エピソード

  • Retirement Tax Reset: What New Laws Mean for You

    Retirement Tax Reset: What New Laws Mean for You
    2025/06/07
    New tax laws are here, and they carry significant implications for retirees. This episode breaks down the latest changes impacting everything from Social Security taxation and standard deductions to retirement account withdrawals and potential estate tax adjustments. We'll help you understand how these shifts could affect your financial plan and what strategies you can employ to optimize your tax situation in retirement.
    続きを読む 一部表示
    1分未満
  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    2025/05/31
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
    続きを読む 一部表示
    1分未満
  • Is 2025 Still Your Year?

    Is 2025 Still Your Year?
    2025/05/10
    Can you still retire in 2025 if there's market volatility or if your portfolio is down? We look at strategies and options to help you protect against these things and more.
    続きを読む 一部表示
    1分未満
  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/04/26
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
    続きを読む 一部表示
    1分未満
  • Tips for your portfolio during times of market volatility and 401k/employer plan insights.

    Tips for your portfolio during times of market volatility and 401k/employer plan insights.
    2025/04/22
    April 22, 2025 - Tips for your portfolio during times of market volatility and 401k/employer plan insights.
    続きを読む 一部表示
    1分未満
  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    2025/04/19
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
    続きを読む 一部表示
    1分未満
  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    2025/04/12
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
    続きを読む 一部表示
    1分未満
  • Are Annuities Right for You?

    Are Annuities Right for You?
    2025/03/29
    In this episode, we demystify annuities, exploring their various types and how they function within a retirement plan. We weigh the pros and cons, discussing potential tax implications and the importance of understanding fees before committing. Finally, we help you determine if an annuity aligns with your financial goals and risk tolerance, providing actionable insights for informed decision-making.
    続きを読む 一部表示
    1分未満