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  • Achieve Your Financial Goals in 2020 - Episode 48

    Achieve Your Financial Goals in 2020 - Episode 48
    2020/04/25
    There’s no better time than the new year to adopt some new, positive habits. Can 2020 be the year that you start to achieve your financial goals? Listen in for helpful tips on how to do that.
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  • Money Management Tips - Episode 47

    Money Management Tips - Episode 47
    2020/04/18
    This episode looks at some ways to improve your efficiency and make the most of the time you spend managing your money. Most of us want to be better at managing our money. But it can feel like a time-consuming effort. Budgeting, credit monitoring and more all take time.
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  • Episode 46 - All About 401(k) Rollovers

    Episode 46 - All About 401(k) Rollovers
    2020/02/08
    The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?
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  • Episode 45 - Annuities: Perceptions Versus Realities

    Episode 45 - Annuities: Perceptions Versus Realities
    2020/02/01
    The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?
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  • Episode 44 - Feelings and Finances

    Episode 44 - Feelings and Finances
    2019/07/13
    This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.
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  • Episode 43 - Avoid Phone Scams & What are Tariffs?

    Episode 43 - Avoid Phone Scams & What are Tariffs?
    2019/07/06
    This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?
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  • Episode 42 - Is Your Retirement Prepared for a Bear Market

    Episode 42 - Is Your Retirement Prepared for a Bear Market
    2019/06/22
    Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.
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  • Episode 41 - The Costs of Financial Procrastination

    Episode 41 - The Costs of Financial Procrastination
    2019/06/15
    This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.
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