Episodios

  • Saving for Retirement in Four Age Brackets

    Saving for Retirement in Four Age Brackets
    May 4 2025
    Ready to secure your future? This week on the podcast, we break down actionable retirement savings strategies tailored to your current life stage, whether you're just starting your career, navigating mid-life financial responsibilities, approaching retirement, or already enjoying it. We'll explore different investment options, contribution levels, and tax advantages relevant to each of the four key age brackets, empowering you to make informed decisions no matter where you are on your retirement journey.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Apr 27 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • How Important Is Diversification?

    How Important Is Diversification?
    Apr 20 2025
    In this episode we talk about how important asset allocation, balance and diversification is when it comes to investing and saving for retirement.
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  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    Apr 13 2025
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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  • Misconceptions About Medicare with Cheryl Vandiver

    Misconceptions About Medicare with Cheryl Vandiver
    Apr 6 2025
    In this episode we welcome Medicare specialist Cheryl Vandiver to talk about misconceptions many people have regarding Medicare and tips and strategies to help maximize your coverage and minimize your cost.
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  • How much retirement income do you need?

    How much retirement income do you need?
    Mar 30 2025
    During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Mar 23 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • You Already Have a Budget Part 2

    You Already Have a Budget Part 2
    Mar 16 2025
    Don't let your money control you. Take control of your money and make it work for you. In this episode we talk about key ways to accomplish this.
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