In this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!…

During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.…

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

On this show, we’ll look at how younger workers feel about retirement, and we’ll then discuss retirement prep at different ages.

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.

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.

During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.