『Financially Speaking』のカバーアート

Financially Speaking

Financially Speaking

著者： Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. 経済学
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  • Think You're Behind on Retirement Savings? Here's what to do!

    Think You're Behind on Retirement Savings? Here's what to do!
    2026/09/06
    Feeling behind on retirement savings does not mean we are out of options or need to panic over standard benchmark numbers. In this episode, we walk through practical strategies to help make up ground, including assessing our actual financial standing and maximizing employer-sponsored retirement plans. We also discuss how minor changes to our savings rates, catch-up contributions, and adjusting our timeline can significantly strengthen our retirement outlook.
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  • Should You Pay Off Your Mortgage Before Retirement?

    Should You Pay Off Your Mortgage Before Retirement?
    2026/08/30
    Eliminating your mortgage before retirement offers undeniable peace of mind, but is paying off your home early always the smartest financial move? In this episode, we unpack how current interest rates, remaining loan balances, and lost investment potential impact your overall strategy. Plus, we highlight the severe tax pitfalls of pulling funds from retirement accounts to clear debt so you can choose the best path forward.
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  • Your September Financial Checkup: 6 Things to Review Before Year-End

    Your September Financial Checkup: 6 Things to Review Before Year-End
    2026/08/23
    In this episode, we highlight why September is the ideal time to conduct a comprehensive checkup on your finances. We walk through six key areas to re-evaluate before year-end, including tax withholdings, tax-loss harvesting, and employer benefit selections like HSAs and FSAs. Our discussion offers practical strategies to help listeners avoid unexpected financial surprises and optimize their position heading into the new year.
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