エピソード

  • 401(k) Mistakes

    401(k) Mistakes
    2025/04/19
    This episode is all about 401(k)s—specifically, the common mistakes we see people make with them all the time. We’re breaking down eight big ones, and even if you only catch one that applies to you, it could save you thousands—or even tens of thousands—over the long run.
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  • Annuity Myths

    Annuity Myths
    2025/04/12
    Annuities are one of the most misunderstood financial tools, but can play an important part of your financial plan…IF you know what to look for, what to avoid and how they work. In this episode, we are sharing the top 3 reasons why someone would use an annuity, the pros and cons and what to avoid if you are considering one.
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  • 6 Threats to Your Nest Egg

    6 Threats to Your Nest Egg
    2025/04/05
    Join us for this episode as we discuss the 6 big threats to your Nest Egg and what action items you should be taking now to protect yourself.
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  • Tariff Talks: What is the Potential Impact?

    Tariff Talks: What is the Potential Impact?
    2025/03/05
    Join us for this episode as we break down tariffs, their economic ripple effects and what it may mean for your wallet.
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  • Social Security Changes for 2025

    Social Security Changes for 2025
    2025/02/04
    Big changes are coming to Social Security in 2025, especially for teachers, police officers, and other public workers. The repeal of WEP and GPO means millions could see bigger benefits—but what does that really mean for you? We break it all down in simple terms, from who’s getting more money to when you can expect the changes to kick in. Don’t miss this episode if you want to know how these updates could impact your retirement!
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  • Elephant In The Room

    Elephant In The Room
    2025/01/23
    Join us to explore how your financial advisor plays a crucial role in helping you navigate the challenges of cognitive and physical decline as we age. We are diving into how to handle situations to avoid worst case scenarios and ensure financial security while maintaining dignity and independence.
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  • New Year, New Money Goals

    New Year, New Money Goals
    2025/01/14
    The start of a new year is the perfect time to set fresh financial goals. In this episode, we discuss strategies for setting and achieving your money objectives for the year ahead.
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  • Changing jobs and Your 401k: What you Need to Know

    Changing jobs and Your 401k: What you Need to Know
    2025/01/08
    This episode breaks down the 401(k) rollover process, highlighting the benefits, potential risks, and steps to take for a smooth transition. Tune in to gain expert tips and insights to maximize your retirement savings and make confident financial decisions.
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