Episodios

  • 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?
    May 31 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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  • Recession Fears are Easing

    Recession Fears are Easing
    May 24 2025
    On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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  • Is 2025 still your year?

    Is 2025 still your year?
    May 3 2025
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Mar 29 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • How much retirement income do you need?

    How much retirement income do you need?
    Mar 15 2025
    During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
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  • Here’s what Medicare covers — without extra charges

    Here’s what Medicare covers — without extra charges
    Mar 1 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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  • Yes, you need an estate plan

    Yes, you need an estate plan
    Feb 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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