The Retirement Trailhead

Podcast de The Retirement Trailhead

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THE RETIREMENT TRAILHEAD is an hour long program that airs six times weekly on radio stations in the Portland, Oregon area. Jason Lambert is President, CEO, and Portfolio Manager of Northwest Financial and Tax Solutions. David Topper is a Senior Financial and Retirement Advisor. Together they have educated thousands across the Portland metro area on how they can better preserve, protect, and grow their assets. Visit www.RetirementTrailhead.com to learn more about Jason, David, and Northwest Financial & Tax Solutions.

Todos los episodios

32 episodios

More Stimulus, Confidence in the plan, and Generational Planning

itunes pic [https://assets.podomatic.net/ts/fe/44/1d/keith89900/3000x3000_14242132.jpg] This week on the Retirement Trailhead Jason Lambert and David Topper cover the possibility of another stimulus package, how to have confidence in your retirement plan, and ways that you can help plan for the next generation as they graduate into a recessionary market.

29 de may de 2020 - 45 min

Your Portfolio In Market Volatility And Uncertainty

itunes pic [https://assets.podomatic.net/ts/fe/44/1d/keith89900/3000x3000_14242132.jpg] This Week on the Retirement Trailhead, Jason Lambert and David Topper discuss the current market conditions and some ways to manage your retirement plan during this time.

27 de mar de 2020 - 45 min

Retirement Policy and Giving to Future Generations

itunes pic [https://assets.podomatic.net/ts/fe/44/1d/keith89900/3000x3000_14242132.jpg] This week on the Retirement Trailhead Jason Lambert and David Topper begin the show taking about the impact that Government policy and elections may have on retirement. Then, it's time to look into 401(k) rollovers. Next, we dive into 529 plans and other ways to give to children and grandchildren. Finally, we close it our with the weekly market wrap.

13 de mar de 2020 - 45 min

What is Retirement Planning?

itunes pic [https://assets.podomatic.net/ts/fe/44/1d/keith89900/3000x3000_14242132.jpg] On this episode of the Retirement Trailhead Jason Lambert and David Topper compare retirement planning against traditional financial planning. then they delve into planning ahead for inflation and market volatility. Finally, we address this 2020 election season.

6 de mar de 2020 - 45 min

Elder Care, Life Insurance, HSA, and Simplify Retirement

itunes pic [https://assets.podomatic.net/ts/fe/44/1d/keith89900/3000x3000_14242132.jpg] On the Retirement Trailhead this week. Jason Lambert and David Topper cover a few different ways to plan ahead for your retirement future. Starting with Elder Care, then moving on to Life Insurance and Health Savings accounts. Then some tips to Simplify Retirement. Finally, the Market Wrap explores the world of Mergers and Acquisitions.

28 de feb de 2020 - 45 min

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