Podcast Episodes

Let’s “Do the Math” on your retirement

Suze Orman says the "60-40" portfolio is dead. Charisse looks at that and other outdated financial strategies.

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5 years, 10 months ago

Help! I’m running out of money.

A new survey looked at people who retired from 1992 to 2014 and found almost 50% of respondents had to dial back their lifestyle and spending because…

5 years, 10 months ago

Why should you get a second opinion on your plan

Have you ever wondered if your financial plan is missing something or out of date? If so, it’s time to test your retirement.

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5 years, 10 months ago

What happens if the market goes down right when I retire

The market giveth and it taketh away. But what if that happens at exactly the WRONG time?

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5 years, 10 months ago

Will the market be too risky over the next 6 months?

There are plenty of headwinds for the market and the economy to move through on the way to recovery. Can you risk your retirement money that it will …

5 years, 11 months ago

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, 11 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, 11 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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6 years 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…

6 years 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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6 years, 1 month ago