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Crossroads of Retirement podcast

Jan 6, 2019

Join us for the final episode of season 1 as Rob Stevens finds out if the plan to help the Martin's with their fraud case will work and see what happens when he comes face to face with a potential Black Widow client.


Jan 6, 2019

Episode 7 hits home for people who have lost a loved one near, or early in retirement.  In this episode, Financial Planner Rob Stevens visits Ron Leavy's funeral service why interacting with a number of characters including Ellen Fitzsimmons, Jerry Wiggins, and a few new members who add more interest and intrigue to...


Dec 23, 2018

Episode 6 addresses suicide in retirement, stress, characteristics of fraud, and the impact of adult children in retirement


Dec 23, 2018

Episode 5 looks at mental health issues in retirement, medication and the fine line between helping a client and losing their trust


Dec 10, 2018

This episode looks at the topics of investment fraud, financial advisors, forgiveness, resilience