Episodios

  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    May 3 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    Apr 26 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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  • Here’s what Medicare covers — without extra charges

    Here’s what Medicare covers — without extra charges
    Apr 19 2025
    During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Apr 5 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    Mar 22 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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  • Your Retirement Magic Number

    Your Retirement Magic Number
    Mar 15 2025
    On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.
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  • Tariffs and the Future

    Tariffs and the Future
    Mar 8 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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  • Reducing Taxes on Retirement Withdrawals

    Reducing Taxes on Retirement Withdrawals
    Mar 1 2025
    During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
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