Retirement Playbook

During this show, we’ll discuss retirement steps to take when you’re 10 years, five years, and one year from retirement.

During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.

During this show, we’re going to discuss essential steps that can provide rainy day financial protection.

On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.

Unlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.

Rollover right, and retire with confidence! This podcast cuts through the confusion, exposing common traps like early withdrawal penalties and tax surprises. Discover pro tips for seamless transfers and maximizing your nest egg.

Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This podcast explores how a financial advisor can be your secret weapon in reaching your financial dreams.

On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.

Is it time to go back to work in retirement? This is a question many people have. In this episode we look at the pros and cons of working in retirement and some strategies to consider.

In this show we talk about the positive rise in the stock market, the effect of interest rates. We also look back at 2023 and what it might mean for finances in the new year.

During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.

What is wealth management and how can it help you? We talk about that and how changes are important, as Brock unveils his new company logo and the vision behind it.

During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.

The rules on how your money is taxed are always changing. Especially when it comes to investments and retirement accounts. In this episode we talk about what you need to know as well as offer up some helpful strategies.

During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.

During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

During this episode, we discuss Medicare open enrollment and Estate Planning Awareness Week.

Medicare open enrollment (which is also known as the annual election period) is upon us. In this episode we review what changes can be made, and why it's so important to review your Medicare.

In this episode we talk about the importance of financial and retirement planning and why you need to work with a financial services professional.

You future is important, but the future of your loved ones is even more important. We talk about what you need to know about estate and enhanced planning.

During this episode, we’re going to discuss some of the steps you can take to get out of debt.