Episodes: 68
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
Instagram: 416 followers
Publicly listed emails
connect@meritfa.com
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Randall Yeomans - Retirement coach serving clients through Merit Financial Group in Marietta, Georgia, with a focus on helping people plan for and navigate retirement.
Nicholas Yeomans - Retirement coach serving clients through Merit Financial Group in Marietta, Georgia, with a focus on retirement planning, investing, and financial decision-making.
Diane Adams - Pre-retirement Planning, Faith And Finances, Retirement Timing, Tax Strategy, Estate Planning, Charitable Giving, And Selecting A Financial Advisor.
Mark Adams - Pre-retirement Planning, Faith And Finances, Retirement Timing, Tax Strategy, Estate Planning, Charitable Giving, And Selecting A Financial Advisor.
Nancy Martin - Building Wealth Through Saving And Frugality, The Impact Of Financial Crises, Retirement Coaching, Charitable Giving, Faith And Finances, And Financial Confidence.
Melanie McGriff - Retiring With Purpose, Adjusting To Life After Nursing, Travel And Family, Estate Planning In A Blended Family, Charitable Priorities, And The Role Of Long-term Financial Planning.
John McGriff - Retiring With Purpose, Travel And Family, Estate Planning In A Blended Family, Charitable Priorities, And The Role Of Long-term Financial Planning.
Top 10 Estate Planning Mistakes to Avoid (Before It's Too Late)
September 09, 2026
Estate planning mistakes can create serious problems for families. Outdated documents, beneficiary forms, and missing plans can leave loved ones dealing with unnecessary complications. In this episode, Aaron and Nic count down ten common estate planning mistakes and share real-life examples of what can go wrong. They also cover several areas people often overlook, including digital assets, taxes, and long-term care. ⸻ ⏱️ Episode Timeline & Highlights [01:53] – #10 Not having a will: How dy...
Your Power of Attorney Might Already Be Useless
August 26, 2026
Most people sign a power of attorney once and never think about it again. But a document that sat in a drawer for ten years, was drafted in another state, or is missing one critical clause could leave your family completely powerless in a crisis, and you'd never know until it's too late. In today's conversation, Aaron and Nic break down why so many powers of attorney fail when they're needed most, and what to do about it before life forces the question. ⸻ ⏱️ Episode Timeline & Highlights [01:...
How to Know If You Have "Enough" Money to Retire
August 12, 2026
The most important retirement question isn't how much you've saved; it's whether what you have can actually fund the life you want. Too many people spend years working toward a number they never defined, and even more spend years past their finish line not knowing they already crossed it. In today's conversation, Nic and Randy tackle the question every pre-retiree is really asking, "Am I good?", and break down what it truly takes to retire with clarity, confidence, and a plan that holds up i...
Coffee with Your Retirement Coach is hosted by Randall Yeomans and Nicholas Yeomans. Its publicly listed email is connect@meritfa.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Coffee with Your Retirement Coach: connect@meritfa.com.
Podseeker estimates Coffee with Your Retirement Coach reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Coffee with Your Retirement Coach typically books working professionals with real expertise. Typical guest background: Retirement coaches, financial planners, tax or estate-planning professionals, and individuals or couples with credible firsthand retirement-planning experiences. Common among recent guests: Successful retirement transition; Meaningful long-term wealth-building experience; Expertise in retirement income, tax, estate, or charitable planning. Recent guests include Diane Adams, Mark Adams, and Nancy Martin.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Retirement, Financial Planning, Investing, Tax Planning, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
connect@meritfa.com
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