During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.
24 May 2025, 12:00 am
9 strategies if you’re laid off right before retirement
During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
17 May 2025, 12:00 am
What's Going On With Markets and Finance?
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.
3 May 2025, 12:00 am
What about Gen X?
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.
26 April 2025, 12:00 am
How to Handle Volatility
In this episode we look at the market volatility and how you can have a plan to deal with it.
19 April 2025, 12:00 am
Social Security in 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.
12 April 2025, 12:00 am
The ABC's of Investing
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!
5 April 2025, 12:00 am
Your Retirement Targets
During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
29 March 2025, 12:00 am
Retirement: How do you know if you’re ready?
During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
15 March 2025, 12:00 am
Taxes and Your Retirement
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.
1 March 2025, 12:00 am
Tariffs and the Future
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.