Money Talks With Summit Financial Consulting Podcast Por Kenneth Wink arte de portada

Money Talks With Summit Financial Consulting

Money Talks With Summit Financial Consulting

De: Kenneth Wink
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economía
Episodios
  • How Do You Know If You’re Ready for Retirement?

    How Do You Know If You’re Ready for Retirement?
    Apr 11 2026
    In this episode, we explore one of the biggest questions in personal finance: how do you know if you’re truly ready for retirement? We break down the key factors to consider—from income planning and lifestyle expectations to risk tolerance and long-term goals. Whether you’re years away or approaching the finish line, this conversation offers practical insights to help you make a confident decision.
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  • 401(k) Rollovers

    401(k) Rollovers
    Apr 4 2026
    In this episode, we break down the critical steps for moving your retirement savings from a former employer into a plan that better suits your current financial goals. We explore the primary differences between direct and indirect rollovers while highlighting how to avoid common tax pitfalls and early withdrawal penalties. Whether you are switching jobs or entering retirement, learn how to take full control of your investment options and keep your long-term strategy on track.
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  • How to Plan for a Vacation

    How to Plan for a Vacation
    Mar 28 2026
    In this episode, we break down the "sinking fund" strategy to help you save for your dream getaway without leaning on high-interest credit cards. We explore how to balance luxury upgrades with budget realities, ensuring your itinerary aligns with your actual bank balance. Finally, you’ll learn the best ways to handle foreign transaction fees and travel insurance so unexpected costs don't ruin your post-vacation glow.
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