Episodes

  • The Year-End Checklist

    The Year-End Checklist
    Dec 21 2025
    In this episode, we walk through the essential financial moves you should consider before the calendar turns. We cover a comprehensive range of year-end tasks designed to optimize your tax situation, review your investment allocations, and maximize your retirement contributions. Join us as we provide a clear roadmap to help you tie up loose ends and start the new year on the strongest possible financial footing.
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    Less than 1 minute
  • Ten Ways to Start Saving

    Ten Ways to Start Saving
    Dec 14 2025
    This episode dives into ten practical and immediate ways you can kickstart or dramatically improve your personal savings habit right now. We cover a mix of passive strategies—like automating transfers and negotiating lower bills—and active methods, such as embracing the 30-day rule and using the envelope system. Tune in for simple, actionable advice to help you quickly build an emergency fund and begin moving closer to your long-term financial goals.
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    Less than 1 minute
  • Understanding About Alzheimer's and the Caregivers Role

    Understanding About Alzheimer's and the Caregivers Role
    Dec 7 2025
    This episode offers a crucial and compassionate look at the substantial financial challenges presented by an Alzheimer's diagnosis and the subsequent caregiver role. We detail the staggering costs associated with long-term care, specialized facilities, and home health aides, providing strategies for planning and funding this expensive journey. Additionally, we discuss the financial and career sacrifices often made by caregivers and explore available resources to help support both their loved one and their own financial well-being.
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    Less than 1 minute
  • Alzheimer's and More

    Alzheimer's and More
    Nov 23 2025
    This episode addresses the critical and costly financial implications of an Alzheimer's diagnosis and other serious cognitive diseases. We detail the staggering financial burdens—from long-term care facilities to in-home aid—and discuss how to proactively budget for these potential expenses in your retirement plan. Tune in to learn about crucial legal documents like Power of Attorney, and essential financial tools, including long-term care insurance, that can protect your family's assets and peace of mind.
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    Less than 1 minute
  • Even MORE Things to Know Before and After You Retire

    Even MORE Things to Know Before and After You Retire
    Nov 16 2025
    This episode builds upon our popular retirement series, diving into an expanded list of critical financial, legal, and lifestyle considerations for both pre-retirees and those already enjoying life after work. We cover overlooked essentials like how to properly update beneficiary designations and the unexpected costs of travel and leisure that can strain a fixed income. Tune in for practical, actionable advice that ensures you are prepared for every phase of a long, financially secure retirement.
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    Less than 1 minute
  • 12 Things You Need to Know Before and After you Retire Part 2

    12 Things You Need to Know Before and After you Retire Part 2
    Nov 2 2025
    We dive into the critical financial moves you must make immediately after you punch out for good. Learn how to transition from an accumulation mindset to a strategic distribution plan, including the crucial decisions about your withdrawal strategy and tax-efficient account sequencing. We cover the post-retirement checklist: from reassessing your budget to updating your estate plan and managing market risk when every dollar counts.
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    Less than 1 minute
  • 12 Things You Need to Know Before and After You Retire

    12 Things You Need to Know Before and After You Retire
    Oct 26 2025
    This essential checklist covers everything from the optimal time to claim Social Security to the often-overlooked tax implications of RMDs and Roth conversions. Learn how to strategically coordinate your portfolio, healthcare, and legacy plan to ensure a secure and confident transition into retirement.
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    Less than 1 minute
  • Health Literacy for Seniors

    Health Literacy for Seniors
    Oct 19 2025
    Many seniors struggle with low health literacy, making it difficult to understand complicated medical information, prescription directions, and treatment plans. This lack of clear understanding is a critical issue that directly leads to medication errors, poor health outcomes, and unnecessarily high out-of-pocket costs. We break down the most common pitfalls of low health literacy and share practical tips for asking the right questions, organizing medical information, and advocating effectively for clearer communication at the doctor's office.
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    Less than 1 minute