Episodios

  • Women and Retirement

    Women and Retirement
    Apr 26 2025
    Women face a unique set of financial challenges, especially when it comes to retirement. So today, we’re going to break that down—why women’s retirement needs are different, what steps they can take to plan better, and how to protect a surviving spouse financially.
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  • 401(k) Mistakes

    401(k) Mistakes
    Apr 19 2025
    This episode is all about 401(k)s—specifically, the common mistakes we see people make with them all the time. We’re breaking down eight big ones, and even if you only catch one that applies to you, it could save you thousands—or even tens of thousands—over the long run.
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  • Annuity Myths

    Annuity Myths
    Apr 12 2025
    Annuities are one of the most misunderstood financial tools, but can play an important part of your financial plan…IF you know what to look for, what to avoid and how they work. In this episode, we are sharing the top 3 reasons why someone would use an annuity, the pros and cons and what to avoid if you are considering one.
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  • Tariff Talks: What is the Potential Impact?

    Tariff Talks: What is the Potential Impact?
    Mar 5 2025
    Join us for this episode as we break down tariffs, their economic ripple effects and what it may mean for your wallet.
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