A high-level overview of the Social Security program. In this show, we discuss why the program was created, how it's funded, what types of benefits are available, and the future viability of the program.

Episode #2 -- Key financial planning ages, asset & debt considerations, and tax planning items to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.

Episode #1 -- Personal & life items, cash flow issues, and asset & debt consideration to be aware of as we enter the new year. General steps and guidance to set you up for financial success throughout the year.

Issues to consider and moves you can make before year end regarding investments, tax planning, and cash flow to enhance your financial situation.

Show callers help shape the agenda as we discuss ways to maximize giving opportunities during the holiday season.

A deep dive into the benefits of Roth IRAs and the potential massive tax savings that can result from Roth IRA conversions.

How to use credit and debt effectively to enhance your finances. We explain different types of credit, do a deep dive on credit reports and credit scores, discuss how to use credit to your advantage, and ways to stay out of bad debt.

The second segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.

The first segment of a two-part show. Determining retirement income needs, identifying sources of income, and then creating a retirement income plan for maximum impact.

How does identity theft happen, how can you prevent it, and what to do if you're a victim.