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Your Retirement Navigator
15 minutes | Nov 24, 2021
Look to Yoga to Build Your Wealth
Ken and Lori discuss five elements of Yoga that are particularly useful for personal wealth.
16 minutes | Nov 24, 2021
Estate Planning - Wills & Trusts
What are my Estate Planning options?
17 minutes | Nov 23, 2021
Healthcare can be a large expense in retirement. And some people delay retirement because they are concerned about the cost of healthcare. Ken and Lori look at three phases: 1. Covering healthcare expenses from retirement date to age 65 2. Medicare at age 65 3. Long-term care
18 minutes | Sep 20, 2021
4 Buckets for Tax Planning
Tax planning is an important part of preparing for retirement. On this episode, Ken talks about four different buckets your money can be in, and the importance of knowing exactly which buckets your retirement assets are in.
15 minutes | Jul 19, 2021
Tax Planning Part 1
Ken and Lori begin discussing tax planning, and how it can be vitally important for retirees to know how taxes will effect their retirement accounts.
18 minutes | Jun 21, 2021
Investment Planning Part 3
In this episode Ken and Lori discuss risk management in retirement, and how emotions can get in the way of making wise investment decisions.
20 minutes | Jun 7, 2021
Investment Planning Part 2
Continuing their deep dive into investment planning, Ken and lori take a much closer look at the details inside of the three major asset classes, cash, fixed income assets, and equities.
18 minutes | May 24, 2021
Investment Planning Part 1
Ken and Lori begin to explore an extremely important pillar of any retirement plan; investment planning.
16 minutes | May 6, 2021
Income Planning Part 4
Ken Heise discusses some potential strategies that could address some of the retirement income roadblocks discussed in the first three episodes of this series.
16 minutes | Apr 20, 2021
Income Planning Part 3
In this episode, Ken and Lori continue their deep dive into income planning, this time focusing on some complex topics such as sequence of returns risk, and reverse dollar-cost averaging.
17 minutes | Apr 6, 2021
Income Planning Part 2
The second in this series of episodes looking into income planning in retirement, Ken and Lori discuss combatting 2 of the 4 biggest potential pitfalls that can damage an income plan, rising inflation, and longevity risk.
13 minutes | Apr 6, 2021
Income Planning Part 1
An income plan is one of the staples of a successful retirement. In this episode, Ken and Lori begin diving in to this topic and discuss strategies for generating cash flow in retirement.
19 minutes | Apr 5, 2021
What Goes Into a Holistic Retirement Plan?
When planning for retirement, one of the biggest mistakes a person can make is failing to account for all the various aspects that go into a successful retirement plan. In this episode, Ken and Lori break down the areas in which a holistic retirement plan should cover.
15 minutes | Apr 5, 2021
Getting To Know Ken and Lori Heise
Welcome to the Your Retirement Navigator podcast! This first episode will give you an idea of what to expect in future episodes, as well as helping you get to know the founders of Heise Advisory Group, the husband and wife team of Ken and Lori Heise.
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