On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.

During this episode, we’re going to highlight the steps you should take each year as part of your 10-year retirement checklist.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.

During this episode, we’re going to discuss key financial steps designed specifically for women.

During this episode, we’ll examine and discuss retirement steps that are unique to women.

During this show, we’ll discuss some of the most frequently overlooked financial steps and why they’re important.

Worried about unexpected events draining your hard-earned savings? This episode dives into advanced strategies for safeguarding your assets and ensuring your family's financial security for generations to come. Learn about tax-efficient planning, asset protection trusts, and more. Steve also welcomes operations manager Ashley Harris to the show!

During this show, we’ll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.

In part two of our series on choosing a financial advisor, we explore how to avoid compatibility mismatches and hidden fees. We'll give you tips on how to find an advisor whose investment philosophy aligns with your risk tolerance and uncover potential conflicts of interest. Don't miss out on this crucial episode before you embark on your financial advisor search!