Podcast Episodes
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Preserving And Optimizing Your 401k - February 8, 2025
Preparing for a retirement that could last 30 years or more is no small feat. With many relying on withdrawals from their 401(k) or similar retiremen…
1 year, 6 months ago
Preserving Your Retirement From Taxes - February 1, 2025
The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bou…
1 year, 7 months ago
Taxes in Retirement - January 25, 2025
The IRS tax code is full of thousands of sections, each with its own specific definitions, rules, and fees. And guess what? Taxpayers are legally bou…
1 year, 7 months ago
Tackling the Twin Threats of Taxes and Inflation - January 18, 2025
When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undou…
1 year, 7 months ago
Planning for the Future as a Family - January 11, 2025
Four of the hardest words to hear are “We need to talk.” But sometimes, that’s the best way to start a serious conversation. Unfortunately, many coup…
1 year, 7 months ago
The Client Experience - January 4, 2025
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before the…
1 year, 8 months ago
Retirement Checklist - December 28, 2024
According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social S…
1 year, 8 months ago
Optimizing Social Security - December 21, 2024
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the sys…
1 year, 8 months ago
Maximize Your Retirement Income - December 14, 2024
You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is…
1 year, 8 months ago
Falling Interest Rates - December 7, 2024
As you enter or approach retirement, it’s natural to start thinking about how to turn your dreams into reality. Whether that means traveling, spendin…
1 year, 8 months ago