Episodes

  • Must-Know Financial Lessons | Financial Literacy Month Special

    Must-Know Financial Lessons | Financial Literacy Month Special
    Apr 20 2025
    In this Financial Literacy Month special, we highlight the absolute must-know financial lessons that everyone should understand to build a solid foundation. We break down essential concepts, from budgeting and saving to understanding debt and the basics of investing, in clear and actionable terms. Tune in to empower yourself with the fundamental financial knowledge needed for a secure future.
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    Less than 1 minute
  • Market Update and Outlook with Keith Gangl

    Market Update and Outlook with Keith Gangl
    Apr 13 2025
    Cory welcomes Gradient Investments senior portfolio manager Keith Gangl. They discuss what's happening in the market and strategies for the future.
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    Less than 1 minute
  • Important Social Security Updates and April 2025 Deadline Alerts

    Important Social Security Updates and April 2025 Deadline Alerts
    Apr 6 2025
    In this episode, we break down critical Social Security updates, including potential benefit adjustments and eligibility changes. We'll also highlight the looming April 2025 deadlines for specific claiming strategies, ensuring you don't miss out on maximizing your benefits. Finally, we provide actionable steps to prepare for these changes and make informed decisions about your retirement income.
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    Less than 1 minute
  • Key Financial Indicators You’re Ready to Retire

    Key Financial Indicators You’re Ready to Retire
    Mar 30 2025
    In this episode, we dive deep into the crucial financial indicators that signal you're truly prepared for retirement. We'll explore beyond just your savings balance, examining metrics like sustainable withdrawal rates, debt-to-income ratios, and projected healthcare costs. Finally, we'll provide actionable steps to assess your own readiness and make informed decisions about your financial future.
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    Less than 1 minute
  • Thinking about Downsizing?

    Thinking about Downsizing?
    Mar 23 2025
    In this episode, we delve into the emotional and financial considerations of downsizing your home. We'll explore strategies for maximizing your return on your current property and minimizing the stress of transitioning to a smaller space. Finally, we'll discuss how to strategically reinvest your newfound capital for long-term financial security.
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    Less than 1 minute
  • Tariffs, Tensions, and Your Money with Keith Gangl

    Tariffs, Tensions, and Your Money with Keith Gangl
    Mar 16 2025
    In this episode, Keith Gangl from Gradient Investments breaks down the complex interplay between global tariffs and geopolitical tensions. He explains how these factors directly impact market volatility and provides strategies for navigating the uncertain financial landscape. Learn how to protect your portfolio and make informed decisions amidst escalating international pressures.
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    Less than 1 minute
  • The Essential Guide to Financial Planning for a Secure Future

    The Essential Guide to Financial Planning for a Secure Future
    Mar 9 2025
    In this episode, we demystify financial planning, breaking down essential steps to build a solid foundation for your future. We explore key strategies for budgeting, investing, and retirement planning, providing actionable advice for every stage of life. Tune in to learn how to create a personalized financial roadmap that ensures long-term security and peace of mind.
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    Less than 1 minute
  • Finding Lost Savings and Avoiding Rollover Mistakes

    Finding Lost Savings and Avoiding Rollover Mistakes
    Mar 2 2025
    In this episode, we dive deep into the often-overlooked world of unclaimed funds, revealing how to track down forgotten savings accounts and uncashed checks. We then tackle the minefield of retirement rollovers, highlighting common errors that can cost you thousands in taxes and penalties. Finally, we provide actionable strategies to ensure your hard-earned money stays working for you, not against you.
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    Less than 1 minute
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