Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
During this episode, we’re going to examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near-term and the long-term.
During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.
During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
During today’s episode, we’re going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.
During this episode, we’ll be examining tips and strategies that may be helpful if you’re likely to retire as a single person. Though there are some challenges to taking a solo retirement adventure, there are also plenty of exciting and rewarding opportunities, too. And, with the right strategy and commitment, you can enjoy a solo retirement with the lifestyle and experiences you’ve always wanted.
During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance.
During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible, so they leap into retirement with optimism and confidence.
During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome.
If you are fortunate enough to have a defined benefit pension, you will likely be given the opportunity to take a lump sum payment at some point in your retirement. What are the things you should consider? What are the benefits and challenges that come with a lump sum payment? This episode examines some things you may want to keep in mind.
401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.
In this episode Joey talks about changes in the financial world and what it could mean for you.
Early retirement is a tempting idea. Get to that brass ring early. More time to enjoy retirement life. But what are some drawbacks? What challenges will you face? This episode looks at several things you should consider when looking at early retirement.
The Federal Reserve has cut rates again in a move designed to help bolster the economy. But how does this impact you, the American consumer? This episode looks at some of the potential dominos that can fall after the Fed cuts rates.
We all have hopes and dreams for our retirement. But those don’t truly become goals unless you have a plan on how to achieve them. This episode looks at some steps you can take to turn those retirement wishes into goals.
There are a few things that you can do in light of COVID-19 that will help you understand your path to retirement better and can help you do something besides worry.
What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial strategy or portfolio?
Breaking down some of the most eye-opening statistics when it comes to retirement savings in America.
Annuities can be confusing and have many different options. So today we are going to talk about what they are and simplifying the concept of an annuity.