During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

During this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.

Confused about Medicare? Wondering Part A from Part D? This episode demystifies the healthcare program for 65+, guiding you through enrollment, costs, and coverage options. Tune in to learn more with our special guest, Kayla Chapa!

On today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.

During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.

Josh and Jim welcome Joe Latour back to the show to discuss the elements you need for a comprehensive retirement plan, including risk management, investments, healthcare, social security and more.

In this episode we break out the key dates and milestones on your journey to and through retirement.

During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

There are way to save money and reduce your tax burden before the end of the year. We talk about these possible options and strategies in this episode.