In this episode Bill and Andrew talk about how important it is to make the right choices and how they can help you make the right financial choices.

Retirement planning often overlooks the significant healthcare costs that can arise in later years. In this episode, we'll discuss strategies to estimate future healthcare expenses, Medicare, supplemental and advantage plans, as well as provide tips on how to protect your assets from potential long-term care costs. Join us as we delve into the crucial steps to secure your financial future and ensure peace of mind for your golden years.

In this very special episode Bill welcomes his kids to the show. Michaela, Grace and Brayden talk about their plans for the future and Bill explains the importance for planning a financial future for you and your children.

In this episode, we delve into the fundamental concept of risk and reward in investing. We'll explore how to assess risk tolerance, discuss strategies for managing risk, and examine the importance of diversification.

In this episode, we'll break down the latest Medicare changes that could impact your retirement plans. From new premium costs to expanded coverage options, we'll help you understand how these changes might affect your finances. We'll also discuss strategies to maximize your Medicare benefits and minimize out-of-pocket expenses.

Bill welcomes very special guest Michael Binger, president of Gradient Investments. We discuss the Trump win and what is up with the markets... The markets!

In this episode, Bill talks about risk tolerance. We'll discuss how to assess your personal risk profile and explore the potential rewards and drawbacks of increasing your investment risk. Join us as we break down the factors to consider before making bold financial moves.

In this episode, we delve into the crucial role a financial plan plays in achieving your long-term goals. Discover how a well-structured plan can help you navigate life's uncertainties, make informed investment decisions, and build a secure financial future.

Host Bill Altman is out of town and Tony Shore has a flooded basement, so the show is taken over by Bill Kizer and Andrew Galvin. They talk about a multitude of topics from Medicare Annual Enrollment, the economy, markets, retirement planning and more!

Bill and special guest Jake Dinan, a Medicare specialist for United Health Care, go over the current state of Medicare, some of the unknown benefits, and they discuss various misinformation surrounding Medicare and some of the things you will hear on TV and on advertisements.