Financially Free: Recent Episodes

Barron Fitz-Gerald and Simon Hilliard

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.

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Women face unique financial challenges, especially when it comes to retirement. In this episode we talk about 9 of the major challenges women face and ways to help deal with them.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.

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With healthcare costs on the rise you might want to consider a tax advantaged option like an HSA. In this show we discuss the HSA and how you can utilize it to save on taxes and healthcare expenses.

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Today we cover what you need to know about bonds...from myths to the hard facts. We talk about the role bonds can play in your portfolio.

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Should you have coverage in addition to Original Medicare? Which plan should you choose? Do you choose the Medicare supplement? Is a Medicare advantage plan better for you? What about Part D prescription coverage? How do you go about comparing all of these choices? There are a lot of questions that need answers and in this episode we talk with Medicare Planning Specialist Jim Lyter to help you better understand Medicare and the options you may have.

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In this show Barron talks about Medicare, healthcare and open enrollment. We discuss strategies to help you get the most out of your benefits.

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Looking at the three stages of life and how retirement is its own race, not the finish line.

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This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

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Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.

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This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.

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Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.

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In this episode we talk about how to be happy in retirement. We give tips and strategies to help you be prepared and happy in retirement.

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You don't want to retire and then be forced to return to work because of your finances. It happens a lot, usually because of a lack of planning. In this show we go over tips to help you make sure this doesn't happen.

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Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.

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Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

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Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?

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In this episode Barron welcomes a very special guest, Wayne Scmidt, Chief Investment Officer for Gradient Investments. Wayne and Barron discuss interest rates, inflation and the Federal Reserves policies moving forward. They talk about how this will affect you and your finances.

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Once you reach your 60's there's a lot to remember and a lot to do regarding your finances and retirement plans. In this show we talk about helpful strategies to improve your retirement and to implement while in your 60's.

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There are a lot of myths and misconceptions about life insurance. In this episode we talk about the different types and how to make it work for you to fit your specific situation.

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In this episode we talk about the recent tax reform and what these changes mean to you when you file your taxes and plan your income and savings.

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In this episode Barron and Simon welcome special guest Jeremy Bryan, the Senior Portfolio Manager for Gradient Investments. He talks with them about what the market is doing now and where it might be headed. Plus helpful tips to help weather the storm.

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Today we talk about tips and strategies to help you become a better investor.

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Changes in Social Security can have a big impact on your personal finances in retirement. How will the most recently announced changes impact your personal economy?

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When it comes to saving for retirement and making sure you have enough money to last as long as you do, there is a lot to understand. So many mistakes and misconceptions that can lead to derailing you retirement plans... In this episode we talk about mistakes that you will want to avoid.

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This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?

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This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

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This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.

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Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

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Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.

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In this show we will examine the differences between Medicaid and long-term care insurance. They are different solutions to different issues you may face. We hope this show will help clear up some of the confusion between the two.

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It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

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The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

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There are a lot of changes in the tax laws. How will they affect you this year? Next year? In retirement? In this episode we talk about the changes and ways to help you possibly minimize your tax burden.

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In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

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In this episode we talk about what you need to know to help you make the right tax decisions before the end of the year. We give tips to help minimize your tax burden and manage your IRA and retirement accounts.

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Learn how to get the most out of your 401k and learn how to avoid making expensive mistakes with your retirement accounts.

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When it comes to our finances and investments, we can often be our own worst enemy. In this episode we talk about ways you can avoid letting your emotions and decisions get in the way of your financial success.

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Many people don't plan ahead for taxes, especially taxes they will experience in retirement. This can cost you a lot. In this episode we talk about how you can plan ahead and save money on taxes.

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Make sure your retirement savings is safe. In this episode we discuss strategies to help you protect your income and make sure it's actively working and growing for you.

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Leaving a legacy is important. You want to make sure you leave what you can for your loved ones. In today's episode we talk about strategies for leaving a tax-free legacy.

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Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.

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Don't get caught off guard and unprepared by hidden costs in retirement. In this show we discuss many of the financial surprises awaiting you in retirement and how to plan ahead for them.

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In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.

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You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.

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Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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What does a Sherpa and mountain climbing have to do with your finances? Listen in and find out!

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.

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Your Social Security and Medicare benefits are changing. Listen in to find out how.

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Join Barron and his special guest Jeremy Bryan as they talk about Market Volatility and how you can prepare for it.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

View Details

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.