The SECURE Act: Changes to IRAs
Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretc...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Your Retirement Savings and Planning Have Changed! - The SECURE Act of 2019
Your retirement savings and planning changed dramatically when President Trump signed the SECURE Act into law on December 20,2019. What are some of th...
The SECURE Act: Changes to IRAs
Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretc...
Personality and Retirement
Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid reg...
Bulls, Bears, and the Stock Market Roller Coaster – December 2019
Today is our monthly edition of Bulls, Bears, and the Stock Market Roller Coaster! We are going to talk about recent financial markets behavior and pe...
Protect Your Financial Data
Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your importa...
The Danger of Financial Assumptions
It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumpt...
Medicare – A Beginner’s Guide
Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode se...
Millennials and Retirement
How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?
Common Financial Mistakes
Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you gui...