Episodes

  • COVID-19 financial strategies

    COVID-19 financial strategies
    Jul 25 2020
    While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.
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    Less than 1 minute
  • All About 401(k) Rollovers

    All About 401(k) Rollovers
    Aug 1 2020
    What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).
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    Less than 1 minute
  • Don’t Fall for Financial Myths

    Don’t Fall for Financial Myths
    Aug 8 2020
    Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.
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    Less than 1 minute
  • Take the Time to Get Your Finances in Order

    Take the Time to Get Your Finances in Order
    Aug 15 2020
    With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.
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    Less than 1 minute
  • What You Need to Know About Annuities

    What You Need to Know About Annuities
    Aug 22 2020
    During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
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    Less than 1 minute
  • Preparing for Retirement as a Couple

    Preparing for Retirement as a Couple
    Aug 29 2020
    Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.
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    Less than 1 minute
  • Mastering the Last Five Years

    Mastering the Last Five Years
    Sep 5 2020
    During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.
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    Less than 1 minute
  • Retirement Strategy After a Divorce

    Retirement Strategy After a Divorce
    Sep 12 2020
    During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.
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    Less than 1 minute