During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

In this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!

In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.

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

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 episode, we’re going to discuss the silver tsunami — the millions of baby boomers who will be retiring now through 2027 — and what they can do to better prepare.

During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.

During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.

So far this year we've seen extreme market volatility, but does that mean you need to make any drastic financial moves? In this episode we'll talk about what is happening and tips to weather the ups and downs of the markets and the economy.

During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.