Handcrafting Your Retirement

What transforms a chance meeting into a partnership that reshapes your professional future? How do you build a financial planning practice that truly puts clients at the center of everything you do? In this episode, Brett Ramsey interviews Craig Clements, CLF®, LPL Financial Advisor, about his journey from aspiring medical student to financial planning leader. Craig shares how a mentor’s focus on leadership over numbers shaped his career philosophy, his experience training over a thousand adviso

What do you do when the roles reverse, and your parents need your support? In this episode, Brett Ramsey shares emotional moments of caregiving, navigating difficult decisions for aging parents, and the complex transition from child to caregiver. Joined by Christine Ramsey, Dean Mourfield, and Stephanie Inlow, each at different stages of caregiving, this conversation explores the practical, emotional, and financial challenges of supporting loved ones. Key Points: The emotional moment Brett’s gr

What if the smartest investors aren’t just picking the right stocks, but accessing an entirely different part of the investing universe? Most people have never heard of private markets, but they might be the missing ingredient in a truly resilient retirement plan. In this episode, Brett Ramsey sits down with Jay Wyckoff of Blue Owl Capital to explore how private market investments can strengthen retirement portfolios by offering alternative sources of income, reduced volatility, and access to a

What do a disrupted lacrosse schedule and retirement planning have in common? Flexibility. In this episode of Handcrafting Your Retirement, Brett Ramsey discusses the art of adapting retirement plans with Ken and Tami Maynard, long-time clients who’ve been on the journey to retirement with Brett’s guidance. The conversation provides listeners with insights into why having a personalized, adaptable plan is crucial as life throws its curveballs. Brett chats with Ken, a dedicated family physician,

The transition to assisted living is often a difficult and emotional journey, but with the right guidance, it can also lead to a better quality of life. How do you prepare for the challenges of finding the right community for your loved one? What are the key considerations to ensure they receive the best care while maintaining independence? In this episode, Brett Ramsey speaks with Dave Holder, owner of Assisted Living Locators of North Indianapolis, about the critical factors families should co

What changes can you make today to ensure you’re active and thriving at 80? In this episode of Handcrafting Your Retirement, Brett Ramsey opens up about the important connection between health and retirement planning. Buckle up as Brett shares his personal journey on recognizing the need to adapt both mindset and activities as we age. Listen in as he also delves into how regular health assessments and setting realistic goals can help you enjoy the activities you love without pain. Brett discusse