O.W.N. Your Retirement®

We examine some of the steps you can take to build wealth, save more money, and secure your ideal retirement.

During this episode, we’re going to discuss the pros and cons of retiring in the United States versus retiring abroad before highlighting some of the top retirement destinations globally and in the United States.

During this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.

During this episode, we’re going to discuss the recent announcement that Social Security’s COLA will rise 8.7% in 2023 and then shift into discussing having enough money during retirement.

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

During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.

During this episode, we’re going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.

During today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.

During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.