Financial Armor: Recent Episodes
Brad Cooper
Small changes, made over time, can help 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 can help make a difference.
In this episode we talk to Keith Gangl, portfolio manager for Gradient Investments about their Core Select portfolio and get an update on the market.
During this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.
During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.
This week's episode is a deep dive into the digital discovery portfolio with host Jose Rodriguez and special guest Tyler Ellegard, porfolio manager at Gradient Investments. They look at it's amazing success last year and where it's headed.
During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.
During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.
In this episode, we’ll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.
Confused about Medicare? You're not alone! Anthony welcomes special guest and Medicare specialist Leah Kari to answer your most burning questions about eligibility, enrollment, costs, and different plan options. She breaks down Medicare Part A, Part B, Advantage Plans, and Medigap to help you make informed decisions about your healthcare coverage.
In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.
During this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.
During this show, we’re going to discuss essential steps that can provide rainy day financial protection.
During this show, we’re going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.
On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.
On today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.
During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.
During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
Feeling overwhelmed by the thought of estate planning? Don't sweat it! This episode breaks down the essential documents, strategies, and considerations - from wills and trusts to beneficiary designations and navigating family dynamics. Tune in and take control of your financial legacy, leaving peace of mind for yourself and your loved ones.
Unlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.
On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.
During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.
During this episode, we’ll examine and discuss retirement steps that are unique to women.
During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
During this episode, we’re going to examine some potential end of year financial to do’s.
During this episode, we’re going to discuss younger worker’s retirement anxiety about finances, as well as retirement preparation at different ages.
In this episode, we'll discuss required minimum distributions (RMDs) and explore tax-free options to help you minimize your tax burden in retirement. We'll cover the basics of RMDs, when they start, and how they're calculated. We'll also discuss qualified charitable distributions (QCDs), a strategy that allows you to directly transfer funds from your IRA to qualified charities without having to pay taxes on the distribution. Finally, we'll touch on Roth conversions, a strategy that can help you convert your traditional IRA into a Roth IRA and avoid RMDs altogether.
In this episode Brad welcomes special guest Mike Binger, president of Gradient Investments, to talk about the markets and where we may be headed.
On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.
During this episode, we discuss Medicare open enrollment and Estate Planning Awareness Week.
In this episode we discuss the 10 biggest expenses you will likely face in retirement and how to prepare for them now.
In this episode we talk about what you need to do to plan now in order to help minimize your tax burden in the future.
In this episode we discuss the importance of having the big picture when it comes to financial planning and how it can help your nest egg.
During this episode, we’re going to discuss some of the things you may have sitting in your home that your kids and grandkids may want to take off your hands.
During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.
During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.
During the show today, we’re going to examine some tips that may help you build a financial strategy that can help provide enough cash to see you through your retirement.
During today’s episode, we’re going to discuss how you can build a nine-inning strategy to put some of your assets into the market.
It’s easy to get caught up in the excitement as you near retirement, but before that fateful day, it’s important to have a fully fleshed out retirement budget. That’s our topic on today’s show!
Many experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.
During this episode, we’re going to look at common 401(k) mistakes and what you can do to avoid them.
During this episode, we’re going to examine short-term, medium-term, and long-term financial horizons and how you can operate within each.
During this episode, we’ll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.