All Episodes

3/29: Avoid The Pitfalls Of Bad Estate Planning

3/22: Five Things To Prepare For Retirement

8/17: State of Social Security

8/3: State Of Annuities

6/1: Politics & Investing Don't Mix

4/20: Ways To Become Poor In Retirement

3/30: Elections and Retirement

2/3: Guiding You To... And Through Retirement

11/18: Lowering Risk and Getting A Good Return

9/16: Join Us On The Road To Retirement

8/26: Avoid Family Feuds With An Estate Plan

8/19: Building Your Own Financial House, Part 2

7/29: Building Your Own Financial House

Finding A Balance With Bonds In Your Retirement Plan

2/4: Make A Retirement Plan And Stick To It

1/28: How Rising Interest Rates Can Be Good...

1/7: Tax Planning Advice for 2023

12/3: Can You Retire In A Recession?

11/19: End of Year Tax Moves

11/12: Should I Sell My house In Retirement

9/10: The Living Documents of Estate Planning

9/3: Estate Planning - Give A Gift To Your Loved Ones

7/16: Why Comprehensive Financial Planning Is Important, Now More Than Ever

7/2: You Might Need A Second Opinion in Downturns Like These

6/18: Is A Recession Going To Rob Your Retirement

6/11: Estate Planning Should Be Front And Center

4/11: Three Tax Moves To Change Your Retirement Game

4/2: An All-Weather Retirement Income Plan

2/26: Big Changes to Social Security in 2022

2/12: Predicting The Markets for 2022

1/22: Looking Forward To Retirement - What If You Need Long-Term Care?

1/8: Are You Qualified To Manage Your Own Retirement

12/4: Long Term Tax Planning for 2021

10/30: Tax Moves Before The End of The Year

10/16: Learn To Protect Your Assets From Additional Taxes

9/4: A Perfect Retirement Includes Tax Planning

8/21: Do You Want To Retire Early?

8/14: Will You Run Out Of Money At Retirement

7/17: Why Your Bond Funds Aren't Experiencing Any Returns

Financial Wise Radio, 6/26

4/11: Three Things To Consider Before Choosing Your Retirement Date

3/13: Three Money Mistakes In Retirement You Don't Want To Make

2/6: Why Hiring A Financial Planner Is Very Important For 2021

1/16: What Can You Do Right Now To Help Protect Your Financial Future In Retirement

1/9: Protect Yourself From The Tax Storm That's Coming

12/5: What Are My Estate Planning Options?

11/21: Vital Questions You Need To Ask When Preparing Your Retirement Plan

10/31: Don't Let Healthcare Expenses Derail Your Retirement

10/24: Build A Financial House and Prepare For Your Retirement

9/19: Do You Have The Right Advisor For Your Retirement Plan?

9/5: Main Street Lending: Hear The Inside Scoop

8/29: How The PPP Loans Worked for Austin Small Businesses

7/18: The 3 Biggest Problems COVID-19 Has Caused The Retiree

7/4: Certainty In Uncertain Times - 4 Moves To Protect Your Future

6/13: The 6-Step Approach To Retirement

5/23: In Retirement, The Relationship You Have With Your Advisor Is Key

5/2: Secrets & Advice for a Long & Healthy Retirement

4/25: Three Things To Do During A Market Downturn

11/30: Long Term Care is Much More than a Nursing Home Stay

8/24: Guided Income Solutions that Weather All Storms

8/10: Retired And Loving It

6/22: Simple Retirement Planning Solutions

6/15: Income Strategies You Won't Hear Anywhere Else

6/1: Three Retirement Risks

5/25: A Survivor's Checklist

5/18: Prepare An Income Plan for Your Next Stage of Life

4/13: Are You Saving Enough in Retirement?

4/6: According to Statistics, Retirement Isn't Happening

3/16: Investing This Year - What Should You Be Concerned About

3/9: What's Every Retiree's Top Concern?

2/16: Building Your Retirement House Before You Retire

2/9: Is A Retirement Course Right for You?

2/2: Save On Taxes And Increase Your Retirement Income

1/19: The Tax Cut and Jobs Act

1/12: When Should You Consider Changing Your Investment Plans

12/22: Chart Your Own Map to Retirement

12/15: Retired & Loving It

9/29: The Retirement Class You Don't Want To Miss

9/22: Growing Money Safely with Annuities

Financial Wise, 6/30

Financial Wise, 3/24

Financial Wise, 2/10

Financial Wise, 1/27

Financial Wise, 1/7

Financial Wise, 12/16

Financial Wise, 12/2

Financial Wise, 11/25

Financial Wise, 11/11

Financial Wise, 10/21

Financial Wise, 10/14

Financial Wise, 10/7

Financial Wise, 9/16

Financial Wise, 8/26

8/12: Turn Your Retirement Savings Into Steady Income For Life

Financial Wise, 6/24

5/6: Using Fixed Index Annuities as a Financial Tool

4/29: The Truth about Long-Term Care Insurance

Financial Wi$e with Suzette Blackburn, 4/22