Episodes

  • Four Retirement Unknowns

    Four Retirement Unknowns
    Feb 2 2025
    Longevity, health care costs, taxes and stock market performance are four areas that can't be known at the time a retirement plan is being put together. But they can be accounted for. Mindy and Nolan go over ways where proper planning can help account for these variables so funds can be there when they are needed.
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    40 mins
  • Tackling the Twin Threats of Taxes and Inflation

    Tackling the Twin Threats of Taxes and Inflation
    Jan 30 2025
    Taxes and inflation are two huge unknown factors going into retirement. Mindy takes a look at how planning can help mitigate these factors so your retirement can be less stressful and more enjoyable.
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    39 mins
  • Four Questions About Retirement

    Four Questions About Retirement
    Dec 22 2024
    Have I saved enough? Will my money last? These are two of four very important questions you need to ask before you make the final decision to retire. Mindy and Nolan go over these areas and how to help determine whether you are truly ready to retire.
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    39 mins
  • Growing Government Debt

    Growing Government Debt
    Nov 24 2024
    First, Mindy goes over items which need to be taken care of before the end of 2024, including Roth conversions and Medicare planning, then she looks at the growing government debt and the potential of higher taxes to help pay it off.
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    40 mins
  • Balance Your Retirement Portfolio Now

    Balance Your Retirement Portfolio Now
    Nov 17 2024
    Rebalancing is something a lot of people may not grasp when managing their retirement accounts. Today Mindy and Nolan discuss this issue, why it's important, and the best ways to keep track of the amount of stock and bond investments in your portfolio to make sure they keep consistant growth going.
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    39 mins
  • Election Analysis and Making Your Money Work

    Election Analysis and Making Your Money Work
    Nov 13 2024
    Nolan begins the episode by looking at the recent election and what to maybe expect from a new Trump administration. Then Mindy joins him to talk about making your money work for you for retirement, and some strategies that are used to best provide whatever you need when you need it.
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    41 mins
  • Retirement Planning For Women

    Retirement Planning For Women
    Oct 27 2024
    Women face their own unique challenges in planning for retirement. Today Mindy and Nolan discuss what these are and what women need to keep in mind when having their plan put together.
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    41 mins
  • Optimizing Social Security

    Optimizing Social Security
    Oct 13 2024
    After looking at some recent headlines, Mindy and Nolan dive into Social Security, and how you can utliize strategies to best optimize your benefits for your specific situation. They also look at Medicare Open Enrollment and upcoming showings of the movie The Psychology of Retirement at theatres in the area.
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    41 mins