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  • Are You Ready for Tax Season?

    Are You Ready for Tax Season?
    2021/03/20
    During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
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  • Understanding 401(k)s

    Understanding 401(k)s
    2021/03/13
    During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).
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  • Financial Advice for Young Workers

    Financial Advice for Young Workers
    2021/01/16
    During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.
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  • When to Stop Saving for Retirement

    When to Stop Saving for Retirement
    2020/12/05
    During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.
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  • What You Should Know About Life Insurance

    What You Should Know About Life Insurance
    2020/10/31
    During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.
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  • Open Enrollment for Health Insurance

    Open Enrollment for Health Insurance
    2020/10/24
    Now is the time to get a plan in place for your health insurance. It's open enrollment and in this episode we discuss tips and strategies to help make sure all of your healthcare needs are being met and you are able to save as much money as possible.
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  • Critical Social Security Rules

    Critical Social Security Rules
    2020/10/17
    For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.
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  • Get Financially Ready for Fall

    Get Financially Ready for Fall
    2020/10/10
    During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.
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