In this episode, we delve into the often-overlooked but crucial topic of long-term care costs. We'll explore the various options available to protect your assets and ensure you receive the care you need in the future. From customizable hybrid insurance to innovative financial strategies, we'll provide you with the knowledge and insights to make informed decisions about your long-term care planning.

This episode dives deep into the world of account rollovers and conversions. We'll explore the different types of accounts, the tax implications of each, and provide actionable advice on how to navigate the complexities of transferring your retirement savings. Whether you're changing jobs, consolidating accounts, or simply looking to optimize your investment strategy, this episode will equip you with the knowledge you need to make informed decisions about your financial future.

Why now is the time to consider adding Annuities to your tool belt!

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

During this show, we’re going to discuss how you can save money on withdrawals from retirement accounts.

During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.