Podcast Episodes
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Retirement Surge, Secure Act 2.0 and Timeless Advice
Episode 12
A retirement surge with 65-year-olds is coming. Plus the secure act 2.0 and what it means for your retirement. And timeless advice through the years…
2 years ago
Special Market Headlines, The Five Financial Stages of Life & Listener Questions
Episode 11
If you have market investments as part of your financial plan, then some of the recent financial headlines have undoubtedly caught your attention and…
2 years, 1 month ago
Social Security in 2025 + Making Your Money Work for You + Trivia
Episode 10
2025 is right around the corner and plenty of financial decisions are ahead, including what the cost-of-living adjustments will be for social securit…
2 years, 1 month ago
Reasons to Fire Your Advisor & Top 5 Retirement Questions
Episode 9
What are some reasons to look for a new financial advisor and get rid of your old one, and what's the best way to go about the process?
Plus, the top …
2 years, 1 month ago
Three Risks That Could Hurt You in Retirement
Episode 8
There are several big risks to your money that could have a negative impact on you in retirement as you plan for your financial future.
2 years, 1 month ago
Election 2024 on Your Retirement, Planning for Large IRAs & Financial Olympics
Episode 7
As we grind closer to Election Day 2024, how do we sort through the campaign promises and political rhetoric and how it impacts your finances and ret…
2 years, 1 month ago
Late Medical Expenses in Retirement & Top 5 Things to Avoid When You Retire
Episode 6
Most people are worried about becoming a burden on their family or being unable to afford nursing home care later in life. Are you one of them? Plus,…
2 years, 2 months ago
High Interest Rates & Planning for the Worst and Hoping for the Best
Episode 5
Today’s higher interest rates won’t last forever. So what money moves have you made to capitalize on them? And planning for the worst expenses in ret…
2 years, 2 months ago
Financial Independence and the Three Stages of Retirement
Episode 4
Retirement can mean the freedom to do what you want to do when you want to do it for as long as you can. How does that impact your finances and how i…
2 years, 2 months ago
Uncertainty Ahead of Retirement
Episode 3
Josh Bretl discusses uncertainty and nervousness ahead of retirement, as well as preserving your retirement savings from taxes. Plus, the top five ta…
2 years, 2 months ago