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  • Finish 2025 Strongly

    Finish 2025 Strongly
    2025/09/13
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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  • Beneficiary 101

    Beneficiary 101
    2025/08/30
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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  • Social Security and the Big Beautiful Bill

    Social Security and the Big Beautiful Bill
    2025/08/16
    During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.
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  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    2025/08/09
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
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  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    2025/07/19
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
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  • Elder Abuse and Scams Part 2

    Elder Abuse and Scams Part 2
    2025/06/28
    There are so many scams and so much fraud, and they especially target seniors. So in this episode we talk about some of the most common scams and how to avoid them.
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  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    2025/06/21
    During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.
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  • The 2025 Medicare Picture

    The 2025 Medicare Picture
    2025/06/14
    During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!
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