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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/04/26
    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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  • Tips for your portfolio during times of market volatility and 401k/employer plan insights.

    Tips for your portfolio during times of market volatility and 401k/employer plan insights.
    2025/04/22
    April 22, 2025 - Tips for your portfolio during times of market volatility and 401k/employer plan insights.
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  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    2025/04/19
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    2025/04/12
    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).
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  • Are Annuities Right for You?

    Are Annuities Right for You?
    2025/03/29
    In this episode, we demystify annuities, exploring their various types and how they function within a retirement plan. We weigh the pros and cons, discussing potential tax implications and the importance of understanding fees before committing. Finally, we help you determine if an annuity aligns with your financial goals and risk tolerance, providing actionable insights for informed decision-making.
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  • March 27, 2025 - Is bigger really better?

    March 27, 2025 - Is bigger really better?
    2025/03/27
    Does size matter when choosing a financial advisor/advisory firm? Things to consider when choosing between a large firm or a smaller firm, and how to determine which is right for you. We also touch on the myths of annuities to clear some of the misunderstandings and how to protect your retirement income.
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  • The Social Security Fairness Act: What It Means for Retirees

    The Social Security Fairness Act: What It Means for Retirees
    2025/03/16
    In this episode, we break down the Social Security Fairness Act and its potential impact on retirees affected by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). Many individuals have seen their Social Security benefits reduced or eliminated due to these policies, but proposed changes could offer much-needed relief. We discuss who stands to benefit, the broader implications for retirement planning, and what financial advisors need to know to guide their clients effectively. Don’t miss this important conversation on a critical issue affecting many retirees.
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  • More Things To Do Before Retirement

    More Things To Do Before Retirement
    2025/03/15
    Think you've done all you need to prepare for retirement? Think again! This week, we uncover some often-overlooked but crucial steps to take before hanging up your hat. From optimizing your Social Security strategy to considering long-term care, we'll ensure you're truly ready for the next chapter.
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