エピソード

  • Federal Job Insecurity

    Federal Job Insecurity
    2025/04/19
    This episode addresses the growing concerns around federal job insecurity in the current climate. We analyze the factors contributing to this anxiety, including recent workforce reductions, policy changes and proposed budget cuts across federal agencies. Our discussion explores the potential impact on federal employees and offers insights into navigating this period of uncertainty.
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  • Markets and Tariffs and Interest Rates Oh My!

    Markets and Tariffs and Interest Rates Oh My!
    2025/04/12
    This episode navigates the complex interplay of new tariffs, fluctuating market volatility, and the Federal Reserve's stance on interest rates, exclaiming "Oh My!" as we uncover the potential impacts on your investments. Our experts break down how these three powerful forces are currently shaping the financial landscape and what strategies investors should consider in response to this dynamic environment. Tune in to understand the risks and opportunities arising from tariffs, market swings, and the future direction of interest rates.
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  • The Do's and Don'ts of Choosing a Financial Advisor

    The Do's and Don'ts of Choosing a Financial Advisor
    2025/03/29
    Navigating the world of financial advisors can be daunting. This episode breaks down the critical "do's and don'ts" to ensure you select a professional who aligns with your financial goals and values. We'll cover everything from fee structures and certifications to red flags and essential questions to ask, empowering you to make an informed decision.
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  • Do You Need to Stabilize Your Retirement?

    Do You Need to Stabilize Your Retirement?
    2025/03/22
    In this episode, we dive into the crucial steps for stabilizing your retirement portfolio amidst market volatility. We'll explore strategies for rebalancing, diversification, and income planning to ensure your long-term financial security. Finally, we'll discuss how to navigate potential risks and make informed decisions to protect your retirement nest egg.
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  • Buckle Up Buttercup!

    Buckle Up Buttercup!
    2025/03/15
    Market volatility can be unsettling, but it doesn't have to derail your financial goals. Join us as we explore practical steps to manage your emotions and make informed decisions during uncertain times. We'll provide insights and tools to help you stay calm and confident.
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  • Market Update and the Federal Employee Fiasco

    Market Update and the Federal Employee Fiasco
    2025/03/08
    In this episode, we dissect the latest market fluctuations, analyzing key indicators and potential future trends. Then, we delve into the brewing "Federal Employee Fiasco," examining the impact of recent policy changes on retirement plans and financial security. Finally, we offer actionable advice for both investors and federal employees navigating these turbulent economic times.
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  • Spring Cleaning Your Finances

    Spring Cleaning Your Finances
    2025/03/01
    In this episode, we explore the importance of financial spring cleaning—clearing out the clutter and setting up a stronger foundation for the rest of the year. From reviewing budgets and expenses to optimizing investments and tax strategies, we cover practical steps to refresh and realign financial goals. Learn how to identify inefficiencies, adjust for changing market conditions, and ensure your financial plan is working at its best. Whether it’s refining client portfolios or tackling long-overdue financial tasks, this episode will help you and your clients start the season with a clean slate.
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  • Challenges Women Face Saving for Retirement

    Challenges Women Face Saving for Retirement
    2025/02/22
    Women face unique challenges when it comes to saving for retirement, from the gender pay gap to career interruptions for caregiving. This episode explores these obstacles and offers strategies for women to overcome them and secure their financial future. We'll discuss practical tips for budgeting, investing, and maximizing retirement savings.
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