
Retirement is like having five extra Saturdays in your week and while it may be fun to relax for a while, it doesn't take too long till the relaxation can become boring. Today Johnathan and Melissa will talk about how to set goals for retirement to ward off post-retirement boredom. Also, make sure you tune in to the end of the show where they answer a listener's question about what most retirees often overlook. Email the show [email protected] Schedule a Conversation Download Our Retirement Toolkit -Johnathan Rankin CRPC® CEPA®, Founder & CEO, - Melissa Rankin - Wealth Management Advisor Theorem Wealth Management ----------------------- CHAPTERS 00:00 - Introduction 3:04 - Retirement goal setting 11:16 - What most retirees overlook 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Apr 11, 2022
19 min

Interest rates can impact investments and more importantly your retirement. Join Johnathan and Melissa Rankin as they discuss what rising interest rates affect and how to prepare for them. Schedule a Conversation -Johnathan Rankin CRPC® CEPA®, Founder & CEO, - Melissa Rankin Wealth Management Advisor Theorem Wealth Management 00:00 - Intro 2:14 - Why are interest rates rising? 4:42 - Bond in a rising interest rate environment 8:08 - Stocks & rising interest rates 12:56 - How rising interest rates affect retirement plans 17:09 - 401ks 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Apr 4, 2022
23 min

A recession is something that affects everyone, and those who are near or in retirement can feel the impact the most. Join Melissa and Johnathan Rankin as they discuss some of the ways a recession can impact those planning for retirement. Schedule a Conversation -Johnathan Rankin CRPC® CEPA®, Founder & CEO, - Melissa Rankin Wealth Management Advisor Theorem Wealth Management Chapters: 00:00 - Introduction 3:10 - What is a recession? 7:57 - How a recession can impact your career. 14:37 - What a recession means for those close to retirement. 16:53 - Sequence of returns risk 20:08 - How a recession affects retirees. 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Mar 28, 2022
26 min

When people think of retirement mistakes, they tend to think of financial mistakes that are made, but are all mistakes financial related? On this episode of the Retire Once Show we discuss our Top 5 Retirement Mistakes and what you can do to avoid them. -Johnathan Rankin, CRPC® CEPA® - Melissa Rankin - Wealth Management Advisor 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Mar 21, 2022
19 min

With the current events going on globally we are seeing a lot of market volatility and this is scaring some investors. What we want to ask is if all this volatility is a really bad thing or if it could be good for you. Additionally, we'll help explain why volatility like what we're seeing now is normal. -Johnathan Rankin, CRPC® CEPA® - Melissa Rankin - Wealth Management Advisor 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Mar 14, 2022
31 min

It seems like there are so many different fees when it comes to investing and retirement. Join Johnathan and Melissa Rankin to talk about 401k fees, mutual fund fees, ETF fees, annuities fees, and more. We also have a fun break covering some of the top things baby boomers think are cool! Johnathan Rankin, CRPC® CEPA® Melissa Rankin - Wealth Management Advisor 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Mar 7, 2022
47 min

There is a lot to consider when planning for retirement, like when to take social security, and how much you need to retire. There are so many questions surrounding Social Security, like if Social Security will go bankrupt or if you can count on Social Security to be there for you. If you wonder whether or not you should include Social Security in your retirement plan you will want to check out this episode. Today we'll be covering those topics and more. Join Melissa & Johnathan Rankin while they discussed these topics and more in this episode of Retire Once. 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Feb 28, 2022
24 min

Join hosts Johnathan Rankin and Melissa Rankin as they discuss whether or not you should still invest in a 60/40 portfolio if you are planning for retirement. They will also answer the question, should your home be included in your retirement plan? 👉Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Feb 22, 2022
23 min

Welcome to the Retire Once Show! Episode 01: Show Notes Hello and welcome to the first episode of the Retire Once Show. This show is hosted by Johnathan Rankin and Melissa Rankin. Johnathan Rankin is the founder and CEO of Theorem Wealth Management. Melissa Rankin is a Wealth Management Advisor with Theorem Wealth Management. In this episode, Johnathan and Melissa walk listeners through the basic information of the show. They discuss who the show is designed for, the subjects that will be discussed, and how often you can expect a new episode. Key Points From This Episode: This show is designed for people who are either retired or within 10-15 years of retirement. This show will cover topics such as Social Security, investments, taxes, insurance, financial planning concepts, retirement planning advice, and more. Email us anytime at [email protected] Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Our Retirement Resources
Feb 22, 2022
5 min
