Results Driven

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

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

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.

During this show, we’ll discuss retirement planning considerations and explore how much you may want saved as you approach retirement.

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

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 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 show, we’re going to discuss 13 habits you can adopt that may better position you for the retirement you truly want.

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’ll discuss how you can balance your need to preserve assets during retirement with your goal of truly enjoying your post-work life.

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

During today’s show, examine and discuss five planning pillars that may help you on your path to retirement.

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’re going to discuss the importance of an emergency fund and how you can build one of your own.

During this episode, we’re going to consider changes that are coming to IRAs, 401(k)s, and HSAs in 2026 that may keep more money in your pocket.

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 show, we’ll look at Social Security from two important angles: Whether you should file early given the program’s somewhat uncertain future and how a possible 24% Social Security cut could impact retirement as soon as 2032.

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

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

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 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.

During this show, we’ll take a much deeper look at how the recently signed Big Beautiful Bill will specifically affect Social Security and older Americans.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.