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  • Elder Abuse & Financial Scams

    Elder Abuse & Financial Scams
    2025/08/10
    During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.
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  • The New Budget Bill and You

    The New Budget Bill and You
    2025/07/27
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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  • What You Need to Know About IRMAA

    What You Need to Know About IRMAA
    2025/07/20
    During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
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  • Don’t make these 401(k) mistakes

    Don’t make these 401(k) mistakes
    2025/07/13
    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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  • How Important Is Diversification?

    How Important Is Diversification?
    2025/07/06
    In this episode we talk about how important asset allocation, balance and diversification is when it comes to investing and saving for retirement.
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  • Social Security Fairness Act 101

    Social Security Fairness Act 101
    2025/06/29
    During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.
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  • Comprehensive Retirement Planning Process

    Comprehensive Retirement Planning Process
    2025/06/15
    In this episode, we will discuss the essential steps of building a robust retirement plan, from assessing your current financial situation to understanding different investment vehicles. Learn how to set realistic goals, estimate future expenses, and create a personalized strategy that accounts for inflation and market fluctuations. Tune in to empower yourself with the knowledge needed to secure your financial future and enjoy a comfortable retirement.
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  • Your Retirement Calendar

    Your Retirement Calendar
    2025/06/08
    Planning for retirement can feel overwhelming, but breaking it down into a calendar can make it manageable. This week, we're mapping out key milestones on your "Retirement Calendar," from initial savings goals to those crucial pre- and post-retirement decisions. Join us to create a timeline that ensures you're financially prepared for your dream retirement.
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