There are a number of key financial milestones on the path to, and in, retirement. In this episode we go over each one and what you need to know to plan for a successful retirement.

We look at where we are at financially as we head into a new year, and we talk about what's changing in 2024 that might affect your retirement savings.

It's that time of year! The holidays are here and we've got some great financial tips for you.

When planning for retirement you need to be aware of the income gap that is left after social security. We talk about strategies you can use to help make sure you are able to fill that gap and make your money last throughout your retirement.

How to know where to pull money from in retirement, how much per month or year, and how to make it last are all things we talk about in this episode.

In this show we talk about the cost of living adjustment to Social Security, how to maximize Social Security, and what can lower you Social Security check as well.

We dive into what annuities are and how to know if they can work for your financial and retirement plans.

In this episode we discuss what you need to do before the end of the year to help save money and minimize your tax burden.

What is a "managed" portfolio and why is it important to you? In this episode we talk about the answers to those questions as well as helpful financial strategies.

In this episode we discuss what it means to have a financial plan and it's key elements.