Episodes

  • Mitigating Longevity Risk
    Jun 14 2025
    During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.
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    Less than 1 minute
  • Want an extra $50,000 for Retirement?
    Jun 7 2025
    On this episode, we’ll discuss how you may be able to secure an extra $50,000 for retirement and how to protect your savings from a recession.
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    Less than 1 minute
  • Recession Fears are Easing
    May 24 2025
    On this episode, we discuss the news that the U.S. and China are pausing tariffs for 90 days while they negotiate a formal trade agreement, and what it means for you and your finances.
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    Less than 1 minute
  • Are you ready for a recession?
    May 10 2025
    During this episode, we’re going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.
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    Less than 1 minute
  • Is 2025 still your year?
    Apr 26 2025
    During this episode, we’ll consider if those who wanted to retire in 2025 may need to reconsider, and we’ll also touch on how those running behind on retirement savings can still catch up.
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    Less than 1 minute
  • Yes, retirees should keep investing
    Apr 19 2025
    During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.
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    Less than 1 minute
  • Financial News: Hot off the Presses
    Apr 5 2025
    During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).
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    Less than 1 minute
  • Don’t make these 401(k) mistakes
    Mar 29 2025
    During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.
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    Less than 1 minute