Retirement Planning is About More Than Money: A Client’s Story.

About this episode

Ken Moraif interviews a longtime client about his retirement journey and insights gained from the 2008 financial crisis.

In this special episode of Money Matters, Ken Moraif welcomes longtime RPOA client to share his real-life retirement journey and the lessons he learned after living through the 2008 financial crisis. From sleepless nights during market downturns to finding peace of mind with a retirement strategy, Jeff offers honest insights every pre-retiree and retiree can learn from. Ken also answers an important Social Security question about maximizing survivor benefits and explains how families can str...

People in this episode

Host: Ken Moraif

Guest: Jeff

Topics covered

• retirement planning
• financial crisis
• peace of mind
• Social Security
• survivor benefits
• client stories

Keywords

• retirement
• financial crisis
• market downturns
• Social Security
• survivor benefits
• retirement strategy
• peace of mind

Mentioned in this episode

Organizations: RPOA

More episodes of Money Matters with Ken Moraif

• Lets Talk About Money · May 15, 2026 · 28 min
• How To Leave Money To A Disabled Child · April 24, 2026 · 12 min
• The Executor Vs The Trustee - What You Should Know · April 16, 2026 · 14 min
• The Most Important Inheritance You Will Ever Leave · April 9, 2026 · 10 min
• Cutting Your Kids Out Of Your Will - How And Why To Do It Carefully · April 3, 2026 · 13 min
• Getting Ready To Retire Checklist · March 27, 2026 · 13 min