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Episode | Date |
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Episode 135: "10 Things You Have to Know to Retire!"
|
Dec 25, 2024 |
Episode 134: "How to Create a Retirement Plan"
|
Dec 18, 2024 |
Episode 133: "Retirement Planning & The New Administration – What to Know & How to Prepare "
|
Dec 11, 2024 |
Episode 132: "Revamp Your Retirement in One Year!"
|
Dec 04, 2024 |
Episode 131: "How Do I Know If I Have Enough to Retire?"
|
Nov 27, 2024 |
Episode 130: "Medicare Is As Easy As A, B, C, & D"
|
Nov 20, 2024 |
Episode 129: "Year-End Tax Moves for Retirement"
|
Nov 13, 2024 |
Episode 128: "10 Things Every Person Needs to Know About Retirement"
|
Nov 06, 2024 |
Episode 127: "What To Do With My 401K When I Leave My Job?"
|
Oct 30, 2024 |
Episode 126: "Want to Move Out of California? Here are 5 Costs You Must Consider First!"
|
Oct 22, 2024 |
Episode 125: "3 Biggest Retirement Mistakes You Need to Avoid"
|
Oct 16, 2024 |
Episode 124: "Save for Retirement or Pay Off Debt? Strategic Steps to Take Now"
|
Oct 09, 2024 |
Episode 123: "What Taxes Will I Have to Pay in Retirement"
|
Oct 02, 2024 |
Episode 122: "RMDs - How to Avoid Common RMD Mistakes"
|
Sep 25, 2024 |
Episode 121: "Hidden Retirement Costs That Can Kill Your Retirement"
|
Sep 18, 2024 |
Episode 120: "Claiming Social Security: 3 things to Consider First"
|
Sep 11, 2024 |
Episode 119: "10 Things To Do To Prepare for Retirement During Uncertainty"
|
Sep 04, 2024 |
Episode 118: "Is 65 the Magic Retirement Number? Maybe Not! Consider these Honest Reasons to Retire NOW!"
|
Aug 28, 2024 |
Episode 117: "I'm in My 60's & Got Laid Off. Now What?"
|
Aug 21, 2024 |
Episode 116: "Retiring Out of State? CAUTION! Consider These Costs First!"
|
Aug 14, 2024 |
Episode 115: "Retirement Panic: How to Protect Your Savings When the Market Takes a Dive"
|
Aug 07, 2024 |
Episode 114: "Why Do I Need a Retirement Budget?"
|
Jul 31, 2024 |
Episode 113: "How to Make Your Money Last in Retirement - Part 3"
|
Jul 24, 2024 |
Episode 112: "How to Make Your Money Last in Retirement: Part 2"
|
Jul 17, 2024 |
Episode 111: "Got a Million & Want to Retire in Your 50's? Here's Your Reality Check
|
Jul 10, 2024 |
Episode 110: "Making Your Money Last in Retirement"
|
Jul 03, 2024 |
Episode 109: "Retiring in 5 Years? Do These 5 Things NOW!"
|
Jun 26, 2024 |
Episode 108: "How to NOT Run Out of Money in Retirement"
|
Jun 19, 2024 |
Episode 107: "How to Build Wealth & Retire: Steps to Take at Every Age"
|
Jun 12, 2024 |
Episode 106: "How to Avoid Scams Targeting Seniors"
|
Jun 05, 2024 |
Episode 105: "8 Signs You Are Ready to Retire"
|
May 29, 2024 |
Episode 104: "How to Prepare for Social Security Cuts"
|
May 22, 2024 |
Episode 103: "Essential 2024 Retirement Age Milestones"
|
May 15, 2024 |
Episode 102: "5 Crucial Steps to be Retirement Ready in 5 Years"
|
May 08, 2024 |
Episode 101: "I'm Scared of Running Out of Money in Retirement" Why Today's New Annuities Can Help.
|
May 01, 2024 |
Episode 100: "Laid Off Near Retirement: Do These 5 Things Now to Determine if You Can Retire
|
Apr 24, 2024 |
Episode 99: "Social Security is Broken - Why the Threat is Real & How it Could Affect You & Your Benefits."
|
Apr 17, 2024 |
Episode 98: "Maximize Your 401(k) - 4 Options When You Leave Your Job"
|
Apr 10, 2024 |
Episode 97: "How to Build a Retirement Plan"
|
Apr 03, 2024 |
Episode 96: "When To Start Social Security"
|
Mar 13, 2024 |
Episode 95: How to Develop a Retirement Game Plan
|
Feb 08, 2024 |
Episode 94: "Retirement Taxes 101"
|
Jan 31, 2024 |
Episode 93: Retiring in 5 Years? Do These 5 Things NOW!
|
Jan 25, 2024 |
Episode 92: I'm 55 With a Million - Can I Retire?
|
Jan 17, 2024 |
Episode 91: Don't Let Taxes Knock You Out of Retirement
|
Jan 10, 2024 |
Episode 90: Avoid These Top 3 Mistakes People Make as They Approach Retirement
|
Jan 03, 2024 |
Episode 89: The Impact of Inflation on Retirement
|
Sep 06, 2023 |
Episode 88: Top Retirement Concerns!
|
Aug 30, 2023 |
Episode 87: Will Social Security Run out of Money?!
|
Aug 23, 2023 |
Episode 86: Do I Have Enough Money to Last In Retirement?
|
Aug 16, 2023 |
Episode 85: Will taxes be HIGHER in the future?
|
Aug 09, 2023 |
Episode 84: Understanding medicare!
|
Aug 02, 2023 |
Episode 83: Financial issues facing a surviving spouse!
|
Jul 26, 2023 |
Episode 82: Do YOU need long-term care?
|
Jul 19, 2023 |
Episode 81: How much MONEY do YOU need to save for retirement?
|
Jul 12, 2023 |
Episode 80: Inflation and Your Household Budget!
|
Jul 05, 2023 |
Episode 79: Can I Start a Roth IRA If I Don't Have Any Earned Income?
|
Jun 28, 2023 |
Episode 78: Are You Spending Too Much Money In Retirement!
|
Jun 21, 2023 |
Episode 77: The Importance of RISK in your retirement portfolio!
|
Apr 19, 2023 |
Episode 76: What are ESG funds?
|
Apr 12, 2023 |
Episode 75: Impact of the BANK CRISIS!
|
Apr 05, 2023 |
Episode 74: Fixed Index Annuities. Can you trust what you've heard?
|
Mar 30, 2023 |
Episode 73: Everything you need to know about 401K rollovers
|
Mar 22, 2023 |
Episode 72: How do you make retirement income last?
|
Mar 15, 2023 |
Episode 71: Where should I put my money in retirement?
|
Mar 08, 2023 |
Episode 70: Where to invest in a recession?
|
Mar 02, 2023 |
Episode 69: Where to get income in retirement?
|
Feb 22, 2023 |
Episode 68: Will I run out of money in retirement?
|
Feb 15, 2023 |
Episode 67: What is meant by the Social Security breadwinner provision?
|
Feb 08, 2023 |
Episode 66: How will my social security be taxed?
|
Feb 01, 2023 |
Episode 65: Could Social Security go BROKE?
|
Jan 25, 2023 |
Episode 64: When will my pension impact my social security?
|
Jan 13, 2023 |
Episode 63: What determines my earnings from Social Security?
|
Nov 19, 2022 |
Episode 62: How does drawing social security BEFORE my full retirement age impact my benefits?
|
Nov 15, 2022 |
Episode 61: When should I start taking MY Social Security?
|
Nov 13, 2022 |
Episode 60: What is my FULL social security retirement age?
|
Nov 09, 2022 |
Episode 59: "When Do I Turn On Social Security?" (Episode 8 of 8)
|
Mar 10, 2022 |
Episode 58: "Taxation of Social Security Benefits" (Episode 7 0f 8)
|
Feb 24, 2022 |
Episode 57: "Impact of Government Pensions on Social Security" (Episode 6 of 8)
|
Feb 17, 2022 |
Episode 56: "What is Meant by the Social Security Breadwinner Provision?" (Episode 5 of 8)
|
Feb 10, 2022 |
Episode 55: "How Does the FRA impact Social Security Benefit Amounts?" (Episode 4 of 8)
|
Feb 03, 2022 |
Episode 54: What is Your Full Retirement Age? (FRA) (Part 3 of 8)
|
Jan 27, 2022 |
Episode 53: Social Security Earnings Record (Part 2 of 8)
|
Jan 20, 2022 |
Episode 52: Social Security Series (Part 1 of 8)
|
Jan 13, 2022 |
Episode 51: Put The Big Rocks In First
|
Jan 06, 2022 |
Episode 50: Beware of Cyber Scams
|
Dec 16, 2021 |
Episode 49: End of The Year Financial Checkup
|
Dec 09, 2021 |
Episode 48: Social Security Changes And Reminders
|
Dec 02, 2021 |
Episode 47: Crazy Things I Hear!
|
Nov 25, 2021 |
Episode 46: Get A Job!
|
Nov 18, 2021 |
Episode 45: Introduction to Annuities (Part 5)
|
Nov 11, 2021 |
Episode 44: Introduction to Annuities (Part 4)
|
Nov 04, 2021 |
Episode 43: Introduction to Annuities (Part 3)
|
Oct 28, 2021 |
Episode 42: Introduction to Annuities (Part 2)
|
Oct 21, 2021 |
Episode 41: Introduction to Annuities (Part 1)
|
Oct 14, 2021 |
Episode 40: Tips on Social Security Claiming
|
Oct 07, 2021 |
Episode 39: The Difference in Passive and Active Investments
|
Sep 30, 2021 |
Episode 38: Stages and Risk
|
Sep 23, 2021 |
Episode 37: The A,B,Cs and Ds of Medicare
|
Sep 16, 2021 |
Episode 36: The Potholes of Retirement (Part 7)
|
Sep 09, 2021 |
Episode 35: The Potholes of Retirement (Part 6)
|
Sep 02, 2021 |
Episode 34: The Potholes of Retirement (Part 5)
|
Aug 26, 2021 |
Episode 33: The Potholes of Retirement (Part 4)
|
Aug 19, 2021 |
Episode 32: The Potholes of Retirement (Part 3)
|
Aug 12, 2021 |
Episode 31: The Potholes of Retirement
|
Aug 05, 2021 |
Episode 30: The Potholes of Retirement (Part 1)
|
Jul 29, 2021 |
Episode 29: Questions From Our Client Meetings
|
Jul 22, 2021 |
Episode 28: Leaving Your Legacy The Right Way To The Right People
|
Jul 15, 2021 |
Episode 27: "Don't Let The Door (Health Care Costs) Hit You On Your Way Out"
|
Jul 08, 2021 |
Episode 26: The Tax Man's Hand Is In Your Retirement Pocket
|
Jul 01, 2021 |
Episode 25: This Is Not Your FATHER'S OLDSMOBILE
|
Jun 24, 2021 |
Episode 24: INFLATION Is The Silent Killer Of Retirement Planning!
|
Jun 17, 2021 |
Episode 23: The Foundation of Income (Part 2)
|
Jun 10, 2021 |
Episode 22: The Foundation of Income (Part 1)
|
Jun 03, 2021 |
Episode 21: 10 Things Retirees Often Get Wrong About Taxes (Part 4)
|
May 27, 2021 |
Episode 20: 10 Things Retirees Often Get Wrong About Taxes (Part 3)
|
May 20, 2021 |
Episode 19: 10 Things Retirees Often Get Wrong About Taxes (Part 2)
|
May 13, 2021 |
Episode 18: 10 Things Retirees Often Get Wrong About Taxes (Part 1)
|
May 06, 2021 |
Episode 17: 3 Basic Strategies to Develop Retirement Income
|
Apr 29, 2021 |
Episode 16: 10 Good Things That Have Come Out of the Pandemic!
|
Apr 22, 2021 |
Episode 15: PENSIONS - Take or Rollover
|
Apr 15, 2021 |
Episode 14: The Gift of Estate Planning
|
Apr 08, 2021 |
Episode 13: Social Security Strategies You Might Not Know About
|
Apr 01, 2021 |
Episode 12: How 10 Types of Retirement Income Gets Taxed
|
Mar 25, 2021 |
Episode 11: Understanding Market Corrections
|
Mar 18, 2021 |
Episode 10: What Happens When Two Become One (Part 2)
|
Mar 11, 2021 |