During this episode, we’ll examine seven common investment behaviors that may undermine retirement security.

During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

Join us for a special tribute to the "City of Charm" as we sit down with local expert Ernie Havens to explore the unique economic heartbeat of Baltimore. We dive into the community-driven initiatives and historic investments that continue to shape the city’s financial landscape and future growth. Whether you’re a resident or a curious investor, this episode offers a refreshing look at how local heritage and modern finance intersect in Maryland’s iconic hub.

This episode explores the connection between financial education, retirement planning, and estate preparation in light of the recent merger between Pinnacle and Lone Star. The discussion highlights the importance of coordinating investment strategies, wills, trusts, beneficiary designations, and long-term financial goals to help families avoid costly mistakes and unnecessary stress. Listeners will gain practical insights into protecting assets, preparing for retirement income, and creating a plan designed to support both current and future generations.

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

In this episode Steve welcomes special guest Mark Groom from LoneStar Wealth Management, to talk about their new partnership.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.