Episodes

  • Pathway to Retirement

    Pathway to Retirement
    Apr 22 2023
    In this debut episode we discuss the importance of financial and retirement planning.
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    Less than 1 minute
  • Social Security Strategies

    Social Security Strategies
    Apr 29 2023
    During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.
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    Less than 1 minute
  • What to know about the SECURE 2.0 Act

    What to know about the SECURE 2.0 Act
    May 6 2023
    During this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.
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    Less than 1 minute
  • Financial Steps for Every Part of the Game

    Financial Steps for Every Part of the Game
    May 20 2023
    In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.
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    Less than 1 minute
  • Looking to Retire Early?

    Looking to Retire Early?
    May 27 2023
    During this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.
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    Less than 1 minute
  • Retired and Considering Part-Time Work? You Call the Shots

    Retired and Considering Part-Time Work? You Call the Shots
    Jun 3 2023
    During this episode, we’re going to look at some job ideas for retirees who are looking to work a day or two a week, whether to earn extra money or to just get out of the house and socialize.
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    Less than 1 minute
  • Maintain Family Harmony with Enhanced Planning

    Maintain Family Harmony with Enhanced Planning
    Jun 10 2023
    During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.
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    Less than 1 minute
  • A Retirement Reality Check

    A Retirement Reality Check
    Jun 17 2023
    During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.
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    Less than 1 minute