May 24, 2025
Social Security Steps for Couples
During this show, we’re going to look at five possible Social Security steps for couples as well as basic Social Security elements that everyone should know.
Episodes
190
Latest episode
May 2025
Language
EN-US
About the show
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.
Listen to episodes
May 17, 2025
9 strategies if you’re laid off right before retirement
During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
May 3, 2025
What's Going On With Markets and Finance?
So far this year we've seen extreme market volatility, but does that mean you need to make any drastic financial moves? In this episode we'll talk about what is happening and tips to weather the ups and downs of the markets and the economy.
April 26, 2025
What about Gen X?
During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.
April 19, 2025
How to Handle Volatility
In this episode we look at the market volatility and how you can have a plan to deal with it.
April 12, 2025
Social Security in 2025
During this episode, we’ll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.
April 5, 2025
The ABC's of Investing
In this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!
March 29, 2025
Your Retirement Targets
During this show, we’ll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.
March 15, 2025
Retirement: How do you know if you’re ready?
During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.
March 1, 2025
Taxes and Your Retirement
In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.
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