M&A Wealth Podcast

As the year moves forward, it is a good time to ask: is 2025 still your year? Whether your goals involve retirement, savings, investing, debt reduction, or financial organization, a thoughtful plan could help you regain momentum. This video encourages viewers to review their progress, adjust where needed, and take intentional steps toward their financial goals. Small changes today may help support...

Many people assume investing ends at retirement, but that may not be the best approach for everyone. Retirees could still need investment strategies to help support income, manage inflation, maintain purchasing power, and prepare for a retirement that may last decades. This video discusses why retirees may consider staying invested while balancing risk, liquidity, income needs, and personal goals....

COMRA may be an important topic for individuals reviewing their financial, healthcare, or retirement planning options. In this video, we provide an initial overview based on the available topic and discuss why understanding key planning rules, options, or implications could help you make more informed decisions. Because details may vary depending on your situation, consider consulting with a quali...

A successful retirement plan often requires preparing for more than just a target savings number. Inflation, healthcare costs, market volatility, taxes, longevity, debt, income gaps, and unexpected expenses could all affect your retirement strategy. In this video, we cover eight common obstacles that may impact retirement and discuss why proactive planning could help you make more informed decisio...

Retirement planning is not just about building savings. It is also about protecting what you have worked hard to accumulate. In this video, we discuss how flexible protection strategies may help retirees and pre-retirees prepare for changing healthcare costs, market uncertainty, income needs, and unexpected life events. A well-structured retirement plan could include tools designed to provide flex...

Tax planning is not just about what you earn, save, invest, or withdraw. It is also about when you make key financial decisions. In this video, we discuss the power of timing in tax planning and why thoughtful decisions around income, withdrawals, retirement accounts, deductions, and other financial moves may help support a stronger long-term plan. Understanding the timing of taxable events could...

Retirement success is not usually built on one decision. It often comes from consistent habits, thoughtful planning, and regular financial check-ins. In this video, we discuss 13 habits that may help support a more successful retirement. These habits may include budgeting, reviewing income needs, managing taxes, staying informed, preparing for healthcare costs, adjusting plans when life changes, a...

Retirement planning can change as markets, tax rules, personal goals, and economic conditions evolve. As 2026 approaches, retirees and pre-retirees may benefit from reviewing key areas of their financial plan. This video discusses retirement strategies to consider for 2026, including income planning, tax-efficient withdrawals, investment risk, healthcare costs, and overall financial preparedness....

A strong retirement plan often requires more than simply choosing investments or estimating a retirement date. It may involve coordinating income, taxes, healthcare, risk management, and legacy goals into one clear strategy. In this video, we explore five key pillars that could help support a well-rounded retirement plan. Whether you are approaching retirement or already retired, these planning ar...

Being a decade away from retirement can feel both exciting and overwhelming. This stage is often a critical time to evaluate where you stand financially and make thoughtful adjustments before retirement arrives. In this video, we discuss key planning areas to consider, including retirement savings, investment risk, income planning, healthcare costs, Social Security timing, and lifestyle goals. Whi...

Retirement savings can take years to build, so protecting those assets is an important part of long-term planning. While no strategy can remove all risk, there are steps that may help reduce potential financial stress in retirement. In this video, we explore common threats to retirement savings, including market volatility, inflation, healthcare costs, overspending, and lack of income planning. We...

Unexpected expenses can happen at any time, from car repairs and medical bills to job changes and home maintenance. An emergency fund may help provide a financial cushion when life does not go according to plan. In this video, we cover the basics of emergency funds, including why they matter, how much you may want to consider saving, where to keep the money, and how to build the habit over time. E...

Retirement planning can feel overwhelming, especially when small mistakes have the potential to create bigger problems over time. In this video, we look at common retirement planning missteps, such as underestimating expenses, ignoring inflation, delaying savings, taking on too much risk, or failing to plan for healthcare costs. With thoughtful planning and professional guidance, you may be able t...

Building financial confidence does not always require complex strategies. Many habits commonly associated with wealthy individuals, such as budgeting, planning ahead, tracking spending, investing consistently, and managing risk, may be useful for people at many income levels. This video explores practical habits that could support long-term financial stability and help you make more intentional mo...

Your 401(k) can be one of the most important parts of your retirement strategy, but protecting it requires more than simply contributing regularly. In this video, we discuss key planning ideas that may help reduce unnecessary risk, improve diversification, and prepare your savings for changing market conditions. These strategies are designed to help you think more clearly about your retirement tim...

Longevity risk is the possibility of outliving your retirement savings. As life expectancies increase, retirees may need to plan for a retirement that could last 20, 30, or even more years. In this video, we discuss why longevity risk matters, how it can affect retirement income planning, and what strategies individuals may consider when preparing for a longer retirement. Topics may include income...

Elder abuse can happen in many forms, including neglect, financial exploitation, emotional abuse, and physical harm. Learn what to watch for and how families can take action to help protect older loved ones.

Economic outlooks can shift quickly, and easing recession fears may influence market sentiment. However, financial planning should not rely on headlines alone. In this video, we discuss what improving confidence could mean, why uncertainty still exists, and how investors may consider balancing optimism with a disciplined long-term strategy.

Financial news can influence investor sentiment, but headlines should be viewed through the lens of your long-term plan. In this video, we discuss recent financial topics, market considerations, and why it may be helpful to stay informed without making emotional decisions. A thoughtful strategy can help you respond to change rather than react to noise.

A 401(k) may be one of your most important retirement savings accounts, but small mistakes can affect your long-term strategy. In this video, we discuss common 401(k) missteps, such as not reviewing contributions, overlooking employer matches, ignoring investment allocation, or failing to update your plan as your goals change. Consider consulting with a financial professional before making retirem...

Retirement planning works best when you have clear targets. These may include savings goals, income needs, desired retirement age, lifestyle expectations, healthcare planning, and legacy considerations. In this video, we discuss how setting retirement targets may help you make more informed decisions and adjust your strategy over time.

Knowing whether you are ready to retire requires looking at your full financial picture. Income sources, expenses, healthcare, taxes, debt, market risk, and lifestyle goals can all influence your decision. In this video, we discuss important questions to ask before retirement and how planning may help you move forward with greater clarity

One of the biggest retirement questions is: “How much income will I need?” The answer depends on your lifestyle, spending habits, healthcare needs, inflation assumptions, taxes, and long-term goals. In this video, we discuss key factors to consider when estimating retirement income and why a personalized plan may help you make more confident decisions.

Social Security is a major part of many retirement income plans, and changes to rules or benefits can create important planning questions. In this video, we discuss the Social Security Fairness Act, what it may mean for certain retirees, and why it is important to review your broader retirement income strategy. Because individual situations vary, consider speaking with a financial or Social Securi...

If debt is weighing on your financial goals, the first step is creating a plan you can actually follow. In this video, we discuss practical ways to review what you owe, prioritize payments, avoid common debt traps, and build habits that may support long-term financial stability. This is not about quick fixes—it is about thoughtful planning, consistency, and making informed decisions.