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  • Financial Planning Month

    Financial Planning Month
    2025/10/26
    October is, among other things, Financial Planning Month, and Mindy and Nolan take a look at how planning for retirement can help folks to enjoy their post-working years, especially with retirements lasting as long as forty years or more. Later in the show, Nolan addresses how to optimize retirement income, especially when it comes to taking Social Security benefits to get the most out of the program.
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    40 分
  • Questions and Taxes

    Questions and Taxes
    2025/10/19
    Mindy and Nolan begin by answering some listener questions on various topics, then discuss how to preserve your retirement savings from Uncle Sam with tax planning strategies that could save you big.
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    38 分
  • Medicare Open Enrollment - October 12, 2025

    Medicare Open Enrollment - October 12, 2025
    2025/10/12
    Medicare Open Enrollment begins Wednesday, and Mindy is all set with the latest developments and changes to plans in the Michigan area, and what you need to know if you need to make changes during this period. She and Nolan also address Roth conversions, which also need to be made by the end of the year to take advantage of tax planning opportunities for 2025.
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    41 分
  • Revisiting Things to Avoid and Questions

    Revisiting Things to Avoid and Questions
    2025/10/05
    Mindy and Nolan take a look back at some of the top things to avoid in retirement, then answer four key questions about retirement, which include saving enough, will the money last and more.
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    38 分
  • Top 5 Signs You Need A New Advisor

    Top 5 Signs You Need A New Advisor
    2025/09/28
    The advisor who helped you grow your wealth may not be the right one to help in the distribution phase when it comes to turning that money into retirement income. Mindy and Nolan discuss how to determine the right advisor to help in this process.
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    40 分
  • Tax Opportunities and Social Security

    Tax Opportunities and Social Security
    2025/09/21
    Mindy and Nolan discuss new oppotunities for tax savings under the new One Big Beautiful Bill Act passed in July. They also revisit how to make the most from Social Security, and dive into their tool kit which can be yours for texting READY to (989) 656-8885.
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    39 分
  • The Longevity Challenge

    The Longevity Challenge
    2025/09/14
    People are living much longer than previous generations, which creates challenges for retirement planning, especially when many traditional methods didn't take longevity into account. Mindy and Nolan discuss how things have changed and how today's strategies can be a game changer for today's retirees.
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    41 分
  • Revisiting Savvy Strategies and Retirement Spending

    Revisiting Savvy Strategies and Retirement Spending
    2025/09/07
    Mindy and Nolan take a look at a couple of subjects from recent programs - strategies to help retirees lower their tax bill to Uncle Sam as well as spending realities in retirement and how to provide the money needed to provide what you need for those levels. Mindy also goes over some upcoming events hosted by McIntosh and Associates on a variety of subjects.
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    39 分