Financially Speaking

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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…

Sue Buska and Cole Bruner


    • Jun 16, 2024 LATEST EPISODE
    • every other week NEW EPISODES
    • 219 EPISODES


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    Latest episodes from Financially Speaking

    It's Time To Get Out Of Debt

    Play Episode Listen Later Jun 16, 2024


    During this episode, we'll highlight some of the things you can do to get out of debt, especially when preparing for retirement.

    Retirement Expenses Are Waiting. Are You Ready?

    Play Episode Listen Later May 19, 2024


    During this episode, we'll highlight common retirement expenses that many people don't adequately prepare for. We'll also discuss wealth plans.

    The Silver Tsunami

    Play Episode Listen Later May 5, 2024


    During this episode, we're going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

    Saving for Retirement in Three Age Brackets

    Play Episode Listen Later Apr 28, 2024


    In this episode, we'll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.

    Taxes and Your Retirement

    Play Episode Listen Later Apr 21, 2024


    In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.

    What You Should Know Before You Retire

    Play Episode Listen Later Apr 7, 2024


    During this show, we'll discuss some of the things current retirees wish they'd known before they stopped working as well as what should be included in a retirement budget.

    Preparing for RMDs

    Play Episode Listen Later Mar 17, 2024


    On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

    What The 2024 Election Means for Your Finances

    Play Episode Listen Later Mar 10, 2024


    During today's show, we're going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

    A Guide To Roth IRAs and Roth IRA Conversions

    Play Episode Listen Later Mar 3, 2024


    During this episode, we're going to get deep into the details about Roth IRAs and Roth IRA conversions.

    Harnessing The Power Of Social Security

    Play Episode Listen Later Feb 11, 2024


    Unlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.

    Simple But Powerful Financial Steps

    Play Episode Listen Later Feb 4, 2024


    On this episode, we'll discuss some simple but powerful financial steps you can take at ages 50 and 65.

    Sensible Strategies For Retirement Account Withdrawals

    Play Episode Listen Later Jan 28, 2024


    During this show, we'll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.

    Your Four Retirement Chapters

    Play Episode Listen Later Jan 7, 2024


    On today's show, we're going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you've left your previous career.

    Women's Retirement Planning Needs

    Play Episode Listen Later Dec 17, 2023


    During this episode, we'll examine and discuss retirement steps that are unique to women.

    The 2024 Retirement Picture

    Play Episode Listen Later Dec 10, 2023


    During this episode, we're going to discuss some of the economic factors and changes coming in 2024.

    Year End Financial Tune Up

    Play Episode Listen Later Dec 3, 2023


    During this episode, we're going to examine some potential end of year financial to do's.

    Retirement Planning At Different Ages

    Play Episode Listen Later Nov 26, 2023


    During this episode, we're going to discuss younger worker's retirement anxiety about finances, as well as retirement preparation at different ages.

    Is It Time To Go Back To Work?

    Play Episode Listen Later Nov 19, 2023


    In this episode, we're discuss unretirement and whether it may be right for you. Do you want to work in retirement? Do you need to work in retirement? We offer ideas to help you answer these financial questions.

    Social Security's COLA is Rising Again

    Play Episode Listen Later Nov 12, 2023


    During this episode, we're going to discuss the recent news about Social Security's Cost of Living Adjustment increase as well as maximizing your Social Security payment.

    Strategies for Transferring Your Wealth to Your Kids

    Play Episode Listen Later Oct 29, 2023


    During this show, we'll discuss transferring your wealth to your children and the baby boomer generation's great wealth transfer.

    Frightful Financial Mistakes

    Play Episode Listen Later Oct 8, 2023


    During this episode, we'll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.

    How Much Do I Really Need To Retire?

    Play Episode Listen Later Oct 1, 2023


    During this episode, we're going to discuss how much you may need to have saved as you approach your planned retirement age.

    The Truth About Your Retirement Money

    Play Episode Listen Later Sep 24, 2023


    During this episode, we're going to look at commonly held notions about money and which ones are true and false and we'll also discuss 8 Obstacles to Retirement.

    Wiping Out Debt Before You Retire

    Play Episode Listen Later Sep 10, 2023


    During this episode, we're going to discuss some of the steps you can take to get out of debt.

    Key Retirement Steps for Women

    Play Episode Listen Later Sep 3, 2023


    During this episode, we're going to discuss key financial steps designed specifically for women.

    How Your Retirement Will Be Taxed

    Play Episode Listen Later Aug 27, 2023


    During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

    How To Know That It's Time To Retire

    Play Episode Listen Later Aug 20, 2023


    During this episode, we'll discuss some of the most common signs that you're economically and strategically ready to retire.

    A Beginner's Guide to Inflation

    Play Episode Listen Later Aug 6, 2023


    In this episode, we're going to take a closer look at inflation; what it is, how it happens, what can be done to control it and how it affects consumers.

    The Future of Retirement

    Play Episode Listen Later Jul 23, 2023


    On this show, we're going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.

    Retirement Steps During Three Key Phases

    Play Episode Listen Later Jun 18, 2023


    During this show, we're going to discuss retirement steps you may want to take when you're at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.

    Summer Travel Doesn't Have to Blow Up Your Budget

    Play Episode Listen Later Jun 4, 2023


    On today's program, we're going to look at some 2023 summer vacations that can be enjoyed without blowing up your budget or imperiling your financial strategy.

    Retired and Considering Part-Time Work? You Call the Shots

    Play Episode Listen Later May 28, 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.

    What to Know Before You Retire

    Play Episode Listen Later May 21, 2023


    During this episode, we're going to examine some of the key things you should know as you move closer to your retirement.

    The Changing Landscape of Healthcare

    Play Episode Listen Later May 14, 2023


    This episode features an examination of the rising hospital at home movement as well as long-term care insurance.

    Healthy body. Healthy mind. Healthy wallet.

    Play Episode Listen Later May 7, 2023


    On this episode, we'll discuss how maintaining your physical and mental health may help you increase the likeliness that you don't outlive your assets.

    Key steps at 50 and 65

    Play Episode Listen Later Apr 23, 2023


    In this show, we highlight some of the financial resources available to people when they turn 50 and 65.

    Looking to Retire Early?

    Play Episode Listen Later Apr 16, 2023


    During this show, we're going to highlight and discuss some of the lesser known elements of retiring early.

    Tax Breaks for Those 50 and Older

    Play Episode Listen Later Mar 19, 2023


    During this show, we're going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.

    What to know about the SECURE 2.0 Act

    Play Episode Listen Later Feb 26, 2023


    During this episode, we're going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.

    Retirement Tips for 2023

    Play Episode Listen Later Feb 5, 2023


    During this episode, we're going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.

    Get Your Finances Ready for the Future

    Play Episode Listen Later Jan 29, 2023


    During this episode, we're going to look into some of the things you can do to improve your finances and strategies for the coming months.

    Should You Unretire?

    Play Episode Listen Later Jan 8, 2023


    During this episode, we're going to explore the concept of unretirement and what factors you can use to decide if it's right for you.

    Do you need a 401(k) tune up?

    Play Episode Listen Later Nov 13, 2022


    During this episode, we're going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.

    Year End To Do List

    Play Episode Listen Later Oct 23, 2022


    During this show, we're going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

    Don't make these legacy plan mistakes

    Play Episode Listen Later Oct 16, 2022


    During this episode, we're going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.

    These assets are key for a happy retirement

    Play Episode Listen Later Oct 9, 2022


    During today's episode, we're going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.

    What the Inflation Reduction Act means for you

    Play Episode Listen Later Oct 2, 2022


    During this episode, we'll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.

    Don't overlook these critical planning steps

    Play Episode Listen Later Sep 18, 2022


    During this episode, we'll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.

    Five types of insurance you should consider

    Play Episode Listen Later Sep 11, 2022


    During this show, we'll examine the five types of insurance you'll likely want to include in your financial strategy.

    How Do I Know When It's Time to Retire?

    Play Episode Listen Later Sep 4, 2022


    During this episode, we're going to discuss and analyze some of the most common signs that you're ready to retire.

    How your retirement may be taxed

    Play Episode Listen Later Aug 14, 2022


    During today's show, we're going to take a close look at various types of retirement income and how each of them may be taxed.

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