O.W.N. Your Retirement®

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.

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’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.

During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.

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 the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).

During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

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 chat about the signs that help you how to know if you’re ready for retirement.

During this show, we’re going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

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.