Episodes

  • Retirement Rules You Need to Know About

    Retirement Rules You Need to Know About
    Aug 31 2025
    From savings strategies to withdrawal rules, this episode is your guide to a secure retirement. We'll cover essential rules like the 4% withdrawal rule, required minimum distributions, and how to maximize your Social Security benefits. Get ready to learn the key financial milestones and strategies you need to know to make your money last a lifetime.
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    Less than 1 minute
  • Beneficiary 101

    Beneficiary 101
    Aug 24 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
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    Less than 1 minute
  • So, You Want to Retire Soon?

    So, You Want to Retire Soon?
    Aug 17 2025
    During this show, we’re going to consider steps you can take right now to prepare yourself for a near-horizon retirement.
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    Less than 1 minute
  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    Aug 10 2025
    During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.
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    Less than 1 minute
  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 27 2025
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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    Less than 1 minute
  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Jul 20 2025
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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    Less than 1 minute
  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Jul 13 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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    Less than 1 minute
  • How Important Is Diversification?

    How Important Is Diversification?
    Jul 6 2025
    In this episode we talk about how important asset allocation, balance and diversification is when it comes to investing and saving for retirement.
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    Less than 1 minute