Guaranteeing Your Retirement

Hosted by David Graham & Stash Graham

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Feb 2025

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About the show

Join David & Stash Graham on 'Guaranteeing Your Retirement,' the radio show and podcast dedicated to guiding pre-retirees and retirees through the complexities of planning for a secure financial future. Each episode offers expert analysis and actionable advice on investment strategies, market trends and economic insights to help ensure a prosperous retirement. Tune-in every Sunday at 9AM and Fridays at 6PM EST on WHNZ 1250 AM and 105.9 FM in Tampa, Florida or whnz.iheart.com Learn more and schedule your free meeting with us at GrahamCapitalAdvisors.com Call our office today at (813) 645-1233

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27 recent

February 6, 20258 min

Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

November 19, 20246 min

Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care

Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care November is National Palliative Care Month. Seriously ill patients often juggle many doctor visits, complicated medication schedules, and care instructions. They also experience a range of emotions that comes with navigating complex condition management. Serious illness can also affect patients financially because it's common for people with these conditions to end up in the hospital or emergency room on multiple occasions. The goal of palliative care is to improve patient well-being and provide comprehensive, wrap-around support throughout their treatment journey. And when loved ones choose palliative care, caregivers also get the help they need to take better care of themselves. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

November 11, 20246 min

Bonus Episode: Happy Veteran's Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America

An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

November 4, 202453 min

What the Election Could Mean for Your Retirement Plan

This week, David Graham and Stash Graham discuss how the markets fared in October, and what this month’s election could mean for your retirement. Plus, David talks about the three legs of your retirement “stool” and why each one is just as important as the others. And, we’ll reach into our listener mailbag to answer your questions about Social Security, investing and more. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

October 18, 202453 min

Social Security, Inflation and the 2024 Election

This week, David discusses inflation and how the Social Security Administration is increasing benefits in its annual attempt to keep up with rising costs. Plus, Stash Graham has his weekly market update as the contentious 2024 election draws closer. And David answers more listener questions as we open up our mailbag. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

October 16, 20246 min

Social Security Announces Lowest Cost of Living Adjustment in Four Years

GUEST: Jenn Jones, VP of Government Affairs, AARP TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation. COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

October 11, 20248 min

Vision Loss Awareness with Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of Professional Outreach for Foundation Fighting Blindness

GUESTS: Jason Menzo, CEO of the Foundation Fighting Blindness, and Michelle Glaze, Director of professional outreach of Foundation Fighting Blindness (Michelle shares her own story about vision loss, as well). TOPIC: World Sight Day on Thursday, October 10, 2024, focuses the world’s attention on blindness and vision loss and the importance of eye care. To help spread awareness during October’s Blindness Awareness Month, the Foundation Fighting Blindness invites individuals to share their unique experiences with blinding diseases through the social media campaign, #ShareYourVision. This year’s campaign celebrates the unique and diverse ways in which individuals experience vision loss. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

October 9, 20246 min

The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD

Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

October 4, 202453 min

Dealing with Market Volatility and Election Uncertainty

On this week’s show, David talks about how to plan during uncertain times in the markets. Should you change your strategy? Listen to find out. Plus, Stash Graham gives us his weekly market update with the latest happenings from Wall Street to Main Street. Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

October 1, 20246 min

Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian

Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data breaches. Last year consumers reported losing more than $10 billion to fraud, the highest dollar amount ever reported, according to the Federal Trade Commission (FTC). Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and their online footprint. Identity theft (84%) and stolen credit card information (80%) are consumers top online security concerns. People want more types of identity recognition techniques used to verify their identities. 70% of businesses said that AI fraud is expected to be the second greatest challenge for their business. WITH GUEST: Michael Bruemmer, Global Data Breach Resolution & Consumer Protection, Experian Get more info & more episodes: https://grahamcapitaladvisors.com/ Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ | 813-645-1233 About the show:With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle