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. Please refrain from posting reviews of your experience as this may be considered testimonials and are prohibited by the Securities and Exchange Commission (SEC). "Likes" should not be considered a positive reflection of the investment advisory services offered by Gradient Securities, LLC (“GS”) and/or their registered representatives.
On this episode, we'll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
During this show, we'll look at some steps you can take if you're suddenly laid off from your job within five years of your preferred retirement date.
During this episode, we're going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
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 show, we'll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
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 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'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 episode, we'll highlight the Social Security Fairness Act and some of the program's foundational elements.
During this episode, we'll highlight the Social Security Fairness Act and some of the program's foundational elements.
On this episode, we discuss the key elements of a 10-year retirement checklist.
On this episode, we discuss the key elements of a 10-year retirement checklist.
During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.
During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.
In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
During this episode, we'll highlight some of the most frequently overlooked financial steps.
During this episode, we'll highlight some of the most frequently overlooked financial steps.
During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.
During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.
During this show, we're going to discuss what you can do to get yourself out of debt.
During this show, we're going to discuss what you can do to get yourself out of debt.
During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.
During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.
During this episode, we'll discuss common retirement expenses that many people don't prepare for. We'll also discuss wealth plans.
During this episode, we'll discuss common retirement expenses that many people don't prepare for. We'll also discuss wealth plans.
In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.
In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.
During this show, we'll highlight creating a retirement plan that balances finances and fulfillment.
During this show, we'll highlight creating a retirement plan that balances finances and fulfillment.
During this episode, we'll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
During this episode, we'll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.
On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.
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.
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 look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.
On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.
During today's show, we'll discuss Medicare's 2025 cost increases and more!
During today's show, we'll discuss Medicare's 2025 cost increases and more!
During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.
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 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.
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.
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