Financial Wise

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.

10-30-21  Join us as we discuss some smart tax moves before you reach the end of the year.

10-16-21 The possible passing of certain tax bills may impact your retirement. Join us for actions you can take in good times and bad, to protect your portfolio.

9-4-21 As you tuck money away in your 401k's at work, you are accumulating. Good for you. But there are tax implications as you move into retirement and move into the distribution phase of your life. Join us for this "must listen" discussion.

8-21-21 This show discusses all the details, such as budgeting, diversity, organization with the goal of uncovering items you may need to take care of before pulling the trigger into retirement.