Top Retirement Concerns for 2025
In this episode we focus in on the top retirement and retirement planning concerns that people have. We talk about strategies to deal with t...
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Navigating Your Retirement
Travis Chance - Financially Tuned
Episodes
20 of 233 episodesKnives Out - Legacy Planning
If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you...
Let's Talk Taxes
In this episode we discuss the importance of tax planning for the future.
Your Retirement Money in the Markets
In this episode, we dive deep into navigating the turbulent waters of the stock market with your retirement savings. We'll explore stra...
Planning Not Panic
In this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.
What Could Go RIght This Year?
In this episode, we ditch the doom and gloom and focus on the potential silver linings for your finances, the markets, and the economy in th...
Riding the Waves: Understanding Market Volatility and Draw Downs
This week, we dive deep into the often-feared world of market volatility, breaking down what it truly means and how to navigate its ups and...
Open Communication Regarding Your Estate Plans
This week, we discuss the importance of open communication regarding your estate plans. We'll explore how important it is to have an es...
Who Takes the Reins?
Who will manage your assets after you're gone. This week, we discuss the critical roles of executors, trustees, and beneficiaries, outl...
Market Outlook
Navigating today's volatile market requires a keen understanding of the forces at play. On this episode of "Market Outlook," we delve i...
The Battle Between Legacy and Income
In this episode, we delve into the age-old struggle between building a legacy for future generations and prioritizing current income and fin...
Retirement Resolutions
In this episode of we'll explore actionable steps to supercharge your retirement savings in the new year. From increasing your contribu...
The Ghost of Retirement Past, Present and Future
In this episode, we delve into the past, present, and future of retirement planning. We'll explore common pitfalls retirees encounter,...
Gifting In Retirement - Ways to Gift Effectively
In this episode, we'll explore the strategies and tax implications of gifting assets in retirement. We'll discuss different giftin...
Thanksgiving Movies and Financial Inertia
Travis and Tony talk about their favorite Thanksgiving Movies and shows. Then Travis talks about financial inertia... what it means and how...
Medicare Advice and Keeping up with Inflation
In this episode, we dive deep into the complexities of Medicare and how to navigate its various plans. We'll discuss strategies to prot...
Let's Be Honest…
In this episode we talk about where we might be headed and take an honest look at the financial landscape and strategies.
Answering Financial Questions
Travis answers financial questions from storm damage deductions to Roth conversions and more!
Strategies You May Not Be Getting from Your Current Advisor
Are you getting the most out of your financial advisor? In this episode, we explore strategies that your current advisor might not be discus...
Where Do We Go From Here?
In this episode, we delve into the current state of the financial markets, exploring the implications of changing interest rates and their p...