Are you covered for the possibility of long term care expenses? Many people aren't, but in the event it becomes necessary, the cost can bankrupt anyone who isn't prepared. Today Pat goes over some strategies to help pay for these astronomically high costs for those who might need to find it necessary.

There are risks to retiring which can include longevity, taxes and other factors that you can't always see coming. Today Pat and Jesse take a look at these and discuss how having a solid plan in place can help to deal with them.

Putting a retirement plan together can be like solving a puzzle - put the right pieces together and it fits. In this episode, Pat and Jesse discuss how to find the right pieces for any specific individual or couple, then put them in a plan that will fit the needs of that person or couple for their particular retirement.

We just passed the Independence Day holiday - so why not celebrate your own financial independence? In this episode, Pat and Jesse discuss things people can do to work their way towards a retirement where their financial needs are met at every stage.

Everyone needs a certain amount of retirement income that is guaranteed and protected to cover daily fixed expenses. This could include Social Security and a pension for those who have one. But what about other ways this can be accomplished? Pat and Jesse discuss strategies available for folks who need to cover a potential income gap so they can live the lifestyle they desire.

There are four areas of retirement planning where situations aren't exactly known because they need to take potential future situations into account. These include health care, longevity and taxes. Pat and Jesse take a look at each of these areas and discuss how planning can help provide money for the scenarios that might pop up as retirement goes along.

This is the first podcast with new host Danielle J. Martin. She, along with Pat and Jesse, discuss the four big questions people have about retirement planning - when can they retire, have they saved enough, will their money last, and will loved ones be okay if something happens.

Due to the sunset clause in the Tax Cuts and Jobs Act of 2017, federal tax rates will go up at the end of 2025, even if Congress does nothing. In this episode, Pat and Jesse discuss how tax planning can help you pay less in federal taxes in future years by paying them now at lower rates, potentially saving you thousands of dollars in the long run.