O.W.N. Your Retirement®

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this episode, we’re going to look at some of the financial signs that retirees should be aware of in 2026.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

In this episode, we’re going to discuss Social Security recently announced 2026 Cost of Living Adjustment (COLA).

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this episode, we’re going to discuss the importance of an emergency fund and how you can build one of your own.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

Wendy Jones joins the podcast to help listeners navigate the financial complexities of aging and retirement. This episode focuses on the "next steps" you should be taking, from optimizing your investment portfolio to estate planning and long-term care considerations. We'll provide a clear roadmap for securing your financial future and ensuring peace of mind as you enter the next pha...

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.

During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

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.