When it comes to retirement planning, we always like to be a step ahead and plan for adverse effects while still rooting for smooth sailing. So, while we’re certainly glad that prices are stabilizing for retirees, join us as we jump into how Social Security could change due to lower inflation.

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Fixed income is a go-to concept when it comes to covering retirement costs and replacing your paycheck. However, it’s important to know the pros and cons before deciding on a fixed-income strategy. Let's discuss! 

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In previous episodes, we’ve discussed key retirement income opportunities as well as the importance of understanding that a stable retirement income comes from a comprehensive strategy… but how do you know if that monthly income will be enough? Let's discuss! 

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If you’re nearing or in retirement and aren’t relying solely on Social Security, you’ve probably worked to save a considerable amount. But, what’s next? In this episode, we address turning that savings into income, and how your investment and income strategy can help prolong the lifespan of your hard-earned savings.

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Social Security serves as many American’s bedrock of retirement planning. Guaranteed income can help replace your paycheck in retirement… but the Social Security system isn’t designed to be the end-all-be-all retirement solution… In this episode, we discuss the 2025 COLA predictions, and what they mean for you. 

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A medical bill, a home repair, or an emergency trip—these costs can drain your savings fast. Financial security isn’t just about covering these surprises; it’s about doing so without jeopardizing your day-to-day stability. If you dip into your savings, how do you build it back up? The key is strategy. Today, we’ll explore smart ways to replenish your reserves, ensuring you stay prepared for whatever life brings next. 

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Even if you’ve done a lifetime’s worth of work saving successfully for retirement, the truth is, that transition period into retirement is a vulnerable one— and certain mistakes can cost you big time. Stay tuned as we discuss what to watch out for.

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Many people think of their savings journey as amassing a lump sum of cash. In their earning years, they might not know what to do with that, but they know it’s step one… So why did you just save up all that money? The answer: to generate regular income to support the life you deserve. Here’s what regular income can really do and why it’s so important.

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When you think about finances, you probably picture the stock market, inflation, and interest rates. But financial security isn’t just about numbers—it’s also about stability. It’s the difference between worrying about bills and focusing on what truly matters. Stay tuned as we break down what it takes to build lasting financial security.

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Leaving a financially stable legacy starts with strategic planning. But the right tools—like trusts, gifting, and charitable giving—can protect your wealth and simplify its transfer. Ready to ensure your legacy makes the greatest impact? Let’s explore the strategies to make it happen.

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