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Host: Robert Margetic
How will you spend the rest of your life? More than 70% of Americans say that they are not prepared for retirement life. Join us on The New Retirement for tips and strategies that will help you create your unique retirement picture. Like any journey reaching your retirement destination is a trip that requires planning. We’ll talk about how to reach your goals in terms of location, proximity to family and other essential elements that will ensure a happy and healthy retirement!
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The New Retirement – Risk on, Risk Off
One challenge in managing your money is to balance the right amount of risk in achieving your goals. Take little or no investment risk an you will have to save a lot more money to achieve your savings goal. Take too much, and you may lose principal. Generally, you can take more risk the longer time you have to meet … Read more about this episode...
Previous Episodes
View All Past Episodes of The New Retirement
Biography
The New Retirement with Robert Margetic
Robert Margetic, MBA, ChFC, CLU has been advising clients for over twenty-five years in all aspects of retirement and financial planning. He serves as a consultant on advanced planning strategies to attorneys, accounts and other financial advisors. He is founder and president of Redwood Financial Advisors Inc, a registered investment advisor and is co-founder of Wealthnet, a national trust administration company. He is the author of ‘How to Survive the Coming Retirement Storm; A Five Step Process for Success in Volatile Times’. He frequently writes and blogs on issues facing the new retirement.
Previous Episodes
- The New Retirement - Risk on, Risk Off December 3, 2012
- The New Retirement - Is perfectionism hurting your productivity? How can you tell? November 26, 2012
- The New Retirement - Income Two Ways November 26, 2012
- The New Retirement - Budgets and Rock n Roll November 19, 2012
- The New Retirement - Choices November 12, 2012
- The New Retirement - Risk; The Long and Short of It November 5, 2012
- The New Retirement - Education and Expense October 29, 2012
- The New Retirement - The View From Down Under October 22, 2012
- The New Retirement - It's Your Attitude October 15, 2012
- The New Retirement - Uncertainty and Aging October 7, 2012
- The New Retirement - Transitions October 1, 2012
- The New Retirement - Distracted Investing September 24, 2012
- The New Retirement - Demographics September 16, 2012
- The New Retirement - Stability and Predictability September 9, 2012
- The New Retirement - To Get and Protect September 2, 2012
- The New Retirement - Risk August 26, 2012
- The New Retirement - Transitions August 19, 2012
- The New Retirement - Money, Money, Money August 12, 2012
- The New Retirement - Of Money and Marriage August 5, 2012
- The New Retirement – Of Advice and Guarantees July 30, 2012
- The New Retirement - Who are you going to be when you retire? July 23, 2012
- The New Retirement - Predictable Engagement July 16, 2012
- The New Retirement - Up in the Heir July 9, 2012
- The New Retirement - Seeking Value in Hidden Assets July 2, 2012
- The New Retirement - Busyness and Budgets June 25, 2012
- The New Retirement - New Retirees Changing the New Retirement June 18, 2012
- The New Retirement - Age Proofing Retirement June 11, 2012
- The New Retirement – Aging In Place June 4, 2012
- The New Retirement – Tips for a Secure Retirement May 28, 2012
- The New Retirement – Planning for Unknowns May 21, 2012
- The New Retirement – Money Decisions May 14, 2012
- The New Retirement – Cultural Trends in the New Retirement May 7, 2012
- The New Retirement – What Are You Going To Be When You Retire April 30, 2012
- The New Retirement – Health Matters April 23, 2012
- The New Retirement – When to Break from Tradition April 16, 2012
- The New Retirement – Move Into Retirement April 9, 2012
- The New Retirement – Social Security and Savings Goals April 2, 2012
- The New Retirement – Allocate Your Assets Properly March 26, 2012
- The New Retirement – Planning is a Matter of Perspective March 19, 2012
- The New Retirement – Developing Your Retirement Mindset March 12, 2012
- The New Retirement – The Holistic Retirement March 5, 2012
- The New Retirement – Prepare for Long Term Care February 27, 2012
- The New Retirement – 401ks and Investment Strategies February 20, 2012
- The New Retirement – Manage Your Money for the Long Haul February 13, 2012
- The New Retirement - Perspective and Paperwork February 6, 2012







