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  • Is 2025 still your year?

    Is 2025 still your year?
    2025/05/18
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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  • Social Security survivor benefits 101

    Social Security survivor benefits 101
    2025/04/27
    During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.
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  • Building a Resilient 401(K) Strategy

    Building a Resilient 401(K) Strategy
    2025/04/13
    In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.
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  • Balancing Finances and Fulfillment

    Balancing Finances and Fulfillment
    2025/04/13
    During this show, we’ll highlight creating a retirement plan that balances finances and fulfillment.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    2025/03/09
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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  • Three Retirement Windows

    Three Retirement Windows
    2025/02/09
    During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
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  • Preserve Your Retirement Savings

    Preserve Your Retirement Savings
    2024/11/03
    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.
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  • Preparing Your Finances for Fall

    Preparing Your Finances for Fall
    2024/10/20
    As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.
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