Episodios

  • 8 Signs You’re Ready to Retire

    8 Signs You’re Ready to Retire
    Mar 16 2025
    During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.
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  • Rollover or Stay Put?

    Rollover or Stay Put?
    Nov 24 2024
    Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.
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  • Reducing Taxes on Retirement Withdrawals

    Reducing Taxes on Retirement Withdrawals
    Dec 8 2024
    During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.
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  • Add These to Your Anti-Bucket List

    Add These to Your Anti-Bucket List
    Dec 15 2024
    On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.
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  • Why now is the time to consider adding Annuities to your tool belt!

    Why now is the time to consider adding Annuities to your tool belt!
    Dec 22 2024
    Why now is the time to consider adding Annuities to your tool belt!
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  • Account Rollovers and Conversions

    Account Rollovers and Conversions
    Jan 12 2025
    This episode dives deep into the world of account rollovers and conversions. We'll explore the different types of accounts, the tax implications of each, and provide actionable advice on how to navigate the complexities of transferring your retirement savings. Whether you're changing jobs, consolidating accounts, or simply looking to optimize your investment strategy, this episode will equip you with the knowledge you need to make informed decisions about your financial future.
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  • Ways to Protect Against Long-Term Care Costs

    Ways to Protect Against Long-Term Care Costs
    Jan 19 2025
    In this episode, we delve into the often-overlooked but crucial topic of long-term care costs. We'll explore the various options available to protect your assets and ensure you receive the care you need in the future. From customizable hybrid insurance to innovative financial strategies, we'll provide you with the knowledge and insights to make informed decisions about your long-term care planning.
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  • Navigating Your IRA_401K with a New President in Office

    Navigating Your IRA_401K with a New President in Office
    Jan 26 2025
    A new president brings potential changes to tax laws and economic policies, which can significantly impact your retirement savings. In this episode, we'll explore how a new administration's policies could affect your IRA and 401(k) contributions, withdrawals, and overall investment strategies. We'll provide actionable advice on how to navigate these potential changes and ensure your retirement plan remains on track.
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