• Older Parents Have An Unique Social Security Benefit
    Sep 8 2025

    This is an option for older parent filing for social security with younger children.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    12 mins
  • Do Municipal Bonds Need To Be In Your Portfolio?
    Sep 1 2025

    Do you know what a municipal bond is?

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    12 mins
  • How Often Should You Rebalance Your Portfolio?
    Aug 25 2025

    Do you rebalance your portfolio? How often?

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    8 mins
  • Motivated People Take Action On Retirement Planning
    Aug 18 2025

    Are you motivated to discover your own journey to retirement?

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    7 mins
  • Required Minimum Distributions The Right Way
    Aug 11 2025

    Required Minimum Distributions (RMD) can be confusing but it's very important to understand how RMD's work.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    13 mins
  • Does An Expense Ratio Matter?
    Aug 4 2025

    The investments you hold most likely have an investment fee associated to them, that's the expense ratio.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    11 mins
  • Four Strategies For Retirement Income Spending
    Jul 28 2025

    Strategy is key when is comes to creating income for retirement or just preparing.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Let's talk! Schedule a complimentary call and bring your questions, click here to schedule.


    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    12 mins
  • People Living To Age 100 Is Projected To Quadruple
    Jul 21 2025

    People are living longer and the trend is supporting to live even longer. What does this mean for your retirement plan.

    Do you want to check your retirement readiness? Click here to take 16 question assessment.

    Checkout my Youtube channel, click here

    Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

    Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

    Cambridge does not offer tax or legal advice.

    Music credit: Music by Lesfm from Pixabay

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    9 mins