Pathway To Retirement

During this episode, we'll explore where Americans actually stand when it comes to retirement savings, what the data tells us about how different age groups are tracking, and practical strategies that could help close the gap between where you are and where you want to be.

During this episode, we'll explore the financial missteps that can create challenges for the next generation, the importance of communication and planning around estate decisions, and practical steps to help protect your wealth and your family from fraud.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.

During this show, our discussion will focus on how to know when to file for Social Security and three ways you might be able to max out your benefit during the current year.

During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this show, we’ll look at the new senior tax deduction and potential money moves those who are close to retirement can make this year.

During this episode, we’ll dig into what members of Generation X should do to better prepare for their impending retirement.

During this episode, we’re going to discuss what you need to know about catch-up and retirement strategies in 2026.

During this episode, we’re going to discuss why playing it safe isn’t always the right move, even during retirement.

During this episode, we’ll examine some of the things you need to know about retiring early.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.

In this episode, we’ll discuss the reasons some people are delaying retirement as well as the pros and cons of working a little longer.

During this episode, we’ll consider potential steps to prepare for retirement if you’re about a decade away from that monumental event.

During this show, we’re going to walk through some of the most frightful retirement mistakes and how you can avoid them.

During this episode, we’re going to have a conversation about techniques and steps that may help you protect more of your retirement savings.

During this show, we’re going to discuss the Fed’s recent rate cut and what it might mean for your financial strategy.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

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.

On this show, we’ll discuss 13 traits common among wealthy people, that anyone can utilize in their own financial strategy.

During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

During this show we’ll discuss longevity risk and how you may be able to protect your financial strategy from it.

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.

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.

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.

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.

During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

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).

During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.

During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

During this show, we’ll examine retirement steps when you’re 10 years, five years, and one year from retirement.

During this episode, we’ll discuss eight signs that could tell you that you’re ready to retire as well as traits that lead to more retirement savings.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

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.

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

During today’s show, we’ll discuss Medicare’s 2025 cost increases and more!

During this program, we’re going to discuss what the recent news of a Fed rate cut means for the average American.

During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.