Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
On this episode, we'll discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement.
During this episode, we'll examine and discuss the different challenges and pitfalls that can get in the way of retirement and how to overcome them.
During this episode, we're going to discuss common 401(k) mistakes and why it's important to avoid them.
During this episode, we're going to consider ways to protect your financial strategy against future inflation and market volatility.
During this episode we're going to discuss two current financial news stories: The latest round of tariffs and market downturns and 401(k)s.
During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.
During this episode, we'll discuss eight signs that could tell you that you're ready to retire.
During this episode, we'll discuss eight signs that could tell you that you're ready to retire.
During this episode, we'll examine and discuss tax diversification strategies and how they offer flexibility for funding your retirement.
During this episode, we'll examine and discuss tax diversification strategies and how they offer flexibility for funding your retirement.
During this episode, we'll discuss common retirement expenses that many people don't prepare for.
During this episode, we'll discuss common retirement expenses that many people don't prepare for.
On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list.
On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list.
During this episode, we'll discuss things you need to know about Social Security in 2025.
During this episode, we'll discuss things you need to know about Social Security in 2025.
During this show, we're discussing possible tax strategies to preserve your savings and assets for retirement.
During this show, we're discussing possible tax strategies to preserve your savings and assets for retirement.
During today's show, we'll discuss Medicare's 2025 cost increases.
During today's show, we'll discuss Medicare's 2025 cost increases.
During this episode, we're going to discuss Social Security's Cost of Living Adjustment increase as well as maximizing your Social Security.
During this episode, we're going to discuss Social Security's Cost of Living Adjustment increase as well as maximizing your Social Security.
During this show, we'll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.
During this show, we'll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.
During this show, we're going to look at why so many Americans are afraid of retirement and what you can do to avoid that fear.
During this show, we're going to look at why so many Americans are afraid of retirement and what you can do to avoid that fear.
During this episode, we're going to examine some of your options for what to do with a retirement account from a previous employer.
During this episode, we're going to examine some of your options for what to do with a retirement account from a previous employer.
During this episode, we're going to discuss year-end financial to-dos.
During this episode, we're going to discuss year-end financial to-dos.
During this show, we'll look at steps and strategies you can take if you want to move your retirement date up.
During this show, we'll look at steps and strategies you can take if you want to move your retirement date up.
During this episode, we're going to highlight the steps you should take in years 10 through five of your 10-year retirement checklist.
During this episode, we're going to highlight the steps you should take in years 10 through five of your 10-year retirement checklist.
During this show, we're going to look at five possible Social Security steps for couples.
During this show, we're going to look at five possible Social Security steps for couples.
On this show, we'll discuss retirement magic numbers and what it would mean to retire at 50 with two million dollars saved.
On this show, we'll discuss retirement magic numbers and what it would mean to retire at 50 with two million dollars saved.
During this show, we'll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We'll also highlight limiting taxes on retirement withdrawals.
During this show, we'll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We'll also highlight limiting taxes on retirement withdrawals.
During this show, we'll highlight creating a retirement that balances finances and fulfilment.
During this show, we'll highlight creating a retirement that balances finances and fulfilment.
During this show, we'll consider what you should do if your 401(k) match is cut.
During this show, we'll consider what you should do if your 401(k) match is cut.
In this episode, we look at Social Security survivor benefits. Discover strategies and the different scenarios that may affect your eligibility.
In this episode, we look at Social Security survivor benefits. Discover strategies and the different scenarios that may affect your eligibility.
During this show, we'll discuss some of the most frequently overlooked financial steps and why they're important.
During this show, we'll discuss some of the most frequently overlooked financial steps and why they're important.
During this episode, we'll discuss different types of insurance policies that many people can include in their financial strategy.
During this episode, we'll discuss different types of insurance policies that many people can include in their financial strategy.
During this show, we'll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.