Episodios

  • Yes, you need an estate plan

    Yes, you need an estate plan
    Apr 26 2025
    This episode underscores the fundamental importance of having an estate plan in place, regardless of your age or net worth. We delve into the essential components of an estate plan, such as wills, trusts, and powers of attorney, explaining how they protect your assets and ensure your wishes are honored. Learn why proactive estate planning provides peace of mind and safeguards your loved ones from unnecessary legal and financial burdens in the future.
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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    Apr 13 2025
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
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  • Your Retirement Targets

    Your Retirement Targets
    Apr 6 2025
    During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
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  • Three Retirement Windows

    Three Retirement Windows
    Mar 30 2025
    During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    Mar 23 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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  • 8 Signs You’re Ready to Retire

    8 Signs You’re Ready to Retire
    Mar 16 2025
    During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.
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  • Women’s Retirement Planning Needs

    Women’s Retirement Planning Needs
    Mar 2 2025
    During this episode, we’ll examine and discuss retirement steps that are unique to women.
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  • Social Security in 2025

    Social Security in 2025
    Feb 2 2025
    During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
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