Wisdom on Wednesdays

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'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 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 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'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 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 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 chat about the signs that help you how to know if you're ready for retirement.

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.

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 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'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 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.

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.

In this episode Steve welcomes his wife Kathleen Wright to talk about the end of the year and a new beginning!

In this episode Steve welcomes his wife Kathleen Wright to talk about the end of the year and a new beginning!

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.

In this episode Steve welcomes a very special guest, his wife, Kathleen Wright! Kathleen has worked for the Greene County Convention & Visitors Bureau for almost 25 years. She talks about working on planning for the major events in the county and promoting tourism. It's a great look at what our area has to offer!

In this episode Steve welcomes a very special guest, his wife, Kathleen Wright! Kathleen has worked for the Greene County Convention & Visitors Bureau for almost 25 years. She talks about working on planning for the major events in the county and promoting tourism. It's a great look at what our area has to offer!

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.

In this episode, we'll delve into the crucial financial steps you should take at two significant life stages: 50 and 65. We'll discuss strategies for maximizing retirement savings, minimizing taxes, and ensuring a secure financial future. Whether you're nearing retirement or already there, this episode will provide valuable insights to help you navigate your financial journey with confidence.

In this episode, we'll delve into the crucial financial steps you should take at two significant life stages: 50 and 65. We'll discuss strategies for maximizing retirement savings, minimizing taxes, and ensuring a secure financial future. Whether you're nearing retirement or already there, this episode will provide valuable insights to help you navigate your financial journey with confidence.

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.

Retirement can bring lower income, but it doesn't always mean lower taxes. This episode explores strategies to minimize your tax burden in retirement, including tax-efficient investing, Roth conversions, and understanding Social Security claiming strategies. We'll also discuss how to work with a financial advisor to create a comprehensive tax plan for your golden years.

Retirement can bring lower income, but it doesn't always mean lower taxes. This episode explores strategies to minimize your tax burden in retirement, including tax-efficient investing, Roth conversions, and understanding Social Security claiming strategies. We'll also discuss how to work with a financial advisor to create a comprehensive tax plan for your golden years.

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.

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.

During this show, we'll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we'll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

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.

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.