RichLife Retirement Show with Beau Henderson

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RichLife Retirement Show with Beau Henderson

The RichLife Retirement Show with Beau Henderson

38 episodes

5 days ago

What if I told you one of the biggest threats to your retirement isn't market volatility or inflation—it's caregiving? On this episode of The RichLife Retirement Show, Beau Henderson sits down with Annalee Kruger, a nationally recognized expert on aging and caregiving, to discuss a reality that 58% of families face completely unprepared: becoming a caregiver for aging parents or a spouse. In this episode, you'll discover: The warning signs that aging parents need help (before a crisis hits)Wh...

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What if I told you one of the biggest threats to your retirement isn't market volatility or inflation—it's caregiving? On this episode of The RichLife Retirement Show, Beau Henderson sits down with Annalee Kruger, a nationally recognized expert on aging and caregiving, to discuss a reality that 58% of families face completely unprepared: becoming a caregiver for aging parents or a spouse. In this episode, you'll discover: The warning signs that aging parents need help (before a crisis hits)Wh...

Show more...

Episodes (20/38)

RichLife Retirement Show with Beau Henderson

The Caregiving Crisis – A Hidden Risk to Your Retirement with Annalee Kruger EP 038

What if I told you one of the biggest threats to your retirement isn't market volatility or inflation—it's caregiving? On this episode of The RichLife Retirement Show, Beau Henderson sits down with Annalee Kruger, a nationally recognized expert on aging and caregiving, to discuss a reality that 58% of families face completely unprepared: becoming a caregiver for aging parents or a spouse. In this episode, you'll discover: The warning signs that aging parents need help (before a crisis hits)Wh...

2 weeks ago

29 minutes

RichLife Retirement Show with Beau Henderson

Elder Care Planning: The One Retirement Risk You Can't Ignore with Aaron Miller EP037

In this episode of the Rich Life Retirement Show, Beau Henderson is joined by elder law attorney Aaron Miller to discuss how elder care planning and estate strategies can help protect your retirement from the rising costs of long-term care. What You'll Learn: • The real costs of care: from home health to memory care facilities • The top 3 long-term care myths that are financially dangerous • How Medicaid actually works—and why it’s not just for the poor • Ways to protect your assets...

2 months ago

50 minutes

RichLife Retirement Show with Beau Henderson

How Strategic Tax Planning Can Protect Your Retirement from the IRS - EP 036

Retirees are facing a hidden challenge: escalating taxes on their retirement savings. In this episode learn how the “tax torpedo” impacts households with large pre-tax accounts like 401(k)s and IRAs. Discover how the One Big Beautiful Bill Act created a limited-time window to convert pre-tax savings to Roth IRAs, reduce lifetime tax burdens, and protect more wealth for your family. Hear the story of the Andersons, a Georgia couple who risked a $95,000 annual tax bill for the surviving s...

3 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

What the Dying Teach Us About Living with Purpose with Dr. Jordan Grumet EP 035

What does it really mean to retire well? In this enlightening episode of the Rich Life Retirement Show, Beau Henderson is joined by Dr. Jordan Grumet, hospice physician, personal finance expert, and author of The Purpose Code. Together, they dive into one of the most transformative yet often overlooked aspects of retirement planning: aligning your money with meaning. Dr. Grumet brings a unique perspective shaped by years of walking alongside the terminally ill. He shares powerful lessons from...

4 months ago

49 minutes

RichLife Retirement Show with Beau Henderson

The #1 Retirement Risk No One’s Talking About with Bob Laura | EP 034

What if the greatest risk to your retirement has nothing to do with your finances? In this must-hear episode of the RichLife Retirement Show, Beau Henderson sits down with retirement coach and best-selling author Bob Laura to discuss the hidden dangers most retirement plans completely ignore: emotional health, identity loss, social isolation, and lack of purpose. Bob, a former social worker turned retirement expert, reveals why the emotional side of retirement is the least talked about — and ...

4 months ago

50 minutes

RichLife Retirement Show with Beau Henderson

Unlock Your Home's Hidden Retirement Wealth: Reverse Mortgages Reimagined with Don Graves - EP033

𝗦𝘁𝗶𝗹𝗹 𝗧𝗵𝗶𝗻𝗸 𝗮 𝗥𝗲𝘃𝗲𝗿𝘀𝗲 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗜𝘀 𝗮 𝗦𝗰𝗮𝗺? 𝗧𝗵𝗶𝗻𝗸 𝗔𝗴𝗮𝗶𝗻. Beau Henderson sits down with Don Graves, a nationally recognized expert on reverse mortgages, to demystify one of retirement planning's most misunderstood tools: home equity. Beau and Don challenge the long-held stigmas around reverse mortgages, explaining how modern Home Equity Conversion Mortgages (HECMs) can unlock significant tax-free retirement income, increase flexibility, and reduce financial stress. Don lays out real-world stra...

5 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

The Tactical Roth Conversion Window: How to Pay Less in Taxes for Life - EP 032

Are you missing one of the biggest tax-saving opportunities of your retirement life? In this episode, Beau Henderson breaks down the Tactical Roth Conversion Strategy and why acting before December 31 could save retirees tens of thousands over time. In this tax-focused episode, Beau and producer Bruce Steinbrock go deep on why Roth conversions aren’t just a good idea — they’re a foundational tool for lowering your lifetime tax burden. Beau unpacks the often-overlooked...

5 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

Who Wants to Be a Millionaire? Financial Wisdom for Generations X, Y, Z with Tom Hegna - EP031

Retirement income expert Tom Hegna joins Beau Henderson for a dynamic discussion on building wealth across generations. In this special episode of the RichLife Retirement Show with Beau Henderson, they explore themes from Tom's latest book, Who Wants to Be a Millionaire?, created specifically to help Generations X, Y, and Z take control of their financial future. With humor, heart, and decades of financial experience, Tom shares actionable advice for creating lasting wealth — starting with t...

6 months ago

48 minutes

RichLife Retirement Show with Beau Henderson

Estate Planning Mistakes That Could Cost You Everything with Bill Rhoads EP030

Estate planning isn’t just about paperwork—it’s about peace of mind, legacy, and making life easier for those you love. In this impactful episode, Beau Henderson sits down with estate planning attorney Bill Rhoads to talk about the practical and emotional sides of planning your estate the right way. From avoiding heartbreaking beneficiary mistakes to understanding when a trust is actually necessary, this episode is packed with advice retirees and pre-retirees can’t afford to miss. Bill ...

6 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

The Secret to a Long, Fulfilling Retirement & Building a Reliable Income Plan - EP029

Ancient Wisdom Meets Modern Income Planning This is a unique conversation that blends timeless life philosophy with essential financial planning strategies. Beau begins by sharing a heartfelt story about a tender moment with his daughter at a father-daughter dance, illustrating the importance of presence and purpose in both life and retirement. This personal anecdote seamlessly sets the stage for the episode’s core theme—drawing on the Japanese philosophy of ikigai, or “reason for being...

6 months ago

46 minutes

RichLife Retirement Show with Beau Henderson

Mastering Market Risk: How to Build an Investment Strategy That Works — Without Guessing with Jay Coulter EP 028

Beau Henderson and RichLife Advisors' Chief Investment Strategist, Jay Coulter, have an eye-opening conversation on navigating today’s markets with clarity and confidence. Jay outlines five key factors that smart investors are watching this quarter: Rising core inflation and its influence on Federal Reserve policyA sharp pullback in AI and tech stocksThe resurgence of value stocks over growth stocksUndervalued opportunities in small-cap companiesA notable shift in capital flows toward bonds, ...

7 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

Five Crucial Conversations Every Couple Must Have About Money and Retirement - EP 026

𝗜𝘀 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘂𝘀𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂? 𝗠𝗼𝘀𝘁 𝗮𝗿𝗲𝗻'𝘁, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝗼𝗻𝘀𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀 𝗰𝗮𝗻 𝗯𝗲 𝗱𝗲𝘃𝗮𝘀𝘁𝗮𝘁𝗶𝗻𝗴. On this week's RichLife Retirement Show, Beau Henderson and Bruce Steinbrock discuss the 𝗳𝗶𝘃𝗲 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗲𝘃𝗲𝗿𝘆 𝗰𝗼𝘂𝗽𝗹𝗲 𝗺𝘂𝘀𝘁 𝗵𝗮𝘃𝗲 about money and retirement planning. Why income typically drops by ONE-THIRD when a spouse passes, yet taxes often INCREASE for the survivor How to create a specific "Plan B" that protects your spouse if you pass away first ...

7 months ago

50 minutes

RichLife Retirement Show with Beau Henderson

Declutter Your Life, Boost Your Retirement: Secrets from The Garage Sale Millionaire Aaron LaPedis EP 025

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝘁𝗼 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗴𝗮𝗿𝗮𝗴𝗲 𝗰𝗹𝘂𝘁𝘁𝗲𝗿 𝗶𝗻𝘁𝗼 𝗰𝗮𝘀𝗵? 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗵𝗼𝘄 𝘁𝗵𝗲 '𝗚𝗮𝗿𝗮𝗴𝗲 𝗦𝗮𝗹𝗲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝗮𝗶𝗿𝗲' 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲 $𝟭,𝟬𝟬𝟬 𝗼𝗿 𝗺𝗼𝗿𝗲 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘆𝗮𝗿𝗱 𝘀𝗮𝗹𝗲! Retirement isn’t about slowing down — it’s about getting creative with your time, energy, and resources. In today's episode of the RichLife Retirement Show, Aaron LaPedis, the Garage Sale Millionaire, talks about how retirees can boost their income, declutter their homes, and even start a fun side hustle—all from their own garage. H...

7 months ago

46 minutes

RichLife Retirement Show with Beau Henderson

The Impact of a Serious Health Crisis to Your Retirement Planning with Dr. Kerry Forrestal - EP024

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝗵𝗼𝘄 𝗮 𝗺𝗲𝗱𝗶𝗰𝗮𝗹 𝗰𝗿𝗶𝘀𝗶𝘀 𝗰𝗼𝘂𝗹𝗱 𝗶𝗺𝗽𝗮𝗰𝘁 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝘀? With 1 in 3 Americans diagnosed with cancer in their lifetimes, preparing both medically AND financially could be the difference between weathering the storm and financial devastation. During this episode of the RichLife Retirement Show, emergency physician and cancer specialist Dr. Kerry Forrestal discusses: ==> Why most cancer is discovered in emergency rooms and how early screening can change your outcom...

7 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗮 $𝟮𝟯𝟬,𝟬𝟬𝟬 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗺𝗶𝘀𝘁𝗮𝗸𝗲?

Social Security is a complex system, and unfortunately, the statistics show that a 𝘀𝘁𝗮𝗴𝗴𝗲𝗿𝗶𝗻𝗴 𝟵𝟲% 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻𝘀 𝗰𝗹𝗮𝗶𝗺 𝘁𝗵𝗲𝗶𝗿 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗮𝘁 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝘁𝗶𝗺𝗲 𝗮𝗻𝗱 𝗶𝘁 𝗶𝘀 𝗰𝗼𝘀𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝗱𝗲𝗮𝗿𝗹𝘆. An astounding $3.4 trillion*** of potential retirement income is being left unclaimed. And it's not just pocket change – the average household could miss out on an additional $230,000 over their lifetime. In this eye-opening episode of The RichLife Retirement Show, Beau Henderson and Bruce Steinbrock deliver...

8 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

$230,000 More in Social Security? Your Claiming Strategy Matters

𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝘀𝗲𝘁 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝘂𝗽 𝗳𝗼𝗿 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? The answer might surprise you — it’s not just about money. It’s about having a proactive, all-weather strategy that is designed to withstand any financial storm. This week on RichLife Retirement Bruce Steinbrock and I are talking about why simply reacting to market changes isn’t enough. With retirement potentially lasting 30+ years, you need a solid plan — one that accounts for Social Security, taxes, ...

8 months ago

46 minutes

RichLife Retirement Show with Beau Henderson

3 Keys to a Fulfilling Retirement (It's Not Just Money) with Dr. Daniel Crosby - EP022

What if I told you that money can buy happiness - but most of us are spending it completely wrong? This week on The RichLife Retirement Show, we're diving deep into the psychology of wealth with behavioral finance expert Dr. Daniel Crosby, plus revealing the top retirement regrets you'll want to avoid: Learn why your dream car only brings 2-3 weeks of happiness (and how to make that purchase actually bring lasting joy!)Discover why 80% of workers over 45 wish they'd taken retirement savings m...

8 months ago

47 minutes

RichLife Retirement Show with Beau Henderson

The Retirement Revolution: Starting Your Next Great Chapter with Tom Loegering - EP 021

𝗪𝗵𝗮𝘁 𝗶𝗳 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘄𝗮𝘀𝗻'𝘁 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗼𝗽𝗽𝗶𝗻𝗴 𝘄𝗼𝗿𝗸, 𝗯𝘂𝘁 𝗮𝗯𝗼𝘂𝘁 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗴𝗿𝗲𝗮𝘁 𝗮𝗱𝘃𝗲𝗻𝘁𝘂𝗿𝗲 - 𝘄𝗵𝗶𝗹𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗹𝘆 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆'𝘀 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲? Join us on RichLife Retirement as we sit down with Tom Loegering, an inspiring 86-year-old entrepreneur who challenges traditional retirement thinking. As the author of "Success or Failure: The Choice is Yours," Tom shares his framework for living a purposeful life through what he calls the Seven Pillars: Personal Development - ...

9 months ago

46 minutes

RichLife Retirement Show with Beau Henderson

Balancing True Wealth and Healthcare Planning: A Holistic Approach to Retirement Success with Monique Gagne - EP 020

𝗪𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝗽𝗼𝗶𝗻𝘁 𝗼𝗳 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗺𝗲𝗺𝗼𝗿𝗮𝗯𝗹𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀 𝗶𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲𝗻'𝘁 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱 𝘆𝗼𝘂𝗿 𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗲𝗻𝗷𝗼𝘆 𝘁𝗵𝗲𝗺? This week's RichLife Retirement Show tackles both sides of retirement success: creating true wealth AND helping to manage it appropriately. Join special guest Monique Gagne (The Money Mom) and Bruce Steinbrock as we explore: 🎯 Why using money as a tool to create experiences matters more than accumulating "stuff" 🎯 How to help align your financial decisions with what ...

9 months ago

49 minutes

RichLife Retirement Show with Beau Henderson

Beyond the Bank: How Purpose and Planning Shape a Rich Retirement with April Rooks -- EP 019

What if retirement was about more than just money? Have you considered how finding your purpose could transform both your life and the lives of others? During this inspiring episode of RichLife Retirement, we're exploring the intersection of purpose and planning and its impact on your retirement. Long-time RichLife friend, April Rooks, founder of AMPED Kids Foundation, a non-profit organization that provides musical instruments and lessons to foster and adopted children joins us to talk ab...

9 months ago

48 minutes