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The Podcast

Common sense retirement planning advice that answers the tough money questions. The Plan 2 Retire Podcast will guide you through the noise of mainstream financial advice that is not always in your best interest. Making you a better investor, consumer, and helping you make smart money choices as you journey through retirement.

Certified Financial Planner, Jeff Bowers, with over 30 years of financial services experience breaks down the hard to understand in simple, actionable steps to help you maximize your Social Security, learn how to invest your retirement funds, and coordinate your health care choices.

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Beating Behavioral Bias

Behavioral finance takes into consideration the impact of personal biases on investors. Many people do not realize that what is going on inside their head may be getting in the way of them being financially successful. There are many things about investing that you cannot control, however behavioral biases are something we can control!

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Illusions of Investing

There is one basic concept you must understand to be a successful investor. In this podcast Jeff will explore that concept as well as review a common question regarding the top-heavy stock market. Listen in to find out what could happen if you missed the 5 best trading days in a nearly 40-year period!

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Questions from The Field

How much value is in your retirement plan? There are many misconceptions about 401K plans. The purpose of your 401K plan is to provide you with income later in life. Jeff will cover some common misunderstandings that he often hears as a fiduciary.

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Navigating the Current Housing Market

On this podcast we interview experienced local realtor, Leigh Fangmeyer. Leigh shares her perspective as a realtor on the changes in real estate during Covid-19. She also shares tips for buyers and sellers to help you navigate today’s real estate market.

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