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  • The New Budget Bill and You

    The New Budget Bill and You
    2025/09/06
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    2025/08/23
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    2025/07/12
    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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  • Finish 2025 Strongly

    Finish 2025 Strongly
    2025/07/05
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/06/28
    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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  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    2025/06/21
    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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  • Recession Fears are Easing

    Recession Fears are Easing
    2025/06/14
    On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    2025/06/07
    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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