Épisodes

  • Retirement Planning and Honoring Charlie Kirk

    Retirement Planning and Honoring Charlie Kirk
    Sep 27 2025
    This episode is dedicated to two vital topics: creating a solid retirement plan and honoring the life of Charlie Kirk. We will provide actionable advice for building a secure financial future, from navigating investment strategies to maximizing your savings. In a special tribute, we also pause to mourn the loss of Charlie Kirk, celebrating his legacy and profound impact on our community.
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  • The Retirement Playbook

    The Retirement Playbook
    Sep 13 2025
    This episode draws a powerful analogy between a sports coach and a financial advisor, highlighting the strategic guidance needed to win the game of retirement. We explore how both roles require a personalized game plan, diligent practice, and the ability to adjust to unexpected challenges. Join us to learn how to build your winning team and execute a flawless strategy for a secure and successful retirement.
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  • Retire With Confidence: Shawna Moore on Social Security, 401(k)s & Stress-Free Planning

    Retire With Confidence: Shawna Moore on Social Security, 401(k)s & Stress-Free Planning
    Sep 8 2025
    On Networking Arizona with Carol Blonder, Retirement Income Certified Professional® Shawna Moore shares how to simplify retirement planning with a holistic, relationship-first approach. From navigating new Social Security rules and avoiding costly 401(k) mistakes to understanding advisor fees and building a personalized income plan, Shawna explains how to retire with clarity and confidence.
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  • September Life Insurance Awareness Month

    September Life Insurance Awareness Month
    Sep 6 2025
    As September marks Life Insurance Awareness Month, this episode is a crucial guide to protecting your loved ones' financial future. We'll cut through the confusion to explain the different types of life insurance policies, debunk common myths, and help you determine how much coverage you actually need. Tune in to learn why life insurance is not just a policy, but a foundational piece of a sound financial plan.
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  • Back To School

    Back To School
    Aug 23 2025
    This episode takes us "Back to School" as we unpack the crucial parallels between a student's backpack and your own retirement plan. We'll explore how to fill your "retirement backpack" with the essential financial tools and investment strategies needed for a secure future, much like a student prepares for a new school year. Plus, we'll suggest a few financial "classes" we wish were offered in middle or high school to help you get ahead.
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  • Is Your Advisor Actually Managing Your Money?

    Is Your Advisor Actually Managing Your Money?
    Aug 9 2025
    Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.
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  • Advisory Fees, Are They Worth It?

    Advisory Fees, Are They Worth It?
    Aug 2 2025
    This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their expertise aligns with your financial goals.
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  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 19 2025
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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