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Retire Happy with Roger Gainer
32 minutes | Sep 17, 2021
Social Security Mistakes to Avoid
In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thousands of dollars tomorrow.
34 minutes | Aug 18, 2021
How to Refinance the Right Way
In this episode, Roger discusses the basics of refinancing and explains how individuals can use debt as a tool to build more equity. He also shares some of the most common mistakes people make when it comes to debt and asset management, especially when individuals don’t understand how to make the tax code work for them.
22 minutes | Apr 5, 2021
Are You Ready for the Coming Tax Changes?
In this episode, Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.
29 minutes | Mar 15, 2021
The Value of Tax Planning
In this episode, Roger discusses the true value in tax planning - when to start and how to best prepare for what’s to come next. As we’re inching closer to the tax filing deadline this April, Roger shares how financial decisions made today will directly affect outcomes three, five and even 10 years in the future.
27 minutes | Feb 5, 2021
Anticipating Tax Changes in 2021
In this episode, Roger discusses taxes, specifically what to anticipate with changes in tax laws this year and beyond, and how you can best prepare yourself before you file. We also uncover what studying our economic history may tell us, and how hindsight can help predict what’s to come in the future.
22 minutes | Jan 13, 2021
Putting 2020 Into Perspective
No one could have predicted 2020 would end with a global pandemic, and what's to come for the rest of 2021 is anyone's guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can't. We'll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.
27 minutes | Dec 7, 2020
Tools to Get Through This
With so much uncertainty in the world today, it’s more difficult than ever to make decisions that can help you progress toward your financial goals. In this episode, Roger explains how you can build a retirement income plan that will allow you to stop worrying about where your income will come from in retirement. He also shares some helpful tools you can use to assess your financial situation and organize your priorities.
24 minutes | Nov 10, 2020
Don't Get Scammed
In times of economic crisis or uncertainty, people are more likely to get scammed. So how can you protect your investments and avoid being taken advantage of? In this episode, Roger shares five key questions you should always ask before making an investment, along with some other advice to help you avoid scams and have greater peace of mind.
35 minutes | Oct 13, 2020
What's Working Now?
Even with all the economic difficulties we’ve seen because of COVID-19, there are still certain strategies and investments that are working well for people. In this episode, Roger shares his insight into some of the assets he recommends right now, as well as some that he thinks you should avoid.
38 minutes | Sep 8, 2020
How Financial Advisors Are Paid
In today’s episode, Roger explains how different types of advisors get paid, and he shares some questions you can ask to make sure you’re protecting yourself and your assets. Roger also describes the advantages that come from working with a good financial advisor, especially in a time when the economy is so volatile.
26 minutes | Aug 13, 2020
Even as millions of Americans are applying for unemployment and major companies are laying people off, the stock market has been rising. In today’s episode, Roger breaks down the reasons for this growth and explains why it might not last. He also shares how Gainer Financial’s new risk profiling service can help you understand your feelings about risk and ensure your profile is aligned with your emotional, intellectual and financial decisions.
34 minutes | Jul 8, 2020
5 Tips to Shut Out the Noise
In this episode, Roger shares 5 tips to help shut out the noise and reduce stress around our finances. He also explains how working with an expert and using tools like the Thought Organizer can help you navigate these complicated circumstances.
39 minutes | Jun 9, 2020
How the Stock Market Has Changed Over the Last 30 Years
As the global economy has dramatically shifted in response to COVID-19, many people believe that markets will bounce back quickly and look forward to a day when we can return to normal. In this episode, Roger explains why that is unlikely to happen, and he offers insight into some of the industries that may be permanently changed by this pandemic. Roger also provides practical advice for investing in asset types that will stay reliable through this crisis, and he explains how Gainer Financial can help you understand the “why” behind your financial strategy, so that you can make smart, strategic decisions.
36 minutes | Apr 28, 2020
Market Changes - What They Can Teach Us
In this episode, Roger explains what causes major past economic market shifts and what lessons we learned then that can help us in the present. Roger also walks us through how Behavioral economics are playing a role in today's situation, and how to perform your very own 'gut check' to better position yourself for what may be on the horizon.
17 minutes | Mar 28, 2020
COVID 19: Stay Calm
The world is changing in a way we’ve never seen before. But one thing remains the same: we all want to retire happy. However, there’s an enormous amount of fear and uncertainty due to COVID-19 Global Pandemic. In this episode, Roger shares his encouragement and #1 message to all of his clients during these uncertain times.
24 minutes | Mar 6, 2020
COVID-19 and the Global Financial Impacts
In this episode, Roger and Clark sit down and discuss how the growing concerns for the spread of COVID-19 and the worldwide impact on our financial stability.
21 minutes | Feb 8, 2020
A Look Forward to the Next Decade
In this episode, Roger and Clark sit down and discuss the future financial landscape with a look forward to the next decade.
27 minutes | Dec 16, 2019
A Look Back at 2019
In this episode, Roger and Clark sit down and discuss what 2019 was like and what your financial future can be in 2020.
27 minutes | Dec 15, 2019
Why Not Work With an Advisor?
In this episode of Retire Happy, Roger and Clark discuss why some people should and shouldn't work with an advisor.
18 minutes | Oct 6, 2019
The Five Phases of Dealing with Market Volatility
In this episode of Retire Happy with Roger Gainer, Roger and Clark talk about the five phases most investors experience when confronting market volatility.
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