Navigating Your Retirement with Niles P. Geary, II

Invest Like A Genius

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets that we hear from people who wish they’d made different financial decisions so that others can learn from those mistakes.

Taking Care Of Family

Even when you eventually leave this life, it's highly likely that you'll be leaving a legacy behind to your family. Let's take a look at what it means to take care of your family during retirement and after you pass on.

Universal Retirement Truths

There are certain retirement planning principles that apply to everyone. Regardless of who you are, how much money you have, when you’re retiring, or where you live, there are some universal truths about finances that you must keep in mind if you want to have a successful retirement.

Common Complaints About Finances

We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things? We will also address the pros and cons of including real estate investing in your retirement plan.

Advisor Red Flags

Let’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Later, we'll help you bounce back from financial mistakes.

Where Do You Stand?

On today's episode, we'll get rid of some of your bad financial habits and help determine where your retirement stands.

Market Update: Holiday Hijinks

As if the holiday season wasn't stressful enough, we saw the stock market act more volatile than it has in a long time. What do these recent ups and downs in the market mean for your portfolio? Niles will explain, as well as answer some listener questions.

Common Money Mistakes

A retirement plan has a lot of moving pieces - it's easy to slip up and make a mistake somewhere if you are doing it all by yourself. Unfortunately, even the tiniest mistake in retirement planning can turn into a huge headache down the road. Niles will go over some of the most common money mistakes and how to avoid them.

The Pre-Retirement Checklist

Just like a pilot going through his pre-flight checklist before takeoff, it's important that you go through your pre-retirement checklist before walking away from a paycheck.

Financial Memories

We'll discuss some influential memories that might affect your financial decision-making.

Moving The Goalposts

We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. Let’s talk about some of the ways that people are likely to change their goals and deadlines.

Financial Blind Spots

Just like when you're driving your car, navigating your way through retirement has some inherent blind spots. Make sure you don't find yourself in a financial fender bender. Niles will help check those blind spots with you.

The Pre-Retirement Checklist

Just like a pilot going through his pre-flight checklist before takeoff, it's important that you go through your pre-retirement checklist before walking away from a paycheck.