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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/04/27
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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    1分未満
  • How Important Is Diversification?

    How Important Is Diversification?
    2025/04/20
    In this episode we talk about how important asset allocation, balance and diversification is when it comes to investing and saving for retirement.
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  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    2025/04/13
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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  • Misconceptions About Medicare with Cheryl Vandiver

    Misconceptions About Medicare with Cheryl Vandiver
    2025/04/06
    In this episode we welcome Medicare specialist Cheryl Vandiver to talk about misconceptions many people have regarding Medicare and tips and strategies to help maximize your coverage and minimize your cost.
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  • How much retirement income do you need?

    How much retirement income do you need?
    2025/03/30
    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.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    2025/03/23
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • You Already Have a Budget Part 2

    You Already Have a Budget Part 2
    2025/03/16
    Don't let your money control you. Take control of your money and make it work for you. In this episode we talk about key ways to accomplish this.
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  • You Already Have a Budget! w/ Cheryl Vandiver

    You Already Have a Budget! w/ Cheryl Vandiver
    2025/03/09
    Some people think "budget" is a dirty word, or they dread coming up with one. Surprise! You already have a budget! If you don't control your budget, life and society will. In this episode we talk about why taking control of finances is so important and strategies to make it happen.
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    1分未満