Financial Wellness Radio

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Your retirement savings and planning changed dramatically when President Trump signed the SECURE Act into law on December 20,2019. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.

Today is our monthly edition of Bulls, Bears, and the Stock Market Roller Coaster! We are going to talk about recent financial markets behavior and performance. We will put a historical perspective on events and give our thoughts on what might lie ahead.

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.

Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.

Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Parts A, B, C & D and what you need to know to come up with a solid medicare strategy.

There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

This is our monthly edition of Bulls, Bears, and the Stock Market Roller Coaster! We look at recent financial markets behavior and performance. Markets are unpredictable and volatility has been interesting! We give helpful thoughts and tips to help you weather these ups and downs.

Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analysis your strategy. This episode examines some potential options.

401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(b) and how is it different?! This episode examines the ins and outs of 401(k)s.

Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.

The stock market has had its ups and downs in 2019. This show covers what has been happening up to the month of September and what may come in the following months.

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

How can you adjust your spending to save more to meet your financial goals? Are you spending money in a wasteful way? In this show we talk about some helpful tips to help you accomplish that.

This episode is our monthly market report. Looking at the markets and the economy, what is happening, and how to be prepared for the ups and downs ahead.

This episode looks at some hard retirement facts that are often overlooked. Have you missed or ignored these uncomfortable truths?

How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?

In this episode we welcome special guest Mr. Jeremy Bryan, the Senior Portfolio Manager at Gradient Investments. We discuss: Overall view of the last quarter and year to date, Stock market performance by sector, The current state of our fixed income markets, and Recent Federal Reserve actions.

This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.

This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.

This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?

This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.

Today’s show is the June Edition of Bulls, Bears, and Riding the Stock Market Roller Coaster. We devote the first episode each month to the investment markets and related topics. We can’t control the markets, but we can control how we respond to it. How to navigate and respond to market events in a disciplined manner is critical to your long-term financial well-being.

Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.

This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

This is our monthly episode on the investment markets and related topics. Our goal is to educate, put current events in historical perspective, and provide our thoughts on where the markets might be headed. We can’t control the markets, but we can control how we respond to it.

April is National Financial Literacy Month and it is a celebration and a challenge. It's a chance to reflect on the state of our personal finances and an opportunity to improve those finances, one step at a time. We talk about those helpful steps in this episode.

Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

What's going on with the market? Stocks are up and down and we're still holding onto a good economy. We talk about how things like politics and wall street will be affecting your portfolio and where we are headed.

Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.

Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.

In this show we will examine the differences between Medicaid and long-term care insurance. They are different solutions to different issues you may face. We hope this show will help clear up some of the confusion between the two.

This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

This is our monthly episode on the investment markets and related topics. We discuss how to navigate and respond to market events in a disciplined manner and how it is critical to your long-term financial well-being.

Looking at the three stages of life and how retirement is its own race, not the finish line.

Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..

Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

In this episode we discuss recent events and put those events into historical perspective. How to navigate and respond to market events in a disciplined manner is critical to your long-term financial well-being.

In this episode we want to talk about end of year planning tips that will affect your income tax return you file next year for 2018.

There's still time to make some tax moves before the end of the year to take advantage of the new tax laws and to build up your savings. We talk about the strategies and give you tips to help you accomplish this.

Looking at the month in the markets and the latest financial and economic factors that may be affecting your finances.

Listen in to this episode for some great tips on how to help increase your savings and retirement income!

Market update with a look at the news and politics and how they are affecting your finances.

In this episode we discuss strategies to help you get the most out of your Medicare and how to better understand it.

Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.