Financial Focus

Recession Fears Are Easing 31.05.2025 ↓

On this episode, we’ll discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement.

Obstacles to Retirement 24.05.2025 ↓

During this episode, we’ll examine and discuss the different challenges and pitfalls that can get in the way of retirement and how to overcome them.

Don’t make these 401(k) Mistakes 17.05.2025 ↓

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

Preparing for the unexpected 03.05.2025 ↓

During this episode, we’re going to consider ways to protect your financial strategy against future inflation and market volatility.

Financial news: Hot Off the Presses 26.04.2025 ↓

During this episode we’re going to discuss two current financial news stories: The latest round of tariffs and market downturns and 401(k)s.

Reducing Taxes on Retirement Withdrawals 12.04.2025 ↓

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

8 Signs You’re Ready to Retire 05.04.2025 ↓

During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire.

Taxes and the Power of When 29.03.2025 ↓

During this episode, we’ll examine and discuss tax diversification strategies and how they offer flexibility for funding your retirement.

Preparing For Retirement Expenses 22.03.2025 ↓

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

Add These to Your Anti-Bucket List 15.03.2025 ↓

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list.

Social Security in 2025 08.03.2025 ↓

During this episode, we’ll discuss things you need to know about Social Security in 2025.

Ready to preserve your retirement savings? 01.03.2025 ↓

During this show, we’re discussing possible tax strategies to preserve your savings and assets for retirement.

The 2025 Medicare Picture 22.02.2025 ↓

During today’s show, we’ll discuss Medicare’s 2025 cost increases.

Social Security - The modest COLA rise 15.02.2025 ↓

During this episode, we’re going to discuss Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security.

What about Gen X? 08.02.2025 ↓

During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

What’s scarier, death or retirement? 01.02.2025 ↓

During this show, we’re going to look at why so many Americans are afraid of retirement and what you can do to avoid that fear.

What to do with a retirement account from an old job 25.01.2025 ↓

During this episode, we’re going to examine some of your options for what to do with a retirement account from a previous employer.

Your year-end financial to-do list 28.12.2024 ↓

During this episode, we’re going to discuss year-end financial to-dos.

Moving Up Your Retirement Date 21.12.2024 ↓

During this show, we’ll look at steps and strategies you can take if you want to move your retirement date up.

Your Retirement Checklist 30.11.2024 ↓

During this episode, we’re going to highlight the steps you should take in years 10 through five of your 10-year retirement checklist.

Social Security Steps for Couples 09.11.2024 ↓

During this show, we’re going to look at five possible Social Security steps for couples.

Your Retirement Magic Number 02.11.2024 ↓

On this show, we’ll discuss retirement magic numbers and what it would mean to retire at 50 with two million dollars saved.

Taxes may soon rise, here’s what to do 26.10.2024 ↓

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.

Balancing Finances and Fulfilment 19.10.2024 ↓

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

Building a Resilient 401(K) Strategy 12.10.2024 ↓

During this show, we’ll consider what you should do if your 401(k) match is cut.