Podcast Episodes
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Finding the Right Balance Between Protection and Growth in Retirement | Is cash still king? | Should you jump in on the Trump Bump?
On this week's show:
Where is your priority with your retirement money? Protection or growth?
How much cash should you have on the sidelines?
T…
1Â year, 5Â months ago
How much do you need to save to have a $100k-a-year retirement?
It’s common for people to have a target of $1 million saved, and a $100k-a-year spend in retirement. How much do you need to make that happen?
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1Â year, 5Â months ago
Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret | How to protect your retirement from Uncle Sam | How much do you need to generate 100k a year in retirement?
On this week's show:
We figured out why the media says we need MILLIONS to retire comfortably. There is a plan to push back when you can get your So…1 year, 5 months ago
Do you know what your retirement paycheck is?
Knowing your retirement income is as important as knowing your income in your working years. Avoiding the scenario of being “scared to spend.”
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1Â year, 5Â months ago
Predictions for 2025: Can you trust them? | Is the new option for your 401(k) a good move? | What is job #1 in retirement planning?
On this week's show:
The predictions for 2025 are all over the map. You can now pay off bills with your 401(k) match. Should you? Don’t leave your f…1 year, 6 months ago
Could you pass a test about Social Security?
Social Security could be over 50% of your retirement income. Do you know the ins and outs of how to claim? Do you know how to maximize your benefit? …
1Â year, 6Â months ago
Death, taxes, and now FEES
The airline industry is making a killing on baggage and seat change fees. But they are rookies compared to the financial industry. Do you know how mu…
1Â year, 6Â months ago
Selling a business before retirement?
If you plan to sell a business or a property to fund your retirement, Charisse can show you how to defer and spread out that tax bill so it doesn't m…
1Â year, 6Â months ago
The Market is Up After the Election, But Should You Still Be Cautious? | Thanksgiving Traditions and Retirement Planning | A Tax Lesson from the Los Angeles Dodgers | 4 Things Republicans & Democrats Agree on Pertaining Retirement
On this week's show:
We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious go…1 year, 6 months ago
How to Protect Your Retirement from Uncle Sam
The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (R…
1Â year, 6Â months ago