Podcast Episodes
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What Retirees Need to Know About Medicare Open Enrollment
Episode 176
Medicare open enrollment is here — and with it, some big changes you can't afford to ignore. From rising prescription costs to new income-related pre…
10 months, 1 week ago
Pay Less, Keep More: Strategies to Lower Taxes in Retirement
Episode 175
Many people assume their taxes will drop once they stop working. After all, you're not earning a paycheck anymore, so your tax bill should go down, r…
10 months, 2 weeks ago
How to Turn Taxes Into Savings with Roth Conversions
Episode 174
When most people think about taxes, they think about April 15th. But smart retirement planning means thinking about taxes all year long, especially w…
10 months, 3 weeks ago
Make Your Money Work for You in Retirement
Episode 173
When it comes to finances, we've all heard the saying: "It's not what you make, it's what you keep." But what if it's not just about keeping your mon…
10 months, 4 weeks ago
Inflation, Taxes and Retirement: How to Keep More of Your Money
Episode 172
When most people think about retirement risks, they imagine dramatic market downturns. They think about crashing stock markets and catastrophic event…
11 months ago
5 Reasons to Fire Your Financial Advisor
Episode 171
A good financial advisor can help you reach your retirement goals with confidence. But the wrong one might actually hold you back… or worse, steer yo…
11 months, 1 week ago
How to Build a Strong Income Plan for Retirement
Episode 170
When it comes to retirement planning, it's easy to get distracted by the latest headlines, market swings, or shiny new investment ideas. But at the e…
11 months, 2 weeks ago
401k Help: How to Preserve and Optimize Your 401k
Episode 169
How do you make sure you optimize and preserve your 401k so it lasts as long as you do? That's one of the big questions Eric Heckman, President of He…
11 months, 3 weeks ago
The Truth About Your Retirement Costs of Living & Spending
Episode 168
When most people picture retirement, they imagine slowing down, spending less, and enjoying a simpler life. But the reality? Retirement often comes w…
1 year ago
Simple Strategies to Generate Retirement Income That Lasts
Episode 167
One of the biggest questions people face when planning for retirement can be an overwhelming one: How do I generate retirement income that will last …
1 year ago