Episodios

  • Tackling the Twin Threats of Taxes and Inflation - April 19, 2025

    Tackling the Twin Threats of Taxes and Inflation - April 19, 2025
    Apr 21 2025
    When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • Are We Headed Toward a Recession? - April 12, 2025

    Are We Headed Toward a Recession? - April 12, 2025
    Apr 14 2025
    Could we be headed toward a recession? Some economists say that we have a 40% chance of an economic downturn. Today, Ken will share simple steps that could help preserve your money if the market takes a dive.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • Creating Dependable Retirement Income - April 5, 2025

    Creating Dependable Retirement Income - April 5, 2025
    Apr 7 2025
    Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • The Dirty Dozen - March 29, 2025

    The Dirty Dozen - March 29, 2025
    Mar 31 2025
    The IRS created the Dirty Dozen campaign back in 2002 to combat tax scams being seen across the country. These scams tend to spike during filing season but can really happen any time.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • Your Retirement Planning List - March 22, 2025

    Your Retirement Planning List - March 22, 2025
    Mar 24 2025
    How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple!

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • Money Challenges in Retirement - March 15, 2025

    Money Challenges in Retirement - March 15, 2025
    Mar 17 2025
    Does the thought of outliving your savings keep you up at night? You’re not alone. The fear of outliving retirement savings is a major concern for many retirees. We’re about to share some ways to help address some of the biggest money concerns in retirement.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • Making Retirement Money Last - March 8, 2025

    Making Retirement Money Last - March 8, 2025
    Mar 10 2025
    Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
  • Tackling the Twin Threats of Taxes and Inflation - March 1, 2025

    Tackling the Twin Threats of Taxes and Inflation - March 1, 2025
    Mar 7 2025
    When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.

    Learn more at Apex Financial Group

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
    Más Menos
    56 m
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