The Financial Compass

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.

During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.

During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.

During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.

During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.

During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.

On this episode, we discuss the key elements of a 10-year retirement checklist.

During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

During this episode, we’ll highlight some of the most frequently overlooked financial steps.

During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.

During this show, we’re going to discuss what you can do to get yourself out of debt.

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.

During this episode, we’ll discuss common retirement expenses that many people don’t prepare for. We’ll also discuss wealth plans.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

During this show, we’ll highlight creating a retirement plan that balances finances and fulfillment.

During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

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.

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

On this show, we’ll look at how younger workers feel about retirement, and we’ll then discuss retirement prep at different ages.