Financial Home Stretch

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 show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

We're tackling the often-overlooked financial ripple effects of a death in the family. Join us as we discuss the immediate steps you should take to secure assets and navigate bills, ensuring you're prepared for the financial responsibilities that arise during a time of grief. Learn how to protect your loved one's legacy and your own financial well-being.

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

In this episode we talk about your finances and how much risk you are currently taking vs. what you need or would like to take. We talk about strategies for managing your financial risk.

In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.

We'll explore the key components of a review, from assessing asset allocation to evaluating risk tolerance, and how these factors influence your long-term financial goals.

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 the Social Security Fairness Act and some of the program’s foundational elements.

Women tend to outlive men, yet financial planning often falls on their spouses—leaving many unprepared when it matters most. In this episode, we discuss the unique challenges women face in retirement, from managing finances solo to ensuring long-term financial security. We’ll explore key strategies for empowering female clients, including financial education, estate planning, and creating sustaina...

Are you making costly errors with your retirement savings? This week, we break down the most common 401(k) and IRA mistakes, from asset allocation blunders to withdrawal penalties. Learn how to optimize your retirement plan and secure your financial future on this episode of Avoiding 401(k) and IRA Mistakes.

Annuities: Are they a retirement game-changer or a financial pitfall? This week we break down the complex world of annuities, separating fact from fiction and exploring the pros and cons you need to know. Join us as we demystify the fine print and help you decide if an annuity is the right choice for your financial future.

In this episode we discuss the importance of leaving a legacy for your loved ones, from estate planning to beneficiary designations.

The new year is a fresh start, and this episode of the podcast dives deep into actionable financial resolutions. We'll explore strategies for budgeting, saving, investing, and reducing debt, providing listeners with the tools and motivation to achieve their financial goals in 2024. Whether you're looking to build an emergency fund, pay off student loans, or plan for retirement, this epis...

The best way to help yourself is to help others and be there for them. We talk about this as well as other tips for a better holiday season and new year.

As the year draws to a close, it's the perfect time to take stock of your financial health. In this episode, we'll discuss essential year-end financial tasks, including tax planning strategies, investment portfolio reviews, and retirement account contributions. We'll also provide tips on how to set yourself up for financial success in the coming year.

In this episode we talk about the Trump win, the markets and what it might mean for taxes and the financial future.

Year-End Financial Check List is a must-listen episode for anyone looking to optimize their finances. In this episode, we'll guide you through a step-by-step checklist to ensure you've taken advantage of all the tax-saving opportunities and financial strategies available before the year ends.

In this episode, we dive deep into the world of financial scams. Learn about common scams like phishing, via phone, email and text. Discover how to protect yourself from these scams and take steps to safeguard your hard-earned money.

In this episode, we dive deep into the complex relationship between inflation and interest rates. Understand how rising inflation can impact your savings and investments. Learn effective strategies to protect your finances from the effects of inflation and interest rate fluctuations.

Social Security can be a complex puzzle with many moving parts. In this episode, we break down the key variables that impact your benefits, from your work history and earnings to your full retirement age and claiming age. We'll cut through the confusion and provide clear answers to help you make informed decisions about your Social Security strategy.

Understanding your financial risk tolerance is crucial for making sound investment decisions. In this episode, we explore what risk tolerance means, how to assess your own comfort level with investment risk, and why it's essential to align your investments with your personal risk profile. Discover how to strike the perfect balance between growth and security for your financial future.

Technology impacts ever aspect of your life, including your finances. In this episode we talk about ways to utilize technology instead of fear it.

In this episode we explore the different parts of the Medicare program, and answer your burning questions about enrollment and costs. Whether you're approaching retirement or helping a loved one navigate healthcare options, this episode is your one-stop shop for understanding Medicare.