Épisodes

  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Jul 20 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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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Jul 13 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • How Important Is Diversification?

    How Important Is Diversification?
    Jul 6 2025
    In this episode we talk about how important asset allocation, balance and diversification is when it comes to investing and saving for retirement.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Jun 29 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • Comprehensive Retirement Planning Process

    Comprehensive Retirement Planning Process
    Jun 15 2025
    In this episode, we will discuss the essential steps of building a robust retirement plan, from assessing your current financial situation to understanding different investment vehicles. Learn how to set realistic goals, estimate future expenses, and create a personalized strategy that accounts for inflation and market fluctuations. Tune in to empower yourself with the knowledge needed to secure your financial future and enjoy a comfortable retirement.
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  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    Jun 8 2025
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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  • Your Retirement Calendar

    Your Retirement Calendar
    Jun 8 2025
    Planning for retirement can feel overwhelming, but breaking it down into a calendar can make it manageable. This week, we're mapping out key milestones on your "Retirement Calendar," from initial savings goals to those crucial pre- and post-retirement decisions. Join us to create a timeline that ensures you're financially prepared for your dream retirement.
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  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    Jun 1 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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