Nancy Fleming
My Smart RetirementEpisodes
Episodes of My Smart Retirement
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In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of retirement planning. As she heads into retirement herself, she reflects on her experiences with clients throughout the years a
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's i
Are you finding it hard to transition into retirement after living frugally and saving diligently for many years? In today's episode, Nancy shares the story of a couple who struggled with the idea of spending their hard-earned savings on exper
If you were given an inheritance, would you go ahead and spend it or find the best way to preserve it and make it last over a larger duration? We’ve found that there are two main types of money managers: those who choose to hold onto the money
Typically, the things we desire most in life are also the most challenging and demanding, but they ultimately bring us the greatest satisfaction and yield the best outcomes. Just like gardening, well-planned financial plans require time and pa
Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, and lack of savings. People are unsure about creating a budget, where to invest their money, and how to save for retirement.
Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relation
Today we are following up on last week’s episode to talk a little more about taxes. Filing your taxes can feel overwhelming, and when you’re near or in retirement, there are some additional factors to consider. In today’s episode, we will answ
With Tax Day right around the corner, we wanted to record a timely episode to answer your tax questions for 2023. In fact, tax filing season might look a little different this year than it has in years past. In today’s episode, we’re going to
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the
No matter how much you plan or how well you prepare, life can sometimes stand in the way. You never know what the future has in store, and plans can change at a moment’s notice, leaving us with life’s other retirement plan. In this episode
Most of the people we work with in Arizona have utilized an IRA to help save for retirement. It’s one of the most popular tools out there for good reason, and it’s a big piece of many retirement plans. But the IRA is also unique in a lot o
Retirement is an exciting time and should be a period where life is free from worry and responsibility. We work every day to help people in Arizona find that financial freedom, but that doesn’t mean that stress won’t creep up in retirement.
The Arizona Corporation Commission’s Securities Division released a warning to investors this month about self-directed IRAs, and it’s something that we immediately read through and processed. In this episode, we’re going to give you the d
The first quarter of the year is always a time when people begin thinking about taxes just a bit more. That yearly filing will often stir up a few financial questions and get people asking about strategies to minimize taxes down the road.
One thing we’ve learned through the years of helping people prepare for retirement is that everyone has a different vision for how they want to spend that time. Retirements come in all shapes and sizes and having a good idea of what you want w
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. Since this retirement account
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed
Another year is upon us and it’s a great time to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the miles
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact yo
Many of us like to set New Year's Resolutions. Today we will be discussing goals, but not resolutions in particular. We want to help lay the foundation for goal setting so you will be able to achieve them whether they are financial or personal.
The New Year is approaching in a matter of days. This time of year, many of us enjoy getting our lives organized to some degree. The same can go for your financial life. In this episode, we will be sharing 10 financial steps you should take to
On TV we often see moments that are exaggerated versions of reality. For example, when someone dies in a show or movie there is usually a will reading with the family present. Is that reality? In this episode, we will be diving into some of the
We came across this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel surer about their retirement fu
On today’s show, we are answering some of your questions. If you have any questions, please feel free to send us a message on our site so we can help answer you, too! For now, listen to learn what you should do when your advisor doesn’t seem to
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