Early Buy-Outs for Retirement
Early Buy-Outs for Retirement
March 28, 2024
Many companies across America are reducing their workforce to save money, by offering early buy-out opportunities for voluntary retirement. If you are offered one of these packages, how do you determine if you should take them? Find out right now.
March Question and Answer Show
March Question and Answer Show
March 21, 2024
It’s time for our Question and Answer show for March! We have many great questions that have been submitted for this month. Find out the answer to these questions right now.
Survive and Advance
Survive and Advance
March 8, 2024
Basketball tournament time is back, and the theme for this time of the year is survive and advance. Let me ask you a question: Is your retirement plan set up to survive and advance? Find out right now.
Retirement and Estate Planning
Retirement and Estate Planning
March 8, 2024
Many people think that they’ve thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most circumstances. Find out why, right now.
What You May Not Know About IRAs
What You May Not Know About IRAs
February 22, 2024
Millions of people have an IRA, which is a main staple of the retirement plan. However, there are many things about an IRA that many of these people just don’t know, which can really limit the value of their IRAs. Find out what you may not know about IRAs right now.
Tax Season
Tax Season
February 22, 2024
It is tax season, and millions of Americans are working on completing their 2023 federal tax returns. What moves can you still make to save tax dollars, and.or become more tax-efficient? Find out right now.
February Question and Answer Show
February 15, 2024
It is time for our Question and Answer Show for February. We have a few great questions to answer this month. Find out the answer to these questions right now.
February Question and Answer Show
February 12, 2024
Toward the beginning of each new year, many people think about retirement. So, are you ready or able to retire? Well, there are many factors to consider before making that decision. Find out what these critical factors are, right now.
The Economy Continues to Struggle
February 2, 2024
The economy continues to struggle, causing many companies and businesses to cut back and reduce their workforce. What should you do to prepare for a potential layoff or early retirement, to minimize the effects on your retirement plan? FInd out right now.
The Economy Continues to Struggle
Today’s Financial World is Changing
January 26, 2024
Today’s financial world is changing quickly and dramatically. What are the key strategic moves that you may very well need to make to protect and maximize your retirement plan? Find out right now.
January Question and Answer Show
January 19, 2024
It is time for our question and answer show for January, we have many great questions to answer from our listeners and readers. Find out the answer to these questions right now.
January Question and Answer Show
Are you Ready for More Change?
January 12, 2024
Are you ready for more change? I certainly hope so! Congress recently approved the SECURE Act 2.0 law, which brings many changes to the retirement and financial arena. Find out the details on all of these changes right now.
Are you Ready for More Change?
New Year, New Rules
January 4, 2024
Well, a new year is here, and that means new rules, new laws, and contribution guidelines. Find out what these are to get your retirement plan updated properly, right now.
New Year, New Rules
New Year’s Resolutions
December 27, 2023
Well, it’s a new year, and that means time for New Year’s resolutions. So, what financial New Year’s resolutions do you need to make this year for your retirement plan? Find out right now.
New Year’s Resolutions
December Question and Answer Show
December 14, 2023
It is time for our question and answer show for December, we have many great questions to answer from our listeners and readers. Find out the answer to these questions right now.
December Question and Answer Show
Year-End Decisions and Deadlines
December 7, 2023
There is a year-end deadline coming up with some very big decisions that many pre-retirees and retirees need to make. Find out what these big decisions are right now.
Year-End Decisions and Deadlines
To Give and Recieve
November 30, 2023
Well, the holiday gift giving season is here. But unfortunately, most gifts given offer no real long-term value for the giver or the recipient. Find out how to change this right now.
To Give and Recieve
Building and Maintaining a Retirement Plan
November 22, 2023
Having the proper professional help in building and maintaining a retirement plan is vitally important. How do you find that help? Find out right now.
Building and Maintaining a Retirement Plan
November Question and Answer Show
November 17, 2023
Well, it’s time for our question and answer show for November. Find out the answer to many of your favorite retirement questions right now.
Question and Answer Show for November
Time is Running Out for the Year 2023
November 9, 2023
Time is running out for the year 2023, and there are some critical retirement moves that you have to, or need to make by the end of the year. If you fail to make thee moves in time, you will lose money in the form of penalties, taxes, or lost opportunity cost. Find out what these requirements are, right now.
Time is Running Out for the Year 2023
Navigating Retirement
November 2, 2023
Getting to and surviving retirement can be like navigating your way through a minefield. What do you need to know and how are you going to avoid some major traps and survive? Find out right now.
Navigating Retirement
Trick or Treat Season
October 26, 2023
It’s Halloween week, which means trick or treat season. So let me ask you this, are the tools and strategies you are using for your retirement plan giving you a great retirement treat, or are they costly tricks that can severely hurt or ruin your retirement plan. Find out right now.
Trick or Treat Season
Are You Scared?
October 22, 2023
Next week is Halloween weekend. Halloween is a made-up thing, but there are many scary things happening right now in the financial world that are very real. Find out what these are, and how they can affect your retirement plan right now.
Are You Scared?
Question and Answer Show for October
October 16, 2023
It’s time for our question and answer show for October. Find out the answers to your great retirement planning questions right now.
Question and Answer Show for October
Is Your Knowledge and Education Up-to-Date?
October 6, 2023
Let me ask you a question: Is your knowledge and education up-to-date regarding retirement planning? Find out right now as we give you a retirement test.
Is Your Knowledge and Education Up-to-Date?
September 28, 2023
The original ‘Inherited Stretch IRA’ has been eliminated by the SECURE Act, and went into effect in the beginning of 2020. So now what do you do? Find out right now.
The original ‘Inherited Stretch IRA’ has been eliminated by the SECURE Act
How Losing a Spouse Affects Your Retirement
September 22, 2023
A lot of things change when someone loses their spouse. A retirement plan is no different. Do you know what happens to you retirement plan when your spouse passes away? Find out right now.
How Losing a Spouse Affects Your Retirement
Many Rules for Inheriting Assets and Money Have Changed.
Many rules for inheriting assets and money have changed and more rules may be changing soon. Now what do you do? Find out right now.
Factors that Affect your Social Security Benefits
A recent survey says that most people do not understand all of the different factors that affect their Social Security benefits, including taxation. Do you? Find out right now.
Factors that Affect your Social Security Benefits
Question and Answer Show for August
It’s time for our question and answer show for August, and we have many great questions to answer this month. Find out the answers to these questions right now.
Question and Answer Show for August
Key Dates and Ages Related to your Retirement
August 11, 2023
You know, many people say that life comes down to just a few moments. Now, I’m not so sure about that, but I do know that your retirement plan comes down to the proper knowledge and understanding of some very important key dates and ages. Find out what these are, right now.
Key Dates and Ages related to your Retirement
It Is Back to School Time For Your Retirement Plan
August 3, 2023
It’s unbelievable that August is already here, but it is, and that means it’s back to school time. But it’s also back to school time for your retirement plan, as this is something that has to be done with all of the changes that have occurred this year.
It Is Back to School Time For Your Retirement Plan
You Cannot Retire Until You Consider These Factors
July 30, 2023
You absolutely cannot retire until you consider these often overlooked factors. Find out what they are right now.
You Cannot Retire Until You Consider These Factors
2023 is Almost Half Over
July 21, 2023
The year 2023 is more than half over. What can you expect for the second half of the year as it relates to your retirement plan? Find out right now.
2023 is Almost Half Over
Question and Answer Show for July
July 13, 2023
It’s time for our question and answer show for July, and we have many great questions to answer this month. Find out the answers to these questions right now.
Question and Answer Show for July
Your Retirement Check-Up
July 7, 2023
Your Retirement Check-Up
May 21, 2023
It’s Mother’s Day! To honor mothers and women everywhere, we’re devoting this show to the challenges women and mothers face when it comes to financial and retirement planning. Find out the solutions, right now.
April 2023 Question And Answer Show
April 15, 2023
April 8, 2023