Episodios

  • China Tariff Truce, Recession Risks & How to Prepare Financially
    May 18 2025
    This week, we break down the surprising China tariff truce and what it means for global markets. We then dive into the growing concerns surrounding a potential recession, exploring key indicators and expert opinions. We provide actionable steps you can take now to financially prepare for economic uncertainty and safeguard your portfolio.
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  • How to Supercharge Your 401(k)
    May 11 2025
    Ready to take your retirement savings to the next level? This week we dive deep into strategies to supercharge your 401(k). From optimizing contributions and understanding employer matching to exploring investment options and avoiding costly mistakes, we'll equip you with the knowledge to build a more secure financial future.
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  • Understanding Risk Tolerance - The Foundation of Investment Planning
    May 4 2025
    In this episode, we delve into the crucial concept of risk tolerance and why understanding your comfort level with potential losses is the bedrock of any sound investment strategy. We'll explore the spectrum of risk profiles, from conservative to aggressive, and provide practical tools to help you accurately assess where you fall. Discover how aligning your investment choices with your risk tolerance can lead to greater financial peace of mind and ultimately increase your chances of achieving your long-term goals.
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  • Too Good to Be True? It's Probably a Scam
    Apr 27 2025
    Ever heard of an investment opportunity that promised unbelievable returns with zero risk? This week, we dive into the murky world of financial scams, dissecting common red flags and sharing real-life stories of those who learned the hard way. Before you jump at that "can't miss" deal, tune in to learn how to protect your hard-earned money from schemes that are, indeed, too good to be true.
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  • Must-Know Financial Lessons | Financial Literacy Month Special
    Apr 20 2025
    In this Financial Literacy Month special, we highlight the absolute must-know financial lessons that everyone should understand to build a solid foundation. We break down essential concepts, from budgeting and saving to understanding debt and the basics of investing, in clear and actionable terms. Tune in to empower yourself with the fundamental financial knowledge needed for a secure future.
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  • Market Update and Outlook with Keith Gangl
    Apr 13 2025
    Cory welcomes Gradient Investments senior portfolio manager Keith Gangl. They discuss what's happening in the market and strategies for the future.
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  • Important Social Security Updates and April 2025 Deadline Alerts
    Apr 6 2025
    In this episode, we break down critical Social Security updates, including potential benefit adjustments and eligibility changes. We'll also highlight the looming April 2025 deadlines for specific claiming strategies, ensuring you don't miss out on maximizing your benefits. Finally, we provide actionable steps to prepare for these changes and make informed decisions about your retirement income.
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  • Key Financial Indicators You’re Ready to Retire
    Mar 30 2025
    In this episode, we dive deep into the crucial financial indicators that signal you're truly prepared for retirement. We'll explore beyond just your savings balance, examining metrics like sustainable withdrawal rates, debt-to-income ratios, and projected healthcare costs. Finally, we'll provide actionable steps to assess your own readiness and make informed decisions about your financial future.
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