Podcast Episodes

Will Social Security be there for you?

Many people believe Social Security is going broke. Is that true and how do you plan around it?

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4 years, 10 months ago

Avoiding the big financial mistake

Whether it’s buying a house or moving money out of a 401(k), get some advice first.

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4 years, 10 months ago

Protecting your money...from Uncle Sam

Each administration has a different idea about taxes. You need to know about the new proposals on Capital Gains and Inheritance.

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4 years, 11 months ago

Don’t miss this retirement planning opportunity

Wells Fargo says 80% of retirees rely primarily on Social Security and pensions for income. Is it enough and what can you do about it?

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4 years, 11 months ago

Let’s Stress Test your retirement plan

A doctor might put you on a treadmill to test your fitness. Can you do the same thing with your retirement plan?

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5 years ago

The “Golden Egg” of retirement planning

As you prepare for retirement, what financial tools will you use?

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5 years ago

Interview with Chase Rice

While attending the Arians Family Foundation Annual Golf Tournament, Charisse sat down for a conversation with rising Country Music star, Chase Rice.…

5 years ago

Congress has some crazy ideas to change retirement planning

Congress is busy dreaming up new ways to tax us, but they are also considering taking away some of the advantages that we currently have in place!

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5 years ago

Interview with the Murray Brothers

Charisse chats with the Murray Brothers (Bill, Brian Doyle, Joel, John & Andy) at the 20th Annual Caddyshack Charity Golf Tournament. 

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5 years, 1 month ago

Interview with Chuck Pagano

Charisse talks with former Indianapolis Colts head coach, Chuck Pagano.

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5 years, 1 month ago