Episodios

  • Retirement Tax Reset: What New Laws Mean for You

    Retirement Tax Reset: What New Laws Mean for You
    Jun 7 2025
    New tax laws are here, and they carry significant implications for retirees. This episode breaks down the latest changes impacting everything from Social Security taxation and standard deductions to retirement account withdrawals and potential estate tax adjustments. We'll help you understand how these shifts could affect your financial plan and what strategies you can employ to optimize your tax situation in retirement.
    Más Menos
    Menos de 1 minuto
  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    May 31 2025
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
    Más Menos
    Menos de 1 minuto
  • Is 2025 Still Your Year?

    Is 2025 Still Your Year?
    May 10 2025
    Can you still retire in 2025 if there's market volatility or if your portfolio is down? We look at strategies and options to help you protect against these things and more.
    Más Menos
    Menos de 1 minuto
  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Apr 26 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
    Más Menos
    Menos de 1 minuto
  • Tips for your portfolio during times of market volatility and 401k/employer plan insights.

    Tips for your portfolio during times of market volatility and 401k/employer plan insights.
    Apr 22 2025
    April 22, 2025 - Tips for your portfolio during times of market volatility and 401k/employer plan insights.
    Más Menos
    Menos de 1 minuto
  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    Apr 19 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
    Más Menos
    Menos de 1 minuto
  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    Apr 12 2025
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
    Más Menos
    Menos de 1 minuto
  • Are Annuities Right for You?

    Are Annuities Right for You?
    Mar 29 2025
    In this episode, we demystify annuities, exploring their various types and how they function within a retirement plan. We weigh the pros and cons, discussing potential tax implications and the importance of understanding fees before committing. Finally, we help you determine if an annuity aligns with your financial goals and risk tolerance, providing actionable insights for informed decision-making.
    Más Menos
    Menos de 1 minuto
adbl_web_global_use_to_activate_webcro805_stickypopup