Retirement Roots 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.

Episodes

September 17, 2024 16 mins

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 misconception that Social Security alone is enough to sustain retirement and emphasize the need for additional savings and retirement accounts. They also discuss the lack of understanding about Social Security among retirees and pre-retir...

Mark as Played

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, and retirement income. She emphasizes the importance of understanding the relationship between interest rates and debt, and advises against making hasty financial decisions. Margie also highlights the need for retirees to protect their...

Mark as Played

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, the impact of long-term care costs, and the tax implications of leaving a legacy. Margie emphasizes the importance of working with a financial professional to explore alternative options and create a comprehensive retirement plan. The co...

Mark as Played

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 comprehensive knowledge and understanding of the retirement package and the various options available. Margie highlights the complexity of the paperwork and the potential pitfalls of making uninformed decisions. She also stresses the i...

Mark as Played

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 professional guidance and the benefits of understanding one's financial situation. The conversation also touches on federal employee benefits and the impact of economic uncertainty on retirement planning.

If you'd like to know more, go...

Mark as Played

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 strategies, and the impact of social security. Margie's expertise and guidance offer valuable insights for federal employees and those planning for retirement.

If you want to know more about Federal retirement benefits, go to www.stevensretirem...

Mark as Played

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 understanding family dynamics and individual retirement goals. The conversation also delves into the changing landscape of retirement planning, the significance of creating a comfortable and inviting office space, and the role of financial pl...

Mark as Played
June 12, 2024 59 secs

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...

Mark as Played

Popular Podcasts

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.

    On Purpose with Jay Shetty

    I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2026 iHeartMedia, Inc.