Podcast thumbnail for Taking Control of Your Financial Future

Taking Control of Your Financial Future

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by UBS advisor podcasts

5 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Everyone’s financial journey is different. We believe that when you have access to education, tools and professional guidance, everyone wins. We empower you to build healthy financial habits so you can take more control of your financial future.

Language

🇺🇲

Publishing Since

4/10/2023

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Recent Episodes

Episode thumbnail for Health Savings Accounts: Planning for Healthcare Expenses Today and in Retirement

September 17, 2024

Health Savings Accounts: Planning for Healthcare Expenses Today and in Retirement

Managing healthcare needs is no easy task, and proper planning can be difficult for individuals and families of all backgrounds. Add escalating healthcare costs and contested policies to the equation and the challenge is only compounded. Please join us for an informative discussion where we will discuss how Health Savings Accounts (HSA's) can help pay for health care expenses during your working years and in retirement, as well as: the impact rising health care costs can have on your retirement, the basics of Health Savings Accounts (HSAs) and High Deductible Health Plans (HDHPs) , HSA eligibility, Triple Tax Deferral and 10 things everyone should know about HSAs.

Episode thumbnail for The Ins and Outs of Medicare Coverage

October 11, 2023

The Ins and Outs of Medicare Coverage

Retirees are faced with many important decisions. Some are more challenging than others, such as understanding Medicare and how it affects your financial plan into retirement. Learn how to plan for Medicare decisions by understanding the ins-and-outs of the program and its many parts. This is critical knowledge for many reasons, including the impact of premiums, copays, and deductibles on retirement income.

Episode thumbnail for Mastering Social Security

July 31, 2023

Mastering Social Security

With careful strategies and planning, you can maximize your Social Security benefit to enhance your retirement income picture. Learn the fundamentals of Social Security benefits including who is eligible to receive them and when; how to estimate your benefit, taxes, and Social Security; when to claim benefits; and much more.

5 total episodes available

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Frequently asked questions

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What is Taking Control of Your Financial Future?

Everyone’s financial journey is different. We believe that when you have access to education, tools and professional guidance, everyone wins. We empower you to build healthy financial habits so you can take more control of your financial future.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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