“Money and Mom” with Vince and Valerie Oldre
Personal stories, practical tips and motherly wisdom await.
Welcome to the “Money and Mom” podcast, a generational conversation on all things retirement. Join financial advisor Vince Oldre and his mom, Valerie, a retiree, for informative dives into the real-life journey of retirement. Valerie shares victories, challenges and firsthand experiences of managing the finances and emotions of retirement, while Vince offers professional insights to help you make informed decisions about your own financial future.
Mom Shares 5 Things She’s Grateful for in Retirement
Join us as Mom talks about the value of having a trusted team, being prepared and saving enough for retirement. We’ll also explore the potential benefits of moving to a tax-friendly state and how important it is to stay connected with family during retirement. Whether you’re planning your retirement or already enjoying it, this conversation will inspire you to make the most of your golden years.
The Emotional Side of Retirement: Staying Busy
Discover the captivating world of retirement on our insightful podcast. Uncover valuable tips on how to enrich your post-career life by joining vibrant clubs, engaging in meaningful volunteer work and embracing an active lifestyle. Embrace the emotional facets of retirement with expert guidance and embark on a fulfilling journey beyond work.
The Biggest Surprises of Retirement
Gain priceless knowledge from a retiree’s point of view. Explore unexpected expenses, medical bills and the true nature of Social Security in this enlightening podcast episode. Don’t miss out on this eye-opening wake-up call for retirement planning.
Take the Next Step
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.