O.W.N. Your Retirement®

During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.

During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.

Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.

During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.

During today’s episode, we’re going to illuminate some of the ways you can have fun and travel the world in a way that truly lets you explore while also keeping you within the parameters of your financial strategy.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

During this episode, we’re going to examine some of the big and small ways you can improve your finances for the rest of 2021 as well for years to come. This week’s episode is modeled after the upcoming NFL draft with our host “drafting” some favorite financial tips.

It’s spring and among the many things that brings is the return of baseball. To get in the spirit, we take a look at what steps “veterans,” or people in the last year of their career, may want to take before retirement. Then we highlight steps “rookies,” or people in the first year of their career, may benefit from taking.

During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.

During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.

In this episode, we discuss employment anxiety among older workers and look at some jobs that are in demand for them, especially those who are 62 and older.

During this episode, we’re going to look at how you can make yourself happier at work. Today’s advice comes from three different categories: “today,” “this month,” and “this year.”

During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.

During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).

During today’s episode, we’re going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.