Episodios

  • Understanding The Issues Of The 50+ Market
    Jul 14 2025

    This is a very interesting way to look at retirement as I break it into segments and the issues of each segment. Also helpful for building and designing a retirement plan.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    9 m
  • 7 Key Pre-retirement Planning Area's For Couples
    Jul 7 2025

    Good questions have the power to change your situation or even your life. Here are seven areas (questions) couples need to be asking in preparation for retirement.

    Don't let it hold you back from speaking with a financial advisor because you don't know what the relationship will look like.

    Do you want to check your Retirement Conversation Assessment? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    11 m
  • Determining The Professional Relationship With An Advisor
    Jun 30 2025

    Don't let it hold you back from speaking with a financial advisor because you don't know what the relationship will look like.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    7 m
  • Process Of Developing A Retirement Income Plan
    Jun 23 2025

    There is a process of developing a retirement income plan and it's probably much more than you realize.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    16 m
  • New Rules Take Effect On Inherited IRAs
    Jun 16 2025

    Inherited IRA's have been confusing ever since Secure Act of 2019.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    16 m
  • Want To Stay In Your Home As You Age?
    Jun 9 2025

    Most people want to stay in their home as they age, this episode talks about how to prepare for that.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    12 m
  • What Are Generation X Top 5 Retirement Myths?
    Jun 2 2025

    We may have false beliefs that will do more harm than good.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

    Más Menos
    9 m
  • Medicare Advantage Plans Are Getting Tight
    May 26 2025

    Medicare is health insurance and you need to review it each year to make sure you have the right fit.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

    Más Menos
    8 m