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Five Things Older Retirees Regret About Retirement
When people in their 80s look back on retirement, what do they wish they had done differently? You might be shocked.
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1Â year, 6Â months ago
The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson from Eddie Murphy & James Brown | When to Claim Social Security | The 401(k) Tax Bomb
On this week's show:
Inflation is down to it's lowest level in 3 years and the Fed is cutting interest rates. But can we avoid recession and how doe…1 year, 6 months ago
It’s the biggest time of the year for Give4marion.org. What you need to know.
Whether it’s homeless pets, veterans, feeding the hungry, or something else, many of us have a passion to help our community. Give4marion.org can hel…
1Â year, 6Â months ago
Getting involved in our community with give4marion.org | Getting the help you need with your 401(k) | Retirement in Florida is getting more and more expensive | What if you need more income?
On this week's show:
September 17-18 are big days in Marion County. Find out how you can connect with and help the charities you are passionate abou…1 year, 6 months ago
Check Off These Important Retirement Points Before the End of the Year
Tax loss harvesting, charitable giving, RMDs and more. What should you be talking about with your financial advisor before December 31st?
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1Â year, 7Â months ago
Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining the confidence you won’t run out of money | What should your end of the year retirement meeting look like?
On this week's show:
Good times or bad? What do the indicators show for 2025? You pack money in a 401(k) with no help. How do you get the help you n…1 year, 7 months ago
5 Ways to Plan for Long Term Care
Studies show 70% of us will need some kind of care in our elder years. This expense could wipe out a lifetime of savings in a short time. How do we p…
1Â year, 7Â months ago
5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for so many reasons | How to avoid this 10,000 dollar a month event in retirement
On this week's show:
The “R” word is still out there. Recession. Can you protect the gains you’ve realized? Another nationally recognized name blows…1 year, 7 months ago
The tax code has over 70 thousand pages! Do you know which ones to use for a better retirement?
Many believe the tax code was written just for people who have a lot of money with tax and investment experts. There is at least one action item you …
1Â year, 7Â months ago
Can you have a great retirement without being a financial expert?
Paul McCartney recently admitted he can't read music. Yet he wrote beautiful songs. How can you have a great retirement without knowing the ins and o…
1Â year, 7Â months ago