Podcast Episodes
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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, 9 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, 9Â 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, 9 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, 9Â 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, 9Â months ago
Tax free, taxable, tax deferred. What does it all mean?
Being diversified in your retirement portfolio means more than your investments. Can you diversify your taxes as well?
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1Â year, 9Â months ago
The stock market went down 1000 points in a day. What happened? | Are cash and bonds a good place for safety? | Having the right mix in taxes | Should the election guide your financial decisions?
On this week's show:
Market volatility is back. How do you react? What is your idea of “safe money”? You diversify your investments. How do you dive…1 year, 9 months ago
Medicare is a maze. How do you get started?
2024 is Peak 65. More people are turning 65 this year than any other year in history. Age 65 means filing for Medicare. What do you need to know?
Lik…
1Â year, 9Â months ago
Understanding the Recent Market Drop and How You Should Respond
During a interview on WSKY, Charisse Rivers talks about the recent stock market downturn. Why did this happen? How could it impact your retirement sa…
1Â year, 9Â months ago
3 Ways to Create Income in Retirement
A Princeton Professor found the three most common ways people develop income in retirement. Are you using one of them?
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1Â year, 10Â months ago