Épisodes

  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Sep 7 2025
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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  • How to Truly Enjoy Your Retirement

    How to Truly Enjoy Your Retirement
    Aug 31 2025
    During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.
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  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Aug 24 2025
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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  • Beneficiary 101

    Beneficiary 101
    Aug 17 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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  • So, You Want to Retire Soon?

    So, You Want to Retire Soon?
    Aug 10 2025
    During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.
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  • Social Security and the Big Beautiful Bill

    Social Security and the Big Beautiful Bill
    Aug 3 2025
    During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.
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  • Add Fuel to Your 401(k) Balance

    Add Fuel to Your 401(k) Balance
    Jul 20 2025
    During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.
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  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Jul 6 2025
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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