Podcast Episodes

How to Start Year-End Financial Planning for a Great 2025

As the year wraps up, it's time to start year-end financial planning for a great 2025. While tax reporting happens in the new year, tax planning has …

1 year, 11 months ago

Taking Control of Your Retirement and Financial Future in Uncertain Times

Now that we've reached the end of another marathon election cycle, many Americans are wondering what this means for their finances – especially if th…

1 year, 11 months ago

Is The American Dream Still Attainable?: Creating a Lasting Legacy in 2024

According to Investopedia, living the American Dream over a lifetime could cost $4.4 million. That doesn't mean lavish wealth and luxury living, but …

1 year, 11 months ago

Navigating Falling Interest Rates in Retirement: How to Avoid Costly Mistakes

With interest rates on the decline, retirement planning has become more complex than ever. Many retirees find themselves facing an uncertain financia…

1 year, 11 months ago

Maximize Your Retirement Savings: How to Get the Most Out of Your Social Security Benefits

When it comes to retirement, one of the most common questions is, "How can I ensure my income lasts throughout my retirement?" After all, the last th…

1 year, 11 months ago

The Biggest Risks in Retirement and How to Avoid Them

A major poll says that Americans today feel like they're struggling more financially than previous generations, especially when it comes to retiremen…

2 years ago

How to Prepare for Medicare's Biggest Changes in 2025

As we approach the end of the year, it's time to take a closer look at changes in Medicare that will affect retirees in 2025. From changing rates to …

2 years ago

How to Avoid the Most Common Financial Regrets Around Retirement

Season 24

As we approach retirement and look back on our financial decisions, many of us wish we could have done things differently. Maybe we didn't save enoug…

2 years ago

Boomers up to Bat, Gen X on Deck, (plus probate issues to avoid)

11,000 boomers retire every day right now. That changes a lot of things in the US. What do you need to know about this huge shift. Plus we will go ov…

2 years ago

All about Annuities - should you have one or avoid them-what's the real answer

Annuities have been around for over 2000 years in the form of pensions. Should you get one on your own. We will cover that and more.

2 years, 1 month ago