During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.

You should reassess your goals and risk tolerance annually. Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analyze your strategy. This episode examines some potential options.

Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall retirement strategy, whether you work for someone else, own a small business, or are otherwise self-employed.

With millions of Americans still working from home due to the pandemic and since it's the holidays, it’s a good time to take control of our finances to better prepare for a strong financial future.

During today’s show, we’ll be discussing what you need to do to prepare for retirement if you’re single. Much of the marketing around retirement focuses on couples, but single people have their own unique financial, healthcare, and personal needs when it comes to retirement.

During this episode, we’ll be taking a close look at annuities such as what they are, how they work, how much they cost and how to determine if they may fit your overall retirement strategy.  There are plenty of nuances, as well as risks, that you should be aware of when deciding if an annuity is the right vehicle to provide lifetime income.

During this episode, we’ll discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.

What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy? There are many different types, with options and tax considerations.

During this episode, we’ll discuss how you may be able to use Black Friday to your advantage when it comes to buying big-ticket items and holiday gifts. We’ll also examine ways you can better prepare your finances for the holidays.