Your Money Your Retirement Podcast

We’ll explore some of the more common retirement mistakes and regrets that others have shared and discover ways that you can avoid them. 

Early retirement is a dream for many, but can you really afford to do it? Before you quit your job and sail off into your retirement journey, you’ll need to carefully consider taxes, health care, income sources and a lot more. And you definitely shouldn’t retire early without a written plan. So, where do you start? Joining in this discussion is Joel Cavaliere CFP TM

Every woman needs have her own Financial Plan – no matter whether she’s single, married, or in a committed relationship! Unfortunately, most women don’t have a written plan.

With the nation's debt climbing to unprecedented levels, higher taxes may be inevitable. Have you prepared your financial and retirement plans? Learn what you can do to safeguard your future. Joining us in this discussion is Financial Advisor Zach Roberts.

We always encourage saving as much as you can throughout your working years. The money you save today is what you’ll live on tomorrow. Listen to learn what we’ve seen retirees do without really thinking about how their retirement may be impacted.

If you love a good game of trivia, you’ll want to listen. We’ll explore 10 questions about Social Security that many Americans get wrong! You can test your knowledge, too!

Fraud is rampant – especially against Seniors! Will you know the warning signs to protect yourself?

Birthdays – Love them or hate them.  Either way there are some that are really important!

Is there a difference between a Roth 401(k) and a Roth IRA? You bet there is! We’ll cover 6 ways they differ, as well as why you should take advantage of this option if it’s offered to you.

Starting in 2024 more than 11,000 Americans will be turning 65 every day – and that’s expected to last through 2027 when the last of the youngest Baby Boomers reach that magic age!  Some are calling it the Silver Tsunami while others call it the ‘Peak 65.’  So, if you’re one of those lucky individuals turning 65 what do you need to know about planning for your next stage?