c-c79720570f60Fri, 26 Mar 2021 06:00:00 -050019:51falsefull219192How can I maximize my return on Social Security?How can I maximize my return on Social Security?Another bite-sized dose of actionable retirement planning tips is here! We are still talking all things #SocialSecurity. Financial advisors, Chip Munn and Jon Tait share their insights on when to apply and the different phases of retirement.

]]>Another bite-sized dose of actionable retirement planning tips is here! We are still talking all things #SocialSecurity. Financial advisors, Chip Munn and Jon Tait share their insights on when to apply and the different phases of retirement.

]]>92af45a2-0873-4b4e-b004-2add1e4e128aFri, 19 Mar 2021 06:00:00 -050019:07falsefull218182What is Social Security?What is Social Security?Financial advisors, Chip Munn and Jon Tait, discuss the history of Social Security, how it works, and how to consider it when thinking about your retirement plan.

]]>Financial advisors, Chip Munn and Jon Tait, discuss the history of Social Security, how it works, and how to consider it when thinking about your retirement plan.

]]>42e51903-96af-455e-a927-ccd115ed5b6bFri, 12 Mar 2021 06:00:00 -050020:15falsefull217172How do taxes impact a small business?How do taxes impact a small business?In this episode, financial advisors Chip Munn and Jon Taite share their insights on how taxes impact #smallbiz including how there is no index for the small business market, which expenses are tax deductible, when to become an LLC or S-corporation, and more.

]]>In this episode, financial advisors Chip Munn and Jon Taite share their insights on how taxes impact #smallbiz including how there is no index for the small business market, which expenses are tax deductible, when to become an LLC or S-corporation, and more.

]]>97247368-8574-42cf-98df-641bdb042061Fri, 05 Mar 2021 06:00:00 -050020:32falsefull216162How do I build a retirement income plan?How do I build a retirement income plan?Some things are too important to do yourself and certain pre-tax and post-tax choices impact your retirement plan. Financial advisors, Chip Munn and Jon Tait provide their tips on where to start, tracking income and expenses, W2s, Roth IRA, 401Ks, employer plans, and other long-term planning strategies.

]]>Some things are too important to do yourself and certain pre-tax and post-tax choices impact your retirement plan. Financial advisors, Chip Munn and Jon Tait provide their tips on where to start, tracking income and expenses, W2s, Roth IRA, 401Ks, employer plans, and other long-term planning strategies.

]]>06baf1c1-fc25-4bd6-ba42-c5d799986f12Fri, 26 Feb 2021 06:00:00 -050018:41falsefull215152Should I do my own taxes?Should I do my own taxes?Or do you have enough “complexities” to need a professional? And what is tax planning? In this episode, financial advisors Chip Munn and Jon Tait provide their insights on DIY taxes, tax services, freelancers/independent contractors, tax preparation, buying or selling a home or rental property, life events, the tax code, business tips, and more.

]]>Or do you have enough “complexities” to need a professional? And what is tax planning? In this episode, financial advisors Chip Munn and Jon Tait provide their insights on DIY taxes, tax services, freelancers/independent contractors, tax preparation, buying or selling a home or rental property, life events, the tax code, business tips, and more.

]]>45ea7aa9-7355-447d-8b7d-300c84c85858Fri, 19 Feb 2021 06:00:00 -050025:22falsefull214142How does the new administration impact our taxes?How does the new administration impact our taxes?Nobody likes to pay taxes ever; it’s just a part of who we are. This week, Chip Munn and Jon Tait discuss taxes, money, charitable giving, the tax bill, tax brackets, tax code changes, roth ira, traditional ira, stimulus checks, tax increases, tax strategies, and more.

]]>Nobody likes to pay taxes ever; it’s just a part of who we are. This week, Chip Munn and Jon Tait discuss taxes, money, charitable giving, the tax bill, tax brackets, tax code changes, roth ira, traditional ira, stimulus checks, tax increases, tax strategies, and more.

]]>38af0346-5987-4f4e-835b-2ae315b5f60eFri, 12 Feb 2021 06:00:00 -050018:50falsefull213132Who is the CFO of your relationship?Who is the CFO of your relationship?Every relationship has a person who takes on the responsibility of the finances. This week, Chip Munn and Jon Tait discuss relationships, retirement, communication, emotional impact, medical emergencies, widowed spouses, investments, taxes, and finances.

]]>Every relationship has a person who takes on the responsibility of the finances. This week, Chip Munn and Jon Tait discuss relationships, retirement, communication, emotional impact, medical emergencies, widowed spouses, investments, taxes, and finances.

]]>4a96d14a-6747-4f14-ac4b-6a738d777c20Fri, 05 Feb 2021 11:00:00 -050020:52falsefull212122How should my budget and spending change during retirement?How should my budget and spending change during retirement?Your biggest mistake could be not having a budget and a plan yet for retirement. And you’ll want to account for lifestyle changes. Chip Munn and Jon Tait provide their tips on retirement planning, budgeting, spending plans, working past retirement, social security, pensions, the stock market, income sources, annuities, and more.

]]>Your biggest mistake could be not having a budget and a plan yet for retirement. And you’ll want to account for lifestyle changes. Chip Munn and Jon Tait provide their tips on retirement planning, budgeting, spending plans, working past retirement, social security, pensions, the stock market, income sources, annuities, and more.

]]>bf97f6a1-d889-4ebe-881f-220eb181fe5dFri, 05 Feb 2021 10:00:00 -050016:55falsefull211112Introducing the New The Retirement Remix ShowIntroducing the New The Retirement Remix ShowIt wouldn’t be “The Retirement Remix” if we didn’t remix it for the new season. Chip Munn returns for season two and is joined by his new cohost financial advisor Jon Tait to answer frequently asked questions they receive from their clients. We talked about estate planning, taxes, money, relationships, social security, effects of aging, lifestyle, and finance.

]]>It wouldn’t be “The Retirement Remix” if we didn’t remix it for the new season. Chip Munn returns for season two and is joined by his new cohost financial advisor Jon Tait to answer frequently asked questions they receive from their clients. We talked about estate planning, taxes, money, relationships, social security, effects of aging, lifestyle, and finance.

]]>abb582b7-de61-43cf-9170-05c29d99e40bFri, 05 Feb 2021 09:00:00 -050014:28falsefull210102Seasons of Uncertainty, Side Hustle Advice, and a Real-life Approach to Retirement Planning, with Wes GaySeasons of Uncertainty, Side Hustle Advice, and a Real-life Approach to Retirement Planning, with Wes GayJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Wes Gay, CEO and Chief Guide of Wayfinder, a StoryBrand Certified Agency. Wes believes clarity is king. With it, he helps organizations reach more customers, grow their sales, and align teams around their mission. He’s a writer, contributor to Forbes.com (focused on the millennial workforce), business owner, TEDx speaker, and former pastor.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

-

Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Signature Wealth Group, Chip Munn, and Wes Gay and not necessarily those of Raymond James or Raymond James Financial Service.

]]>Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Wes Gay, CEO and Chief Guide of Wayfinder, a StoryBrand Certified Agency. Wes believes clarity is king. With it, he helps organizations reach more customers, grow their sales, and align teams around their mission. He’s a writer, contributor to Forbes.com (focused on the millennial workforce), business owner, TEDx speaker, and former pastor.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

-

Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Signature Wealth Group, Chip Munn, and Wes Gay and not necessarily those of Raymond James or Raymond James Financial Service.

]]>98390b8a-b658-46bf-a675-74bb5b7bf63fTue, 14 Apr 2020 06:00:00 -050032:19falsefull1991Consulting in Retirement, When Leaving the Workforce Doesn't Mean Quitting Work, With Gary EnglandConsulting in Retirement, When Leaving the Workforce Doesn't Mean Quitting Work, With Gary EnglandJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Gary England, General Counsel and Human Resources Consultant.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

-

Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Signature Wealth Group, Chip Munn, and Gary England and not necessarily those of Raymond James or Raymond James Financial Service.

]]>Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Gary England, General Counsel and Human Resources Consultant.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

-

Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Signature Wealth Group, Chip Munn, and Gary England and not necessarily those of Raymond James or Raymond James Financial Service.

]]>fa25e510-82b1-43b8-965f-6ff0330534b6Wed, 01 Apr 2020 06:00:00 -050024:57falsefull1881Embracing Change for Your Ideal Retirement With Jay LavrincEmbracing Change for Your Ideal Retirement With Jay LavrincJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, who is joined on this episode of The Retirement Remix Podcast by Jay Lavrinc, Director of Membership Relations at the Greater Florence Chamber of Commerce in Florence, South Carolina. 

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

-

Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Signature Wealth Group, Chip Munn, and Jay Lavrinc and not necessarily those of Raymond James or Raymond James Financial Service.

]]>Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, who is joined on this episode of The Retirement Remix Podcast by Jay Lavrinc, Director of Membership Relations at the Greater Florence Chamber of Commerce in Florence, South Carolina. 

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

-

Chip Munn, Senior Wealth Advisor, RJFS | 135 S Dargan Street, Suite 200, Florence, SC 29506 | (843) 519-1100

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Signature Wealth Group, Chip Munn, and Jay Lavrinc and not necessarily those of Raymond James or Raymond James Financial Service.

]]>bc08de75-4785-41a9-ad8b-0caded427894Tue, 17 Mar 2020 04:00:00 -050035:13falsefull1771Tax Planning on the Journey to Retirement with Nancy WaringTax Planning on the Journey to Retirement with Nancy WaringJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Nancy Waring, CPA, and President of Waring & Associates in Florence, South Carolina.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

 

]]>Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Nancy Waring, CPA, and President of Waring & Associates in Florence, South Carolina.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

 

]]>85cbe1ce-fd07-4bf2-b2c0-de4e13f5b0eeTue, 03 Mar 2020 06:00:00 -050030:01falsefull1661Living With Intention and Utilizing Your Finances to Make a Bigger Impact With Angie WardLiving With Intention and Utilizing Your Finances to Make a Bigger Impact With Angie WardJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, as he interviews Angie Ward. Angie is a leadership professor and author living in Greenwood, Indiana. Angie and her husband, Dave, have always believed in being intentional with their lives, including their finances. This belief in intentionality, coupled with a value of service to others and the joy found in giving, has brought Dave and Angie to embracing a new adventure as they explore life after raising their children.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

]]>Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, as he interviews Angie Ward. Angie is a leadership professor and author living in Greenwood, Indiana. Angie and her husband, Dave, have always believed in being intentional with their lives, including their finances. This belief in intentionality, coupled with a value of service to others and the joy found in giving, has brought Dave and Angie to embracing a new adventure as they explore life after raising their children.

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

]]>3022b378-af97-48d3-b3ac-bae9cf716cddTue, 18 Feb 2020 06:00:00 -050040:20falsefull1551Creating a Career That Never Feels Like 'Work' with Jim LoganCreating a Career That Never Feels Like 'Work' with Jim LoganJoin Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews James 'Jim' Logan, a long-time friend, and man that truly embodies how to identify, chase and live your unique 'Retirement Remix.' Jim has had a full, varied, and adventurous career path leading him to combine his professional skills with his personal passions, creating a career that genuinely never felt like 'work.'

 The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

 

]]>Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews James 'Jim' Logan, a long-time friend, and man that truly embodies how to identify, chase and live your unique 'Retirement Remix.' Jim has had a full, varied, and adventurous career path leading him to combine his professional skills with his personal passions, creating a career that genuinely never felt like 'work.'

 The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

 

]]>9dcbf1ec-e51e-4d7c-8f1e-10054ba211c0Wed, 05 Feb 2020 06:00:00 -050041:11falsefull1441Preparing for Uncertainty - From Politics to Public Radio with Ken ArdPreparing for Uncertainty - From Politics to Public Radio with Ken ArdIn this episode of The Retirement Remix Podcast, Chip connects with Ken Ard, former Lieutenant Governor of South Carolina and current radio host on Wake Up Carolina.

Ken was elected to the Florence County Council in 2004. Four years later, he was elected chairman of the Florence County Republican Party. In 2010, Ken was elected Lieutenant Governor of South Carolina. His future in politics seemed bright, but in 2012 he resigned from office. As it turns out, there’s a big difference between running the finances of a campaign and running the finances of a family business.

Having left public service, Ken embraced exploring new options and how he could re-invent his life and career. Learn more> signaturewealth.com/003

]]>In this episode of The Retirement Remix Podcast, Chip connects with Ken Ard, former Lieutenant Governor of South Carolina and current radio host on Wake Up Carolina.

Ken was elected to the Florence County Council in 2004. Four years later, he was elected chairman of the Florence County Republican Party. In 2010, Ken was elected Lieutenant Governor of South Carolina. His future in politics seemed bright, but in 2012 he resigned from office. As it turns out, there’s a big difference between running the finances of a campaign and running the finances of a family business.

Having left public service, Ken embraced exploring new options and how he could re-invent his life and career. Learn more> signaturewealth.com/003

]]>234a563d-892a-485a-92b6-be7855f89afeThu, 23 Jan 2020 06:00:00 -050042:26falsefull1331Non-Retirement and the Serial Entrepreneur with Tim NorwoodNon-Retirement and the Serial Entrepreneur with Tim NorwoodIn the mid-1990s, Tim and his partners built a small business into the largest tax consultant company in the country for employment tax credits. In 2003, they sold that business to a data processing company. Tim calls this his first “retirement.” He was forty-seven years old and looking to retire, but he ended up working another twelve years. When he left there, he and his partners bought a small tax consulting business in Alabama and moved it to their small town in South Carolina, where it still thrives today.

In 2004, he ran for the South Carolina State Senate, and in a very close and controversial race, ended up losing. Learn More >

]]>In the mid-1990s, Tim and his partners built a small business into the largest tax consultant company in the country for employment tax credits. In 2003, they sold that business to a data processing company. Tim calls this his first “retirement.” He was forty-seven years old and looking to retire, but he ended up working another twelve years. When he left there, he and his partners bought a small tax consulting business in Alabama and moved it to their small town in South Carolina, where it still thrives today.

In 2004, he ran for the South Carolina State Senate, and in a very close and controversial race, ended up losing. Learn More >

]]>83a77097-e752-4139-a3e4-5d61f50dd31aThu, 02 Jan 2020 06:00:00 -050027:49falsefull1221Defining The Retirement Remix with Jill LewisDefining The Retirement Remix with Jill LewisListen in as Chip and Jill discuss the concept of The Retirement Remix, and why it’s such a meaningful conversation to start having. There are many ways you can ‘do’ retirement, from embracing unique opportunities and pursuing your passion to enjoying a laid back relaxed lifestyle. What’s right for your neighbor doesn’t have to be (and likely isn’t) right for you.  

You’ve worked hard to acquire the assets and have been diligent in planning and investing along the way. Now, you want to be confident that you can utilize the fruits of your labor, yet you’re still not sure if you’ll be ready. Learn more >

]]>Listen in as Chip and Jill discuss the concept of The Retirement Remix, and why it’s such a meaningful conversation to start having. There are many ways you can ‘do’ retirement, from embracing unique opportunities and pursuing your passion to enjoying a laid back relaxed lifestyle. What’s right for your neighbor doesn’t have to be (and likely isn’t) right for you.  

You’ve worked hard to acquire the assets and have been diligent in planning and investing along the way. Now, you want to be confident that you can utilize the fruits of your labor, yet you’re still not sure if you’ll be ready. Learn more >

]]>4bb55210-ad41-4574-8792-63022a1b7bccTue, 31 Dec 2019 09:00:00 -050034:18falsefull1111