Mind The Gap
Do you have gaps in your retirement or retirement plans? On this week's episode we delve into this subject and look at a number of “Gaps” that often occur in retirement or when planning for retirement...
5 Marras 202120min
Secure Act 2.0
The passage of the Secure Act impacted everyone with retirement accounts. There is talk of “Secure Act 2.0” in Congress which could have additional wide ranging impacts to those with retirement accoun...
29 Loka 202116min
Put It Off?
Does it ever make sense to put things off? This week we discuss a variety of financial topics and the timing around those decisions. As you listen in, you may find yourself reevaluating your own situa...
22 Loka 202119min
Red Flags
Are there any “Red Flags” in your financial life or your retirement plan? In this week's episode we explore this question and discuss several possible “Red Flags” and possible strategies to consider. ...
15 Loka 202116min
Revisiting The Financial Doctor
How are you feeling regarding you financial life? This week we revisit the conversation around financial health. Listen in as we discuss possible “prescriptions” or strategies that could enhance finan...
8 Loka 202120min
Age & Wisdom
They say that “Age Is The Price Of Wisdom”. This week our conversation revolves around how age and wisdom come into play when making financial or retirement plans. As you listen in you may reflect on ...
30 Syys 202117min
Customization Is King
Let's face it . . . it's nice to “Have It Your Way”! In this week's podcast we discuss ways to customize retirement. When to retire? When to take Social Security? What about Medicare? How are you plan...
23 Syys 202123min
Where Did You Get Your Financial Knowledge?
There's certainly not a lack of financial information in today's world! Ways to acquire financial knowledge include any number of learning experiences. This week we delve into this topic and look to h...
16 Syys 202116min
