Your Sweet Retirement with Josh Greenberg
Business & Economics Podcasts
Join the Your Sweet Retirement show with Josh Greenberg of Green Bee Insurance and Green Bee Legacy to learn the information you need to know to effectively reach your financial goals. If you want to make your retirement sweeter than honey, then this is the show for you. Josh serves the Broward County area and beyond with an office in Ft. Lauderdale, Florida. He's passionate about retirees and pre-retirees being well informed and knowledgeable about what it takes to get to, and through, retirement. Visit the website at https://greenbeeinsurance.com/ or call 800-321-3867 for more information. #Retirement #IRA #Money #FinancialAdvisor #Florida #BabyBoomer
Location:
United States
Description:
Join the Your Sweet Retirement show with Josh Greenberg of Green Bee Insurance and Green Bee Legacy to learn the information you need to know to effectively reach your financial goals. If you want to make your retirement sweeter than honey, then this is the show for you. Josh serves the Broward County area and beyond with an office in Ft. Lauderdale, Florida. He's passionate about retirees and pre-retirees being well informed and knowledgeable about what it takes to get to, and through, retirement. Visit the website at https://greenbeeinsurance.com/ or call 800-321-3867 for more information. #Retirement #IRA #Money #FinancialAdvisor #Florida #BabyBoomer
Language:
English
Website:
https://greenbeeinsurance.com
Episodes
Ep 17: Overrated Things In The Financial World
12/1/2022
It isn’t difficult to come across things that are overrated in this day and age. Everything is promoted online, and algorithms draw us in.
That being said, there are some things you may not realize are overrated, especially when it comes to finances. In this episode, we are going to discuss some of the financial scenarios that you may want to avoid.
Check out what you’ll learn in this episode:
(1:07)(6:42)(10:28)(12:13)For more, visit us online: http://yoursweetretirement.com
Duration:00:15:23
Ep 16: The Seven Deadly Sins
11/17/2022
I’m sure you have heard of the seven deadly sins, but have you considered how they affect your financial life? In this episode, we will touch base on each “deadly sin” and see how they hold some people back on their financial journey.
Check out what you’ll learn in this episode:
· Is pride keeping you from seeking financial guidance? (1:10)
· Are you trying to keep up with the Joneses? Are you comparing your investments to other peoples? (2:51)
· What happened with GameStop is a perfect...
Duration:00:12:16
Ep 15: Life Insurance Mistakes
11/3/2022
Life insurance seems pretty straightforward at first glance, but there are some fairly common mistakes people make that can have a huge impact on you and your family.
Imagine you have been divorced for 20 years and married to someone new for another 15. If you unexpectedly pass away but put off changing your beneficiary, your current spouse could be left without any financial assistance from you. Listen to learn some other life insurance mistakes to be aware of.
Check out what you’ll learn...
Duration:00:15:04
Ep 14: Financial Mental Blocks
10/20/2022
Mental blocks can be a huge bump in the road for many people while financial planning. There are some common feelings many have encountered like fear or stress, but there are others you might not have expected.
In this episode, we are going to talk about various mental roadblocks and the strategies we use to help clients through them. If you are struggling with a mental roadblock, give us a call and we can help you through yours as well.
Check out what you’ll learn in this episode:
· Can...
Duration:00:16:40
Ep 13: The Cost of Doing Business
10/6/2022
If you haven’t hired a financial advisor yet, you may be wondering what it would cost you. There are different ways advisors charge their clients, but there can also be a cost to your portfolio by not hiring an advisor.
In this episode we will be breaking down the different methods of payment to an advisor, what we feel works the best, and other costs to look out for. By the end of this podcast, you should have an idea of the ways an advisor can serve you, so you are making the most of your...
Duration:00:11:38
Ep 12: Types of Risk to be Aware of
9/15/2022
Most people don’t realize how many types of risks they need to guard themselves against when it comes to financial planning. Some aren’t even fully aware of the current risks they are taking!
Inflation rates may have you taking another look at your investment strategies. In this episode, we touch base on what you need to look out for as you reassess your current plan to protect your future.
Check out what you’ll learn in this episode:
· What is market risk and how do you deal with it?...
Duration:00:10:23
Ep 11: What Happens During Our Periodic Reviews?
9/1/2022
Financial planning looks different for everyone as does our communication and interactions with people.
Our meetings are designed to fit the needs and the personality style for each client, and while that’s not too different from person to person, there are a few distinct approaches.
On this episode, we’ll take you inside the office and walk you through a typical periodic review we have and use examples for different types of people we work with.
Check out what you’ll learn on this...
Duration:00:12:14
Ep 10: Good News, Bad News
8/18/2022
Which do you like hearing first: the good news or the bad news?
Hopefully, you aren’t receiving much bad news with your finances but there are specific situations where we can find a little of both. On this episode of the podcast, we’re going to discuss these scenarios and talk about why the good doesn’t always outweigh the bad.
Check out what you’ll learn on this episode:
· The two reasons we often see for people that pay more in fees on their money. (2:33)
· Why you don’t want to...
Duration:00:10:17
Ep 9: The First Visit
7/21/2022
Coming in to meet an advisor for the first time can be a bit nerve-wracking. So, on today’s episode, we’ll break down what the first visit with us looks like and what you can expect to learn.
You have to be open with your advisor and you need to be willing to listen to their advice. We want to tell you what your situation is in a realistic way that gives you the best benefit moving forward with your financial plan.
Key topics on this show:
1:07 – How hard is it to get prepared?
3:44 – Do...
Duration:00:14:20
Ep 8: Understanding Your Medicare Options
7/7/2022
We're talking all about Medicare on today's show because we get questions quite often about this healthcare program. Before you make any decisions on coverage, it's important to understand everything about Medicare because it's unlike any other plan you used while working.
Key topics on this show:
0:53 - Medicare isn't simple
1:50 - Seeking expert help
4:10 - Coverage options
5:29 - We're not concerned with personal affairs
7:13 - Traumatic life events
9:10 - One important thing to...
Duration:00:11:22
Ep 7: Welcome to the Retirement Restaurant
6/16/2022
It’s been said you can eat food that’s healthy, cheap, or easy but you can’t get all three at once. At best you can get 2 out of the 3. Maybe you can go out to a restaurant, it’s easy and maybe healthy but it’s not going to be cheap. Is retirement planning and financial investing the same way?
It’s similar with your money. With investments, you can choose safety, growth, or liquidity. Cash is safe and it’s liquid, but it’s not growing meaning you’re probably losing money to investments....
Duration:00:09:58
Ep 6: Financial Wisdom from Warren Buffett
6/2/2022
What valuable lessons can we learn from one of the most successful investors of all time, Warren Buffett? He once said, “Someone is sitting in the shade today because someone planted a tree a long time ago.” This is a great financial proverb; your retirement savings didn’t appear overnight. It took strategic planning and growth to get you to your retirement goals.
Buffett also once said, “Risk comes from not knowing what you’re doing.” While this is true, risk is always going to be there....
Duration:00:15:52
Ep 5: Understanding Financial Proverbs
5/19/2022
There are a lot of financial sayings out there, things that you’ve probably heard your whole life. So what does a financial advisor make of these proverbs and are there any lessons to learn from them?
A bird in the hand is worth two in the bush could apply to us learning to be content with what we have. At some point in your financial journey, you have to learn to shift from an accumulation to a preservation mindset. A rising tide lifts all boats, meaning if you’re invested in the market...
Duration:00:09:58
Ep 4: Financial Pain Points in Retirement
5/5/2022
When it comes to financial planning, everyone deals with pain points that cause worry and uneasiness. We see it all the time and that’s why we build plans that address the pain points specific to your individual needs.
There’s a good chance that you’ll be able to relate to a few of these on the show today because they are the most common problem areas we see from people that come into our office for the first time. We’ll tell you why they cause pain for retirees and what you can do to get...
Duration:00:10:37
Ep 3: Busting Financial Myths
4/21/2022
When it comes to retirement planning there are a lot of myths out there. On today’s episode, we are going to break down some common financial myths and what you should be focusing on instead when saving for the future.
If a plan is complex and weighs a lot, is it a better plan? Josh wants his clients to feel confident in their plan and confidence comes from understanding that plan. If you want a simple retirement, you probably don’t need a complex plan. Many people think they only need a...
Duration:00:08:33
Ep 2: Ways to Improve Your Tax Position
4/14/2022
As we approach another tax season, we get many of the same questions while people are preparing to send in their documents to the IRS.
But tax planning starts well before it’s time to file. On this episode of My Sweet Retirement, we want to share some of the questions that come up this time of the year and then talk about the ways you can position yourself for retirement in the most tax-effective way possible.
What’s important to understand is that a financial advisor has a different role...
Duration:00:10:42
Ep 1: Getting to Know Your Host, Josh Greenberg
4/6/2022
Welcome to the first episode of Your Sweet Retirement where we will be exploring the information you need to know to effectively reach your financial goals, so your retirement can be sweeter than honey! On this inaugural episode, we’ll be introducing your host Josh Greenberg and getting to know him and his financial philosophy a little bit better.
His passion for helping people with their finances started way back in college when he learned about the Rule of 72. Today, Josh is a financial...
Duration:00:15:12