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 a significant difference.
In this episode Bill welcomes back to the show his Dad, Bill Sr. They talk about his transition to retirement, and the importance of a plan, purpose, and social interaction in retirement.
Bill welcomes Gradient Investments senior portfolio manager Keith Gangl. Keith breaks down the latest inflation data and what it means for your investment strategy. He offers his expert analysis on the recent market volatility, highlighting potential opportunities and pitfalls for long-term investors. Finally, Keith shares key insights on sector rotation and how to position your portfolio for the remainder of the year.
In this episode we talk about the moms and how important they are for all of us. We also discuss financial planning.
In this episode Bill talks about ways to deal with market volatility, the future and the Pope.
In this episode we go over the questions that investors need to be asking right now, and about how the promise of free legal work isn't all it's cracked up to be.
In this episode Bill talks about taxes, the markets and the importance of treating others with kindness.
We discuss the latest on the tariffs, the markets, and the importance of a plan.
We discuss the latest on the tariffs, the markets, and the importance of a plan.
In this episode, we look beyond the balance sheet to explore the true meaning of wealth. We unpack the often-overlooked components of a rich life, challenging conventional notions.
In this episode, we look beyond the balance sheet to explore the true meaning of wealth. We unpack the often-overlooked components of a rich life, challenging conventional notions.
Bill welcomes special guests Mike Binger and Jon VanOrden from Gradient Investments to talk about what is happening with the market and where we might be headed.
Bill welcomes special guests Mike Binger and Jon VanOrden from Gradient Investments to talk about what is happening with the market and where we might be headed.
This week, we welcome Medicare specialist Brenda Dinan to talk about Medicare changes, planning, strategies and more. Bill also addresses the current market volatility.
This week, we welcome Medicare specialist Brenda Dinan to talk about Medicare changes, planning, strategies and more. Bill also addresses the current market volatility.
In this episode, we dissect the recent market volatility as well as your taxes. We offer strategies to navigate the uncertainty. Tune in to learn practical steps for staying calm and making informed financial choices amidst market fluctuations.
In this episode, we dissect the recent market volatility as well as your taxes. We offer strategies to navigate the uncertainty. Tune in to learn practical steps for staying calm and making informed financial choices amidst market fluctuations.
In this episode, guest host Andrew Galvin talks about the Society of Financial Awareness and what it means to be financially aware.
In this episode, guest host Andrew Galvin talks about the Society of Financial Awareness and what it means to be financially aware.
This week Bill welcomes Jake Blach to discuss real-world financial knowledge you won't learn in a classroom.
This week Bill welcomes Jake Blach to discuss real-world financial knowledge you won't learn in a classroom.
Ever wonder where your paycheck disappears to? This week, we're diving deep into budgeting strategies and expense tracking to help you pinpoint exactly where your money is going. Learn how to identify spending leaks and create a plan to take control of your finances.
Ever wonder where your paycheck disappears to? This week, we're diving deep into budgeting strategies and expense tracking to help you pinpoint exactly where your money is going. Learn how to identify spending leaks and create a plan to take control of your finances.
In this episode Bill welcomes former Husker football player, Monte Kratzenstein, to talk about the Nebraska Greats organization and how they are helping college athletes in Nebraska.
In this episode Bill welcomes former Husker football player, Monte Kratzenstein, to talk about the Nebraska Greats organization and how they are helping college athletes in Nebraska.
Navigating retirement income can be tricky, especially when it involves government programs. This week, we break down the Social Security Fairness Act and how it might affect your benefits, particularly if you've worked in the public sector. We'll also cover the essentials of Medicare open enrollment, ensuring you understand the process and avoid any costly mistakes.
Navigating retirement income can be tricky, especially when it involves government programs. This week, we break down the Social Security Fairness Act and how it might affect your benefits, particularly if you've worked in the public sector. We'll also cover the essentials of Medicare open enrollment, ensuring you understand the process and avoid any costly mistakes.
In this episode, we delve into the fascinating intersection of artificial intelligence, human interaction, and the crucial role of high-quality data in shaping the future of finance. We'll explore how AI is transforming financial services, discuss the importance of maintaining human connection in a data-driven world, and examine the critical need for accurate and unbiased data to ensure responsible and ethical AI implementation.
In this episode, we delve into the fascinating intersection of artificial intelligence, human interaction, and the crucial role of high-quality data in shaping the future of finance. We'll explore how AI is transforming financial services, discuss the importance of maintaining human connection in a data-driven world, and examine the critical need for accurate and unbiased data to ensure responsible and ethical AI implementation.
In this very special crossover episode, Bill welcomes special guest and financial advisor, Rob Kirvan. They dive deep into the political landscape and its potential impact on your finances in 2025. We'll discuss key tax policies that may change, analyze potential economic shifts, and explore investment strategies to navigate the evolving financial environment. Join us as we look at what to expect in 2025.
In this very special crossover episode, Bill welcomes special guest and financial advisor, Rob Kirvan. They dive deep into the political landscape and its potential impact on your finances in 2025. We'll discuss key tax policies that may change, analyze potential economic shifts, and explore investment strategies to navigate the evolving financial environment. Join us as we look at what to expect in 2025.
In this episode Bill talks about the importance of your financial plan, taxes and more.
In this episode Bill talks about the importance of your financial plan, taxes and more.
In this episode we welcome in the new year with goals for your financial and retirement planning.
In this episode we welcome in the new year with goals for your financial and retirement planning.
A tax-advantaged retirement plan can make a significant difference in preserving wealth and maximizing income. This episode dives into the benefits of tax-efficient strategies, exploring tools like Roth IRAs, HSAs, and life insurance to optimize retirement outcomes. Learn how to craft plans that minimize tax burdens and support long-term financial security.
A tax-advantaged retirement plan can make a significant difference in preserving wealth and maximizing income. This episode dives into the benefits of tax-efficient strategies, exploring tools like Roth IRAs, HSAs, and life insurance to optimize retirement outcomes. Learn how to craft plans that minimize tax burdens and support long-term financial security.
In this episode Bill welcomes his better half, Danielle to discuss the current real estate market, interest rates and property taxes.
In this episode Bill welcomes his better half, Danielle to discuss the current real estate market, interest rates and property taxes.
In this episode Bill and Andrew talk about how important it is to make the right choices and how they can help you make the right financial choices.
In this episode Bill and Andrew talk about how important it is to make the right choices and how they can help you make the right financial choices.
Retirement planning often overlooks the significant healthcare costs that can arise in later years. In this episode, we'll discuss strategies to estimate future healthcare expenses, Medicare, supplemental and advantage plans, as well as provide tips on how to protect your assets from potential long-term care costs. Join us as we delve into the crucial steps to secure your financial future and ensure peace of mind for your golden years.
Retirement planning often overlooks the significant healthcare costs that can arise in later years. In this episode, we'll discuss strategies to estimate future healthcare expenses, Medicare, supplemental and advantage plans, as well as provide tips on how to protect your assets from potential long-term care costs. Join us as we delve into the crucial steps to secure your financial future and ensure peace of mind for your golden years.
In this very special episode Bill welcomes his kids to the show. Michaela, Grace and Brayden talk about their plans for the future and Bill explains the importance for planning a financial future for you and your children.
In this very special episode Bill welcomes his kids to the show. Michaela, Grace and Brayden talk about their plans for the future and Bill explains the importance for planning a financial future for you and your children.
In this episode, we delve into the fundamental concept of risk and reward in investing. We'll explore how to assess risk tolerance, discuss strategies for managing risk, and examine the importance of diversification.
In this episode, we delve into the fundamental concept of risk and reward in investing. We'll explore how to assess risk tolerance, discuss strategies for managing risk, and examine the importance of diversification.
In this episode, we'll break down the latest Medicare changes that could impact your retirement plans. From new premium costs to expanded coverage options, we'll help you understand how these changes might affect your finances. We'll also discuss strategies to maximize your Medicare benefits and minimize out-of-pocket expenses.
In this episode, we'll break down the latest Medicare changes that could impact your retirement plans. From new premium costs to expanded coverage options, we'll help you understand how these changes might affect your finances. We'll also discuss strategies to maximize your Medicare benefits and minimize out-of-pocket expenses.
Bill welcomes very special guest Michael Binger, president of Gradient Investments. We discuss the Trump win and what is up with the markets... The markets!
Bill welcomes very special guest Michael Binger, president of Gradient Investments. We discuss the Trump win and what is up with the markets... The markets!
In this episode, Bill talks about risk tolerance. We'll discuss how to assess your personal risk profile and explore the potential rewards and drawbacks of increasing your investment risk. Join us as we break down the factors to consider before making bold financial moves.
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