Shows / The Happiness in Retirement® Hour

The Happiness in Retirement® Hour
🌳 Welcome to The Happiness in Retirement® Hour! Money, Life & Everything in Between. Join Bill Del-Sette, CFP®, RLP® — The Happiness in Retirement Guy™ — and Ann Arceo, financial advisor and shareholder at Happiness in Retirement Group, for a lively, informative, and entertaining conversation about money, retirement, happiness, and everything in between! Each week, Bill and Ann go beyond traditional financial advice to explore what it really takes to enjoy a happy, fulfilling retirement. 💰…
Episodes
The Happiness in Retirement® HourAge is Just a Number When you Skydive at 83
Hey everyone! I'm excited to share the latest episode of the Happiness in Retirement podcast, where we dive deep into the inspiring story of Krista, an…
The Happiness in Retirement® HourThe Happiness in Retirement Hour
🌳 Welcome to The Happiness in Retirement® Hour! Money, Life & Everything in Between. Join Bill Del-Sette, CFP®, RLP® — The Happiness in Retirement Guy™ — and…
The Happiness in Retirement® HourMedicare IRMAA Shock: The Hidden Retirement Expense That Could Cost You Thousands
In this episode of the Happiness in Retirement Podcast, we dive deep into the often misunderstood world of Medicare with our guest, Joe Ritter, founder of…

The Happiness in Retirement® HourWhy your Financial Plan Needs a Villain
In this episode, I explore the idea that each of us is the hero of our own story, navigating through moments of triumph and disappointment, confidence and…
The Happiness in Retirement® HourThe Trump Account Roth Conversion Strategy: The Greatest Gift You Can Give a Child Isn't Money—It's Time
n this episode of the Happiness in Retirement podcast, I delve into a topic that may initially seem unrelated to retirement planning: the importance of giving…
The Happiness in Retirement® HourEmbracing Pain, Uncertainty, and Work for a Better Financial Future
In this episode of the Happiness in Retirement podcast, We explore the essential mindset shifts necessary for a fulfilling retirement, drawing insights from…

The Happiness in Retirement® HourThe Five Pillars of Happiness in Retirement
Welcome to another enlightening episode of the Happiness in Retirement Podcast! I’m your host, Bill Del-Sette, a certified financial planner and registered…
The Happiness in Retirement® HourThree Emotional Triggers That Can Ruin Your Retirement Happiness
Navigating Emotional Triggers in Retirement: Strategies for Financial Peace From Fear to Freedom: Managing Market Volatility in Your Golden Years The Three…
The Happiness in Retirement® HourPlanning for Happiness Regardless of What Life Throws at You
Welcome to this episode of the Happiness in Retirement podcast! I'm your host, Bill Del Sette, and today we're diving into a crucial topic: planning for…
The Happiness in Retirement® HourWhat if Happiness is just a Dog, A Walk, A Book, and Good Friends?
Summary In this episode of the Happiness in Retirement podcast, host Bill DelSette shares his personal journey and insights on the relationship between money…
The Happiness in Retirement® HourFinding Happiness - Insights with Pending Retiree and Retirement Planner Glen Allen, CFP®
In this episode of the Happiness in Retirement podcast, I had the pleasure of interviewing Glen Allen, a valued member of Del Sette Capital Management, who is…
The Happiness in Retirement® HourBeyond the Hype: Timeless Investing Principles
Welcome to this special episode of the Happiness in Retirement podcast! Today we’re diving into a topic that we haven’t explored in depth before on the…
The Happiness in Retirement® HourMore Than Money: Why Time is Your Greatest Asset
In this episode of the Happiness in Retirement podcast, I delve into the concept of "time affluence" versus "time poverty." We explore how the quality of our…
The Happiness in Retirement® HourMaking Sense of Life Insurance - Term, Whole or Both?
In this episode of the Happiness in Retirement podcast, I delve into the critical topic of life insurance, specifically focusing on the differences between…
The Happiness in Retirement® HourRetirement at Risk: The Four Threats You Can't Ignore
Episode Synopsis: Understanding the Four Core Financial Risks in Retirement Welcome back to the Happiness in Retirement podcast! I’m your host, Bill Del-Sette…
The Happiness in Retirement® HourBook Review - Flourish by Martin Seligman
In this episode of the Happiness in Retirement podcast, I delve into the profound question of what constitutes a good life, particularly in the context of…
The Happiness in Retirement® HourThe curve ahead: What the Science Says About Aging, Happiness and Spending
In this episode of the Happiness in Retirement podcast, I, Bill Del Sette, delve into two fascinating concepts that can significantly impact your retirement…
The Happiness in Retirement® HourWarren Buffet and Thoughts on Modern Retirement
In this episode of the Happiness in Retirement podcast, I delve into the multifaceted topic of retirement, sparked by the recent announcement of Warren…
The Happiness in Retirement® HourCommon Retiree Investment Mistakes That Can Sink Your Plan
In this episode of the Happiness in Retirement podcast, I delve into the critical mistakes that individuals often make when transitioning from the growth or…
The Happiness in Retirement® HourMoney Mindset Mastery
In this episode of the Happiness in Retirement podcast, I, delve into the crucial relationship between your money mindset and your overall life context. We…
The Happiness in Retirement® HourSmart Withdrawals: Maximizing Your Retirement Income Without Running Out
In this episode of the Happiness in Retirement podcast, I delve into the crucial topic of determining a safe withdrawal rate from your retirement portfolio. We…
The Happiness in Retirement® HourPassing the Torch: Creating a Smooth Transition for Your Wealth
Episode Synopsis: Seamless Wealth Succession In this episode of the Happiness in Retirement Program podcast, we delve into the critical topic of estate…
The Happiness in Retirement® HourSwedish Death Cleaning: Declutter Your Life, Embrace What Matters
In this episode of the Happiness in Retirement podcast, I delve into the concept of "Swedish death cleaning," a mindful decluttering process that emphasizes…
The Happiness in Retirement® HourSmart Giving: Unlocking the Power of Qualified Charitable Donations and Donor-Advised Funds
In this episode of the Happiness in Retirement Program, I delve into two powerful charitable giving strategies: Qualifying Charitable Donations (QCDs) and…
The Happiness in Retirement® HourDigital Afterlife: Securing Your Online Legacy
Plan Your Digital Estate Now In an increasingly digital world, the assets we accumulate are not just physical items; they often reside in the intangible realm…
The Happiness in Retirement® HourHow to put more smile in your retirement income smile
The Go-Go years of retirement are when you are healthy, have free-time, and can enjoy the fruits of your labor. Sooner or later, you will slow down because of…
The Happiness in Retirement® HourTo Roth or Not to Roth?
How do you choose between contributing to a traditional, tax deferred 401K or a Roth 401K? Are you just guessing when you choose between contributing to one or…
The Happiness in Retirement® HourThree ways to set goals that will motivate and inspire you to act on your financial plan
Step one of the financial planning process is to create goals around what matters most to you. Check-out this episode to learn three ways to get inspired about…
The Happiness in Retirement® HourThe Four Steps to Craft your Financial Plan - and why They Should be Followed in This Order
Their are four steps to crafting your financial plan, and if you miss any of them, it could derail your financial future. Tune-in to learn the the four steps…
The Happiness in Retirement® HourThe Miracle of Compound Interest Creates the Headache of Compound Tax
You probably learned about the miracle of compound interest in grade school, but they probably didn't teach you about the ever increasing, compound tax it can…
The Happiness in Retirement® HourWhat's the Economically Correct Amount of Life Insurance you Should Have on Your Life?
Many people use a needs based approach to figuring out how much life insurance they need, but it leaves them woefully underinsured. Tune-in to learn how to use…
The Happiness in Retirement® HourWhat's Your Money Mindset - Ant or Grasshopper?
In this episode of the Happiness and Retirement Program podcast, host Bill Del Sette draws insights from an Aesop's Fable to illustrate two distinct types of…
The Happiness in Retirement® HourIntroducing the Happiness in Retirement Podcast
The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone…