The Financial Compass

During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!

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

During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.

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.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

During this show, we’ll analyze the concept of un-retirement and what it could mean for your financial strategy.

During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worr...

During this show, we’ll first consider whether age 95 is still a good target age to build a retirement strategy around before considering some steps to prepare your finances for retirement.

During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.

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.

During this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.

During this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.

During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.

During this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.

During this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.