Fly On The Wall

Fly On The Wall

By Jaime MalmBusinessInvesting
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Fly On The Wall episodes

  • Social Security Changes for 2025

    Big changes are coming to Social Security in 2025, especially for teachers, police officers, and other public workers. The repeal of WEP and GPO means millions could see bigger benefits—but what does that really mean for you? We break it all down in simple terms, from who’s getting more money to when you can expect the changes to kick in. Don’t miss this episode if you want to know how these updates could impact your retirement!

    26 min
  • Elephant In The Room

    Join us to explore how your financial advisor plays a crucial role in helping you navigate the challenges of cognitive and physical decline as we age. We are diving into how to handle situations to avoid worst case scenarios and ensure financial security while maintaining dignity and independence.

     

    Email: [email protected]

    Phone: 620-377-6456

    25 min
  • New Year, New Money Goals

    Kick off the New Year with a fresh approach to your finances! In this episode, we’ll guide you through setting achievable financial goals and share tips to avoid common pitfalls, ensuring you start the year on the right financial path.

    26 min
  • Changing jobs and Your 401k: What you Need to Know

    This episode breaks down the 401(k) rollover process, highlighting the benefits, potential risks, and steps to take for a smooth transition. Tune in to gain expert tips and insights to maximize your retirement savings and make confident financial decisions.

    27 min
  • End Of Year Top 3

    In this episode, we’re diving into the Top 3 Things You Should Do Before Year-End.Tthis episode is packed with actionable tips to help you wrap up the year on a high note.

    27 min
  • Avoiding Online Scams

    In this episode, we discuss cybercrime, which is becoming one of the biggest threats to your financial security. Join us as we discuss come of the most common and dangerous threats are currently, how to identify them and ultimatley how to safeguard your assets, personal information, and financial future.

    29 min
  • The Tax Cut Window Is Closing

    Taxes are currently on sale! We have a short window of time before the current Tax Cuts and Jobs Act expires, which brings many changes that may impact us all (not just high new worth people). In this episode, we discuss not only the changes and how you may be impacted, but what you can do right now (before the window closes) to take advantage of existing cuts and protect your money against future increases.

     

    35 min
  • Preparing Finances For Fall

    Fall is a great time of year to focus on a reset for your finances. Summer is over and it's time to get our budgets back on track. In this episode, we are giving you a short checklist of priorities for you to focus on before the end of the year. Don't wait to be intentional with a plan to ensure your financial success!

     

    All matters discussed during this show are for informational purposes only. Opinions expressed are solely those of Iron Horse Financial Services and staff. All topics covered are believed to be from reliable sources; however, Iron Horse Financial Services makes no representations as to its accuracy or completeness. This commercial shall in no way be construed as a solicitation to sell securities or advisory services to residents of any state other than Kansas, or where otherwise permitted. Topics should be discussed with your individual adviser prior to implementation. Advisory services offered through Iron Horse Financial Services a Registered Investment Advisor in the state of Kansas. Insurance products and services are offered through Iron Horse Retirement, an affiliated company. Iron Horse Financial Services and Iron Horse Retirement are not affiliated with or endorsed by the Social Security Administration or any government agency.

    38 min

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Financial and Retirement Planning