The Financial Compass

During this episode, we’ll have a scary-good time discussing some common retirement mistakes and what you can do to potentially avoid them so that your retirement is delightful, not frightful.

During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B and gives you tips and strategies for your Medicare and healthcare planning.

During this episode, we discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.

During this episode, we’re going to discuss ways you can work efficiently and confidently at home. The coronavirus pandemic has forced countless of Americans to work from home for the first time, and this timely topic gives several relevant tips.

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are otherwise self-employed.

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.

Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup.

During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.

During today’s show, we’ll be discussing what you need to do to prepare for retirement if you’re single. Much of the marketing around retirement planning focuses on couples, but single people have their own unique financial, healthcare, and personal needs when it comes to retirement.

During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.

When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive strategy can better position you to enjoy the kind of...

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.

For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.

Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.

While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.

When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.

When it comes to determining whether or not you should switch banks, there are six key elements you should consider. We discuss all six in this episode.

Not everyone has a steady income that stays the same month after month. Small business owners, salespeople, freelancers and others may see significant fluctuations. Here are some ideas on how you can weather them.