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  • RMD Mistakes to Avoid

    RMD Mistakes to Avoid
    2025/05/31
    Don't let avoidable errors cost you when it comes to your Required Minimum Distributions (RMDs)! This episode dives into the most common missteps retirees make, from incorrect calculations to missed deadlines, and how to steer clear of them. Tune in to ensure your RMD strategy is sound and your retirement savings stay on track.
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  • Biggest Misconceptions about Annuities

    Biggest Misconceptions about Annuities
    2025/05/24
    We tackle common misunderstandings surrounding these powerful financial tools. This episode busts pervasive myths, revealing how annuities actually work to secure your retirement income and protect your principal. Tune in to gain clarity and discover if an annuity is the right fit for your long-term financial strategy.
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  • More 401(k) Rollover Mistakes to Avoid

    More 401(k) Rollover Mistakes to Avoid
    2025/05/17
    In this episode we talk about more of the mistakes people make when moving or rolling over their retirement accounts. We talk about how to avoid these costly mistakes.
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  • The 5 Biggest 401(k) Rollover Mistakes

    The 5 Biggest 401(k) Rollover Mistakes
    2025/05/10
    In this episode we talk about the biggest mistakes people make when moving or rolling over their retirement accounts. We talk about how to avoid these costly mistakes.
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  • Are you ready for a recession?

    Are you ready for a recession?
    2025/04/26
    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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  • Is 2025 still your year?

    Is 2025 still your year?
    2025/04/12
    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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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    2025/04/05
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
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  • Social Security Steps for Couples

    Social Security Steps for Couples
    2025/03/29
    During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.
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