During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.

During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.

During this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.

In this episode we discuss what you need to know about estate and enhanced planning with special guest Steve Nieno, the Director of Enhanced Planning at Gradient Financial.

During this episode, we’ll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.

In this episode Josh welcomes their in-house Medicare professional Kayla Haden to discuss the basics of Medicare and what you need to know.

We wrap up our discussion about the strategies you can use to have a solid financial and retirement plan.

In this episode we continue our discussion and what you need to know to make sure you have a written retirement plan and that your money will last as long as you do.

In this episode we start to go through each topic in the book Strategies for a Recession Proof Retirement" by Jim Margraf and Joe Latour.

In this episode we discuss where we are at with the markets and more importantly, what you need to know to be ready for year-end planning.