Episodios

  • What Happens When a Loved One Passes

    What Happens When a Loved One Passes
    Jun 14 2025
    We're tackling the often-overlooked financial ripple effects of a death in the family. Join us as we discuss the immediate steps you should take to secure assets and navigate bills, ensuring you're prepared for the financial responsibilities that arise during a time of grief. Learn how to protect your loved one's legacy and your own financial well-being.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    May 24 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    May 17 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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  • The Color of Risk

    The Color of Risk
    May 3 2025
    In this episode we talk about your finances and how much risk you are currently taking vs. what you need or would like to take. We talk about strategies for managing your financial risk.
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  • Changes

    Changes
    Apr 5 2025
    In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.
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  • What is a Portfolio Analysis Review

    What is a Portfolio Analysis Review
    Mar 22 2025
    We'll explore the key components of a review, from assessing asset allocation to evaluating risk tolerance, and how these factors influence your long-term financial goals.
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  • Tariffs and the Future

    Tariffs and the Future
    Mar 15 2025
    In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Mar 8 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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