The Secure Retirement Method Podcast

Taxes might be daunting, but mastering them can mean thousands more for your golden years!In this essential episode, April Schoen dives deep into tax strategies specifically designed for Florida Retirement System (FRS) members. Discover how expert tax planning could unlock more wealth and flexibility than you ever imagined for your retirement.You’ll discover:Why tax planning is t

In this episode, April Schoen dives deep into the secrets of setting meaningful financial goals for the new year to guide you towards a secure and prosperous 2025.In this episode, you’ll discover…The pivotal role of the SMART framework in financial planningUnique strategies for building a robust emergency fundMethods to maximize your retirement contributions effectivelyInsights

How can a simple program supercharge your retirement income strategy?In this episode, April Schoen breaks down the intricacies of DROP, The Deferred Retirement Option Program, and its latest updates impacting your financial future.In this episode, you’ll discover…The enticing benefits that make the DROP program a game-changer.Key eligibility changes in 2023 that could affect yo

Retirement planning can be confusing and filled with misinformation. How can you ensure you're making the best choices for your future?In this episode, John Curry and April Schoen, tackle the common questions and misconceptions about the Florida Retirement System (FRS) that many employees face.You’ll discover…A surprising truth about why some employees might opt for the Investm

Retirement isn't just about building a nest egg—it's about crafting a balanced, fulfilling life. Dive into a conversation that goes beyond the numbers.In this episode, John and April uncover the holistic approach to retirement planning that goes far beyond financial savings.You’ll discover…Why retirement planning involves much more than just accumulating wealthFour essential

Planning your retirement can be a maze, but knowing when to claim your Social Security benefits might just be the key to unlocking a secure future. Ready to make the most pivotal decision of your retirement journey?In this episode, April Schoen, dives into the intricacies of Social Security, outlining strategies to ensure your golden years are actually golden.You’ll discover…Ho

Retirement planning can be overwhelming, but what if you could uncover strategies to secure a steady income and live stress-free?In this episode, April Schoen dives deep into various strategies to maximize your retirement income and ensure financial stability.You’ll discover…The key factors influencing the timing and strategy of claiming Social Security benefits.Different pensi

Drowning in paperwork and unsure how long to keep important documents? Don't let the clutter consume you! Learn the secrets to organizing your financial life and gain peace of mind.In this episode, Erika Bell, owner of Organize with E, shares her expertise on how to effectively manage paperwork, digitize documents, and communicate crucial information to loved ones.In this episode,

Are you truly ready for retirement, or are you headed for a retirement disaster?In this episode, April Schoen and Matthew Wallat share their insights on creating a comprehensive retirement plan to avoid common pitfalls and ensure a worry-free retirement.In this episode, you'll discover…The surprising similarity between an adventurous trip and retirement planningThe crucial step t

Retirement planning can feel like a daunting jigsaw puzzle—where do you even begin? Discover the secrets to securing your financial future and achieving a lifestyle of freedom and fulfillment!In this episode, John Curry and April Schoen unravel the complexities of retirement planning for FRS members and beyond. Get insights into making informed and strategic decisions that ensure