Finding Purpose in Retirement

You've worked hard to save for retirement, but what happens when life doesn't go according to plan? From unexpected health challenges to major financial losses, we explore six risks that could threaten your retirement and how to better protect the savings you've worked so hard to build.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation. All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

How much will healthcare really cost in retirement? How often do professional fund managers beat the market? We dig into six eye-opening statistics and explain the lessons they offer for investing, planning and preparing for retirement.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

Roth can be one of the most powerful tools in retirement planning, but knowing when and how to use it isn't always simple. In this episode, we break down Roth 401(k)s, Roth IRAs, backdoor Roths and Roth conversions, plus how your age, income and tax bracket can help determine whether Roth makes sense for you.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

Most people spend decades preparing financially for retirement but spend very little time preparing for what comes next. In this episode, we explore why the transition from work to retirement can be surprisingly challenging and share practical ideas for finding purpose, structure, and fulfillment in your next chapter.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

Retirement isn't just about reaching a number; it's about turning your savings into a paycheck that lasts. In this episode, we explore how investing changes as you approach and enter retirement, the risks that can derail a plan, and strategies that can help you stay on track. If retirement is on your horizon, this is an episode you won't want to miss.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

Your relationship with a financial advisor should feel collaborative - not confusing. In this episode we share thoughtful questions that can help you evaluate an advisor, stay engaged in your financial plan, and prepare for retirement with greater confidence.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

How do you raise financially capable kids without putting your own future at risk? In this episode, we walk through practical ways to teach money habits at every stage, from young kids to adult children, while keeping your retirement and financial goals on track.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

In this episode, the Conrad Siegel team sits down with bestselling author Carl Richards to explore why our biggest money challenges often have less to do with math and more to do with stories, feelings, and communication. They discuss how honest conversations (with a spouse, family member, advisor, or even yourself) can reduce anxiety, simplify decisions, and deepen your relationship with money... and others.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

The second half of your career can be a powerful time for retirement savers. In this episode, our team shares how to maximize contributions, use time strategically, catch up, and balance growth with risk as retirement approaches. If you’re in the home stretch of your career, you’ll walk away with practical steps to help you focus on what matters most now and move confidently into your next chapter.Questions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.

January is full of good intentions. We often see new budgets, new goals, and packed gyms that won’t stay that way for long. We kick off the year by breaking down how to set financial resolutions you won’t abandon - focusing on simple habits, controlling what you can control, and progress (over perfection)."Am I on track?" ResourceDownload hereQuestions or Feedback?Send us a note! [email protected]:Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation." All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services.