Episodes

  • Your Retirement Calendar

    Your Retirement Calendar
    Jun 8 2025
    Planning for retirement can feel overwhelming, but breaking it down into a calendar can make it manageable. This week, we're mapping out key milestones on your "Retirement Calendar," from initial savings goals to those crucial pre- and post-retirement decisions. Join us to create a timeline that ensures you're financially prepared for your dream retirement.
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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?
    Jun 8 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
  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    Jun 1 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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    Less than 1 minute
  • How much retirement income do you need?

    How much retirement income do you need?
    May 25 2025
    During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
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    Less than 1 minute
  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    May 18 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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    Less than 1 minute
  • Saving for Retirement in Four Age Brackets

    Saving for Retirement in Four Age Brackets
    May 4 2025
    Ready to secure your future? This week on the podcast, we break down actionable retirement savings strategies tailored to your current life stage, whether you're just starting your career, navigating mid-life financial responsibilities, approaching retirement, or already enjoying it. We'll explore different investment options, contribution levels, and tax advantages relevant to each of the four key age brackets, empowering you to make informed decisions no matter where you are on your retirement journey.
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    Less than 1 minute
  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Apr 27 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
  • How Important Is Diversification?

    How Important Is Diversification?
    Apr 20 2025
    In this episode we talk about how important asset allocation, balance and diversification is when it comes to investing and saving for retirement.
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    Less than 1 minute
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