Episodes

  • Why is a Mid-Year Financial Review Important?

    Why is a Mid-Year Financial Review Important?
    Jun 7 2025
    This episode unpacks why hitting pause for a mid-year financial review isn't just a good idea, it's essential for staying on track. We'll guide you through practical steps to assess your progress, make necessary adjustments, and set yourself up for financial success in the latter half of the year.
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    Less than 1 minute
  • How to Turbo Charge Your 401(k)

    How to Turbo Charge Your 401(k)
    May 24 2025
    We dive deep into the often-overlooked power of asset allocation within your retirement plan. Discover how strategically balancing different investment types, even within your 401(k)'s limited options, can significantly boost your long-term growth. We'll break down practical steps to optimize your portfolio and avoid common pitfalls, helping you maximize your journey to financial independence.
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    Less than 1 minute
  • Should You Retire Now Or Wait a Few More Years?

    Should You Retire Now Or Wait a Few More Years?
    May 17 2025
    This week, we dive into the crucial question of retirement timing. We'll explore key factors like your current savings, potential future earnings, and the ever-shifting landscape of the economy to help you decide if now is the right time or if a few more years could make all the difference.
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    Less than 1 minute
  • Tariffs and Markets

    Tariffs and Markets
    May 3 2025
    In this episode we break down what's going on with the tariffs, the markets and what you can do to weather the ups and downs.
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    Less than 1 minute
  • Market Update with Keith Gangl

    Market Update with Keith Gangl
    Apr 26 2025
    In this episode we welcome Gradient Investments senior portfolio manager Keith Gangl to talk about the current market situation and where we might be headed, as well as solid strategies to deal with volatility.
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    Less than 1 minute
  • Social Security Updates & April 2025 Deadline Alerts

    Social Security Updates & April 2025 Deadline Alerts
    Apr 19 2025
    In this episode we talk about the changes and updates to Social Security and what they could mean for you.
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    Less than 1 minute
  • Growth with Guardrails - Smarter Ways to Invest

    Growth with Guardrails - Smarter Ways to Invest
    Apr 12 2025
    Explore how to pursue investment growth while implementing crucial "guardrails" to manage risk and protect your portfolio. We delve into smarter investment strategies that balance potential returns with downside protection, such as diversification, asset allocation, and risk management techniques. Learn how to build a resilient portfolio that aims for growth without unnecessary exposure to market volatility and potential losses.
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    Less than 1 minute
  • How Much Do You Really Need to Retire Comfortably

    How Much Do You Really Need to Retire Comfortably
    Apr 5 2025
    In this episode, we delve into the often-misunderstood question of retirement savings, exploring beyond the common rules of thumb to uncover personalized calculations. We'll break down essential factors like inflation, healthcare costs, and desired lifestyle to provide a realistic roadmap for your financial future. Finally, we'll discuss actionable strategies to bridge any potential gaps and ensure a comfortable and stress-free retirement.
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    Less than 1 minute