Episodes

  • Women and Retirement

    Women and Retirement
    Apr 26 2025
    Women face a unique set of financial challenges, especially when it comes to retirement. So today, we’re going to break that down—why women’s retirement needs are different, what steps they can take to plan better, and how to protect a surviving spouse financially.
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    Less than 1 minute
  • 401(k) Mistakes

    401(k) Mistakes
    Apr 19 2025
    This episode is all about 401(k)s—specifically, the common mistakes we see people make with them all the time. We’re breaking down eight big ones, and even if you only catch one that applies to you, it could save you thousands—or even tens of thousands—over the long run.
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    Less than 1 minute
  • Annuity Myths

    Annuity Myths
    Apr 12 2025
    Annuities are one of the most misunderstood financial tools, but can play an important part of your financial plan…IF you know what to look for, what to avoid and how they work. In this episode, we are sharing the top 3 reasons why someone would use an annuity, the pros and cons and what to avoid if you are considering one.
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    Less than 1 minute
  • 6 Threats to Your Nest Egg

    6 Threats to Your Nest Egg
    Apr 5 2025
    Join us for this episode as we discuss the 6 big threats to your Nest Egg and what action items you should be taking now to protect yourself.
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    Less than 1 minute
  • Tariff Talks: What is the Potential Impact?

    Tariff Talks: What is the Potential Impact?
    Mar 5 2025
    Join us for this episode as we break down tariffs, their economic ripple effects and what it may mean for your wallet.
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    Less than 1 minute
  • Social Security Changes for 2025

    Social Security Changes for 2025
    Feb 4 2025
    Big changes are coming to Social Security in 2025, especially for teachers, police officers, and other public workers. The repeal of WEP and GPO means millions could see bigger benefits—but what does that really mean for you? We break it all down in simple terms, from who’s getting more money to when you can expect the changes to kick in. Don’t miss this episode if you want to know how these updates could impact your retirement!
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    Less than 1 minute
  • Elephant In The Room

    Elephant In The Room
    Jan 23 2025
    Join us to explore how your financial advisor plays a crucial role in helping you navigate the challenges of cognitive and physical decline as we age. We are diving into how to handle situations to avoid worst case scenarios and ensure financial security while maintaining dignity and independence.
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    Less than 1 minute
  • New Year, New Money Goals

    New Year, New Money Goals
    Jan 14 2025
    The start of a new year is the perfect time to set fresh financial goals. In this episode, we discuss strategies for setting and achieving your money objectives for the year ahead.
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    Less than 1 minute