Episodios

  • How to Protect Your 401(k)

    How to Protect Your 401(k)
    Sep 14 2025
    During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 7 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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  • How to Truly Enjoy Your Retirement

    How to Truly Enjoy Your Retirement
    Aug 31 2025
    During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.
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  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Aug 24 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 17 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 Big Beautiful Show Part 2

    The Big Beautiful Show Part 2
    Aug 10 2025
    Building on the previous discussion, this episode delves deeper into the specifics of the recently passed "One Big Beautiful Bill Act." We'll analyze the key provisions that will directly impact your finances, from tax code changes to new investment opportunities. Tune in as we provide a comprehensive breakdown of what this legislation means for your wallet and offer actionable advice for navigating the new financial landscape.
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  • The New Budget Bill and You

    The New Budget Bill and You
    Aug 3 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 27 2025
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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