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  • Is 2025 still your year?

    Is 2025 still your year?
    2025/04/26
    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.
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  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    2025/04/19
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    2025/04/05
    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).
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/03/29
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • Here’s what Medicare covers — without extra charges

    Here’s what Medicare covers — without extra charges
    2025/03/08
    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.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    2025/02/22
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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  • Tariffs and the Future

    Tariffs and the Future
    2025/02/15
    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.
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  • Three Retirement Windows

    Three Retirement Windows
    2025/02/01
    During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
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