Episodios

  • The Great Wealth Transfer and You

    The Great Wealth Transfer and You
    Oct 19 2025
    During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
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  • What the Fed’s Rate Cut Means For You

    What the Fed’s Rate Cut Means For You
    Oct 5 2025
    During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.
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  • Managing Financial Risk During a Market Downturn

    Managing Financial Risk During a Market Downturn
    Sep 28 2025
    During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.
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  • Social Security: Preparing for the Unknown

    Social Security: Preparing for the Unknown
    Sep 21 2025
    During this show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.
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  • How to Protect Your 401(k)

    How to Protect Your 401(k)
    Sep 14 2025
    During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 7 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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  • How to Truly Enjoy Your Retirement

    How to Truly Enjoy Your Retirement
    Aug 31 2025
    During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.
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  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Aug 24 2025
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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