Download the App!

show episodes
 
Whether you are planning to retire someday, or find yourself already there, you know there’s lots of advice swirling around - some dangerous, some making outrageous claims. Where do you go? Who can you trust? How do you avoid the danger zone? Nancy Fleming with Fleming Financial Services features a weekly show that offers sound, practical solutions to these concerns and more. New episodes offered every Saturday.
 
Loading …
show series
 
Interview with Nancy Beckley, MS, MBA, CHC How to be a compliance expert? Nancy Beckley shares her expertise on this field and shares her experience throughout the years in her career as a compliance expert. Let’s learn and explore more about healthcare compliance. In this episode: 02:10 – QOTD “Be yourself, no one else is qualified.” 03:50 – Intro…
 
We talk a lot about preparing for retirement. But what about those of us that don't want to retire, at least not yet? Today, we are going to discuss why people wait to retire and what impacts their decision. Some people really love their careers and they've worked hard to get to their current positions. But do you have a plan if things were to chan…
 
Unfortunately, there are a lot of things out there that we shouldn't trust: some people's advice, scams, gas station sushi. The list goes on. So today, we are going to be discussing a few financial items that you may want to look out for and whether you can trust them. Don't always trust what is on paper. This can be a difficult thing to change. It…
 
Last week, on September 17th, we celebrated Constitution Day. As we reflected upon the constitution and its foundational importance to the success of our country, we began to think of the foundational importance of planning for our retirement lifestyle. On today's episode, we will be discussing our retirement lifestyle choices. After we are done wo…
 
How to be a Facilitator / Corporate Trainer with Coach Marianne Renner Do you have the passion to bring out the best in people? This might be an alternative career for you. In this episode: 02:00 – QOTD “It’s not always what you know, or who you know, but who knows you!” 04:10 – Introduction of Coach Marianne. 07:55 – What does Coach Marianne do? 0…
 
Retirement is a crossroads in life and we must choose a path to take. With this decision comes many questions. As the famous poem by Robert Frost details, a crossroads is a time to reflect and think over our decisions. Today, we are going to discuss three big questions that may come up when it comes to retirement and which path you should be taking…
 
It’s easy to become overly confident with your retirement plan. You've been working on it for many years! But there are gaps in nearly every financial plan that can blindside us if we’re not careful. On today's episode, Nancy goes in-depth on some of the common gaps she sees in planning for retirement and how we can address them now. We know that g…
 
Every year we face new challenges to our financial plan, but it seems the past year brought us more than we’re used to. The pandemic changed a lot around our country, and it’s definitely impacted the economy. On this episode of My Smart Retirement, we want to identify some of the key challenges that are facing investors right now so that you know w…
 
We were recently out spending time with some friends over a meal when the fortune cookies came out. As we all cracked them open to see what piece of wisdom awaited us, it got us thinking about financial fortunes. Who’s to say that you can’t take that message of inspiration and apply it to your financial plan, right? So that’s what we decided to do …
 
As we move through life every day, we devote our attention to things that seem important in that moment. In doing so, we overlook many of the things that protect us in the event of an emergency. Hopefully if the time ever comes when you need your smoke alarm to work or your airbags to deploy, everything is working properly. The same is true when it…
 
Spending habits determine much of the success you have during your working career and then into retirement. That’s why budgeting is always one of the first steps towards retirement. But being a responsible spender is much easier said than done. Otherwise retirement planning and managing finances would be a breeze. So how should you spend your money…
 
Alternative Career with Anthony Maritato of Total Therapy Solution Have you listed your set of goals for starting up your own business? Let Anthony share with you how he started his own business and succeeded with one very crucial step – listing the goals that he wanted to achieve. In this episode: 01:40 – Who is Anthony Maritato? 03:50 – Tony shar…
 
Building a retirement plan requires a mix of ingredients that a financial advisor can help you create, but it’s not all about assets and accounts. There’s much more to life than wealth and that becomes more and more clear in retirement. That’s why we wanted to share a few circumstances with people we know who were both entering retirement or alread…
 
How an Occupational Therapist opened her first kids gym! Do you want to be successful? Take action! Make your first step, gain the momentum, and don’t be afraid to fail. Guiselle and Kelsey share how they started their own kid’s gym and how they overcame the challenges they faced. In this episode: 02:25 – QOTD “There’s no shortcut to doing the work…
 
We’ve enjoyed very low inflation in recent years but there’s a lot of concern about how much that could change in the immediate future. There’s no question that it’s a legitimate concern and one that you need to be addressing within your retirement plan. As inflation rises, your money loses its buying power which means you likely need to build a bi…
 
From Physical Therapist to an Online NPTE Success Coach with Dr. Kyle Rice Struggling with failures? Failures are just setbacks for something bigger and better. There is always a redeeming factor to every failure that you encounter You just have to take the leap of faith. In this episode: 02:45 – QOTD “Hustle until your haters ask if you’re hiring.…
 
The last thing anyone wants to do in retirement is worry. This time in your life should be stress-free and spent however you’d like, but that can be disrupted if your financial plan hasn’t been thoroughly constructed. So how do you do that? Well, it starts with a good advisor who can help you take the steps to build a comprehensive plan, and that’s…
 
To understand how retirement planning has changed in recent years, you have to look no further than the demographics of today’s retirees. It’s a topic that you’ve probably read about or discussed in some form, but how much have you noticed it impacting your retirement plan? On this episode of the podcast, we want to share some statistics with you t…
 
The idea of retirement planning is one that comes to fruition over the course of many, many years, and it’s always a wonderful thing to see. That’s why we wanted to share the story of someone we know, who we’ll call Beth on this episode. She’s someone that we spoke to recently about the life her and her husband built through planning and thoughtful…
 
We’d all love to be able to go back in time and apply the lessons we’ve learned through experience, but of course that’s not possible. What we can do, however, is use the information we’ve gained and apply that to our decision-making moving forward. This is very true of financial planning as well. The reason we bring this up today is because a rece…
 
How to Get a Job in Cyber Security with Kate Zanoni Do you want to get out of your comfort zone? The first step will always be the hardest but will be worth it in the long run once you have settled into the career that you love. After so many failed attempts and rejections, Kate finally landed the career that she values the most. Find out how she d…
 
Today, we’re sharing some financial proverbs that you’ve probably heard before. We’ll explain how they can help your financial situation. A bird in the hand is worth two in the bush It’s better to have the thing you know you have, versus the potential of what you might get. People often think about this in terms of investing and being more conserva…
 
How to Transition from PTA to PA with Yolanda Johnson, PTA to PA Are you planning to transition to being a PA? Yolanda shares how she transitioned from being a PTA to being a PA and how she overcame the challenges along the way. This episode is to inspire, empower and equip you to be a successful PA. In this episode: 02:55 – QOTD “Your highs and yo…
 
As we head into this Father’s Day weekend, we wanted to first stop and appreciate all of the dads out there. It takes a lot of work to play that important role in a child’s life and Nancy has a story she’ll share about her wonderful dad. Now, let’s talk about financial planning. This conversation takes on an important question that we all have to e…
 
Today we’re answering your questions about all things retirement and financial planning. Let’s jump into it. Jim retired last month and wants to do part-time work, but he heard this can mess up his Social Security. Is that true? This is a common question we get. If you retire prior to your full retirement age and you get earned income, then for eve…
 
The Unspoken Truth of Rehab with Monica Fleming OTR Do you want to the good, the bad, and the ugly with the Rehab world? Monica shares her personal experience – her struggles and wins with the rehab world. Overcoming obstacles with being an ICU PT during this pandemic. In this episode: 04:50 – QOTD “Keep going. You’re closer than you think.” 07:30 …
 
Today, we’re focusing on financial decisions people made in the past that they regret. One of the biggest mistakes people regret is that they start living up to the amount of money that they made. It’s known as lifestyle creep. As your income increases, you spend more instead of saving more. You need to ask yourself, “Can I afford it?” Don’t ask, “…
 
If you’re a grandparent, have you ever tried talking to your grandchildren about money? It’s a great topic to share your knowledge and see what they know. Today, I’m interviewing two of my grandchildren to see what they think about money and what they’ve learned. Calvin, just finished 5th grade Calvin knows the difference between a want and a need.…
 
How to Educate Caregivers using this amazing Home Safety Tool Kit Are you in search for an Adaptive Equipment? Christian and Cindy have something that you are looking for. They are therapists by training and caregivers by heart. In this episode: 04:05 – QOTD “Follow your calling, not the crowd.” 05:35 – Introduction of Cindy and Christina. 08:40 – …
 
Home Health Contract Show: How Greg, PT Transitioned from Being a Worker to Becoming an Entrepreneur What can you do aside from working your 9-5 job? Greg will share his journey from being a PT, employee to being an entrepreneur. In this episode: 06:20 – Who is Greg Todd? 11:10 – What was his turning point to becoming an entrepreneur? 11:40 – What …
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login