On this episode:

• What do turkey-flavored Oreos have in common with financial products that aren’t what they seem?

• Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds.

• Is generosity now a threat to your own retirement security? 

• Is wiping out all your debt before retirement a smart move—or a costly mistake?

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Movie stars and music artists get “royalties” for their past work. Can you do the same in retirement?

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On this episode:

• Vanguard is offering a Target Date Fund with an annuity option. What could go wrong?
• Turns out, retirees want more stability than the stock market provides.
• If you DIY your retirement plan, what are the dangers?

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There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into?

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Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and how to make those decisions.

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On this episode:

• Why is retirement so complicated?

• In down years in the stock market, does that mean you should cut back on your lifestyle?

• Without some planning and discussion, your 401(k) could be a tax trap.

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On this episode:

• The “Tiny Dings” that could become bigger financial problems.
• A strange disconnect between financial advisors and their clients.
• Don’t be generous but foolish with your inheritance.
• Avoiding the “debt free” temptation.

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Your 401(k) may be your biggest retirement asset. What are your options on how best to use it?

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Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones experiencing memory loss or other cognitive issues. Jonathon shares insights on navigating care options, finding comfort, and embracing empathy during life’s most challenging moments. Whether you’re a retiree or caring for a family member, this episode offers reassurance, practical advice, and hope for your journey.

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There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and you should know about them.

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