In this episode, we break down why a well-structured roadmap is the ultimate defense against market volatility and unexpected life changes. We explore the psychological benefits of setting clear financial goals and how a proactive strategy can transform your relationship with money.

In this episode of Moore Financial Talk, we break down the Income-Related Monthly Adjustment Amount (IRMAA) and why it matters for Medicare recipients. Joined by Becky Swansburg, we explore how your income can affect premiums and what triggers these additional costs. Tune in to learn strategies to better plan ahead and potentially minimize IRMAA’s impact on your retirement finances.

In this episode, we break down the mid-March market correction that has spot gold consolidating near $5,100 and Bitcoin testing support in the $70,000 range. We explore how surging oil prices and a hawkish shift in Federal Reserve expectations are creating headwinds for both asset classes, despite ongoing geopolitical tensions in the Middle East.

In this episode, we break down the mechanics of employer matching contributions to ensure you aren't leaving free money on the table. We explore the critical differences between traditional and Roth 401(k) options to help you determine which tax advantage aligns with your long-term retirement goals. Finally, our experts share actionable strategies for rebalancing your portfolio to maintain your desired risk level in a volatile market.

In this episode, Senior Portfolio Manager Keith Gangl breaks down the recent market volatility and identifies which sectors are showing unexpected resilience. He provides a deep dive into current inflationary trends, offering a professional perspective on how shifting interest rates might impact your long-term investment strategy. The discussion wraps up with actionable insights on portfolio rebalancing to help listeners navigate the complexities of the current economic landscape.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

During this episode, we’ll examine seven steps that may help you better prepare your finances for 2026.

This episode provides a checklist detailing the often-missed financial steps you must take before and after you retire to ensure a seamless transition and lasting security. We cover critical pre-retirement moves like optimizing your Social Security claiming strategy and stress-testing your withdrawal plan, alongside post-retirement necessities like adjusting your asset allocation and setting up your RMD schedule. Tune in for a comprehensive guide to navigating the entire retirement landscape and protecting your hard-earned savings.