Épisodes

  • Common Financial Mistakes
    Dec 12 2025

    In this conversation, financial expert Necole Gibbs discusses the common financial mistakes people make and how to recover from them. She emphasizes the importance of normalizing these mistakes, understanding financial do-overs, and building resilience. The discussion also covers strategies for creating reliable income in retirement, the significance of Social Security, and the role of annuities. Additionally, healthcare planning, encore careers, and the importance of evaluating retirement readiness are explored. The conversation concludes with a Q&A segment addressing listener concerns about inflation, income strategies, and bucket list trips.

    Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/ or call 888.919.0022

    See omnystudio.com/listener for privacy information.

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    56 min
  • Behavioral Finance
    Dec 5 2025

    In this conversation, Necole Gibbs and Gary Nolan delve into the concept of behavioral finance and its implications for retirement planning. They discuss how emotions and cognitive biases can influence financial decisions, particularly as individuals approach retirement. The conversation covers practical strategies for making sound financial choices, preparing for market volatility, and the importance of mindfulness in spending. Additionally, they explore military principles that can be applied to risk management in retirement planning, the significance of defining personal retirement goals, and effective financial habits for long-term success. The discussion concludes with a Q&A segment addressing listener inquiries about retirement strategies.

    Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/ or call 888.919.0022

    See omnystudio.com/listener for privacy information.

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    51 min
  • Financial Resolutions
    Nov 28 2025

    In this conversation, Bruce Rosenbloom and Necole G. discuss the importance of financial resolutions as the new year approaches. They explore the significance of financial clarity, the necessity of emergency funds, and the impact of debt on financial health. The discussion also covers strategies for finding lost retirement funds and the implications of rolling over retirement accounts. The conversation emphasizes the need for planning in an uncertain economic climate and the importance of understanding tax implications for retirement. In this conversation, Bruce Rosenbloom and Necole G. discuss various aspects of retirement planning, focusing on IRAs, 401ks, and the importance of professional guidance in financial decisions. They explore the implications of inflation on retirement savings, the significance of healthcare proxies, and grassroots financial planning strategies. The discussion emphasizes the need for individuals to understand their options and make informed decisions to secure their financial future.

    Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/ or call 888.919.0022

    See omnystudio.com/listener for privacy information.

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    57 min
  • Your Retirement Journey.
    Nov 21 2025

    In this conversation, Gary Nolan and Nicole Gibbs explore the multifaceted journey of retirement planning. They discuss the various stages of retirement, from pre-retirement planning to the honeymoon phase, reorientation, and achieving stability. The conversation emphasizes the importance of financial planning, choosing the right financial advisor, and understanding essential pillars such as tax strategies and healthcare considerations. They also address managing longevity risks and navigating required minimum distributions (RMDs) to ensure a secure and fulfilling retirement.

    Reach out to Necole and the team at the Ross Dixon agency https://rossdixonagency.com/ or call 888.919.0022

    See omnystudio.com/listener for privacy information.

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    52 min
  • Retirement Planning
    Nov 14 2025

    In this episode of Prosperity Playbook, host Gary Nolan and financial expert Necole Gibbs discuss the critical aspects of retirement planning, emphasizing the importance of not just saving but also keeping money through strategic tax-efficient tools. They explore various financial products such as Index Universal Life Insurance, income annuities, and the benefits of Roth and traditional IRAs. The conversation also highlights smart financial moves, the significance of financial education, and lessons learned from literary characters regarding money management. Listener questions provide practical insights into real-life financial decisions, making this episode a comprehensive guide for anyone looking to secure their financial future.

    See omnystudio.com/listener for privacy information.

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    55 min
  • The Four. Seasons of Retirement Planning
    Nov 7 2025

    In this episode of Prosperity Playbook, Gary Nolan and Necole Gibbs explore the four seasons of retirement planning, emphasizing the importance of starting early, nurturing growth, and preparing for the future. They discuss strategies for Gen X to catch up on retirement savings, the impact of emotional intelligence on financial decisions, and answer listener questions about various financial concerns. The conversation highlights the significance of understanding one's emotions in relation to financial planning and the necessity of having a structured approach to retirement.

    Reach out to Necole and the team at the Ross Dixon agency or call 888.919.0022

    See omnystudio.com/listener for privacy information.

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    56 min
  • Financial Planning Hesitations
    Oct 31 2025

    In this episode of Prosperity Playbook, hosts Gary Nolan and Necole Gibbs discuss the common hesitations individuals face when approaching financial planning. They explore misconceptions about financial advisors, the overwhelming nature of financial topics, and the importance of starting small. The conversation emphasizes the need for financial literacy and empowerment, addressing feelings of embarrassment and the significance of planning for retirement. Listeners are encouraged to take actionable steps towards their financial goals, with a focus on peace of mind rather than perfection. The episode also covers strategies for retirement planning, including catch-up contributions and the importance of health savings accounts. Finally, the hosts answer listener questions, providing insights into managing retirement income and addressing tax concerns.

    See omnystudio.com/listener for privacy information.

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    55 min
  • What Are the Rules
    Oct 29 2025

    n this episode of Prosperity Playbook, hosts Necole G. and Gary Nolan discuss essential retirement planning strategies, including the 4% rule, the Rule of 72, and the importance of personalized financial planning. They explore common misconceptions about retirement age and investment strategies, emphasizing the need for tailored advice. The episode also features a Q&A segment addressing listener questions about Social Security and inherited IRAs, highlighting the complexities of retirement planning.

    See omnystudio.com/listener for privacy information.

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    51 min