In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

In this episode Steve welcomes his wife Kathleen Wright to talk about the end of the year and a new beginning!

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

In this episode Steve welcomes a very special guest, his wife, Kathleen Wright! Kathleen has worked for the Greene County Convention & Visitors Bureau for almost 25 years. She talks about working on planning for the major events in the county and promoting tourism. It's a great look at what our area has to offer!

On this show, we’ll look at how younger workers feel about retirement, and we’ll then discuss retirement prep at different ages.

In this episode, we'll delve into the crucial financial steps you should take at two significant life stages: 50 and 65. We'll discuss strategies for maximizing retirement savings, minimizing taxes, and ensuring a secure financial future. Whether you're nearing retirement or already there, this episode will provide valuable insights to help you navigate your financial journey with confidence.

During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.

Retirement can bring lower income, but it doesn't always mean lower taxes. This episode explores strategies to minimize your tax burden in retirement, including tax-efficient investing, Roth conversions, and understanding Social Security claiming strategies. We'll also discuss how to work with a financial advisor to create a comprehensive tax plan for your golden years.

During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.