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.
Inflation and The Interest Rates - Where Are They Going?
Join us in this insightful episode as we explore the current economic landscape, dissect the factors driving inflation, and provide compelling predictions on the trajectory of interest rates. Tune in to gain valuable insights and make informed decisions about your financial future.
17 Jun 2023
Tax Me Never!
In this episode we talk about how to minimize your tax burden in retirement.
10 Jun 2023
Retirement Steps During Three Key Phases
During this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.
3 Jun 2023
How to Maximize Your Social Security
When should you file for Social Security? How do you get the most from your lifetime payments? In this episode we talk about what you need to know to maximize your Social Security.
27 May 2023
The Debt Ceiling Debate
In this episode we discuss the current debt ceiling issue. What it is and how it may affect you and our economy.
20 May 2023
What to Know Before You Retire
During this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.
13 May 2023
The Changing Landscape of Healthcare
This episode features an examination of the rising hospital at home movement as well as long-term care insurance.
6 May 2023
An Adventurous and Affordable Retirement
During this episode we’ll highlight potential new locations for Americans looking for a retirement lifestyle that provides good weather, entertainment, and adventure — all at an affordable price.
29 Apr 2023
Social Security and the problems it's facing
Will Social Security be around when you retire? Will you get a reduced amount? When is the right time to file? Tune in to get the answers to these questions and more.
15 Apr 2023
Important Tax Planning Tips
It seems like it's always tax time! But the key is to plan ahead to minimize your future tax burden. We talk about tips and strategies to help you with this.
8 Apr 2023
Key steps at 50 and 65
In this show, we highlight some of the financial resources available to people when they turn 50 and 65.
1 Apr 2023
An Intro to Financial and Retirement Planning
In this inaugural episode we talk about the who, what and why of this show and the importance of financial and retirement planning.
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