(NOT) GOING BROKE IN RETIREMENT – People want to ENJOY retirement, but what if we enjoy it too much? How do we know what we can and what we cannot afford to do in retirement? Listen as Ron Courser discusses why it is important to have a plan put together that gives you this knowledge and confidence in retirement.

UNDERSTANDING YOUR INVESTMENT OPTIONS – From the bank to annuities, Ron Courser discusses the different options when it comes to investing your money.

PROTECTING YOUR SPOUSE – Buying life insurance has a cost but, it also has a benefit – the ability to leave loved ones with the financial means to cover our expenses and theirs after we are gone. Listen as Ron Courser discusses the importance of life insurance and more on this week’s episode.

CALCULATING YOUR RETIREMENT NUMBER – Even if running out of money is not your top concern, you still probably strive to be as efficient as possible with your money, and Income Allocation can help. Listen as Ron Courser discusses Income Allocation and more on this week’s episode.

YOUR PLAN – What are the ACTION ITEMS that can be executed NOW? Your plan should outline actionable steps for you to take to make progress towards your goals. Listen as Ron Courser discusses this topic and more on this week’s episode.

GETTING SAVINGS BACK ON TRACK – We want to live comfortably, but we also want to be able to afford to live comfortably into the future when we are not earning an income. On this week’s episode Ron Courser will be talking about making the most of your savings opportunities, including the importance of budgeting.

IT’S (FINALLY) 2021! – We have made New Year’s resolutions related to our money and our financial well-being. Now how do we stick to them? Listen as Ron Courser discusses this topic and more on this week’s episode.

FINANCIAL RESOLUTIONS – An admirable financial resolution for the New Year is to grow your emergency fund. This is just one resolution that Ron Courser discusses in this week’s episode.

THE HOLIDAYS – Are you hearing from your financial professional this time of year? Are you reviewing your plans? Listen as Ron Courser discusses the importance of meeting with a financial professional this time of year.

END OF YEAR PLANNING – RMDs are usually a big end of year to-do. This year they are not required, but perhaps a conversation about tax planning should be happening instead. Listen as Ron Courser discusses this topic and more on this week’s episode.