Retirement is about freedom, but what about surprise costs? This episode dives into building a buffer for emergencies, budgeting for healthcare, and strategies to keep your golden years financially secure.

In this very special episode Jason talks about raising awareness and support to help those affected by epilepsy. He welcomes special guest Brianna Romines, president of the Epilepsy Foundation of Michigan and Suzette Summerfield to talk about the impact of epilepsy and what you can do to help.

In this episode Jason welcomes Senior Portfolio Manager Keith Gangl from Gradient Investments. They discuss the current markets and where they might be headed.

Confused about how recent tax law changes affect your retirement savings? This episode breaks down the latest rules on contribution limits, required minimum distributions, and Roth conversions. Tune in to learn how to optimize your retirement plan for a secure future.

In this episode we tackle "Longevity Risk in Retirement." We'll explore the financial danger of living longer than expected, and offer strategies to make your retirement savings last a lifetime. Tune in and learn how to safeguard your golden years!

Having a strategy in place to handle and uncertain market and economy is important. In this episode we welcome Gradient Investments Senior Portfolio Manager Jeremy Bryan to talk about where the markets are at, where we might be headed and the various investment options that available.

During this show, we’re going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

In this episode Jason welcomes special guest Tyler Ellegard from Gradient Investments to give us a market update and talk about possible strategies.

Tired of market volatility? Tune in as we explore other income streams, tax benefits, and customization options. But also beware of annuities with fees and liquidity issues. Join us for an honest chat to see if an annuity fits your retirement puzzle!