Financially Free with Wellington Adams

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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…

Barron Fitz-Gerald and Simon Hilliard

  • May 23, 2020 LATEST EPISODE
  • every other week NEW EPISODES
  • 100 EPISODES


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Latest episodes from Financially Free with Wellington Adams

Increase Happiness & Get Ahead at Work

Play Episode Listen Later May 23, 2020


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.

Triathlon of Life

Play Episode Listen Later May 16, 2020


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

The Seven Deadly Sins of Retirement Planning

Play Episode Listen Later May 9, 2020


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.

Ways to Maximize Your Retirement Investments

Play Episode Listen Later May 2, 2020


Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.

Retirement Communities, Wealth Building & Budget

Play Episode Listen Later Apr 25, 2020


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.

Differences Between Happy & Unhappy Retirees

Play Episode Listen Later Apr 18, 2020


In this episode we talk about how to be happy in retirement. We give tips and strategies to help you be prepared and happy in retirement.

Ways to Avoid Returning to the Workforce after Retirement

Play Episode Listen Later Apr 11, 2020


You don't want to retire and then be forced to return to work because of your finances. It happens a lot, usually because of a lack of planning. In this show we go over tips to help you make sure this doesn't happen.

What if You Never Plan to Retire?

Play Episode Listen Later Apr 4, 2020


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.

The Single's Key to Retirement

Play Episode Listen Later Mar 28, 2020


Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

10 Tips to Control Expenses in Retirement

Play Episode Listen Later Mar 21, 2020


Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.

The SECURE Act: Changes to IRAs

Play Episode Listen Later Mar 14, 2020


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.

Money and Relationships

Play Episode Listen Later Feb 29, 2020


Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?

Monetary Policy and the Role of the Federal Reserve

Play Episode Listen Later Feb 22, 2020


In this episode Barron welcomes a very special guest, Wayne Scmidt, Chief Investment Officer for Gradient Investments. Wayne and Barron discuss interest rates, inflation and the Federal Reserves policies moving forward. They talk about how this will affect you and your finances.

Preparing for a Better Retirement in Your 60's

Play Episode Listen Later Feb 8, 2020


Once you reach your 60's there's a lot to remember and a lot to do regarding your finances and retirement plans. In this show we talk about helpful strategies to improve your retirement and to implement while in your 60's.

Increase Your Social Security Benefits While Limiting Taxes on Them

Play Episode Listen Later Jan 25, 2020


radio@gradientps.com (Barron Fitz-Gerald and Simon Hilliard) Sat, 25 Jan 2020 00:00:00 -0600

Tax Cuts and Jobs Act - Tax Reform and You

Play Episode Listen Later Jan 18, 2020


In this episode we talk about the recent tax reform and what these changes mean to you when you file your taxes and plan your income and savings.

Market Update - Past and Future

Play Episode Listen Later Jan 11, 2020


In this episode Barron and Simon welcome special guest Jeremy Bryan, the Senior Portfolio Manager for Gradient Investments. He talks with them about what the market is doing now and where it might be headed. Plus helpful tips to help weather the storm.

Things You Should Know When Investing

Play Episode Listen Later Jan 4, 2020


Today we talk about tips and strategies to help you become a better investor.

Social Security Changes May Impact Your Monthly Check

Play Episode Listen Later Dec 28, 2019


Changes in Social Security can have a big impact on your personal finances in retirement. How will the most recently announced changes impact your personal economy?

Retirement Account Mistakes Even Smart People Make

Play Episode Listen Later Dec 21, 2019


When it comes to saving for retirement and making sure you have enough money to last as long as you do, there is a lot to understand. So many mistakes and misconceptions that can lead to derailing you retirement plans... In this episode we talk about mistakes that you will want to avoid.

Avoid Phone Scams/What are Tariffs?

Play Episode Listen Later Jul 13, 2019


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?

Your Guide on the Road to Medicare

Play Episode Listen Later Jun 29, 2019


Should you have coverage in addition to Original Medicare? Which plan should you choose? Do you choose the Medicare supplement? Is a Medicare advantage plan better for you? What about Part D prescription coverage? How do you go about comparing all of these choices? There are a lot of questions that need answers and in this episode we talk with Medicare Planning Specialist Jim Lyter to help you better understand Medicare and the options you may have.

Feelings and Finances

Play Episode Listen Later Jun 15, 2019


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.

Shocking Retirement Statistics and Mistakes

Play Episode Listen Later Jun 8, 2019


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.

Creating a Retirement Plan

Play Episode Listen Later May 25, 2019


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

Is Your Retirement Prepared for a Bear Market

Play Episode Listen Later May 18, 2019


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.

Medicaid vs Long-Term Care Insurance

Play Episode Listen Later Apr 6, 2019


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.

Procrastination and Retirement

Play Episode Listen Later Mar 30, 2019


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

Tax Reform - How It Will Affect You

Play Episode Listen Later Mar 16, 2019


There are a lot of changes in the tax laws. How will they affect you this year? Next year? In retirement? In this episode we talk about the changes and ways to help you possibly minimize your tax burden.

All About Annuities

Play Episode Listen Later Mar 2, 2019


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.

The Advantages of Owning Life Insurance

Play Episode Listen Later Feb 16, 2019


There are a lot of myths and misconceptions about life insurance. In this episode we talk about the different types and how to make it work for you to fit your specific situation.

Qualified vs. Non-Qualified Money

Play Episode Listen Later Dec 15, 2018


In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

Year-End Tax Smart Tips for IRA's

Play Episode Listen Later Dec 8, 2018


In this episode we talk about what you need to know to help you make the right tax decisions before the end of the year. We give tips to help minimize your tax burden and manage your IRA and retirement accounts.

HSA's - A Tax Efficient Way to Save & Pay for Health Expenses

Play Episode Listen Later Dec 1, 2018


With healthcare costs on the rise you might want to consider a tax advantaged option like an HSA. In this show we discuss the HSA and how you can utilize it to save on taxes and healthcare expenses.

The Basics of 401k Retirement Plans

Play Episode Listen Later Nov 17, 2018


Learn how to get the most out of your 401k and learn how to avoid making expensive mistakes with your retirement accounts.

Bonds 101

Play Episode Listen Later Nov 10, 2018


Today we cover what you need to know about bonds...from myths to the hard facts. We talk about the role bonds can play in your portfolio.

How to Reset Retirement Plans to Weather a Downturn

Play Episode Listen Later Nov 3, 2018


The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

Tis' The Medicard Season

Play Episode Listen Later Oct 27, 2018


In this show Barron talks about Medicare, healthcare and open enrollment. We discuss strategies to help you get the most out of your benefits.

9 Facts About Women and Retirement

Play Episode Listen Later Oct 20, 2018


Women face unique financial challenges, especially when it comes to retirement. In this episode we talk about 9 of the major challenges women face and ways to help deal with them.

Our Own Foolish Behavior

Play Episode Listen Later Oct 13, 2018


When it comes to our finances and investments, we can often be our own worst enemy. In this episode we talk about ways you can avoid letting your emotions and decisions get in the way of your financial success.

Tax Plan Ahead

Play Episode Listen Later Sep 22, 2018


Many people don't plan ahead for taxes, especially taxes they will experience in retirement. This can cost you a lot. In this episode we talk about how you can plan ahead and save money on taxes.

Is Your Retirement Income Safe?

Play Episode Listen Later Sep 8, 2018


Make sure your retirement savings is safe. In this episode we discuss strategies to help you protect your income and make sure it's actively working and growing for you.

Your Legacy and Insurance

Play Episode Listen Later Aug 25, 2018


Leaving a legacy is important. You want to make sure you leave what you can for your loved ones. In today's episode we talk about strategies for leaving a tax-free legacy.

Debt Danger

Play Episode Listen Later Aug 18, 2018


Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.

Managing the Hidden Costs of Retirement

Play Episode Listen Later Aug 11, 2018


Don't get caught off guard and unprepared by hidden costs in retirement. In this show we discuss many of the financial surprises awaiting you in retirement and how to plan ahead for them.

Weather the Heat in Retirement

Play Episode Listen Later Aug 4, 2018


In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.

Prepare to Board the Flight

Play Episode Listen Later Jul 28, 2018


You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.

Preparing your Retirement Garden

Play Episode Listen Later Jul 21, 2018


Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!

Dealing with an Unstable Market

Play Episode Listen Later Jul 14, 2018


Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Living to Age 100 and Beyond!

Play Episode Listen Later Jul 7, 2018


Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.

Your Financial Pyramid

Play Episode Listen Later Jun 30, 2018


Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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