Making Finances Easier with Providence: Recent Episodes
Making Finances Easier with Providence
Retirement planning may seem complicated, but it doesn’t have to be. For nearly three decades, Providence Advisors Group has been helping simplify the process for East Tennessee families, and now they bring that experience to you every weekend on “Making Finances Easier with Providence.” Join Paul Cochran, Bruce Landis & Garrett Crawford as they discuss investing, Social Security, Medicare, long-term care, income, estate planning and more. Connect now with Knoxville’s retirement resource at www.MakingFinancesEasier.com.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Fee-based financial planning and investment services are offered by Providence Wealth Management, LLC. Insurance products and services offered through Providence Advisors Group, LLC. Providence Wealth Management LLC and Providence Advisors Group LLC are affiliated.
Donor Advised Funds... why they could make sense if you plan to make charitable donations but aren't quite ready to decide who gets what. And Garrett Crawford of Providence Advisors Group explains why your Social Security Benefits could be taxed.
See omnystudio.com/listener for privacy information.
Will Medicare cover all vaccinations under Part D? Maybe. Maybe not. And Bruce Landis of Providence Advisors Group talks about long-term care under Medicare.
See omnystudio.com/listener for privacy information.
Almost three and a half million Medicare beneficiaries depend on insulin. A significant change in the cost of insulin is included in The Inflation Reduction Act of 2022. Bruce Landis of Providence Advisors Group has details. He also tackles the challenges of funding Medicare Part A...
See omnystudio.com/listener for privacy information.
Social Security's cost of living adjustment... when will we know and how much will it be for 2023? Details from Garrett Crawford of Providence Advisors Group.
And caregiving can be both rewarding and costly. Bruce Landis shares the results of a nationwide study.
See omnystudio.com/listener for privacy information.
You may never win the lottery but what if you come into a windfall? Paul Cochran of Providence Advisors Group shares tips on how to stay grounded...
Also, Paul and Garrett Crawford discuss what some generations think is enough money for retirement and why they may be missing the mark. What kind of retirement do you want to live?
See omnystudio.com/listener for privacy information.
Garrett Crawford of Providence Advisers Group breaks down the roles, responsibilities, and certifications of people working in financial services.
And Bruce Landis shares some important options for family caregivers.
See omnystudio.com/listener for privacy information.
No one likes to think about needing long-term health care but there is a good chance it might be necessary at some point. Long-term care insurance can pick up where Medicare leaves off but Bruce Landis of Providence Advisors Group says coverage could be denied if you wait too long. So when is the right time to apply?
See omnystudio.com/listener for privacy information.
It may seem like simple math but Garrett Crawford of Providence Advisors Group explains why you may need more than a calculator to decide when to file for Social Security benefits.
See omnystudio.com/listener for privacy information.
Garrett Crawford of Providence Advisors Groups explains the Core Four. The four documents you can create now to specify your wishes in the event of a healthcare crisis or death.
See omnystudio.com/listener for privacy information.
Garrett Crawford and Paul Cochran of Providence Advisors Group explain why some surviving spouses may want to wait to claim survivor benefits and how it could be a life-altering financial decision.
See omnystudio.com/listener for privacy information.
These are uncertain times and money stress can negatively impact our emotional and physical health. Garrett Crawford and Paul Cochran with Providence Advisors Group have some tips on how to stay focused on our retirement goals.
See omnystudio.com/listener for privacy information.
Is long-term skilled nursing care part of your retirement plan? The expense can be overwhelming. Bruce Landis of Providence Advisors Group explains some of the options when it comes to paying for what Medicare doesn't.
See omnystudio.com/listener for privacy information.
Long-term skilled nursing care can break the bank. Bruce Landis with Providence Advisors Group details some ways to help cover the cost in Part 2 of Long-term Care... How to pay for what Medicare doesn't.
See omnystudio.com/listener for privacy information.
Planning for the possibility of long-term care in retirement and how to manage the cost with Bruce Landis of Providence Advisors Group.
Visit www.MakingFinancesEasier.com for more information
See omnystudio.com/listener for privacy information.
Just how confident are you in managing your financial life? This week, Paul & Garrett discuss the results of a new survey, and the problem with overconfidence. We'll also tackle the issue no one wants to think about - how to reorganize your financial life after the loss of a spouse. Need a second opinion on your plan? Connect now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
By now, you know the term inflation, because you're seeing it in everyday purchases. But what about shrinkflation? That might not be so noticeable. On this week's podcast, we explain what that means...plus, the 3 "murky" issues making it difficult for retirees in 2022. Schedule a chat to go over your retirement concerns at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Following up on the SECURE Act from 2019, the House has passed what's known as SECURE 2.0, which would bring even more changes to current retirement laws. This week, Paul, Garrett & Bruce from Providence Advisors Group break down what it could mean for your retirement savings & RMDs...and what it doesn't address with Medicare & Social Security. Have a question? Connect now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Most of us will only retire once, so you want to get it right. But it's hard to make perfect decisions when you've never been through it before. Paul, Bruce and Garrett have been through it numerous times with their clients at Providence Advisors Group...so this week, they share the steps that new retirees may want to consider before making that transition. Need some help with your retirement? Connect with us for a chat at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
While Tom Brady's coming off what seems like the shortest retirement ever, it brings up a good question: Do everyday people also sometimes have retirement regrets? Paul and the team from Providence Advisors Group share stories this week, and discuss why inflation may also have you second-guessing your plans. Need a second opinion before you retire? Connect with us at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
We start with some good news this week. Find out which Providence Advisors Group team member just qualified for the Boston Marathon! Plus, we'll discuss strategies for helping inflation-proof your portfolio during a volatile time for the market. Need a second opinion on your investment strategy? Connect with us to schedule a chat at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Gas prices are surging as a result of the war in Ukraine, investors are feeling the effects in the stock market, and there are more possible economic shocks along the way. This week, the team from Providence Advisors Group in Knoxville discusses the short and long-term impacts. Plus, we'll discuss why someone closing in on retirement may want to change financial advisors. Need a second opinion on your plans? Connect now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
The Russian invasion of Ukraine is rocking the markets, so this week Paul & Garrett offer some perspective on how to handle the volatility. Plus, the problems with DIY projects around the house - and with investing! Need a second opinion on your retirement strategy? Connect with us at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Getting your tax documents together? It's a great time to use that information to find out where you stand financially, and what more you can do to keep more of your money in the future. Find out more on this week's episode, and schedule a retirement tax check-up with the team from Providence Advisors Group at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Garrett gets to geek out on taxes this week, as we discuss tax season and ways to generate more tax-free income for your retirement. Plus, a million dollars always seems to be the retirement dream, but is that enough? Connect with us to share your questions at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Even the world's wealthiest investors took it on the chin last month. Elon Musk lost a whopping $54 billion, while Warren Buffett still managed to gain wealth in a volatile market. This week, the Providence Advisors Group team discusses the lessons we can learn from them. Plus, we'll discuss the small leaks that could lead to big losses from your 401(k). Need a portfolio checkup? Schedule a time at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
You've heard the old Wall Street adage, "As goes January, so goes the year?" Well, based on this January, that could mean we're in for more volatility. But instead of forecasting what happens next, Paul Cochran and Garrett Crawford of Providence Advisors Group break down the approach they take instead. Plus, we'll reveal the other thing that may be dragging your portfolio down. Need a second opinion on your investment strategy? Schedule a check-up now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
With health care costs going up every year, how are you supposed to budget for those medical bills in retirement? On this week's podcast, we explore the strategies for helping you cover those unknown costs, plus why so many families are finally starting to plan for this issue. Need a second opinion on your coverage? Schedule a time now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
It's been a rocky start to 2022 on Wall Street. This week, find out how our team of portfolio managers are preparing for what's ahead. Gradient Investments' Mariann Montagne offers her perspective on the market and why active portfolio management can help you navigate the changes. Need a portfolio checkup? Take our Color of Money Risk Analysis at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
If 2022 is your year to retire, there are 3 key things to think about before you pull the trigger. Plus, we'll offer a simple explanation of how capital gains taxes work, and why they can make such a difference in your retirement income. Have a question for us? Connect now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
Need some help in setting some financial resolutions for 2022? This week, the team from Providence Advisors Group offers 3 big ones for people closing in on retirement. Plus, we'll discuss why so many baby boomers are making the decision to retire. Start on your financial resolutions now at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.
We’ve all come a long way since our very first jobs. This week, meet the team from Providence Advisors Group and find out how Paul Cochran, Bruce Landis & Garrett Crawford got their start in the working world (and which one got to wear a stylish gold vest on the job!). Plus, we reflect on feeling the sting of taxes with that first paycheck, and discuss why you might also feel the pain in retirement. Have a question you’d like us to address on the podcast? Connect with us at www.MakingFinancesEasier.com.
See omnystudio.com/listener for privacy information.