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.

We'll explore how common online activities, from banking to shopping, can expose your finances to cyber threats and what proactive steps you can take to protect your assets. Tune in to learn practical strategies for building a robust digital defense around your money in an increasingly connected world.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.

During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

During this show, we’re going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.