Retire Simply

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Episode 29: More Income

We are continuing to talk about income and what you need to know to help ensure you have what you need each month.
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Episode 28: Do I Have Enough?

There is one question that we get from the people we work with over and over.   For your copy of the Compass Retirement Budget Worksheet, click here!
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Episode 27: Re “SOLUTIONS”

It is the start of a new year! There are times when we say, “we will worry about retirement when we get closer to it.” Why not take 2021 to do some planning and get your goals set?
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Episode 26: Thank You 2020

2020 was a year filled with unexpected elements. Some people are ready to move on from 2020, but at Compass we take time to say thanks. We hope you all blaze new trails in 2021. Merry Christmas and Happy New Year!
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Episode 25: Charitable Gifting

When it comes to charity, many retirees are not sure how this strategy fits into their planning. There are ways to give back in retirement. Here are some ideas to think about when giving generous donations.
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Episode 24: The Gift of a Legacy

It’s December so why not talk about legacy planning! As you spend the end of the year with family over the holidays, it is a great time to think about your legacy and what you want to leave to them. It is also a good gift to give yourself because when you have a plan…
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Episode 23: Gratitude

We are a week from Thanksgiving and we are reflecting on all the things to be grateful for during this time. We hope going into this week as we head toward Thanksgiving, you all take some time to appreciate what you have even in 2020 when things have been a little challenging.
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Episode 22: Holiday Recipe

Compass Retirement is a place where we like to share our lives with you. We know life isn’t just about retirement. Now more than ever the holidays are a special time. In this special episode Angela share a secret family recipe that you could use for Thanksgiving.
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Episode 21: Plan for the Holidays

Some people put more planning into the holiday season then they do their retirement. The end of the year is coming and we want you to go through Thanksgiving and Christmas relaxing, not stressing.
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Episode 20: Are You Ready for the Election?

We are only a week away from the Presidential Election. You need to be prepared regardless of who wins. This is a special episode from Scott talking about things to just think about as we approach the election.
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