Podcast Episodes
Back to SearchTax Surprises in Retirement: Avoiding the Double Whammy | Boomers, Bucks & Bling Ep. 19
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In this episode of Boomers, Bucks & Bling, Carl welcomes back financial advisor Jon to tackle one of the biggest challenges Baby Boom…
7 months, 2 weeks ago
Big Bill, Big Changes: Medicare & Retirees | Boomers Bucks & Bling Ep. 18
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Welcome to Boomers Bucks and Bling, where retirement planning gets a modern (and sometimes thrilling) twist!
In this episode, host Ca…
8 months ago
From Equity to Income: How Boomers Can Make Retirement Work | Boomers, Bucks & Bling Ep. 17
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In this episode of Boomers, Bucks, & Bling, Carl sits down with Southern California financial advisor Jon to talk about the biggest c…
8 months, 1 week ago
Medicare Made Simple — What You Really Need to Know Before 65 | Boomers Bucks and Bling Episode 16
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Welcome to Boomers Bucks and Bling, where retirement planning gets a modern (and sometimes thrilling) twist!
In this episode, host Ca…
9 months, 1 week ago
Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement
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Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement
Welcome back to Boomers Bucks and Bling—where retiremen…
9 months, 3 weeks ago
Boomers Bucks and Bling Ep. 14 - Cyber Scams & AI Threats in Retirement: How to Stay Safe
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Boomers Bucks and Bling Ep. 14 - Cyber Scams & AI Threats in Retirement: How to Stay Safe with Joe Erle
Welcome to Boomers Bucks and B…
10 months, 3 weeks ago
Boomers Bucks and Bling – Ep 13- Essential Home Insurance Tips for Retirees-What You Need to Know
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🎙️ Boomers Bucks and Bling – Ep 13: Essential Home Insurance Tips for Retirees: What You Need to Know
Tune in as host Carl Spiteri sit…
11 months, 1 week ago
Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania
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Boomers Bucks & Bling Ep 12 – Retiring Soon? What to Do With Your Business w/ Travis Catania
What Happens to Your Business When You R…
1 year ago
Boomers Bucks & Bling Podcast | Ep 11 – Easy Home Tips for Boomers Who Want to Stay Put w/ Dana Nuesca
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oomers Bucks & Bling Ep. 11 – Easy Home Tips for Boomers Who Want to Stay Put w/ Dana Nuesca
Welcome to the Boomers Bucks and Bling po…
1 year, 1 month ago
Boomers, Bucks, and Bling Podcast | Ep 10 How to Have Tough Conversations About Aging and Downsizing
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Boomers, Bucks, and Bling Podcast | Ep 10 How to Have Tough Conversations About Aging and Downsizing
Join Carl and Fritzy in this insi…
1 year, 2 months ago