Best Fortress Insurance Podcasts (2024)

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#11: Fortress Roles and Responsibilities 7:53

4d ago7:53

7:53

There's are a lot of individual specialties that our team members at Fortress Insurance focus on and we want to make it easy on you to contact us in order to answer your important questions! Listen in to find out more about us, and more about how we structure our time and efforts to be the most beneficial to you!…

1
How Kids & Grandkids Influence YOUR Retirement Planning (Part 2) 20:39

8d ago20:39

20:39

In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle…

1
#10: Timber! 7:51

11d ago7:51

7:51

In this episode Tim is talking about trees! Who is responsible for them? Who isn't? What else should I know? Listen for clarification on these commonly confusing questions.By Fortress Insurance

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Your Guide to Medicare's Open Enrollment Plan 21:55

15d ago21:55

21:55

The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…

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#9: Big Deal or No Big Deal? 8:46

18d ago8:46

8:46

Listen for the top 3 things people assume are a big deal - that actually aren't! And also the top 3 things people assume aren't a big deal - that actually are!By Fortress Insurance

1
How Kids & Grandkids Influence YOUR Retirement Planning (Part 1) 17:51

22d ago17:51

17:51

Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balanc…

1
#8: Is it cheaper on their own plan? 6:13

25d ago6:13

6:13

Do you wonder if it might be cheaper for your child to be on their own plan instead of yours? Tim shares the answer from his experience to this common question.By Fortress Insurance

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#7: New roof proof 6:46

1M ago6:46

6:46

Got a new roof from a recent claim? Don't forget an important, but often overlooked, step that Tim discusses in this episode!By Fortress Insurance

1
#6: Top 5 Questions, #5: How to Add My New Vehicle? 6:55

1M ago6:55

6:55

In this series of Top 5 questions that get asked, #5 is "How to Add My New Vehicle?" ... Do you ask this question? Listen to find out the answer!By Fortress Insurance

1
#5: Top 5 Questions, #4: When to Add My Kid & When to Remove My Kid? 8:27

1M ago8:27

8:27

In this series of Top 5 questions that get asked, #4 is "When to Add My Kid & When to Remove My Kid?" ... Do you ask this question? Listen to find out the answer!By Fortress Insurance

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#4: Top 5 Questions, #3: Rock Chips & Glass? 6:59

1M ago6:59

6:59

In this series of Top 5 questions that get asked, #1 is "Rock Chips & Glass?" ... Do you ask this question? Listen to find out the answer!By Fortress Insurance

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#3: Top 5 Questions, #2: Am I Covered to Rent a Car? 6:44

1M ago6:44

6:44

In this series of Top 5 questions that get asked, #2 is "Am I covered to rent a car?" ... Do you ask this question? Listen to find out the answer!By Fortress Insurance

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#2: TOP 5 Questions, #1: Why'd My Rate Go Up? 7:53

1M ago7:53

7:53

In this series of Top 5 questions that get asked, #1 is "Why'd my rate go up?" ... Do you ask this question? Listen to find out the answer!By Fortress Insurance

1
#1: In the beginning ... 11:10

1M ago11:10

11:10

How did Fortress Insurance start? Join Tim as he shares how high school classmates, WWF wrestling, and time created the Fortress Insurance you know and love!By Fortress Insurance

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5 Financial Lies That May Be Holding You Back 21:40

1M ago21:40

21:40

We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back. Here are the points we discuss in today’s show: 0:00 – Intro 0:50 – The YOLO mentality 3:51 – Catching up after falling behind 5:48 – Cutting b…

1
Is This 'Retire on $42/month' Article Clickbait? 18:50

2M ago18:50

18:50

Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg. Article: https://www.fool.com/the-ascent/buying-sto…

1
College Planning For Blended Families 22:08

2M ago22:08

22:08

Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child's or grandchild's education can make a big difference and reduce the need for excessive borrowing later on. In this episode, we’ll cover the key aspects of college financial plann…

1
Insurance Needs For Blended Families 16:13

2M ago16:13

16:13

Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. Listen in as Donna, Jim, and Marc discuss the value of having a safety net, especially in a blended family, where both partners bring in assets and responsibilities from previous relationships. If you haven't given much thought to your ins…

1
Adventure Awaits! Retirement Travel Planning 27:18

3M ago27:18

27:18

One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in…

1
When Is The Right Time To Talk Finance When Dating? 21:53

3M ago21:53

21:53

Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious? Donna and Jim are here to sh…

1
Mistakes When Choosing A Financial Advisor 21:07

3M ago21:07

21:07

Choosing a financial advisor can feel daunting, especially when you're not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make when they’re on the hunt for the perfect match. Listen in as Donna shares her personal experiences as a widow searching for a financial advisor …

1
Retiree Insurance: The Basics You Must Know 20:37

4M ago20:37

20:37

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need…

1
Stay-At-Home Parents: Balancing Family and Finances 22:43

4M ago22:43

22:43

Donna and her husband, Jim, have both navigated the path of stay-at-home parenting and are no strangers to what it looks like to manage finances during family transitions. We’re excited to officially welcome Jim onto the podcast for the first time in today’s episode. Together, Donna and Jim will share their unique perspectives on the emotional and …

1
Your Financial Wellness Check-Up 20:03

4M ago20:03

20:03

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial. Here are the points we discuss in today’s show: 0:00 – …

1
Steering Clear of Retirement Stress 17:40

5M ago17:40

17:40

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…

1
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud 33:07

5M ago33:07

33:07

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in…

1
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud 21:12

6M ago21:12

21:12

As much as any other threat, recognizing and avoiding scams has become an essential skill, particularly for retirees. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in thi…

1
The Best Kept Secret in 401(k)s 18:10

7M ago18:10

18:10

401(k)s have changed a lot since the beginning of the game and many of them have a powerful tool that not many people know about. Join us in today's episode as we shed light on this often-overlooked feature within the 401(k) community and explore its potential benefits. And make sure to stick around until the end, where Brie helps a listener think …

1
Retirement Planning Is Different For Women: Here’s Why 19:13

7M ago19:13

19:13

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. From career inter…

1
Patience Pays: The Power of Delayed Gratification (Part 2) 23:25

8M ago23:25

23:25

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’re back to talk more about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… Important Links: Website: https://www.estesfinancial.net/ Call…

1
Are Your Good Money Habits Holding You Back? 19:56

8M ago19:56

19:56

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? Here’s some of what we discuss in this episode: Ignoring account statements can be beneficial in avoiding overreactions to market fluctuations, but it's importan…

1
Patience Pays: The Power of Delayed Gratification (Part1) 19:08

9M ago19:08

19:08

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-840…

1
The Questions You Must Ask Your Financial Advisor 22:34

9M ago22:34

22:34

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. Here are some of the questions we talk about in today’s show: “How do you get paid?”…

1
End of Year Financial Planning for 2023 20:19

10M ago20:19

20:19

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through es…

1
Easy Wins in Personal Finance (Part 2) 16:11

10M ago16:11

16:11

We’re back to wrap up our discussion on easy personal finance wins. While crafting a comprehensive financial plan is crucial, sometimes making minor adjustments in your portfolio can yield significant benefits. Listen in as we share some more powerful strategies to help get your financial house in order. Here’s some of what we discuss in this episo…

1
Easy Wins in Personal Finance (Part 1) 15:46

11M ago15:46

15:46

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… Here’s some of what we discuss in this episode: Establishing the right amount of yield cash as a financial safety net Cleaning up some ol…

1
Exposing Retirement Planning Complaints 19:29

11M ago19:29

19:29

Welcome back to Widow, Wisdom & Wealth! In this episode, we tackle the common complaints that arise during the financial planning process. Whether you feel like your advisor is taking too much risk, your account isn’t growing the way you’d like, or you don’t understand your financial plan, we'll discuss which concerns are well-founded, which are ba…

1
Best Practices for Cyber Security 26:27

11M ago26:27

26:27

In a digital world filled with evolving cyber threats, protecting your financial well-being has never been more crucial. In today's episode, we're going to take you through a checklist of some important issues to be aware of when it comes to cyber security. Tune in for some invaluable tips and best practices for protecting yourself against threats …

1
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 15:45

11M ago15:45

15:45

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. RMDs are a way for the government to collect taxes on your tax-deferred savings, such as traditional IRAs and 401(k)s. In this episode, Donna and Marc break down the basics of RMDs and explain how they are calculated based on your age and…

1
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 35:38

12M ago35:38

35:38

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely o…

1
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 20:07

12M ago20:07

20:07

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. This is a topic that’s close to Don…

1
When It’s Time To Change Financial Advisors (Part 2) 20:03

1y ago20:03

20:03

In this episode, we’re back to discuss the complex and often emotionally charged process of changing financial advisors. We'll share the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. In part one, we focused on making sure that your financial advisor aligns with your…

1
Building An Estate Plan With No Regrets 29:46

1y ago29:46

29:46

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

1
When It’s Time To Change Financial Advisors (Part 1) 15:00

1y ago15:00

15:00

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need …

1
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2) 21:09

1y ago21:09

21:09

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve con…

1
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1) 16:40

1y ago16:40

16:40

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…

1
Mastering Retirement Cash Flow (Part 2): Understanding Income 25:20

1y ago25:20

25:20

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed li…

1
Counterintuitive Advice - Why You Should NOT Invest In A 401(k) 18:34

1y ago18:34

18:34

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-prov…

1
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses 30:07

1y ago30:07

30:07

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. Important Links: Website: https://www.estesfinancial.net/ …

1
Retirement Rebels: Winning Your Financial Independence 14:52

1y ago14:52

14:52

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets requi…

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