Episodes

  • Building a Resilient 401(K) Strategy

    Building a Resilient 401(K) Strategy
    Apr 13 2025
    In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.
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    Less than 1 minute
  • Balancing Finances and Fulfillment

    Balancing Finances and Fulfillment
    Apr 13 2025
    During this show, we’ll highlight creating a retirement plan that balances finances and fulfillment.
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    Less than 1 minute
  • Yes, you need an estate plan

    Yes, you need an estate plan
    Mar 9 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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    Less than 1 minute
  • Three Retirement Windows

    Three Retirement Windows
    Feb 9 2025
    During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.
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    Less than 1 minute
  • Preserve Your Retirement Savings

    Preserve Your Retirement Savings
    Nov 3 2024
    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.
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    Less than 1 minute
  • Preparing Your Finances for Fall

    Preparing Your Finances for Fall
    Oct 20 2024
    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.
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    Less than 1 minute
  • Don't End Up with These Retirement Regrets

    Don't End Up with These Retirement Regrets
    Aug 25 2024
    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 worry-free retirement.
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    Less than 1 minute
  • Moving Up Your Retirement Date

    Moving Up Your Retirement Date
    Aug 18 2024
    During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.
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    Less than 1 minute