Retirement planning is about more than just numbers—it’s about creating a strategy that aligns with your goals and lifestyle. In this episode, we explore the key components of comprehensive retirement planning, including income strategies, tax-efficient savings, and risk management. Gain actionable insights to help clients or yourself achieve long-term retirement success.

In this episode we look at the world of retirement investment tools. We'll explore a variety of options, from traditional 401(k)s and IRAs to lesser-known but powerful strategies like Roth conversions and backdoor Roth contributions. We'll discuss the pros and cons of each, helping you make informed decisions about how to grow your retirement savings.

In this episode, we'll break down the basics of Roth IRAs, including contribution limits, income eligibility, and tax implications. We'll also explore Roth conversions, discussing the potential benefits and drawbacks of converting traditional IRAs to Roth IRAs. Finally, we'll provide tips on how to determine if a Roth IRA or Roth conversion is right for your financial goals.

During this show, we’re going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

Jeremy Bryan, Senior Portfolio Manager at Gradient Investments, joins us for a deep dive into the current market landscape. He'll share his insights on recent economic developments, discuss key trends affecting markets, and offer his perspective on the state and possible future of the market.

Are reverse mortgages a viable option for retirees looking to supplement their income? In this episode, we dive into the pros and cons of reverse mortgages. Discover how they work, who qualifies, and if they're a suitable financial strategy for your retirement needs.

In this episode, we dive deep into the Inflation Reduction Act and its implications for Medicare. We'll discuss the key provisions that aim to lower prescription drug costs and reduce the federal deficit. Join us as we explore how these changes will impact Medicare beneficiaries and the overall healthcare landscape.