The Retirement Oasis is a podcast that helps you enjoy, plan, and visualize a retirement lifestyle defined by you. The hosts of this retirement podcast, Mel Bond and Steve Martin, are CERTIFIED FINANCIAL PLANNERTM practitioners and their goal is to help offer wisdom and encouragement to help you enjoy the best life possible leading up to and through retirement.
The content of this podcast will focus on a variety of financial and lifestyle issues that will be relevant as you plan for retirement, whether you are 15 years from retirement or are already retired. The financial issues that Mel and Steve will cover include general financial planning, income tax planning, investments, estate planning, withdrawal and spending strategies in retirement, pension and social security timing, and a host of other issues. The lifestyle segments will focus on helping you find well-being in retirement, including overall fulfillment (“inner well-being”), the financial and physical well-being (e.g., issues related to the home and where you live), and health well-being.
In this episode, Steve and Mel discuss the following:
Resources:
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