Crossroads of Retirement podcast

Join us for the final episode of season 1 as Rob Stevens finds out if the plan to help the Martin's with their fraud case will work and see what happens when he comes face to face with a potential Black Widow client.

Episode 7 hits home for people who have lost a loved one near, or early in retirement.  In this episode, Financial Planner Rob Stevens visits Ron Leavy's funeral service why interacting with a number of characters including Ellen Fitzsimmons, Jerry Wiggins, and a few new members who add more interest and intrigue to the drama series. 

Episode 6 addresses suicide in retirement, stress, characteristics of fraud, and the impact of adult children in retirement

Episode 5 looks at mental health issues in retirement, medication and the fine line between helping a client and losing their trust

This episode looks at the topics of investment fraud, financial advisors, forgiveness, resilience 

This episode looks at issues related to losing a loved one, supporting adult children in retirement, and making the decision to retire when you are all alone.

Join Advisor and former psychologist Rob Stevens and he delves deep into real life retirement and helps his client navigate both the personal and financial side of life after work.

Based on true life events, in this episode, Rob interacts with a postal spy and unassuming but wealthy cashier.

You’re Invited to a new, high stakes drama series that follows an uncanny retirement planner who uses his background as a psychologist to help clients navigate the aspects of retirement that few people ever talk about, let alone plan for. 

Throw out all the fancy brochures and Pollyanna talk about life after work because his emotionally rich, unexpected journey taps into the true reality of retirement.  Read it and you will understand why traditional retirement planning is fatally flawed and needs to make a dramatic shift to include planning for the non-financial aspects. It’s a changing of the guard where running out of money pales in comparison to running out of family, friends, good health, and time.

Fictional portrayal of many life events will leave you feeling captivated by the chaos that can accompany one of the most sought after but least understood phases of life.  Buckle up and prepare to be thrust into the deep thoughts and feelings of those who have learned the hard way that a successful retirement isn’t one without problems, but rather one in which you learn to overcome them.  Let it evoke new thoughts and emotions, as well as provide you with an outlet to challenge what you have been told about retirement.