We are coming to you from Nashville Tennessee this week! Feeling lost in the financial maze? Ditch the stress and unlock your wealth potential. This show explores how a financial advisor can be your secret weapon in reaching your financial dreams.

On this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.

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

During this episode, we’re going to examine some potential end of year financial to do’s.

During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.

In this episode we welcome special guest Michael Binger, president of Gradient Investments. We discuss what happened with investments, stocks and the markets this year and then look at the forecast for next year, as well as your options for a balanced portfolio and ways to possibly minimize your risk.

On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.

In this episode we talk about options to minimize your tax burden and tax free options for income in retirement.

During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.