Podcast Episodes

Where is the market headed? | The Medicare window opens in October. Should I switch plans? | What type of planner do you need for retirement?

There are a lot of opinions about the markets and economy. Who do we believe? Medicare can be a tangled mess. How do you know when it’s right to swi…

3 years, 6 months ago

Is your financial house ready for a hurricane?

Hurricanes are part of living in Florida. We build our houses with that in mind. We watch the weather and do our preparations. The Stock Market may b…

3 years, 6 months ago

Preparing for a financial hurricane | The things many of us get wrong as we get ready for retirement | Tax tips before the end of the year

You protect your property before a hurricane, but are you protecting your retirement accounts for what might be a financial hurricane? A global surve…

3 years, 6 months ago

Do your retirement accounts have a balance problem?

We need a healthy balance in life between work and play. Your retirement money needs a healthy balance between risk and safety. That balance changes …

3 years, 6 months ago

Is the Fed helping or hurting? | Is your retirement money in balance? | Another celebrity death and again, no will | The 4% rule revisited | Can tax loss harvesting help you?

The Fed keeps raising rates and the market keeps going down. Are they off track? For your age, does your retirement money have the right balance of …

3 years, 6 months ago

Ask Charisse: Am I a good candidate for an IRA to Roth conversion?

If most of your retirement money is saved in an IRA or 401(k), you might consider the tax saving measure of moving some of that money over to a Roth.…

3 years, 6 months ago

Answering the big question: Can I retire?

One of the most common questions when people come in is: Can I retire? But with all that’s going on in the economy, another question is: Should I ret…

3 years, 7 months ago

The confidence doesn’t come from your account balance

There is so much more to a successful retirement than achieving a number in your account. It’s the planning that goes with it.

See omnystudio.com/list…

3 years, 7 months ago

Is a reverse mortgage right for me?

There are many ways to develop income in retirement. You may have a lot of equity in your home. There is a way to turn that equity into cash for reti…

3 years, 7 months ago

Should I dump my advisor?

Someone wrote to the 'Market Watch' advice column wondering if they should leave their financial advisor. Charisse found a number of reasons to say Y…

3 years, 7 months ago