The Secure Act 2.0 was just passed. How is this going to possibly affect your 2023 and even longer?

When to file for Social Security is one of the most important decisions you can make for a successful retirement. We talk about the options and strategies for filing.

In this episode we discuss the 5 keys to a successful retirement with planning tips and strategies.

Remember your first time driving a car? Remember your first water slide? Some firsts are fantastic memories, other firsts, like retirement and legacy planning can seem daunting, but they don't have to be. We talk about financial planning firsts and how they don't have to be difficult.

There's no way to have a successful retirement without careful planning. We go over the keys to successful retirement planning.

We look at where the markets are at and the financial landscape as we near the end of the year.

Now is the time to take a look at where you are at with your taxes, for this year and for the future. We go over some helpful year-end tax strategies.

It's a scary time of year, especially for your finances. In this episode we talk about some possible ways to avoid financial nightmares.

We all know about inflation and the financial problems it causes, but what about Healthcare and Medicare Fraud? We look at both.

The market volatility has been extreme this year and Robert breaks down the effects as well as some of the options you have with your finances. We also discuss Medicare coverage, costs, and the Open Enrollment period.