Retirement Readiness
Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.
On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.
- Update frequency
- every 6 days
- Average duration
- 21 minutes
- Episodes
- 34
- Years Active
- 2025
The Value of Financial Guidance, Don't Go at it Alone
Brigette Engstrom talks about the common hesitations individuals face when seeking financial advice, particularly concerning fees and the perceived value of guidance. It emphasizes the importance of …
Navigating Job Loss Before Retirement
In this episode of Retirement Readiness, Brigette Engstrom discusses the importance of preparing for retirement, especially in light of unexpected job loss and health issues. She emphasizes the need …
The unique retirement planning needs of federal employees
This conversation emphasizes the importance of proactive financial planning, particularly regarding retirement and tax strategies. Brigette Engstrom discusses the necessity of taking action now to av…
The Importance of Timely Financial Action
In this episode of Retirement Readiness, Brigette Engstrom discusses the importance of financial planning for retirement, addressing common disconnects that prevent individuals from seeking help. She…
Retirement Planning for Federal Employees
In this episode of Retirement Readiness, Bridget Engstrom discusses the importance of financial planning for retirement, addressing common disconnects in seeking financial advice, and the unique chal…
Constrained investors are the majority of retirees
Brigette Engstrom explains the various risks retirees face, particularly focusing on the concept of constrained investors. It delves into how constrained investors, who make up the majority of retire…
Retirement Realities: What You Need to Know
Brigette Engstrom discusses the critical assumptions people make regarding retirement planning, highlighting the dangers of relying on optimistic market returns, benign inflation, the ability to work…
Inherited IRAs Can Be Complex
Brigette Engstrom delves into the complexities of managing inherited IRAs, particularly focusing on tax implications and withdrawal strategies. The discussion highlights the importance of understandi…
Understanding Guardianship and Asset Evaluation
In this episode of Retirement Readiness, Brigette Engstrom discusses the critical aspects of retirement planning, emphasizing the importance of estate planning, guardianship, and powers of attorney. …
Healthcare Costs and Retirement Planning
Brigette Engstrom delves into the complexities of retirement planning, highlighting the shift from income-based to asset-based discussions, the increasing burden of debt, and the rising costs of heal…
Understanding Your Perspective on Wealth
In this episode of Retirement Readiness, Brigette Engstrom discusses the importance of preparing for retirement in the context of increasing longevity. She reflects on her 25 years in the financial i…
Federal Employee Benefits and Retirement
On this episode of Retirement Readiness, Brigette Engstrom focuses on the complexities of federal benefits and the importance of financial planning for federal employees. She highlights the differenc…
Replicating Pension-like Income
On this episode of Retirement Readiness, Brigette Engstrom discusses the current state of the U.S. retirement system, highlighting the challenges posed by the decline of pensions and the reliance on …
Taxes and the National Debt
On this episode of Retirement Readiness, Brigette Engstrom discusses the importance of planning for retirement in the context of rising national debt and the need for effective tax strategies. The co…