Podcast Episodes

Everything you always wanted to know…about Medicare

We found a Covid-19 patient who would be swimming in debt without Medicare. What does it cost? How does it work? You need to know.

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5 years, 9 months ago

How the pandemic has hit Social Security

Social Security admits (unless something is done) in 2036 they will not be able to pay 100% of their promised benefits. Has Covid-19 moved that timel…

5 years, 9 months ago

How do you opt out of a recession with your retirement money?

We may be headed for a recession, so how do you protect your retirement money?

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5 years, 10 months ago

Do you plan for the best or the worst?

Market history claims an average of 7% growth per year. So how is that working out in 2020 if you are taking income? How do you plan for all these sc…

5 years, 10 months ago

Oh my gosh, she said the “A” word!

Income planning is one of the foundational parts of retirement planning. Charisse looks at some of the good and the bad of annuities.

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5 years, 11 months ago

Is your financial plan suddenly out of date?

Even if you created a financial plan just 6 months ago, the current financial crisis may mean you’ll have to re-think some of your strategies.

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5 years, 11 months ago

The markets – One step forward, one step back

The volatility continues, on Wall Street. Why?  Plus, is your financial advisor earning their money right now?

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5 years, 11 months ago

Could you run out of money due to Sequence of return risk?

Putting money in the market for retirement comes with some risk, but when you start drawing that money out to live on it puts you into a whole new ri…

5 years, 11 months ago

Actionable steps to take with your money during this market pullback

There are large numbers of people that are doing nothing right now with their money. Is that a good strategy? If you do take action, what do you do?

S…

6 years ago

How are you handling all the negative news?

The headlines and talking heads are pretty bleak right now. How do you get past that with a positive attitude and make positive financial moves for y…

6 years ago