TEMPLE TALK RADIO

During this episode, we’ll look at how retirees could winterize their finances, from sizing an emergency fund to protecting income from an early market downturn and preparing for a possible recession.

We're joined by Keith Gangl, Senior Portfolio Manager with Gradient Investments, for a discussion on the markets, economic trends, and the factors influencing today's investment landscape. We explore the importance of diversification, managing risk, and maintaining a long-term perspective amid market uncertainty. Plus, we discuss how a thoughtful investment strategy can help investors stay focused on their financial goals.

During this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and strategies around required minimum distributions.

During this fall episode, we'll look at what's changing for Medicare Advantage and Part D prescription drug plans in 2027, why the averages don't always tell the whole story and how to compare coverage during open enrollment.

In this episode, we explore the concept of longevity risk and discuss why living a longer, healthier life means your retirement finances need to be just as resilient. We examine key strategies for managing your nest egg, including optimizing Social Security benefits, considering annuities, and implementing flexible withdrawal rates to navigate market fluctuations. Finally, we dive into the critical importance of planning for potential long-term healthcare costs to ensure your savings remain protected throughout your golden years.

During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.

During this episode, we'll explore what lifestyle creep is, why it happens and how it connects to a broader pattern of overspending.

During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”

During this episode, we'll cover 10 common financial mistakes that could quietly strain someone's finances.

During this episode, we'll cover why a 40-year retirement horizon is becoming more common.