Retirement Roots Podcast

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...

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...

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...

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.

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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...

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...

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...