Episodios

  • Retirement Regrets

    Retirement Regrets
    Jul 5 2025
    Jeff and Camille go over some of the major regrets people have when it comes to retirement planning, including not starting to save early enough and more. They also look at ways to take control of your retirement planning, as well as answering some listener questions.
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    23 m
  • Top Five Signs You Need A New Advisor

    Top Five Signs You Need A New Advisor
    Jun 7 2025
    The advisor who helped grow your investment accounts may not be the one to help put a retirement plan together for you. Jeff and Camille look at signs to watch for which could indicate you should look for someone different to manage your money for the stage of life you are in. They also answer listener questions in the ever popular mailbag segment.
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    24 m
  • In A Better Position

    In A Better Position
    May 31 2025
    A recent poll discovered many younger workers feel they are not in as good as financial shape when it comes to retirement as their parents were. Jeff and Camille go over these results and discuss ways people can help themselves get into a better position for retirement. They also answer listener questions from the mailbag.
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    23 m
  • Protected Income

    Protected Income
    Apr 26 2025
    A retirement income plan needs guaranteed sources of money to cover regular expenses. Jeff and Camille take a look at what can provide this protected income, such as Social Security optimization and income providing annuities, and how to make it as tax efficient as possible.
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    24 m
  • High Net Worth Planning - April 19, 2025

    High Net Worth Planning - April 19, 2025
    Apr 19 2025
    Wealthier, or so-called high net worth clients, need a financial plan as much as anyone. And their wealth can provide different opportunities as well. Jeff and Camille discuss why these opportunities are so important not only now, but in passing a legacy down in a tax efficient manner. They also take a look at timeless advice with historical quotes from famous people.
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    24 m
  • Retirement Income Faces Tax Challenges

    Retirement Income Faces Tax Challenges
    Apr 12 2025
    Tax rates will almost certainly change in the coming years - perhaps as soon as the end of 2025. Camille takes a look at various tax planning strategies, including Roth conversions, could help certain individuals control the amount they need to pay to the IRS and helping keep more money in their own pocket for retirement.
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    23 m
  • Protecting Your Savings

    Protecting Your Savings
    Apr 5 2025
    Are you concerned about the ups and downs of the stock market? Most people are. Camille addresses this issue and provides ways to stay proactive about your plan when the market goes through stretches of volatility. She also answers other listener questions in the popular mailbag segment.
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    25 m
  • Hidden Retirement Costs

    Hidden Retirement Costs
    Mar 29 2025
    The cost of retirement can be hard to figure because of longevity risk, changing tax law, possible health care challenges and more. Jeff and Camille take a look at some of the ways to account for these costs, including putting a budget together so you can get a grip on ordinary expenses and plan for some of your money to cover things like inflation or long term care.
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    23 m