Episodios

  • So, You Want to Retire Soon?

    So, You Want to Retire Soon?
    Aug 17 2025
    During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.
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  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    Aug 10 2025
    During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.
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  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 27 2025
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Jul 20 2025
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Jul 13 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?
    Jul 6 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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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Jun 29 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • Comprehensive Retirement Planning Process

    Comprehensive Retirement Planning Process
    Jun 15 2025
    In this episode, we will discuss the essential steps of building a robust retirement plan, from assessing your current financial situation to understanding different investment vehicles. Learn how to set realistic goals, estimate future expenses, and create a personalized strategy that accounts for inflation and market fluctuations. Tune in to empower yourself with the knowledge needed to secure your financial future and enjoy a comfortable retirement.
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