Episodios

  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Aug 23 2025
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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  • Beneficiary 101

    Beneficiary 101
    Aug 16 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Aug 2 2025
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 19 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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  • Finish 2025 Strongly

    Finish 2025 Strongly
    Jul 12 2025
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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  • What You Need to Know

    What You Need to Know
    Jun 28 2025
    During this show we’re going to take a close look at annuities, particularly their pros and cons.
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  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    Jun 14 2025
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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  • Want an extra $50,000 for Retirement?

    Want an extra $50,000 for Retirement?
    Jun 7 2025
    On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.
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