Financial Focus

Social Security Survivor Benefits 101 05.10.2024 ↓

In this episode, we look at Social Security survivor benefits. Discover strategies and the different scenarios that may affect your eligibility.

Don’t Miss These Financial Steps 28.09.2024 ↓

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.

Covering Your Insurance Bases 21.09.2024 ↓

During this episode, we’ll discuss different types of insurance policies that many people can include in their financial strategy.

Retirement Success In Every Horizon 14.09.2024 ↓

During this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.

It’s Time To Get Out Of Debt 07.09.2024 ↓

During this episode, we’ll highlight some of the things you can do to get out of debt.

Retirement Expenses Are Waiting. Are You Ready? 10.08.2024 ↓

During this episode, we’ll go over common retirement expenses that many people don’t adequately prepare for.

The Silver Tsunami 03.08.2024 ↓

During this episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and strategies to help better prepare.

What To Do If You’re Named An Executor 27.07.2024 ↓

During this episode, we’ll consider some of the things you should do if you become the executor of an estate.

Taxes and Your Retirement 20.07.2024 ↓

During this episode, we’ll consider different types of retirement income and what taxes they may be subject to.

Two Essential Retirement Phases 06.07.2024 ↓

During this show, we’ll discuss retirement steps to take when you’re five years and one year from retirement.

What You Should Know Before You Retire 29.06.2024 ↓

During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working.

Get Ready For Rainy Days 22.06.2024 ↓

During this show, we’re going to discuss essential steps that can provide rainy day financial protection.

Preparing for RMDs 01.06.2024 ↓

On this episode, we’ll break down some of the most important things about RMDs.

What the New Generation Retirement System Can Do For You 18.05.2024 ↓

During this show, we’re going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.

What The 2024 Elections Means For Your Finances 11.05.2024 ↓

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

A Guide To Roth IRAs and Roth IRA Conversions 04.05.2024 ↓

During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions and how they might benefit your retirement planning.

Retirement for a New Generation 27.04.2024 ↓

During this show, we’re going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.

Generational Vault And Enhanced Planning: A Powerful Combo 13.04.2024 ↓

During this episode, we’ll discuss enhanced planning and Generational Vault.

Harnessing The Power Of Social Security 06.04.2024 ↓

During this episode, we’ll discuss Harnessing the Power of Social Security and its importance to your financial strategy.

Simple But Powerful Financial Steps 23.03.2024 ↓

On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50.

Sensible Strategies For Retirement Account Withdrawals 16.03.2024 ↓

During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.

Your Four Retirement Chapters 09.03.2024 ↓

On today’s show, we’re going to discuss your four chapters of retirement.

Women’s Retirement Planning Needs 24.02.2024 ↓

During this episode, we’ll examine and discuss retirement steps that are unique to women.

2024 Retirement Picture 17.02.2024 ↓

During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.

Don’t Let Your Retirement Become A Horror Story! 03.02.2024 ↓

During this episode, we’re going to discuss younger worker’s retirement anxiety as well as retirement preparation at different ages.