Episodios

  • What is the IRMAA Tax and How Does it Impact You with Becky Swansburg

    What is the IRMAA Tax and How Does it Impact You with Becky Swansburg
    Mar 21 2026
    In this episode of Moore Financial Talk, we break down the Income-Related Monthly Adjustment Amount (IRMAA) and why it matters for Medicare recipients. Joined by Becky Swansburg, we explore how your income can affect premiums and what triggers these additional costs. Tune in to learn strategies to better plan ahead and potentially minimize IRMAA’s impact on your retirement finances.
    Más Menos
    Menos de 1 minuto
  • Gold and Digital Gold Update

    Gold and Digital Gold Update
    Mar 14 2026
    In this episode, we break down the mid-March market correction that has spot gold consolidating near $5,100 and Bitcoin testing support in the $70,000 range. We explore how surging oil prices and a hawkish shift in Federal Reserve expectations are creating headwinds for both asset classes, despite ongoing geopolitical tensions in the Middle East.
    Más Menos
    Menos de 1 minuto
  • 401(k) Insights

    401(k) Insights
    Mar 7 2026
    In this episode, we break down the mechanics of employer matching contributions to ensure you aren't leaving free money on the table. We explore the critical differences between traditional and Roth 401(k) options to help you determine which tax advantage aligns with your long-term retirement goals. Finally, our experts share actionable strategies for rebalancing your portfolio to maintain your desired risk level in a volatile market.
    Más Menos
    Menos de 1 minuto
  • Market Update with Senior Portfolio Manager Keith Gangl

    Market Update with Senior Portfolio Manager Keith Gangl
    Feb 14 2026
    In this episode, Senior Portfolio Manager Keith Gangl breaks down the recent market volatility and identifies which sectors are showing unexpected resilience. He provides a deep dive into current inflationary trends, offering a professional perspective on how shifting interest rates might impact your long-term investment strategy. The discussion wraps up with actionable insights on portfolio rebalancing to help listeners navigate the complexities of the current economic landscape.
    Más Menos
    Menos de 1 minuto
  • When Not To Play It Safe

    When Not To Play It Safe
    Feb 7 2026
    During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.
    Más Menos
    Menos de 1 minuto
  • Retiring Early? Here’s What You Need To Know.

    Retiring Early? Here’s What You Need To Know.
    Jan 31 2026
    During this episode, we’ll examine some of the things you need to know about retiring early.
    Más Menos
    Menos de 1 minuto
  • Five Pillars for Retirement

    Five Pillars for Retirement
    Jan 24 2026
    During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.
    Más Menos
    Menos de 1 minuto
  • Getting Financially Ready for 2026

    Getting Financially Ready for 2026
    Dec 6 2025
    During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.
    Más Menos
    Menos de 1 minuto