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.
You need a plan to take care of your loved ones after your gone. From wills and trusts to powers of attorney and taxes, we talk about what you need to know.
During this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.
During this episode, we’re going to seek to determine if $1 million is enough to provide yourself with your preferred retirement lifestyle.
We examine some of the steps you can take to build wealth, save more money, and secure your ideal retirement.
During this episode, we’re going to shine a light on some of the steps you can take to get out of debt.
During this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.
During today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.
During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.
During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.
During this ghoulishly glorious episode, we’ll thrill you and chill you with spookily fun information about financial mistakes that could turn your strategy into a haunted house.
During this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.
During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.
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 highlight some common financial scams and what you can do to better protect yourself and your money.
In this episode, we highlight some of the most prevalent financial mistakes you should work hard to avoid.
During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.
During today’s show, we’re going to highlight some of the ways you may be able to see the world during retirement without blowing up your budget.
During this show, we’ll examine the five types of insurance you’ll likely want to include in 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 today’s show, we’re going to take a close look at various types of retirement income and how each of them may be taxed.
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!
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 provide some of the core reasons you should be cautious and thoughtful about jumping into an early retirement.
The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.
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 examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.
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’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.
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 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’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 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 this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.
During this show, we’re going to examine some of the common financial follies that befall many Americans. In our final segment, we’ll shift gears a bit and look into some common retirement follies.
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 highlight and discuss some of the things you can do to help you feel that your retirement is not only financially secure but is also full of happiness.