Retire Confidently Podcast

Latest Episodes:

How can I have more net income in retirement? Oct 10, 2022

Show notes

What is the difference between a ROTH IRA and a Traditional IRA?
Do I qualify for a back door ROTH?
Do I even want to do a back door ROTH?
So many questions about retirement - How can I be sure I have enough net income to even HAVE a retirement?
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Find out more about the Retire Confidently Program
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

The tale of the Crummy Rich Guy Oct 03, 2022

Show notes

No one gets married to get to divorced. Much of the divorce process is confusing and hard to understand. Even fewer people understand what type of Social Security benefits you can get when you retire AND far less know that you can lay claim to some of your Ex-Spouses Social Security benefits.
But how do you know if you qualify? When do you claim them and what things might you do that would disqualify for being eligible.
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

What a "mini-mess" I have created Sep 26, 2022

Show notes

Recording a podcast can be difficult. Normally the difficult thing is preparing what I am going to say that will make a difference in your life to make it worth your time to listen.
Other times it becomes challenging to be a podcaster when other aspects of my business are really taking a lot of focus or my family needs me to be more present - so even making the time to record becomes difficult.
What should not be difficult - remembering to put the memory card in my recording device so that it ACTUALLY records...yet...here we are.
What can we learn from my mini-mess?
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

You're in a Rip! Sep 19, 2022

Show notes

Most of my episodes I like to tell you a story and then tell you what I have learned from that story. I decided to do it a little different this week. I decided to tell you the story and let YOU take the lesson away from it.
I feel like there is more than one application or lesson that could be learned BUT I want to hear from you and what you learned. DM us on Facebook or Instagram and share the lessons you took from this "Gnarly" story.
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Down-size or Right-size? Sep 12, 2022

Show notes

Everyone has a vision of what their specific retirement should look like. It's different from others because you are different, your experiences are different, and your expectations are different. But retirement isn't something you just fall into, you have to make choices. Choices for you that will literally change your future life.
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Trust to go forward Sep 05, 2022

Show notes

Step 1 Trust if the economy is still there you need to be invested

Step 2 Trust in Strategy - In good times and bad times

Step 3 Trust (Have confidence) to invest in those strategies

Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Let US take care of ourselves Aug 29, 2022

Show notes

The story of a widow that wants to help out her children financially. Telton is helping her with surviving spouse planning.
She wants to give money to her kids to help them out but financially it may not be smart for her retirement. Will she have enough?

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Change your mind - Change your life Aug 22, 2022

Show notes

The story: John and Sue and battling negativity with a transformation of the mind.

Question: How can we move from a place of negativity to one of a positive mindset?

In our culture we have a lot of negativism. Sue didn't like her living arrangements and decided she needed a transformation of the mind to look at the positive.
What happens next MAY surprise you.
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Compare and You'll Despair / Coach Claudine Pt.2 Aug 15, 2022

Show notes

Telton continues the discussion with Claudine Sweeney or "Coach Claudine." Claudine shares how she helps empty nesters discover themselves and how the second half of life can be the best half. Claudine invites listeners to download her 5 Power Thoughts to Retire Confidently.
Go to claudinesweeney.com/telton

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

Stuck in your stucked-ness / Coach Claudine Pt.1 Aug 08, 2022

Show notes

Telton hosts Claudine Sweeney or "Coach Claudine." They discuss the power of thoughts and how to think ON PURPOSE.
Claudine is a master life coach and can be reached at claudinesweeney.com.
Purchase The Secure Solution: Creating a High-Quality Retirement in a Low-Interest-Rate World
Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?