Podcast Episodes

Where to Keep Your Cash for Retirement

Where should you keep your cash in retirement? The answer is about more than just finding the highest interest rate.

In this video, Sharon Calhoun, M…

8 hours ago

The Three Stages Stages of Retirement

For most people, retirement doesn’t stay the same from start to finish. It tends to move through distinct phases, each with different priorities and …

3 months, 2 weeks ago

Is Your Retirement Plan Ready for Reality?

Retirement isn't just leaving your job—it's a life shift. Your time, your days, and your finances all change.

Here's what matters:

✅ Replace your p…

3 months, 3 weeks ago

Fraud Prevention and Cybercrime Tactics – Part Two Fireside, Q&A

In this informative presentation, Paul Ewing, Schwab’s Senior Technology Consultant, and Boima Freeman, Senior Financial Fraud Investigator at the Mi…

4 months, 2 weeks ago

Fraud Prevention and Cybercrime Tactics – Part One with Boima Freeman

Fraud is no longer rare—it's happening everywhere. In 2024 alone, three out of ten people experienced attempted fraud, with one in ten falling victim…

4 months, 2 weeks ago

Market Perspective: 2025 in Review, 2026 in Focus

The S&P 500 closed 2025 with an impressive 17% gain, underscoring the market’s resilience and strength. That strong finish came despite a challenging…

5 months, 2 weeks ago

Organizing Your Financial Documents for the New Year with Charlie Gruys

As we kick off the new year, we want to share a simple habit that can make a meaningful difference in your financial life: organizing your financial …

5 months, 4 weeks ago

Six Tips for Retirees and Savvy Savers with Chris Wagner

Get a head start on your financial goals for 2026! In this episode, Chris Wagner, Wealth Advisor at Vector, shares six financial planning topics for …

6 months ago

Market Perspective: Changing Interest Rate Environment

The Federal Reserve (Fed) recently lowered interest rates again. We discuss why—and what it could mean for markets and investors. Here’s a clear, pla…

6 months, 2 weeks ago

Updating Your Will as You Approach Retirement

When it comes to retirement planning, one crucial piece often gets overlooked: your will. As you near retirement, a quick review can help ensure your…

6 months, 3 weeks ago