Episodios

  • Is 2025 still your year?

    Is 2025 still your year?
    Apr 26 2025
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
    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 5 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
  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Mar 29 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
  • Here’s what Medicare covers — without extra charges

    Here’s what Medicare covers — without extra charges
    Mar 8 2025
    During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
    Más Menos
    Menos de 1 minuto
  • Yes, you need an estate plan

    Yes, you need an estate plan
    Feb 22 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
    Más Menos
    Menos de 1 minuto
  • Tariffs and the Future

    Tariffs and the Future
    Feb 15 2025
    In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
    Más Menos
    Menos de 1 minuto
  • Three Retirement Windows

    Three Retirement Windows
    Feb 1 2025
    During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
    Más Menos
    Menos de 1 minuto
adbl_web_global_use_to_activate_webcro805_stickypopup