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.
On this episode, we discuss the key elements of a 10-year retirement checklist.
13 Apr 2025
Financial News: Hot off the Presses
During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
6 Apr 2025
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.
30 Mar 2025
Three Retirement Windows
During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
23 Mar 2025
Yes, you need an estate plan
During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
16 Mar 2025
8 Signs You’re Ready to Retire
During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.
2 Mar 2025
Women’s Retirement Planning Needs
During this episode, we’ll examine and discuss retirement steps that are unique to women.
2 Feb 2025
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.
26 Jan 2025
Navigating Your IRA_401K with a New President in Office
A new president brings potential changes to tax laws and economic policies, which can significantly impact your retirement savings. In this episode, we'll explore how a new administration's policies could affect your IRA and 401(k) contributions, withdrawals, and overall investment strategies. We'll provide actionable advice on how to navigate these potential changes and ensure your retirement plan remains on track.
19 Jan 2025
Ways to Protect Against Long-Term Care Costs
In this episode, we delve into the often-overlooked but crucial topic of long-term care costs. We'll explore the various options available to protect your assets and ensure you receive the care you need in the future. From customizable hybrid insurance to innovative financial strategies, we'll provide you with the knowledge and insights to make informed decisions about your long-term care planning.
12 Jan 2025
Account Rollovers and Conversions
This episode dives deep into the world of account rollovers and conversions. We'll explore the different types of accounts, the tax implications of each, and provide actionable advice on how to navigate the complexities of transferring your retirement savings. Whether you're changing jobs, consolidating accounts, or simply looking to optimize your investment strategy, this episode will equip you with the knowledge you need to make informed decisions about your financial future.
22 Dec 2024
Why now is the time to consider adding Annuities to your tool belt!
Why now is the time to consider adding Annuities to your tool belt!
15 Dec 2024
Add These to Your Anti-Bucket List
On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.
8 Dec 2024
Reducing Taxes on Retirement Withdrawals
During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
24 Nov 2024
Rollover or Stay Put?
Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
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