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Financial Wellness Radio

Rob Burnette and Lori Gross

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. Financial Wellness Radio is dedicated to the small things that make a significant difference.

  • The SECURE Act: Changes to IRAs
    Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
    25 January 2020, 6:00 am
  • Your Retirement Savings and Planning Have Changed! - The SECURE Act of 2019
    Your retirement savings and planning changed dramatically when President Trump signed the SECURE Act into law on December 20,2019. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
    11 January 2020, 6:00 am
  • Personality and Retirement
    Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.
    15 December 2019, 6:00 am
  • Bulls, Bears, and the Stock Market Roller Coaster – December 2019
    Today is our monthly edition of Bulls, Bears, and the Stock Market Roller Coaster! We are going to talk about recent financial markets behavior and performance. We will put a historical perspective on events and give our thoughts on what might lie ahead.
    8 December 2019, 6:00 am
  • Protect Your Financial Data
    Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?
    1 December 2019, 6:00 am
  • The Danger of Financial Assumptions
    It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.
    24 November 2019, 6:00 am
  • Medicare – A Beginner’s Guide
    Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.
    17 November 2019, 6:00 am
  • Millennials and Retirement
    How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?
    10 November 2019, 6:00 am
  • Common Financial Mistakes
    Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?
    3 November 2019, 5:00 am
  • Your Guide to Medicare 2.0
    Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Parts A, B, C & D and what you need to know to come up with a solid medicare strategy.
    27 October 2019, 5:00 am
  • Retirement Expenses to Consider
    There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.
    13 October 2019, 5:00 am
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