The Blue Oceans Retirement Podcast
Episodes
5 episodes
Tax Free Retirement Income from Home Equity Bank
Welcome to our latest podcast episode featuring Omesh Varma, business development manager at Home Equity Bank. In this episode, we delve into the intriguing topic of reverse mortgages and explore the benefits they offer. Our host, David, starts...
How to Avoid Estate Disaster with Estate Planning
Discover the secrets of securing your legacy and protecting your loved ones with ClearEstate, an innovative estate planning and settlement solution. Join David as he speaks with Devon Miller, Director with ClearEstate. They discuss the importan...
Retirement Income for Business Owning Families
Join Senior Wealth Advisor David Little as we discuss the common concerns of his clients. David primarily works with business owners and professionals who are within five years of retirement and are seeking answers for a peaceful and comfortabl...
Retirement Income Planning Concerns
Join host David Little on the Blue Oceans Retirement Podcast as we dive into the crucial topic of retirement income planning. In this episode, David will address the number one question on everyone's mind: do I have enough saved to retire?<...
The Four Seasons of Retirement
Join David Little, Senior Wealth Advisor with Blue Oceans Private Wealth at iA Private Wealth Inc., as he guides you through the four seasons of retirement. In this insightful podcast and video, David covers the financial, emotional, and practi...