Loren shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.
Through this captivating podcast, Loren Sherman shares his extensive knowledge and expertise in retirement planning, focusing on achieving holistic well-being, financial security, and personal growth during the golden years.
From financial management and investment strategies to healthcare, lifestyle choices, and personal development, this podcast delivers a comprehensive approach to retirement that goes beyond mere financial considerations.
Each episode features interviews with industry experts, successful retirees, and thought leaders who share their stories, insights, and lessons learned, offering a diverse range of perspectives.
If you are eager to unlock the secrets of a healthy, wealthy, and wise retirement, tune in to “Healthy, Wealthy & Wise Retirement” and embark on an enlightening journey toward a fulfilling and prosperous post-career life.
Start here
Three episodes to begin with.
New to the show? Start with the Retirement Risks Analysis, estate planning, and whether you need an advisor at all.
Episode84The 15 risks
Retirement Risks Analysis
· 28 minutes
In the second half of this episode, I share my screen to walk through our Retirement Risks Analysis, which is a complimentary service we offer prospective clients. This is a review of 15 retirement risks, each color-coordinated so you can quickly identify strengths and weaknesses in your planning.
It’s my honor to share some insights from CEO of Thompson & Associates, Dr. Eddie Thompson. We talk about why estate planning is so important, how asking the right questions BEFORE creating legal documents is vital, and some of the most common mistakes people make (and how to avoid them).
Today, we have a shorter show for you that is designed to help those who are wondering if they even need a financial advisor. Rather than diving into data and studies on the topic, we’re keeping this one light, with a quick story to kick us off.
Press play to listen right here, or open any episode in Apple Podcasts.
Episode91
Holding Tiny Hands
· 49 minutes
For this episode, I am excited to welcome in a good friend and fellow financial advisor, Damian Beard. If you have never heard of Holding Tiny Hands, their mission is to provide emotional and psychological support to parents of preemies and critically ill infants.
Today, I chat with Janet Fisher, who is Senior Director of Development at Blank Children’s Hospital here in Des Moines, Iowa. We talk about who Blank serves, what they are up to now, and how you can get involved if you’d like to add Blank Children’s Hospital to the list of charities you support.
I hope you enjoy Part II with Dave Olchowka of Prizm, as we talk about where people can get into trouble with their home & auto coverage and how to avoid these pitfalls. We also talk about how often you should review your coverage, and situations that may warrant a fresh review.
Listen in, as Dave Olchowka of Prizm joins the show to talk about a better way to review your home & auto coverage. Dave launched Prizm in 2022, powered by innovative technology paired with human expertise.
Today I’m joined by Steve Blackwell, CEO of Invito Energy Partners. Steve and his managing partner, Jared Christianson, have a long history and vast experience in the oil & gas space.
On today’s episode, Perry Ross, worship minister at Lutheran Church of Hope in West Des Moines, Iowa, was kind enough to share his love of music with us all.
I’m excited to share Part II of my conversation with Ph.D. Alex Murguia. Alex is a “go-to” expert when it comes to any finance-related topic, as he has a unique ability to combine an academic proficiency with humor and real-world experience.
Today, I have the pleasure of welcoming Ph.D. Alex Murguia to the show. Alex is the CEO of Retirement Researcher and Managing Director of McLean Asset Management, an investment advisory firm based in Tysons, Virginia.
