Hosted by Fortress Financial Group · 🇺🇸 us · EN · 69 episodes
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Retire and Thrive is a podcast hosted by Dan and Kamie, offering real conversations about retirement planning, wealth building, and thriving in every season of life. New Episodes come out every Wednesday.Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Fortress Financial Group hosts Retire and Thrive, a business show with 69 episodes published.
Retirement is not just a financial decision. It is a relationship transition. Dan and Kamie discuss five conversations couples should have before retirement, including where to live, how to spend, how to handle time toge
Most retirement bucket lists focus on travel, hobbies, and big adventures, but the most meaningful parts of retirement may be the ones people rarely plan for.In this episode of Retire and Thrive, Dan Langworthy and Kamie
Should you stay in your current home, downsize, move, or buy a second home in retirement? Dan and Kamie talk through the financial and emotional side of retirement housing decisions, including why downsizing is not alway
What happens after the excitement of retirement starts to fade? In this episode of Retire and Thrive, Dan Langworthy and Kamie Blair discuss the first year of retirement, including the “honeymoon phase” many retirees exp
In this milestone 50th episode of Retire and Thrive , Kamie and Dan look back at the biggest retirement lessons from the first 50 episodes, including why retirement is not just a financial event, but an emotional and lif
What do you want your family to remember about you after you’re gone? Dan Langworthy and Cody Schaefer discuss why retirement legacy is about more than estate planning, wills, trusts, or the money you leave behind. From
When you leave your career, are you leaving your default social circle behind? In Episode 48 of the Retire and Thrive podcast, Dan and Cody dive into the fourth perspective of retirement planning: your Inner Circle. Your
Retirement planning is about more than your portfolio, taxes, or income strategy. It is also about deciding how you want to spend your time, energy, and freedom once work no longer structures your day. In this episode, w
Retirement is more than a number. It’s an identity shift. In this episode of Retire and Thrive , Dan and Cody break down one of the most overlooked questions in retirement planning: Who are you after work? They discuss h
In Episode 45 of Retire and Thrive, Cody and Dan explore the “Tuesday Question” and why retirement planning is about more than having enough money. This conversation looks at purpose, daily routine, and retirement cash f
Confused by the SECURE Act and what it means for your retirement plan? Dan and Cody break down inherited IRA deadlines, Roth catch-up rules for higher earners, the 529-to-Roth strategy, updated RMD penalties, and why you
In this episode of Retire and Thrive, Dan and Kamie take on some of the retirement questions people may hesitate to ask. They discuss how much money someone may need to retire, whether people can run out of money in reti
Are market crashes really the biggest threat to retirement? In this episode of Retire and Thrive, Kamie and Dan break down the retirement risks that can quietly do even more damage than a market downturn, including infla
In Episode 41 of Retire & Thrive, Kamie and Dan Langworthy discuss how a financial plan can help you stay grounded during uncertain markets. From downturns and diversification to retirement timing and emotional decision-
How should investors respond when war overseas shakes the markets? In this episode of Retire and Thrive , Dan Langworthy and Kamie discuss market volatility, geopolitical conflict, retirement planning, and the biggest mi
Retirement planning is about more than hitting a number. In Episode 39 of Retire and Thrive, Cody and the team break down retirement taxes, required minimum distributions (RMDs), Roth conversions, Social Security timing,
In this episode of Retire and Thrive, we go beyond the numbers and into the real questions people ask right before retirement. What happens if you finally retire and realize you do not enjoy it? How do you avoid retiring
In this episode of Retire and Thrive , Kamie and Dan break down three practical ways to increase retirement spending while staying confident in your long term plan. They cover the three phases of retirement spending, how
Ever wonder why a pro athlete can earn millions and still get hit with a surprise tax bill for a single road trip? In Episode 36, Dan Langworthy is joined by Fortress advisor Cody Schaefer (with Kamie Blair out for a wee
In this episode of Retire and Thrive , Kamie Blair and Dan Langworthy break down three common spending mistakes that can derail retirement and what to do instead. They discuss why overspending early (especially without a
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Retire and Thrive is hosted by Fortress Financial Group. The show is categorised under business (investing) and has published 69 episodes.
Retire and Thrive has published 69 episodes.
Retire and Thrive regularly covers business, investing. It sits in the business category, with a investing focus.
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