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Phase 4 of the AGILE Retirement Journey

Phase 4 of the AGILE Retirement Journey

Phase 3 of the AGILE Retirement Journey

Phase 3 of the AGILE Retirement Journey

Phase 2 of the AGILE Retirement Journey

Phase 2 of the AGILE Retirement Journey

Good Day PA interview - Jeremie Patrick

Good Day PA interview - Jeremie Patrick

Good Day PA Interview - Five Things to Know When Transitioning to Retirement - Lee Pelko

Good Day PA Interview - Five Things to Know When Transitioning to Retirement - Lee Pelko

Good Day PA Interview - Five Things to Know Before You Retire - Chris Hershey

Good Day PA Interview - Five Things to Know Before You Retire - Chris Hershey

Phase 3 of the AGILE Retirement Journey

Phase 3 of the AGILE Retirement Journey

Envisioning Retirement - Lee Pelko

Envisioning Retirement - Lee Pelko

When to Start Social Security - Patrick Carney

When to Start Social Security - Patrick Carney

Three-Legged Stool - Jeremie Patrick

Three-Legged Stool - Jeremie Patrick

Gifting to Children - Chris Hershey

Gifting to Children - Chris Hershey

Keeping Up With Changes in Retirement - Chris Hershey

Keeping Up With Changes in Retirement - Chris Hershey

Charitable Giving - Chris Hershey

Charitable Giving - Chris Hershey

Balanced Retirement Savings - Patrick Carney

Balanced Retirement Savings - Patrick Carney

Healthcare in Retirement - Ashley Duff

Healthcare in Retirement - Ashley Duff

The Retirement Journey - Adam Sclafani

The Retirement Journey - Adam Sclafani

The Retirement Journey - Lee Pelko

The Retirement Journey - Lee Pelko

Phase E of AGILE - Chris Hershey

Phase E of AGILE - Chris Hershey

Phase A of AGILE - Ashley Duff

Phase A of AGILE - Ashley Duff

Phase L of AGILE - Patrick Carney

Phase L of AGILE - Patrick Carney

AGILE Retirement Explained - Lee Pelko

AGILE Retirement Explained - Lee Pelko

Phase G of AGILE - Jeremie Patrick

Phase G of AGILE - Jeremie Patrick

Chris Hershey Interview 2021

Chris Hershey Interview 2021

Lee Pelko Interview 2021

Lee Pelko Interview 2021

Jeremie Patrick Interview 2021

Jeremie Patrick Interview 2021

Adam Sclafani Interview 2021

Adam Sclafani Interview 2021

Chris Hershey Interview 2021

Chris Hershey Interview 2021

Patrick Carney Interview 2021

Patrick Carney Interview 2021

Gabrielle Gioia Interview 2021

Gabrielle Gioia Interview 2021

Ashley Duff Interview 2021

Ashley Duff Interview 2021

Erika Eckman

Erika Eckman

Lee Pelko

Lee Pelko

Patrick Carney

Patrick Carney

Jeremie Patrick

Jeremie Patrick

AGILE OVERVIEW

AGILE OVERVIEW

PHASE 1 of the AGILE Retirement Journey

PHASE 1 of the AGILE Retirement Journey

Investment strategy

Investment strategy

Trustworthy Advisor

Trustworthy Advisor

Roth IRAs

Roth IRAs

Lower Income Taxes

Lower Income Taxes

Life Insurance

Life Insurance

Taxes and Retiring

Taxes and Retiring

Planning Estates with IRAs

Planning Estates with IRAs

Estate Planning for Pets

Estate Planning for Pets

Choosing a State for Retirement

Choosing a State for Retirement

Medicare Premiums

Medicare Premiums

Medicare Premiums

Medicare Premiums

Tax Reform: Rick Rodgers

Tax Reform: Rick Rodgers

DOL Rule: Rick Rodgers

DOL Rule: Rick Rodgers

Behind the Headlines: Rick Rodgers

Behind the Headlines: Rick Rodgers

Patrick Carney, CFP®, CRPC®

Patrick Carney, CFP®, CRPC®

Lee Pelko, CFP®, CRPC®

Lee Pelko, CFP®, CRPC®

Erika Eckman, CRPC®

Erika Eckman, CRPC®

Keeping Clients on Track to Meet Their Goals

Keeping Clients on Track to Meet Their Goals

No One Has a Crystal Ball

No One Has a Crystal Ball

What's Different for Boomers' Retirement Plans?

What's Different for Boomers' Retirement Plans?

Coordinating All the Financial Pieces

Coordinating All the Financial Pieces

What is "The New Three Legged Stool?"

What is "The New Three Legged Stool?"

A Tax Efficient Approach - Explaining the R/D Factor

A Tax Efficient Approach - Explaining the R/D Factor

A Simple Formula to Become a Millionaire

A Simple Formula to Become a Millionaire

Keeping Clients Informed

Keeping Clients Informed

After 25 Years, What Keeps You Juiced?

After 25 Years, What Keeps You Juiced?

Did the Strategy Work During the "Lost" Decade?

Did the Strategy Work During the "Lost" Decade?

What's the Future Look Like for Rodgers & Associates?

What's the Future Look Like for Rodgers & Associates?

The Manor

The Manor

How Uncertainty Impacts Investment Strategy

How Uncertainty Impacts Investment Strategy

Why Fee Only?

Why Fee Only?

The Lancaster Chamber of Commerce and Industry 2015 Small Businessperson of the Year Rick Rodgers

The Lancaster Chamber of Commerce and Industry 2015 Small Businessperson of the Year Rick Rodgers

Rodgers & Associates - Financial Planners in Lancaster, PA

Rodgers & Associates - Financial Planners in Lancaster, PA

Rick Rodgers, CFP®, Retirement Specialist

Rick Rodgers, CFP®, Retirement Specialist

The Importance of Efficiency: Rick Rodgers on Retirement Part 8 of 9

The Importance of Efficiency: Rick Rodgers on Retirement Part 8 of 9

The Importance of Planning: Rick Rodgers on Retirement Part 9 of 9

The Importance of Planning: Rick Rodgers on Retirement Part 9 of 9

Sometimes You Need to Hire a Professional: Rick Rodgers on Retirement Part 7 of 9

Sometimes You Need to Hire a Professional: Rick Rodgers on Retirement Part 7 of 9

Coordinating Your Goals - Marie Hawgood's Story: Rick Rodgers on Retirement Part 6 of 9

Coordinating Your Goals - Marie Hawgood's Story: Rick Rodgers on Retirement Part 6 of 9

You Need a Plan - Jonas Beiler's Story: Rick Rodgers on Retirement Part 5 of 9

You Need a Plan - Jonas Beiler's Story: Rick Rodgers on Retirement Part 5 of 9

The New Three-Legged Stool - Frank Richardson's Story: Rick Rodgers on Retirement Part 4 of 9

The New Three-Legged Stool - Frank Richardson's Story: Rick Rodgers on Retirement Part 4 of 9

No, I'm a Financial Planner: Rick Rodgers on Retirement Part 3 of 9

No, I'm a Financial Planner: Rick Rodgers on Retirement Part 3 of 9

I'm a Financial Consultant?: Rick Rodgers on Retirement Part 2 of 9

I'm a Financial Consultant?: Rick Rodgers on Retirement Part 2 of 9

I Grew Up Thinking We Were Poor: Rick Rodgers on Retirement Part 1 of 9

I Grew Up Thinking We Were Poor: Rick Rodgers on Retirement Part 1 of 9