Episodes

  • Beneficiary 101

    Beneficiary 101
    Aug 30 2025
    During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.
    Show More Show Less
    Less than 1 minute
  • Social Security and the Big Beautiful Bill

    Social Security and the Big Beautiful Bill
    Aug 16 2025
    During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.
    Show More Show Less
    Less than 1 minute
  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Aug 9 2025
    During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.
    Show More Show Less
    Less than 1 minute
  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    Jul 19 2025
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
    Show More Show Less
    Less than 1 minute
  • Elder Abuse and Scams Part 2

    Elder Abuse and Scams Part 2
    Jun 28 2025
    There are so many scams and so much fraud, and they especially target seniors. So in this episode we talk about some of the most common scams and how to avoid them.
    Show More Show Less
    Less than 1 minute
  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    Jun 21 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.
    Show More Show Less
    Less than 1 minute
  • The 2025 Medicare Picture

    The 2025 Medicare Picture
    Jun 14 2025
    During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!
    Show More Show Less
    Less than 1 minute
  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    Jun 7 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
    Show More Show Less
    Less than 1 minute