Episodios

  • Changes

    Changes
    Apr 5 2025
    In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.
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  • What is a Portfolio Analysis Review

    What is a Portfolio Analysis Review
    Mar 22 2025
    We'll explore the key components of a review, from assessing asset allocation to evaluating risk tolerance, and how these factors influence your long-term financial goals.
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  • Tariffs and the Future

    Tariffs and the Future
    Mar 15 2025
    In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Mar 8 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • The Longevity Gap: Preparing Women for a Secure Retirement

    The Longevity Gap: Preparing Women for a Secure Retirement
    Mar 1 2025
    Women tend to outlive men, yet financial planning often falls on their spouses—leaving many unprepared when it matters most. In this episode, we discuss the unique challenges women face in retirement, from managing finances solo to ensuring long-term financial security. We’ll explore key strategies for empowering female clients, including financial education, estate planning, and creating sustainable income streams. Whether you're advising couples or single retirees, this conversation will help ensure women have the confidence and resources to navigate retirement successfully.
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  • Avoiding 401(k) and IRA Mistakes

    Avoiding 401(k) and IRA Mistakes
    Feb 22 2025
    Are you making costly errors with your retirement savings? This week, we break down the most common 401(k) and IRA mistakes, from asset allocation blunders to withdrawal penalties. Learn how to optimize your retirement plan and secure your financial future on this episode of Avoiding 401(k) and IRA Mistakes.
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  • Annuity Reality

    Annuity Reality
    Feb 1 2025
    Annuities: Are they a retirement game-changer or a financial pitfall? This week we break down the complex world of annuities, separating fact from fiction and exploring the pros and cons you need to know. Join us as we demystify the fine print and help you decide if an annuity is the right choice for your financial future.
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  • Enhanced Planning, Documents and Gifts

    Enhanced Planning, Documents and Gifts
    Jan 25 2025
    In this episode we discuss the importance of leaving a legacy for your loved ones, from estate planning to beneficiary designations.
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