Podcast Episodes

A financial lesson from Forrest Gump

This month marks the 25th anniversary of the movie Forrest Gump. What important financial wisdom can we learn from Forrest?

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6 years, 9 months ago

Solving the fear of running out of money

A survey was done that found even people with financial help still worry about running out of money. Is there a solution?

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6 years, 9 months ago

What going on with the Fed?

Why would the Fed signal a rate cut in the near future? Should that signal to you it’s time to change your investment strategy?

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6 years, 9 months ago

Your retirement money has to make money

You’ve saved your whole life, and now YOU get to stop working. But now YOUR MONEY has to start working. Charisse tells the story of a client who said…

6 years, 9 months ago

Don’t give up on Social Security

There are plenty of stories about how Social Security is complicated and in trouble. Charisse sorts out the fact from the fiction.

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6 years, 10 months ago

Is Congress helping or hurting your retirement picture?

Congress is proposing changes to laws about 401ks, IRAs and more. Charisse looks at the good and the not so good.

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6 years, 10 months ago

Questions everyone is asking about retirement

Charisse outlines some of the most asked questions when people come in to talk about their future retirement.  

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6 years, 10 months ago