The SOUND MONEY Investment Show

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’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 show, we’ll discuss Social Security survivor benefits and your ideal filing age.

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

In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.

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

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

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worr...

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.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

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

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

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

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

In this episode, we’ll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.

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.

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

On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

On today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.

During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.

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.

Tired of feeling lost in retirement planning? Listen in as we break down essential tasks at various ages, guiding you from saving strategies to claiming Social Security, empowering you to confidently chart your path to a secure future. Don't wait, listen now and get ready to turn your retirement dreams into reality!