Episodios

  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Jul 6 2025
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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  • Digital Armor: Cybersecurity in Everyday Life

    Digital Armor: Cybersecurity in Everyday Life
    Jun 29 2025
    We'll explore how common online activities, from banking to shopping, can expose your finances to cyber threats and what proactive steps you can take to protect your assets. Tune in to learn practical strategies for building a robust digital defense around your money in an increasingly connected world.
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  • Mitigating Longevity Risk

    Mitigating Longevity Risk
    Jun 15 2025
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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  • Recession Fears are Easing

    Recession Fears are Easing
    Jun 8 2025
    On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    Jun 1 2025
    During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.
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  • Retirement for a New Generation

    Retirement for a New Generation
    May 25 2025
    During this show, we’re going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.
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  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    May 18 2025
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
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  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    May 11 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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