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  • The 5 Biggest 401(k) Rollover Mistakes

    The 5 Biggest 401(k) Rollover Mistakes
    2025/05/10
    In this episode we talk about the biggest mistakes people make when moving or rolling over their retirement accounts. We talk about how to avoid these costly mistakes.
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    1分未満
  • Are you ready for a recession?

    Are you ready for a recession?
    2025/04/26
    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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    1分未満
  • Is 2025 still your year?

    Is 2025 still your year?
    2025/04/12
    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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  • Financial News: Hot off the Presses

    Financial News: Hot off the Presses
    2025/04/05
    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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  • Social Security Steps for Couples

    Social Security Steps for Couples
    2025/03/29
    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.
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  • Navigating the Financial Transition of Widowhood

    Navigating the Financial Transition of Widowhood
    2025/03/15
    In this episode, we delve into the often-overlooked financial challenges faced by widows, providing practical advice on managing assets. We explore strategies for adjusting to a single-income household and offer guidance on making informed decisions about investments and long-term financial security.
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  • 5 Biggest Changes to Social Security in 2025

    5 Biggest Changes to Social Security in 2025
    2025/03/08
    In this episode, we break down the five most significant Social Security adjustments coming in 2025, from potential benefit increases to eligibility rule shifts. We'll explore how these changes could impact your retirement planning and what steps you can take to prepare. Tune in to understand the future of your Social Security benefits and ensure you're maximizing your potential income.
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  • Purpose Drives Passion

    Purpose Drives Passion
    2025/02/27
    In this episode Jenna talks about the importance of purpose and passion and what that means to her. We also talk about the financial and retirement topics we will be covering on our upcoming episodes.
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    1分未満