Money Talks With Summit Financial Consulting

Ready to make the rest of 2025 your most financially successful period yet? This podcast provides actionable strategies, expert insights, and practical tips to help you optimize your finances, accelerate your savings, and confidently tackle debt before the year is out. Join us to build momentum, stay accountable, and ensure you finish 2025 stronger and smarter with your money.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

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

On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.

On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.

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’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 things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

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

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

On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.

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

Thinking about hanging up your hat and finally retiring? This week, we discuss key financial indicators that signal you're truly ready to make the leap, from assessing your savings and investments to understanding your projected expenses. Don't miss these crucial signs that it's time to embrace your golden years.