Episodios

  • Recession Fears are Easing

    Recession Fears are Easing
    May 24 2025
    On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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  • Are you ready for a recession?

    Are you ready for a recession?
    May 10 2025
    During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
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  • Is 2025 still your year?

    Is 2025 still your year?
    Apr 26 2025
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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  • Yes, retirees should keep investing

    Yes, retirees should keep investing
    Apr 19 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    Apr 5 2025
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    Mar 29 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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  • Here’s what Medicare covers — without extra charges

    Here’s what Medicare covers — without extra charges
    Mar 8 2025
    During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
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  • Yes, you need an estate plan

    Yes, you need an estate plan
    Feb 22 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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