Wisdom on Wednesdays: Recent Episodes
Steve Temple
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’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.
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’ll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.
During this episode, we’ll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.
During this episode, we’re going to discuss how you can grow the kind of financial garden that provides consistent retirement income.
For many people, going through the estate planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision. And that means your loved ones can grieve without worrying about paperwork.
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.
During this episode, we’re going to address some of the most common myths about Social Security.
During this episode, we’re going to look at some of the tax filings mistakes and shortcuts that may raise red flags for the IRS.
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.
Steve and Jessica go over what happened in 2021 on the show, in their business, and other things happening. Tune in as its the last episode of the year!
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 share Medicare insights and updates and talk about the changes that are taking place.
During this show, we’re going to discuss some of the key ways that retirement has changed during the last 25 years.
During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.
During this episode, we’ll be taking a close look at annuities to help you understand what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
During this episode, we’re going to examine some of the common myths about retirement and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, I’ll also share some of my favorite historical myths.
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 this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with.
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 really break down 401(k) so that listeners can gain a deeper understanding of their importance.
During this episode, we’re going to 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 look at some of the common financial fears that people nearing retirement often experience and how they can be overcome.
Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.