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  • Finish 2025 Strongly

    Finish 2025 Strongly
    2025/07/27
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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  • More on Your 401(k)

    More on Your 401(k)
    2025/07/20
    This episode dives deep into maximizing your employer-sponsored plan, offering practical strategies to grow your nest egg. Learn how to navigate investment options, understand fees, and make informed decisions for a secure financial future.
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  • Add Fuel to Your 401(k) Balance

    Add Fuel to Your 401(k) Balance
    2025/07/13
    During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.
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  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    2025/07/06
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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  • Digital Armor: Cybersecurity in Everyday Life

    Digital Armor: Cybersecurity in Everyday Life
    2025/06/29
    We'll explore how common online activities, from banking to shopping, can expose your finances to cyber threats and what proactive steps you can take to protect your assets. Tune in to learn practical strategies for building a robust digital defense around your money in an increasingly connected world.
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  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    2025/06/15
    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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  • Recession Fears are Easing

    Recession Fears are Easing
    2025/06/08
    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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  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    2025/06/01
    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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