Podcast Episodes
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Interview with Ocala Mayor Ben Marciano | How is planning for Ocala’s future like planning for your retirement future? | The Medicare Open Enrollment window is open. What do you need to know? | Another proposal to help Social Security. Will it work?
On this week's show:
This year more people turn 65 than any other year in history. Turning 65 means filing for Medicare. What do you need to know? T…1 year, 7 months ago
The Power of Leadership in Personal and Financial Growth
In a special interview, Charisse sits down with Matt Walker of Maxwell Leadership to discuss the importance of personal growth, overcoming adversity,…
1Â year, 7Â months ago
The Importance of Leadership in Personal Growth and Financial Success | What is Holistic Retirement Planning? | Navigating Tax Changes for Retirement | Is the 60-40 Portfolio Making a Comeback?
On this week's show:
Charisse chats with Matt Walker of the Maxwell Leadership Foundation. The importance of a holistic approach to retirement plann…1 year, 8 months ago
Proof That You Don’t Need Over a Million Dollars to Retire
The financial media says you need 1.8 million to retire. How did they arrive at that figure? We can prove they are wrong.
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1Â year, 8Â months ago
A Retirement Lesson from Eddie Murphy
Eddie Murphy told a great story on the Tonight Show about having “safe money.” Would it work for you?
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1Â year, 8Â months ago
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, 8Â 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, 8 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, 8Â 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, 8 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, 8Â months ago