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Retirement Roots Podcast - Podcast

Retirement Roots Podcast

Having a plan for retirement is important, but how much of your plan is based on hopes and dreams for the future and how much involves a well-thought-out plan that is already in place and working hard for you?

Stevens Retirement Solutions founder and president Margie Stevens brings you “Retirement Roots: Planting the Seeds for Your Retirement,” which provides topical and informative tips geared to keep listeners in the know about trends and strategies that can help guide retirement planning and strategy.

Subscribe and listen in to each episode to build up your financial literacy and hear tried and true tips about retirement planning from an accomplished professional in the industry.

Education Business How To Investing
Update frequency
every 7 days
Average duration
13 minutes
Episodes
8
Years Active
2024
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The Importance of Planning for Retirement Beyond Social Security

The Importance of Planning for Retirement Beyond Social Security

In this episode of the Retirement Roots podcast, Jeff Miles and Margie Stevens discuss the uncertainty surrounding Social Security and the importance of planning for retirement. They highlight the mi…

00:16:47  |   Tue 17 Sep 2024
Protecting Retirement Savings from Market Volatility

Protecting Retirement Savings from Market Volatility

The conversation revolves around the topic of Fed interest rate cuts and how it affects retirement planning. Margie Stevens discusses the potential impact of interest rate cuts on savings, mortgages,…

00:16:08  |   Tue 03 Sep 2024
Creating a Tax-Free Legacy with Life Insurance

Creating a Tax-Free Legacy with Life Insurance

In this episode, Jeff Miles and Margie Stevens discuss the importance of life insurance in retirement. They cover topics such as the different types of life insurance, the need for living benefits, t…

00:17:00  |   Tue 20 Aug 2024
Creating a Comprehensive Retirement Plan

Creating a Comprehensive Retirement Plan

In this episode of the Retirement Roots podcast, Margie Stevens discusses the importance of planning for federal retirement and the challenges that federal employees face. She emphasizes the need for…

00:17:00  |   Tue 06 Aug 2024
Understanding Federal Employee Benefits

Understanding Federal Employee Benefits

In this episode, Margie Stevens discusses the challenges of retirement planning, the importance of seeking financial advice, and the misconceptions surrounding retirement. She emphasizes the need for…

00:10:40  |   Wed 12 Jun 2024
Strategic Retirement Planning for Federal Employees

Strategic Retirement Planning for Federal Employees

In this conversation, Margie Stevens discusses the intricacies of federal retirement benefits, including the CSRS, FERS, and TSP. She provides insights into retirement planning, distribution strategi…

00:16:52  |   Wed 12 Jun 2024
Adapting to the Changing Landscape of Retirement Planning

Adapting to the Changing Landscape of Retirement Planning

In this episode, Margie Stevens shares her journey into retirement planning, influenced by her father's teachings and her experiences working at a funeral home. She discusses the importance of unders…

00:13:39  |   Wed 12 Jun 2024
The Retirement Roots Podcast Trailer

The Retirement Roots Podcast Trailer

Stevens Retirement Solutions founder and president Margie Stevens brings you “Retirement Roots: Planting the Seeds for Your Retirement,” which provides topical and informative tips geared to keep lis…

00:00:59  |   Wed 12 Jun 2024
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