All Episodes

Financial Wellness Survey for Gen X

Is Social Security Enough? Building Your Retirement Income Plan

Prepare Today for Tomorrow’s Healthcare Costs

What You Need to Know About IRMAA

Managing Financial Risk During a Market Downturn

An Even Bigger Elephant

Your Checklist for Addressing the Elephant in the Room

The Cost of Being a Grandparent

Be Careful: The Top 5 Scams

Tax Preparation vs. Tax Planning

New Year Financial Planning Checklist

Gratitude and Year-End Planning

Why You Need an Emergency Fund

Shutdown Status

Year-End Checklist for 2025

Medicare Annual Enrollment with Ryan Polatis

Health for a Healthy Retirement

Celebrating Our Independence and Why it's so Important

Here’s what Medicare covers — without extra charges

Elder Abuse & Financial Scams

What Happens When a Loved One Passes

9 strategies if you’re laid off right before retirement

The Color of Risk

Changes

What is a Portfolio Analysis Review

Tariffs and the Future

Social Security Fairness Act 101

The Longevity Gap: Preparing Women for a Secure Retirement

Avoiding 401(k) and IRA Mistakes

Annuity Reality

Enhanced Planning, Documents and Gifts

Resolutions for the New Year

The Real Gift is You and Your Time

Year-End Financial Tune-Up

Trump, The Markets and More

Year-End Financial Check List

Understanding and Avoiding Scams

Inflation, Interest Rates and How They Affect Your Finances

Social Security Variables and Answers

What Color is Your Money?

Technology and Your Finances

Medicare Basics, What You Need to Know

Your Guide to Enhanced Planning

Pundits, Politicians, Parties and Your Finances

The Importance of Financial Planning