Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

By |2024-05-10T16:37:27-04:00May 16th, 2024|Podcasts|0 Comments

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

By |2024-04-29T16:57:00-04:00May 2nd, 2024|Podcasts|Comments Off on Steering Clear of Retirement Stress

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.

By |2024-04-16T08:54:57-04:00April 18th, 2024|Podcasts|Comments Off on Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

How Is Technology Redefining Retirement Planning?

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.

By |2024-04-03T09:32:22-04:00April 4th, 2024|Podcasts|Comments Off on How Is Technology Redefining Retirement Planning?

Retirement Planning Is Different For Women: Here’s Why

With International Women’s Day in March, it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey. From the persistent gender pay gap to the impact of caregiving responsibilities and higher debt burdens, this is why retirement planning is different for women.

By |2024-03-20T10:23:53-04:00March 21st, 2024|Podcasts|Comments Off on Retirement Planning Is Different For Women: Here’s Why

Will These Apocalyptic Predictions Ever Come True?

We’ve all heard the apocalyptic predictions about social security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality.

By |2024-02-14T06:47:54-05:00February 15th, 2024|Podcasts|Comments Off on Will These Apocalyptic Predictions Ever Come True?

With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a savvy investment strategy, or are there still better ways to make your money work harder for you?

By |2024-01-29T09:35:27-05:00February 1st, 2024|Podcasts|Comments Off on With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?

The Questions You Must Ask Your Financial Advisor

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.

By |2024-01-15T08:07:09-05:00January 18th, 2024|Podcasts|Comments Off on The Questions You Must Ask Your Financial Advisor

Strategic Planning for Retiree Healthcare

In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well prepared are you to handle medical expenses after you retire? We'll discuss everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial planning for retirees.

By |2023-12-28T18:06:12-05:00January 4th, 2024|Podcasts|Comments Off on Strategic Planning for Retiree Healthcare
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