Episodes

  • Finish 2025 Strongly

    Finish 2025 Strongly
    Aug 17 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
  • The Cost of Being a Grandparent

    The Cost of Being a Grandparent
    Aug 10 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
  • Social Security News You Need to Hear

    Social Security News You Need to Hear
    Aug 3 2025
    This episode delivers crucial updates on Social Security, breaking down the 2025 Cost-of-Living Adjustment (COLA) and its impact on your benefits. We'll also cover important changes to Full Retirement Age (FRA) and discuss the Social Security Fairness Act, which affects many public sector workers. Stay informed to make the most of your Social Security planning.
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    Less than 1 minute
  • Your Retirement Magic Number

    Your Retirement Magic Number
    Jun 29 2025
    On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.
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    Less than 1 minute
  • Want an extra $50,000 for Retirement?

    Want an extra $50,000 for Retirement?
    Jun 22 2025
    On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.
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    Less than 1 minute
  • Is 2025 still your year?

    Is 2025 still your year?
    Jun 15 2025
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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    Less than 1 minute
  • Are you ready for a recession?

    Are you ready for a recession?
    Jun 8 2025
    During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
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    Less than 1 minute
  • Maintain Family Harmony with Enhanced Planning

    Maintain Family Harmony with Enhanced Planning
    Jun 1 2025
    During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.
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    Less than 1 minute