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  • Here We Go Again! Open Enrollment for MNsure

    Here We Go Again! Open Enrollment for MNsure
    2026/10/31
    MNsure open enrollment is here again, bringing rising health insurance premiums, changing coverage options, and important deadlines for Minnesotans under age 65. We break down what you need to know about enrollment periods, qualifying life events, premium tax credits, and changes to insurance carriers and provider networks for 2027. We also discuss how to compare plans, navigate MNsure's redesigned website, and take advantage of free assistance from a certified broker to find coverage that fits your needs and budget.
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  • Retirement Campfire Tales and How to Plan for Them

    Retirement Campfire Tales and How to Plan for Them
    2026/10/24
    During this Halloween episode, we'll share a few retirement campfire stories about Social Security, healthcare expenses and the cost of long-term care.
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  • Understanding Qualified Distributions

    Understanding Qualified Distributions
    2026/10/17
    Understanding how your retirement savings are taxed is an important part of building a successful financial strategy. We explain the differences between qualified and non-qualified money, the importance of properly handling 401(k) rollovers, and how required minimum distributions can affect your retirement income. We also explore tax-efficient withdrawal strategies, Roth conversions, and qualified charitable distributions that may help reduce your tax burden while supporting your long-term financial goals.
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  • The Pains of 2027 Medicare

    The Pains of 2027 Medicare
    2026/10/10
    Medicare costs and coverage can change significantly from year to year, making the upcoming open enrollment period especially important for anyone on Medicare. We break down the key differences between Medicare Supplement, Medicare Advantage, and Medicare Cost plans, along with what to watch for in premiums, provider networks, prescription drug coverage, and out-of-pocket limits. We also explain why reviewing your plan every year—and verifying that your doctors and medications are covered—can help you avoid costly surprises in 2027.
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  • Keep Your Medicare Local

    Keep Your Medicare Local
    2026/10/03
    In this episode, we dive into the recent chaotic changes to Medicare Advantage plans, including plan cancellations and the aggressive influx of out-of-state call center pitches. We discuss the hidden risks of signing up through national call centers and how these high-pressure reps often overlook whether your local doctors and medications are actually covered. Finally, we explain why working with a local, licensed Medicare specialist provides personalized guidance, accountability, and ongoing support at no cost to you.
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  • Beyond the Numbers: Overcoming Financial Fear and Creating True Wealth

    Beyond the Numbers: Overcoming Financial Fear and Creating True Wealth
    2026/09/26
    We sit down with financial educator and author Renee Bryan to discuss her new book, The Morality of Money, and explore how our deepest values and fears shape our financial lives. In this conversation, we look past traditional to-do lists to focus on the power of compounding interest, the true purpose of emergency funds, and the game-changing practice of paying yourself first. Join us as we share practical, heartwarming insights on how to move from fear-based decisions to intentional spending that brings genuine joy and long-term security.
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  • Unlocking Financial Peace Beyond the Numbers

    Unlocking Financial Peace Beyond the Numbers
    2026/09/19
    We explore how your financial decisions are deeply connected to fear, values, and personal priorities rather than just spreadsheets and figures. Special guest and industry educator Renee Bryan shares her raw personal journey, revealing how financial upheaval helped her reshape her definition of true success. We break down her practical, step-by-step framework to help you navigate life's unexpected challenges with resilience and make intentional, fear-free money decisions.
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  • The New Face of Deception

    The New Face of Deception
    2026/09/12
    In this episode, we pull back the curtain on AI-assisted fraud to break down the psychological tactics behind deepfakes, voice cloning, and sophisticated email phishing. We share personal experiences and real-world examples, from emergency family impersonation calls to multi-million-dollar corporate deepfake scams, to expose how convincing these modern schemes have become. Finally, we provide actionable defensive strategies—such as establishing family passwords and using out-of-band verification—so you can protect your hard-earned money and keep your loved ones safe.
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