Retirement Playbook

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.

During this episode, we’ll highlight some of the things you can do to get out of debt, especially when preparing for retirement.

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.