#13 – Volunteering For Service With Penny Martinez

The Happiest Retirees Podcast: Ready for Launch

Penny Martinez started saving money at six and investing at 18. Her goal was to retire early, be debt-free, and find opportunities to give back to her community. She accomplished all three and has never looked back. Penny volunteered for service throughout her life, but retirement allows her to pursue it full-time. She reads to […]

#12 – The Purpose Driven Dilettante with Nancy Kruh

The Happiest Retirees Podcast: Ready for Launch

Nancy Kruh didn’t realize she was retired until we asked her to be a guest on the Happiest Retirees podcast. She never really liked the label “retired,” and she certainly doesn’t fit neatly within it. Nancy’s not the first person to struggle to accept and embrace retirement. And, to be fair, it’s not like she isn’t still […]

#11 – Wheels of Fortune with Dave Hogan

The Happiest Retirees Podcast: Ready for Launch

Dave Hogan’s favorite core pursuits are writing and cycling. Whether it’s his fingers on the keyboard or his feet on the pedals, Dave Hogan is on the move. A CERTIFIED FINANCIAL PLANNER™ and former journalist, the now semi-retired author of E-BIKES – Putting the FUN Back into Cycling (and Life) at Any Age is passionate about riding […]

All Aboard! The Happy Retirement Train at the Santa Barbara Zoo

Drive about 90 miles north of Los Angeles along U.S. Route 101, and you’ll find yourself in the stunning coastal city of Santa Barbara, California. With a Mediterranean climate and scenic maritime vistas, it’s not too far from Point Conception, the natural dividing line between Southern and Central California. Visitors marvel at the Spanish architecture, […]

#10 – Serving up Pickleball Championships with Owen Mitchell

The Happiest Retirees Podcast: Ready for Launch

Pickleball is the fastest-growing sport in the United States. LeBron James, Michael B. Jordan, Tom Brady, and Drake have all made sizable ownership investments in pickleball teams. One of them needs to get today’s guest onto the roster. Owen Mitchell won first place in the 2023 National Senior Games in Pittsburgh. He’s also won the […]

#9 – All Aboard! The Happy Retirement Train at the Santa Barbara Zoo

The Happiest Retirees Podcast: Ready for Launch

This past summer, my wife and I took our son to the Santa Barbara Zoo, about two hours north of Los Angeles. The featured attraction is a miniature train that runs the perimeter. The train conductors act as tour guides, animal advocates, and stand-up comedians. My happy retiree radar was beeping like crazy, and it […]

Let’s Get Started with Jill Smith Entrekin

The Happiest Retirees podcast debuted on September 19, 2023, and Jill Smith Entrekin was our very first guest. As the new kids on the podcast block, it was essential to start strong, and Jill’s performance was the bulging bicep we needed to flex our mission of helping families retire happier. What makes Jill a happy […]

#8 – Motion is Lotion with Nancy Erwin

The Happiest Retirees Podcast: Ready for Launch

Motion is lotion. That’s Nancy Erwin’s motto. The laundry list of health problems she’s faced is only outdone by the longer list of solutions she’s found to overcome them. Her spine has a 75 percent curvature—anything above ten is considered scoliosis. But through a dedication to active core pursuits like yoga, strengthening exercises, pickleball, and […]

#7 – Multiple Streams of Talent with Phil Hendrie

The Happiest Retirees Podcast: Ready for Launch

Phil Hendrie is not retired, not even a little bit. He’s creating as much content as he ever has. But his story still resonates with happy retirees because he had to make a giant change in the middle of his career. In essence, that’s what retirement is—a change. It doesn’t mean you stop doing anything; […]

#6 – Retirement Shock with Mike Drak

The Happiest Retirees Podcast: Ready for Launch

After working in the banking industry for thirty-eight years, Mike Drak was exhausted. With high blood pressure and low motivation, he searched for an exit. To his surprise, the bank showed him the door. Instead of quitting for free, he was now flush with freedom and a severance at fifty-nine years old. The retirement honeymoon […]

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition