There are definitely Tax Strategies when you retire. For the first time outside of your working life, you can organize your portfolio by tax status and efficiency. Episode aired 4-9-2022

4-2-22 During these times of high volatility, there are options for "weather-proofing" your portfolio. Listen in this week for things you can do to protect yourself during volatile times.

There are many changes coming down the pike for 2022, including Social Security. 2-26-22

As we head into 2022, the Market situation is expected to be volatile. Listen to learn why.

1-22-22  A discussion on what can derail your plans for retirement if not planned for; specifically the costs and process of long-term care needs.

1-8-2022  Most people have a handle on what they are spending and what they are saving. But do you understand how it's all going to work in retirement without a written plan? What if a spouse dies early? What if one of you needs Long-Term Care? How is new tax legislation impacting retirees? In these times, you need a financial planner who specializes in retirement to put together a comprehensive plan.

12-4-21 Put your thinking caps on today as we discuss how to win in all types of economies for your retirement.