On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.

During this show, we’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

Building on the previous discussion, this episode delves deeper into the specifics of the recently passed "One Big Beautiful Bill Act." We'll analyze the key provisions that will directly impact your finances, from tax code changes to new investment opportunities. Tune in as we provide a comprehensive breakdown of what this legislation means for your wallet and offer actionable advice for navigating the new financial landscape.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

This episode dives deep into maximizing your employer-sponsored plan, offering practical strategies to grow your nest egg. Learn how to navigate investment options, understand fees, and make informed decisions for a secure financial future.

During this show, look at how you may be able to boost your 401(k) balance. We’ll also discuss IRAs.

During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.