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Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating
Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating

On this episode:

Finding a place for your money, IN and OUT of the stock market. When should you do your Roth conversion? The mistake retirees don’t…

18 hours ago

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Interview with Curtis Wynn CEO of SECO Energy
Interview with Curtis Wynn CEO of SECO Energy

SECO Energy CEO Curtis Wynn joins Charisse to explain why electric costs are rising, how Florida’s power grid works, and what growing demand from dat…

4 days, 21 hours ago

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How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy
How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy

On this episode:

If the current market losses are keeping you up at night, what does it say about your retirement plan? Your 401(k), your house, you…

1 week ago

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Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?
Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?

If you get an inheritance, how do you honor the person who gave it to you, be responsible, but also have some fun?

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1 week, 2 days ago

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Over 30% of Retirees Make THIS Costly Mistake
Over 30% of Retirees Make THIS Costly Mistake

Uncle Sam says there comes a time when you MUST take money out of your 401(k)s and IRAs. A lot of us get that calculation wrong.

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1 week, 4 days ago

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Where Do I Put My Money to Get Me the Retirement Paycheck I Need? | Will the 2026 Stock Market Stay on the Roller Coaster?
Where Do I Put My Money to Get Me the Retirement Paycheck I Need? | Will the 2026 Stock Market Stay on the Roller Coaster?

On this episode:

A CD and a bond pay this; an annuity pays that. How do you find the financial vehicle to provide you the paycheck you need in retir…

2 weeks ago

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John Calipari on Coaching, Curiosity, and Planning Life After Basketball
John Calipari on Coaching, Curiosity, and Planning Life After Basketball

Charisse Rivers sits down with John Calipari, former long-time Kentucky basketball coach and current head coach at Arkansas, to discuss leadership, m…

2 weeks, 3 days ago

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If You Are Losing Money in the Stock Market, When Is Enough, Enough?
If You Are Losing Money in the Stock Market, When Is Enough, Enough?

Everyone has their breaking point for stock market losses. When do you pull out and go to cash OR how can you avoid that scenario altogether?

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2 weeks, 4 days ago

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Can My Retirement Plan Be Like My Car GPS? | To Pay Off Your Mortgage or Not
Can My Retirement Plan Be Like My Car GPS? | To Pay Off Your Mortgage or Not

On this episode:

A GPS tells me step by step how to get to my destination. Can a retirement plan do the same? Should you pay of your mortgage or car…

3 weeks ago

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This May Be Your Biggest Challenge If You Want to Retire Early
This May Be Your Biggest Challenge If You Want to Retire Early

Early retirement may mean taking Social Security at 62. But what do you do about healthcare?

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3 weeks, 4 days ago

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