Episodes

  • 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
  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Jun 29 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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    Less than 1 minute
  • Comprehensive Retirement Planning Process

    Comprehensive Retirement Planning Process
    Jun 15 2025
    In this episode, we will discuss the essential steps of building a robust retirement plan, from assessing your current financial situation to understanding different investment vehicles. Learn how to set realistic goals, estimate future expenses, and create a personalized strategy that accounts for inflation and market fluctuations. Tune in to empower yourself with the knowledge needed to secure your financial future and enjoy a comfortable retirement.
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    Less than 1 minute
  • Retirement: How do you know if you’re ready?

    Retirement: How do you know if you’re ready?
    Jun 8 2025
    During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
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    Less than 1 minute
  • Your Retirement Calendar

    Your Retirement Calendar
    Jun 8 2025
    Planning for retirement can feel overwhelming, but breaking it down into a calendar can make it manageable. This week, we're mapping out key milestones on your "Retirement Calendar," from initial savings goals to those crucial pre- and post-retirement decisions. Join us to create a timeline that ensures you're financially prepared for your dream retirement.
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    Less than 1 minute
  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    Jun 1 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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    Less than 1 minute
  • How much retirement income do you need?

    How much retirement income do you need?
    May 25 2025
    During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.
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    Less than 1 minute