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If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
92 Episodes
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Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually hold up over time. Together, they create a simple framework for thinking through some of the biggest challenges retirees face. And because they all start with the letter D, they’re easy to remember. Here’s some of what we discuss in today’s show: Diversification should include investments, income sources, and taxes Duration planning helps prepare your income and investments for an uncertain r...
For decades, you've worked hard, lived below your means, and built the discipline to save for retirement. But what happens when that same discipline makes it difficult to actually enjoy the money you've spent a lifetime accumulating? For many retirees, the biggest financial challenge is learning how to spend with confidence. In this episode, Liz explores why successful savers often struggle to transition into retirement spending. She shares insights on how to navigate these challenges, ...
You’ve worked hard to reduce investment fees, but what about taxes? In this episode, Liz explores new research showing how taxes may have a much bigger impact on long-term portfolio growth than most investors realize. She breaks down the historical tax drag on investment returns, why today’s tax environment may not last forever, and how smart tax planning can help retirees keep more of what they earn. Plus, she discusses ETFs, tax-efficient investing, and strategies that could make a meaningf...
Some of the best retirement advice may have started with the simple lessons your mom taught you growing up. In this special Mother’s Day episode, Liz connects timeless “mom wisdom” to real financial planning decisions that can shape your retirement future. From avoiding scams and irreversible mistakes to diversification, emergency savings, and estate planning, Liz walks through seven practical lessons that still matter today. Here’s some of what we discuss in today’s show: Avoid financial off...
What do thunderstorms and the stock market have in common? More than you think. In this episode, Liz uses a weather analogy to break down how investors react to uncertainty, and why that reaction can make or break your retirement plan. The goal isn’t to predict every storm, it’s to be ready for whatever shows up. With the right plan in place, you can stay confident no matter what the forecast looks like. Here’s some of what we discuss in today’s show: Forecast vs Reality: Predictions don’t co...
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