Hosted by Edgar Torres · 🇺🇸 US · EN-US · 27 episodes
Established thought leaders with verified media credentials.
Welcome to ‘The Retirement Journey,’ featuring Edgar Torres of Bloom Financial Private Wealth Management!Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement planning, investment strategy, and building a lasting legacy. ‘The Retirement Journey’ is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.
Edgar Torres hosts The Retirement Journey, a business show with 27 episodes published.
What happens to your retirement plan when you’re the only one making every decision? In this episode of The Retirement Journey Podcast , Edgar Torres explores the growing reality of solo aging and what it takes to
What does returning your shopping cart say about your retirement plan? In this episode of The Retirement Journey, Edgar Torres explores how small, everyday behaviors can reflect the discipline needed for long-term financ
Once you claim Social Security, there’s no rewind button. In this episode of the Retirement Journey Podcast, Edgar Torres breaks down the key factors that shape when and how someone might choose to claim Social Security
Sometimes the clearest sign that retirement is getting closer has nothing to do with a spreadsheet. In this episode of the Retirement Journey Podcast, Edgar Torres explores the emotional and psychological signals that of
What if retirement turns out to be less “double‑stuffed” than you expected? In this episode, Edgar Torres explores the gap between expectations and reality in retirement planning—using a surprising Oreo analogy to spark
Tax season has a way of turning small oversights into stressful surprises. In this episode, Edgar Torres breaks down a practical tax‑season checklist designed specifically for retirees and pre‑retirees. From gathering th
One wrong move near the finish line can change everything—and retirement is no different. Using the Winter Olympics as a powerful parallel, Edgar Torres explores how market volatility, taxes, and healthcare costs can der
What if someone told you they could complete a Roth conversion with no taxes at all — for a hefty fee? In this episode of The Retirement Journey, Edgar Torres unpacks a cautionary story that highlights why “too good to b
What if the biggest retirement risks look nothing like what you expect — even when you’ve planned well? In this episode, Edgar Torres breaks down the major roadblocks many retirees face, from entering retirement without
What if the most important conversations in your relationship are the ones you’ve been avoiding? In this episode, Edgar Torres breaks down the four essential money talks every couple should have – especially in retiremen
Is legacy planning just for the ultra-wealthy? In this episode, host and investment advisor representative, Edgar Torres of Bloom Financial Private Wealth Management breaks down why everyone needs a plan for their assets
How do you set the right financial course as you step into a new year? In this episode, host and investment advisor representative, Edgar Torres of Bloom Financial Private Wealth Management discusses the power of small,
Is your financial plan ready for the new year, or is it stuck in last season’s routine? In this episode, Edgar Torres of Bloom Financial shares practical steps for your year-end financial checklist, from reviewing goals
Scrolling your phone at bedtime can age your brain—but what about the habits that age your retirement plan? In this episode, Edgar Torres of Bloom Financial breaks down the financial missteps that can sabotage your futur
Curious about structured notes and how they fit into your retirement plan? In this episode of The Retirement Journey Podcast, Edgar Torres breaks down the basics of structured notes—what they are, how they work, and why
What inspires someone to help thousands bloom financially? In this episode, Edgar Torres shares his journey from guiding teachers and public servants through pension benefits to helping families and business owners build
What do Indian food, salsa, and investment portfolios have in common? In this flavorful episode of The Retirement Journey, Edgar Torres tackles the world of alternative investments using relatable analogies and real-life
What if the most overlooked financial tool could be the one that saves your family from crisis? In this episode of The Retirement Journey, Edgar Torres, founder of Bloom Financial, unpacks the emotional and practical sid
Is retirement really just one long weekend—or a financial minefield in disguise? In this episode of The Retirement Journey, Kacey sits down with Edgar Torres of Bloom Financial to unpack five costly mistakes retirees oft
What if retirement isn’t about slowing down—but rewiring your life? In this episode of The Retirement Journey, financial advisor Edgar Torres breaks down the real cost of retirement, from inflation and taxes to healthcar
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The Retirement Journey is hosted by Edgar Torres. The show is categorised under business (investing) and has published 27 episodes.
The Retirement Journey has published 27 episodes.
The Retirement Journey regularly covers business, investing, education. It sits in the business category, with a investing focus.
The Retirement Journey is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Retirement Journey hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Retirement Journey average 18 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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