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…
During this episode, we’re going to examine some of the financial changes coming to Medicare in 2021, as well as some general insights and advice into this essential retirement tool.
During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial steps you may want to take during the pandemic.
During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are self-employed.
During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to help better position yourself to enjoy the rewarding and comfortable retirement you’ve always wanted.
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.
During today’s show, we’ll be discussing how you should go about developing a strategy for retirement after you’ve gone through a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that can make a big difference when it comes to your financial well-being.
During this episode, we’ll be examining tips and strategies that may be helpful if you’re likely to retire as a single person. Though there are some challenges to taking a solo retirement adventure, there are also plenty of exciting and rewarding opportunities, too. And, with the right strategy and commitment, you can enjoy a solo retirement with the lifestyle and experiences you’ve always wanted.
Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare. This can be a confusing subject. There are so many parts, rules and regulations. We break some of those parts, rules and regulations down for you.
You may have seen commercials for prescription drug cards that can save you money on your medications. Are they real? Are these cards related to insurance somehow? This episode looks at what these cards do, where they come from and how they can impact you.
During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.
A lot has changed because of Covid-19. You need to know how it affects your finances and what you can do about it. We talk about that and more in this weeks show.
We all have hopes and dreams for our retirement. But those don’t truly become goals unless you have a plan on how to achieve them. This episode looks at some steps you can take to turn those retirement wishes into goals.
There are a few things that you can do in light of COVID-19 that will help you understand your path to retirement better and can help you do something besides worry.
In our current environment with the virus and how it has affected our lives, our jobs our finances and even our investments now is a good time to discuss basic planning and maybe be better prepared after we make it through this.
Divorce is a disruptive force in life. It can have an impact on your retirement saving and strategy as well. This episode looks at some options for resetting your retirement strategy in the aftermath of a divorce.
Where does your money go each month? How much are you spending on dining out, entertainment, or your hobbies? If you can’t answer that question, it might be time for a budget.
You have worked long and hard to make it to retirement. How can you ensure that you are experiencing the type of enjoyment you desire in retirement? It is more than simply having enough savings or financial security. This show examines some potential tips to help.
So many celebrities die without a will or a legacy plan in place. We discuss how to avoid this and other legacy planning mistakes.
Examining the 5 questions that can help you feel more prepared for retirement.
Breaking down nine common misconceptions about retirement saving and investing.
A rainy day can ruin your mood, a downturn in investments can make you want to panic. Here’s strategies to help avoid both.
Examining the different types of investment options for retirement planning.
Breaking down three costly issues you might not be planning for in retirement.
Three ways to help you recover from a slow or unorganized plan for retirement.
The Golden Rules of Indexed Universal Life Insurance and You.
This episode covers potential issues related to finances that can impact your relationship, marriage or other interpersonal interaction. How can you avoid these potential issues?
Modern life can throw a lot of distractions in our paths. We can be so caught up in chasing the moment, that we endanger our future, both physical and financial.
401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.
Women face different hurdles in retirement from men. We break down three of the most common issues.
Everyone enjoys a good underdog story. James Harrison was told he was too small, too slow, and didn’t have what it took to make it in the NFL. Harrison retired as the All-Time Sack Leader in Puttsburgh Steeler’s History. Is your retirement at a crossroads? Do you feel that you retirement is over even before it has begun? It may not be too late. Just like Harrison you need a plan and regime.
Market volatility often feels like a rumbling volcano that could erupt at any time. It’s time to make sure your Market Volatility Emergency Plan is in place.