As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

During this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.

Inflation squeezing your wallet? This episode dives into financial strategies to combat rising prices. We'll explore how to manage your budget, make your savings work harder, and identify areas to cut back without sacrificing your quality of life. Tune in and learn how to weather the inflationary storm!

Buckle up for a mid-year market review! We'll dissect the highs and lows of 2024 so far, then unpack the tax implications you need to consider when making withdrawals from your investments. Don't miss this episode to make informed financial decisions for the rest of the year.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.

During this episode, we’ll discuss five types of insurance that most people should include in their financial strategy.