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. This show is dedicated to the small things that make a significant difference.
With inflation on the rise and a Social Security cost-of-living adjustment on the horizon, retirees may be wondering whether their benefits will actually keep pace with increasing expenses. We discuss how inflation affects purchasing power, how Social Security adjustments work, and why Medicare premiums and taxes could reduce the impact of that anticipated raise. We also explore strategies for protecting retirement income, including thoughtful Social Security claiming decisions, diversified income sources, and tax-efficient withdrawal planning.
3 Oct 2026
Beneficiary Planning: One Mistake and Your Grandkids Get Zero
In this episode, we break down how choosing the wrong beneficiary designation can accidentally leave your grandchildren with nothing if one of your children passes away before you. We explain the critical difference between per stirpes—which protects your family line by passing a deceased child's portion directly to their kids—and per capita, the common default that redistributes those funds solely among your remaining living children. Finally, we share actionable steps on how to audit your accounts to ensure your assets are distributed exactly according to your intent.
26 Sept 2026
Is This 2007 All Over Again?
With economic indicators drawing comparisons to the 2007 pre-recession climate, we examine key market similarities—such as 10-year Treasury yields, oil prices, and stock levels—alongside crucial differences in rate hikes, unemployment, and valuations. We explain how current inflation and energy-driven pressures affect everyday consumers differently than the subprime housing crisis did. Listen in as we share practical advice on managing market volatility, mapping income sources, and aligning your portfolio for a secure retirement.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
86,775
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.6 / 5
5 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 41 / 100
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