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  • The SWAN Plan for Your Finances

    The SWAN Plan for Your Finances
    2020/07/18
    With market volatility and economic uncertainty, you need to know your money will be there when you need it. This starts with plan. In this debut episode Kevin and Michael talk about their background and go over a number of factors that you need to be aware of as you prepare for your financial future.
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  • Protect Your Finances from Recessions

    Protect Your Finances from Recessions
    2020/08/01
    When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.
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  • Preparing for Retirement as a Couple

    Preparing for Retirement as a Couple
    2020/08/08
    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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  • Critical Social Security Rules

    Critical Social Security Rules
    2020/08/15
    For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.
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  • A Guide to Roth IRAs

    A Guide to Roth IRAs
    2020/08/22
    Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.
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  • Eight Obstacles to Retirement

    Eight Obstacles to Retirement
    2020/08/29
    The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.
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  • It’s time for a financial checkup

    It’s time for a financial checkup
    2020/09/05
    Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup.
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  • SECURE Act, Tax Cuts and Jobs Act

    SECURE Act, Tax Cuts and Jobs Act
    2020/09/12
    In this episode Kevin and Michael discuss the SECURE Act and what changes it has made to taxes. We discuss some key changes from the Tax Cuts and Jobs Act and the CARES Act. We then explain how all of these are integrated and what that means for the average individual.
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