Episodios

  • Yes, you need an estate plan

    Yes, you need an estate plan
    May 24 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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  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    May 17 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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  • The Color of Risk

    The Color of Risk
    May 3 2025
    In this episode we talk about your finances and how much risk you are currently taking vs. what you need or would like to take. We talk about strategies for managing your financial risk.
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  • Changes

    Changes
    Apr 5 2025
    In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.
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  • What is a Portfolio Analysis Review

    What is a Portfolio Analysis Review
    Mar 22 2025
    We'll explore the key components of a review, from assessing asset allocation to evaluating risk tolerance, and how these factors influence your long-term financial goals.
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  • Tariffs and the Future

    Tariffs and the Future
    Mar 15 2025
    In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    Mar 8 2025
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • The Longevity Gap: Preparing Women for a Secure Retirement

    The Longevity Gap: Preparing Women for a Secure Retirement
    Mar 1 2025
    Women tend to outlive men, yet financial planning often falls on their spouses—leaving many unprepared when it matters most. In this episode, we discuss the unique challenges women face in retirement, from managing finances solo to ensuring long-term financial security. We’ll explore key strategies for empowering female clients, including financial education, estate planning, and creating sustainable income streams. Whether you're advising couples or single retirees, this conversation will help ensure women have the confidence and resources to navigate retirement successfully.
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