Episodios

  • Is 2025 Still Your Year?

    Is 2025 Still Your Year?
    May 10 2025
    Can you still retire in 2025 if there's market volatility or if your portfolio is down? We look at strategies and options to help you protect against these things and more.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Apr 26 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • Tips for your portfolio during times of market volatility and 401k/employer plan insights.

    Tips for your portfolio during times of market volatility and 401k/employer plan insights.
    Apr 22 2025
    April 22, 2025 - Tips for your portfolio during times of market volatility and 401k/employer plan insights.
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  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    Apr 19 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    Apr 12 2025
    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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  • Are Annuities Right for You?

    Are Annuities Right for You?
    Mar 29 2025
    In this episode, we demystify annuities, exploring their various types and how they function within a retirement plan. We weigh the pros and cons, discussing potential tax implications and the importance of understanding fees before committing. Finally, we help you determine if an annuity aligns with your financial goals and risk tolerance, providing actionable insights for informed decision-making.
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  • March 27, 2025 - Is bigger really better?

    March 27, 2025 - Is bigger really better?
    Mar 27 2025
    Does size matter when choosing a financial advisor/advisory firm? Things to consider when choosing between a large firm or a smaller firm, and how to determine which is right for you. We also touch on the myths of annuities to clear some of the misunderstandings and how to protect your retirement income.
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  • The Social Security Fairness Act: What It Means for Retirees

    The Social Security Fairness Act: What It Means for Retirees
    Mar 16 2025
    In this episode, we break down the Social Security Fairness Act and its potential impact on retirees affected by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). Many individuals have seen their Social Security benefits reduced or eliminated due to these policies, but proposed changes could offer much-needed relief. We discuss who stands to benefit, the broader implications for retirement planning, and what financial advisors need to know to guide their clients effectively. Don’t miss this important conversation on a critical issue affecting many retirees.
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