Episodes

  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    Sep 13 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
  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 6 2025
    On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.
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    Less than 1 minute
  • How to Protect Your 401(k)

    How to Protect Your 401(k)
    Aug 30 2025
    During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.
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    Less than 1 minute
  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Aug 23 2025
    On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.
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    Less than 1 minute
  • Beneficiary 101

    Beneficiary 101
    Aug 16 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
  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Aug 2 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.
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    Less than 1 minute
  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 19 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
  • Finish 2025 Strongly

    Finish 2025 Strongly
    Jul 12 2025
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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    Less than 1 minute