Episodios

  • What's Going On With Markets and Finance?

    What's Going On With Markets and Finance?
    May 3 2025
    So far this year we've seen extreme market volatility, but does that mean you need to make any drastic financial moves? In this episode we'll talk about what is happening and tips to weather the ups and downs of the markets and the economy.
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  • What about Gen X?

    What about Gen X?
    Oct 5 2024
    During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.
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  • How to Handle Volatility

    How to Handle Volatility
    Apr 19 2025
    In this episode we look at the market volatility and how you can have a plan to deal with it.
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  • Social Security in 2025

    Social Security in 2025
    Apr 12 2025
    During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
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  • The ABC's of Investing

    The ABC's of Investing
    Apr 5 2025
    In this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!
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  • Your Retirement Targets

    Your Retirement Targets
    Mar 29 2025
    During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
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  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    Mar 15 2025
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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  • Taxes and Your Retirement

    Taxes and Your Retirement
    Mar 1 2025
    In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.
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