Episodes

  • Will You Need Long-Term Care? (How to plan for it)

    Will You Need Long-Term Care? (How to plan for it)
    May 10 2025
    Worried about the potential costs of long-term care? This week, we delve into the realities of needing care in your later years and why it's crucial to plan proactively. Our expert guests break down the different types of long-term care, explore various funding options, and offer actionable steps you can take today to protect your financial future and well-being.
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    Less than 1 minute
  • First Quarter Results and Your Time Horizon

    First Quarter Results and Your Time Horizon
    Apr 26 2025
    This episode analyzes the recently released first-quarter financial results and their potential implications for investors with different time horizons. We break down how short-term market reactions to earnings reports might differ from the long-term fundamental outlook. Understanding your investment time horizon is crucial in determining how to interpret quarterly results and stay aligned with your overall financial goals.
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    Less than 1 minute
  • The Rise of Buffered Funds

    The Rise of Buffered Funds
    Apr 19 2025
    In this episode we talk about buffered index portfolios, what they are, and how they could be an important part of your investment and retirement strategy.
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    Less than 1 minute
  • Benefits of Divend Stocks

    Benefits of Divend Stocks
    Mar 1 2025
    In this episode, we delve into the world of dividend stocks, exploring how they can generate income and contribute to long-term portfolio growth. We'll break down the key advantages, from compounding returns to potential tax benefits, and discuss possible strategies. Whether you're a seasoned investor or just starting out, learn how dividend stocks may be an important part of your financial strategy.
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    Less than 1 minute
  • Steps to Take Before Retirement

    Steps to Take Before Retirement
    Feb 1 2025
    Planning for retirement can feel overwhelming, but it doesn't have to be. This week, we break down actionable steps you can take now to ensure a comfortable and secure financial future. From maximizing your 401k to exploring alternative investment strategies, we'll cover essential tips to help you prepare for the next chapter.
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    Less than 1 minute
  • Defined Outcome ETF's

    Defined Outcome ETF's
    Dec 21 2024
    In this episode, we dive deep into the world of Defined Outcome ETFs. We'll explain what they are, how they work, and the potential benefits and drawbacks of investing in these innovative funds. We'll also discuss how they can fit into different investment strategies and help you make informed decisions about your portfolio.
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    Less than 1 minute
  • Required Minimum Distributions - What you need to know!

    Required Minimum Distributions - What you need to know!
    Dec 14 2024
    Required Minimum Distributions, or RMDs, are mandatory withdrawals from retirement accounts. This episode will break down what RMDs are, when you need to start taking them, and how much you'll need to withdraw each year. We'll also discuss strategies to minimize your tax burden and maximize your retirement income.
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    Less than 1 minute
  • Election Results and Your Investments

    Election Results and Your Investments
    Nov 30 2024
    Will politics and the new administration affect your finances and investments? We address this question and more on today's episode.
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    Less than 1 minute
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