Episodes

  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Apr 20 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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    Less than 1 minute
  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    Apr 6 2025
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
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    Less than 1 minute
  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    Mar 30 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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    Less than 1 minute
  • Yes, you need an estate plan

    Yes, you need an estate plan
    Mar 9 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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    Less than 1 minute
  • Reducing Taxes on Retirement Withdrawals

    Reducing Taxes on Retirement Withdrawals
    Feb 9 2025
    During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
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    Less than 1 minute
  • What does the Fed’s rate cut mean for you?

    What does the Fed’s rate cut mean for you?
    Dec 1 2024
    During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.
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    Less than 1 minute
  • Social Security will see modest COLA rise in 2025

    Social Security will see modest COLA rise in 2025
    Nov 10 2024
    During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.
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    Less than 1 minute
  • Preserve Your Retirement Savings

    Preserve Your Retirement Savings
    Oct 20 2024
    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.
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    Less than 1 minute
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