• Make Your Money Work for You
    Aug 29 2024

    It's not what you make, it's what you keep that counts, and in retirement that is even more true. In this episode, Jesse and Melody discuss ways you can use your retirement nest egg to produce the income you need to make retirement work for you.

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    28 mins
  • Medicare Maze
    Aug 22 2024

    It's getting nearer to that time again - Medicare Open Enrollment is coming in just a few weeks. On this podcast, Jesse and Keystone insurance professional Melody Schwoerer, who is also Jesse's sister, take you through some of the complex steps Medicare holds for new participants, and how you can make sure you get the plan that meets your needs.

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    27 mins
  • Planning For The Affluent
    Aug 15 2024

    Everyone wants more money in retirement, not less. Today Pat and Jesse take a look at what people with large retirement portfolios need to be aware of when planning for their retirement, especially when it comes to taxes. They also look at the econmic impact of the Olympic games in recent years, not just the one just concluded in Paris, and how these games may not be all they are cracked up to be for the host city or country.

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    27 mins
  • The Beginnings of Gen X Retirements
    Aug 8 2024

    The very first wave of so-called Generation X people are pulling the trigger on retirement. What do they need to do? Today Pat goes over some of the things they need to think about when they hit age 59 1/2, the age at which they can start to draw out money from retirement accounts without penalty, as well as looking further down the road to make sure they plan their retirements with taxes and other things in mind to help them keep more in their own pockets.

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    28 mins
  • Planning For Long Term Care
    Aug 2 2024

    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.

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    29 mins
  • Risks in Retirement
    Jul 25 2024

    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.

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    28 mins
  • Retirement Puzzle Cube
    Jul 18 2024

    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.

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    28 mins
  • Celebrate Your Financial Independence
    Jul 11 2024

    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.

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    28 mins