Plodder Podcast

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy might make a great difference.

You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and keep your home? Or sell your home and retire? Maybe it’s time to downsize.

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection and are backed by the U.S. government.

Little things to keep in mind for life after work

Here are 4 questions to focus on as your big day approaches

As we are all well aware, Vladimir Putin launched an invasion of Ukraine late last month. Conditions on the ground are quite fluid, and I won’t pretend to know all the details. What I can say is that as I have been watching the news lately, it's quite obvious that what is happening in my home doesn’t come close to what’s happening in the homes of moms, dads, sons and daughters in Kyiv. I wouldn’t want to trade places with them. I’m sure you wouldn’t either. From a financial perspective...

What does inflation mean for your investments?

Breaking down the enrollment periods and eligibility.

Here are some things you might consider before saying goodbye to 2020.

If you are concerned about one or more of the policies being discussed by the presidential candidates, join me on this podcast for an important message.