Podcast Episodes
Back to SearchWill the Social Security COLA Raise Your Taxes?
Season 8 Episode 13
Social Security recipients will be receiving a significant Cost of Living increase for 2023. While this is a welcome benefit to retirees, it could me…
3 years, 3 months ago
5 Ways to Catch Up on Retirement Savings
Season 8 Episode 12
The new retirement plan contribution limits are out for 2023 and it’s great news if you need to catch up on your retirement contributions. What are s…
3 years, 3 months ago
Medicare Rates and Open Enrollment for 2023
Season 8 Episode 11
Medicare Open Enrollment for 2023 is from October 15 through December 7th. We're covering what you need to know about open enrollment, what actions y…
3 years, 4 months ago
Retire Confidently in Uncertain Times
Season 8 Episode 10
Were you hoping to retire at the end of 2022 or in the near future, but now unsure if you can do so given this year's stock market performance? How c…
3 years, 4 months ago
Should You Get Life Insurance For Your Kids?
Season 8 Episode 9
Should you carry life insurance on your young, dependent children? Emotionally you may feel that you absolutely should, but financially, is this a wi…
3 years, 4 months ago
Financial Planning Opportunities in Down Markets
Season 8 Episode 8
The market downturn thus far in 2022 is emotionally challenging to handle, however, it does present savvy investors with unique financial planning op…
3 years, 4 months ago
What Is IRMAA and How to Avoid It
Season 8 Episode 7
If your income is above certain thresholds leading up to or in retirement, you may be required to pay a higher amount for your Medicare parts B and D…
3 years, 5 months ago
Where to Draw Money From When Retiring Before Age 59.5
Season 8 Episode 6
Saving up for retirement using your 401(k), 403(b), IRA, and Roth IRA, all have one common limitation: withdrawing money from them before age 59.5 co…
3 years, 5 months ago
UnRetiring - Financial Impact of Returning to Work After Retiring
Season 8 Episode 5
More than ever people are returning back to work after retiring. Though most people plan to retire only once, should you reenter the workforce after …
3 years, 5 months ago
Crucial Financial Decisions Part 2
Season 8 Episode 4
Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial …
3 years, 5 months ago