Ep 116: Mailbag: Credit Card Debt, Savings Value & More
It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisi…
Ep 115: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’re going to debunk the top ten Social…
Ep 114: Fore Your Retirement – What Golf Teaches Us About Financial Planning
Are you a golfer? Even if you’re not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won’t necessarily guarantee your overall success.
In retirement planning, a …
Ep 113: Retirement Expenses For Which You Forgot To Plan
We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. In today’s episode we will discuss some areas in your financial plan that you might have initially overlooked.
Here’s some of what we’ll discuss in thi…
Ep 112: Top 10 Tax Questions For Retirees In 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down …
Ep 111: Four Ways The SECURE Act 2.0 Might Impact You
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. On today’s show, we’ll explain what you need to know and learn four ways the new changes might impact you.
From Required Minimum Distributions (RMDs…
Ep 110: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
On this episode, we’ll address five common beneficiary mistakes that, unfortunately, a lot of people make. From making errors to naming minors as beneficiaries, we’ll break down some common blunders.
Are you making one of these beneficiary mistakes?…
Ep 109: 10 Point Checklist For Retirement Preparedness
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023.
If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a f…
Ep 108: Listen To This If You Need Help Understanding Your Financial Statements
The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Do you ever wonder what some of those terms mean as you look at your 401(k), IRA and other account…
Ep 107: The Financial Therapist – When It’s OK If A Visit To Your Advisor Feels Like Counseling
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
Whether…
