Social Security income is taxable. It wasn't designed that way, but in 1983 and again in 1993, Congress starting taxing more and more of your Social Security checks. In this show we talk about how it is taxed and how to minimize that tax. We also address the idea that this can be considered double taxation.

What are Series I savings bonds? Is it true they are paying over 7% in early 2022? How do they work and should I consider them for myself? In this show we discuss these savings bonds, how they adjust for inflation, and how they play into retirement savings.

Am I eligible for Social Security benefits based on an ex-spouse if I am currently remarried? The answer is "maybe." In this show we talk about how you can get a Survivor Benefit if an ex-spouse dies or a Spousal Benefit based on an ex-spouse, even if you are currently remarried.

At what age are you planning to retire? What is holding you back from retirement? In this podcast we discuss these questions while referencing a recent survey on the topic. Spoiler alert - age 60 is still a highly desirable retirement age.

What are six financial moves you should consider making at the beginning of the year? In this show, Dan, Chris, & Tony talk about their top suggested financial moves to work on now. From retirement contributions, insurance reviews, and taxes, listen in to learn how to improve your financial life.

What financial trends will dominate 2022? In this show we talk about the top five financial trends we expect will occur in 2022. Will from inflation to housing to cryptocurrency, we give you our best guess.

At the end of 2020, we made some predictions on financial trends for 2021. Were we right or wrong? In this show we hold Dan Wendol accountable for his predictions for the year. And be sure to listen to the end of the show as Tony joins in the holiday spirit to share his opinion on the top 5 new album releases for 2021

Would you have been better off investing money in Legos or stocks, bonds, or gold from 1987 to 2015? The answer might surprise you. Tune in as we discuss a recent study on how investing in toys actually led to better returns over time.

What is the highest monthly Social Security benefit one may receive? In this show we answer that question as well as how your benefit is calculated. Will you receive the highest possible Social Security benefit?

There are new Social Security statements available! The redesigned statements show information in a new format. What used to be four pages has been condensed into two pages that are easier to comprehend. In this show we review these changes and talk about Social Security in general.