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…
On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
On this episode, we'll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.
During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
During this show, we'll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
During this episode, we'll consider if those who wanted to retire in 2025 may need to reconsider, and we'll also touch on how those running behind on retirement savings can still catch up.
During this episode we'll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.
During this episode we're going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
During this show, we're going to chat about the signs that help you how to know if you're ready for retirement.
During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.
During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.
During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.
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.
In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.
Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.
As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.
Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.
During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.
On this show, we'll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.
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.
In this episode, we'll consider what you should do if your 401(k) match is cut. We'll also examine 401(k) alternatives.
During this show, we'll discuss Social Security survivor benefits and your ideal filing age.
During this show, we'll discuss some of the most frequently overlooked financial steps and why they're important.
During this episode, we'll highlight some of the things you can do to get out of debt, especially when preparing for retirement.
During this episode, we'll highlight some of the things you can do to get out of debt, especially when preparing for retirement.
During this episode, we'll highlight common retirement expenses that many people don't adequately prepare for. We'll also discuss wealth plans.
During this episode, we'll highlight common retirement expenses that many people don't adequately prepare for. We'll also discuss wealth plans.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
During this episode, we're going to get deep into the details about Roth IRAs and Roth IRA conversions.
During this episode, we're going to get deep into the details about Roth IRAs and Roth IRA conversions.
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.
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.
On this episode, we'll discuss some simple but powerful financial steps you can take at ages 50 and 65.
On this episode, we'll discuss some simple but powerful financial steps you can take at ages 50 and 65.
During this show, we'll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.
During this show, we'll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.
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.
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.
During this episode, we'll examine and discuss retirement steps that are unique to women.
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