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  • Life Insurance? Roth IRA? What You Need to Know!

    Life Insurance? Roth IRA? What You Need to Know!
    Nov 1 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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  • These Habits Aren’t Just for the Wealthy

    These Habits Aren’t Just for the Wealthy
    Sep 27 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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  • Finish 2025 Strongly

    Finish 2025 Strongly
    Sep 13 2025
    During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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    Weniger als 1 Minute