Podcast Episodes

The Medicare Scare

If you've been following retirement news recently, you may have seen some pretty scary headlines about Medicare Part D. Words like "cuts," "slashed,"…

20 hours ago

5 Strategic Steps to Help Elevate Your Retirement Savings

Retirement isn’t just about stepping away from work; it’s about keeping the life you love and planning for a confident future. On this episode of Wea…

2 weeks, 3 days ago

The Hidden Healthcare Costs in Retirement & How to Be Prepared

Episode 214

Fidelity Research says a 65-year-old will need about $170,000 for out-of-pocket healthcare spending over the course of their retirement. If that numb…

1 month ago

Retirement Planning for Women: What You Need to Know

Episode 213

When most people picture retirement, they imagine reaching the finish line after decades of hard work. But for many women, retirement is actually the…

1 month, 1 week ago

What a New Federal Reserve Chairman Means for Your Retirement

Episode 212

There's a new Chairman at the Federal Reserve, and he's already shaking things up. At his very first meeting, Chairman Kevin Warsh made the promise t…

1 month, 2 weeks ago

Are You Acting Your Age with Your Asset Allocation?

Episode 211

For years, you've worked hard, saved consistently, and watched your retirement accounts grow. But once retirement gets closer, your financial strateg…

1 month, 3 weeks ago

How to Protect Your Retirement from Rising Inflation

Episode 210

The latest consumer report shows an inflation rate of over 4.2% in the past year – the highest annual rate we've seen in three years. So what does th…

1 month, 4 weeks ago

Don't Miss the Roth Conversion Window

Episode 209

Nobody likes paying taxes. So when someone hears that a Roth conversion requires paying taxes today, it's understandable that they hesitate. But what…

2 months ago

Are You Ready for an Early Exit?

Episode 208

Most people have a retirement age in mind – maybe it's 65, 67, or "just a few more years." But what if retirement doesn't happen on your schedule? Ac…

2 months, 1 week ago

From Nest Egg to Income Stream: Making Your Money Work for You

Episode 207

Most of us spend decades saving money and building a nest egg for retirement. But once retirement actually arrives, the game changes. Suddenly, it's …

2 months, 2 weeks ago