Jeffrey Bird

Financial Focus

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Autor

Jeffrey Bird

Kategorie

Business

Neueste Folge

31. Mai 2025

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Tax breaks for those 50 and older 24.06.2023

During this show, we’re going to highlight some potential tax breaks for those older than 50.

Financial steps for every part of the game 17.06.2023

During this episode, we’re going to look at financial steps for those who are in the last inning or two of their careers.

Social Security Strategies 10.06.2023

During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.

You Can Beat the Heat on a Budget 03.06.2023

During this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.

How to Save on Retirement Withdrawals 27.05.2023

During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.

What to do if your 401(k) match is cut 20.05.2023

During this show, we’re going to discuss what you should do if your 401(k) match is suddenly cut.

Healthy body. Healthy mind. Healthy wallet. 13.05.2023

On this episode, we’ll discuss how maintaining your physical and mental health may help you increase the likeliness that you don’t outlive your assets.

Retirement tips for 2023 22.04.2023

This week we discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.

These assets are key for a happy retirement 15.04.2023

During this show, we’ll discuss how healthy lifestyle habits may help you preserve the assets you need to maintain your preferred retirement lifestyle.

Should you unretire? 08.04.2023

During this episode, we’re going to explore the concept of unretirement and what factors you can use to decide if it’s right for you.

Is $1 million enough? 01.04.2023

During this episode, we’re going to seek to determine if $1 million is enough to provide yourself with your preferred retirement lifestyle.

What you need to know about long-term care 25.03.2023

In this week's show, we’re going to discuss some of the most popular retirement destinations around the world as well as right here in the United States.

Steps for building retirement wealth 18.03.2023

During this episode, we’re going to examine some of the steps you can take to build wealth for retirement.

Understanding Social Security survivor benefits 11.03.2023

During this episode, we’ll take a thorough look at Social Security survivor benefits.

Don’t make these legacy plan mistakes 25.02.2023

During this show, we’re going to highlight and discuss some common legacy planning mistakes and what you can do to avoid them.

Do you need a 401(k) tune up? 31.12.2022

During this episode, we’re going to discuss an essential 401(k) issue: the importance of maxing it out.

What to know about 2023 Medicare costs 24.12.2022

During this episode, we’re going to examine the cost changes coming to Medicare in 2023.

What to include in your retirement budget 17.12.2022

It’s easy to get caught up in the excitement as you near retirement, but before that fateful day, it’s important to have a fully fleshed out retirement budget. That’s our topic on today’s show!

Tips to not outlive your money 10.12.2022

During the show today, we’re going to examine some tips that may help you build a financial strategy that can help provide enough cash to see you through your retirement.

Recession-proof your retirement 03.12.2022

Many experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.

What the Inflation Reduction Act means for you 19.11.2022

During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.

How to handle a bear market 12.11.2022

We are in bear market territory. What do you do when the markets are down? In this episode we give some helpful strategies and tips.

Do you know your financial time horizon? 05.11.2022

During this episode, we’re going to examine short-term, medium-term, and long-term financial horizons and how you can operate within each.

Are annuities right for you? 08.10.2022

During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.

The benefits of saving for retirement with a Roth IRA 01.10.2022

During this episode, we’ll examine some of the ways that Roth IRAs may be a good fit for certain financial strategies.

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