SWAN Song Financial Show with Kevin and Michael

During this show, we'll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.

During this show, we're going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we'll also consider how retirement may change in the next 10 years.

During today's show, we'll highlight the numerous ways you may be able to save money on healthcare while still ensuring that you're receiving all the services you need.

During this episode, we're going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.

During this episode, we're going to discuss some of the financial insights and lessons you've learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.

During this episode, we're going to discuss how you can grow the kind of financial garden that provides consistent retirement income while also stabilizing your finances long before you retire.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

During this episode, we're going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we'll address some good post-pandemic budgeting options.

During this episode, we'll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.

During this episode, we're going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We'll also discuss way to maximize your 401(k).

During this episode, we're going to discuss the benefits of buying a home, the benefits of not buying a home, and the benefits of being a long-term renter.

During today's episode, we're going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.

In this episode we discuss risk tolerance and the importance of aligning your personal risk tolerance with your portfolio risk.

During today's episode, we're going to discuss financial new year's resolutions that may help you enjoy more financial security in 2021, along with a fun twist at the end of the show.

In this episode we During this episode, we take a close look at fixed-indexed annuities...what they are, how they work, and how to determine if they may fit your overall retirement strategy.

In this episode Kevin and Michael talk about what is going on with student loans, the markets and Annuities. They talk about what Variable Annuities are and their pros and cons.

In this episode we discuss Fixed Annuities, what they are and what you need to know. We give tips on how to utilize this retirement income tool effectively.

During this episode, we'll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy.

During this episode, we'll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.

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 decisions that may make sense during the pandemic.

During this episode, we're going to discuss the ways you can make some small but powerful changes to your financial habits. Combining a few of these steps could have a profound impact on your finances.

During this episode, we'll have a scary-good time discussing some common retirement mistakes and what you can do to potentially avoid them so that your retirement is delightful, not frightful.

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.

In this episode Kevin and Michael continue their discussion regarding the tax cuts and jobs act and what it means for you and your finances, as well as ways to help you take advantage of the current situation.

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 otherwise self-employed.

In this episode Kevin and Michael discuss the SECURE Act and what changes it has made to taxes. We discuss some key changes from the Tax Cuts and Jobs Act and the CARES Act. We then explain how all of these are integrated and what that means for the average individual.

Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we're going to dig into just how important it can be to conduct a financial checkup.

The retirement you've been dreaming about is possible, if you're prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

For many people, Social Security is the key element of their financial retirement strategy, so it's critical to understand Social Security's many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.

With market volatility and economic uncertainty, you need to know your money will be there when you need it. This starts with plan. In this debut episode Kevin and Michael talk about their background and go over a number of factors that you need to be aware of as you prepare for your financial future.