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 discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.
On this show, we’re going to first highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy before examining the documents you should plan to bring with you on international travel.
In this show we address our current high rate of inflation and some of the budgetary and spending steps you can take to fight back against it.
During this episode, we’re going to look at some of the day-to-day realities that are likely waiting for you in retirement and potential tax breaks for those 50 and older.
During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.
During today’s episode, we’re going to look at two critical subjects: establishing a charitable trust and retirement wealth gaps.
During this episode, we’re going to discuss how you may be able to better handle economic volatility and Medicare’s long-term future.
During this episode, we’ll look at some of the ways you can improve your mental and physical health with the goal of maintaining healthy finances in retirement. In our last segment, we’ll look at how you can turn your retirement strategy into a symphony.
During this episode we’re first going to focus on retirement tips and insights for women before closing out the show with a conversation about ways retirees may be able to secure dental care.
During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.
During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.
During this episode, we’re going to closely examine the four phases of retirement and in the final segment we’ll discuss working part-time in retirement.
During this episode, we’re going to highlight some of the changes that are coming to Medicare in 2022. Additionally, we’ll also break down some important Medicare basics.
During this episode, we’re going to discuss some potentially wise financial new year’s resolutions that are specific to retirees. We’ll also spend some time discussing financial steps folks may want to take in the decade before they retire.
During this episode, we’re going to discuss some of the steps you can take right now to purchase everything on your gift-buying list without wrecking your budget and potentially damaging your retirement.
During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.
During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.
During this episode, we’re going to examine some of the must-have holiday items you may want to wait until Black Friday to purchase. In our final segment, will highlight some ways you can keep your holiday spending under control this year.
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’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
On this episode, we’re going to discuss two important upcoming dates: The fall Medicare open enrollment period that begins Oct. 15 and Estate Planning Awareness Week, which begins Oct. 18.
On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.
This episode focuses on part-time jobs that may be a perfect fit for retirees because they provide enjoyment and socialization in addition to income.
This episode will detail some of the perfect fall trips that retirees can enjoy on their schedule and within their budget.
During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next 10 years.
During this show, we’re going to discuss some of the important things you should consider if you’re buying or selling a home in today’s red-hot marketplace.
During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.
During this show, we’ll highlight some of the pluses and minuses of retiring abroad. In the final segment, we’ll examine another trend and what retirees should know about tiny house living.
During this show, we’ll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
During today’s show, we’ll highlight the numerous ways you may be able to save money on healthcare while still ensuring that you’re receiving all the services you need.
During today’s episode, we’re going to examine some of the things you can do right now to potentially get yourself closer to true and lasting financial independence.
During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.
During today’s episode, we’re going to discuss some of the changes you’ll see to Social Security in 2021 as well as what you can do to adjust your own retirement strategy to address those changes.
During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.
During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.
Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.
During today’s episode, we’re going to illuminate some of the ways you can have fun and travel the world in a way that truly lets you explore while also keeping you within the parameters of your financial strategy.
We 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 examine some of the big and small ways you can improve your finances for the rest of 2021 as well for years to come. This week’s episode is modeled after the upcoming NFL draft with our host “drafting” some favorite financial tips.
It’s spring and among the many things that brings is the return of baseball. To get in the spirit, we take a look at what steps “veterans,” or people in the last year of their career, may want to take before retirement. Then we highlight steps “rookies,” or people in the first year of their career, may benefit from taking.
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
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.
In this episode, we discuss employment anxiety among older workers and look at some jobs that are in demand for them, especially those who are 62 and older.
During this episode, we’re going to look at how you can make yourself happier at work. Today’s advice comes from three different categories: “today,” “this month,” and “this year.”
During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
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. In the final segment, we’ll discuss how you can develop a savings target for retirement.
During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).
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.