Wendy Jones joins the podcast to help listeners navigate the financial complexities of aging and retirement. This episode focuses on the "next steps" you should be taking, from optimizing your investment portfolio to estate planning and long-term care considerations. We'll provide a clear roadmap for securing your financial future and ensuring peace of mind as you enter the next phase of life.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.

During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.

On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.