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Northern Alliance Financial - Financial Safari

PODCAST · business

Northern Alliance Financial - Financial Safari

We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.

  1. 306

    Episode 288 Suddenly, every loose doorknob, overgrown weed, and dusty attic becomes a top priority. Your spouse's "to-do" list mysteriously multiplies.

    Okay, so, here's the thing: as you get older, life's gonna toss you some curveballs, right? That's just how it goes. But, if you're smart and make a retirement plan that can bend a little, and you keep an eye on it, you'll be way better equipped to handle whatever comes your way. Basically, don't just set it and forget it!

  2. 305

    Episode 287 - Take the replace my paycheck challenge.

    "Retirement... it's the reward we dream of after all those years of hard work, right? No more morning alarms, no more office politics, and definitely no more exhausting commutes. But here's the thing: while you definitely gain a lot of freedom, you also lose more than you might realize. Details just ahead

  3. 304

    Episode 286 - "Stock Market Rollercoaster: Investors Advised to Bring Barf Bags."

    There’s been lots of chatter about tariffs lately, and it's causing a lot of confusion and worry. Today, we cut through the noise and give you the real scoop on what you need to know.

  4. 303

    Episode 285 Good-bye, good luck and get out.

    Today we're tackling a question that's probably crossed all of our minds at some point: Can you really retire in 3 years or less? I know, it sounds crazy, but for some folks, it's totally doable. We're gonna break down the key things you need to consider if early retirement is your goal.

  5. 302

    Episode 284 I don’t want to say I’m rich but Thurston Howel III once asked me for a loan.

    On today’s show, a new study shows that rich people are much better at planning their finances. We’ll explore what they are doing and offer tips to help you mirror some of those strategies.

  6. 301

    Episode 283 What? No mention of candy corn?

    Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-tohouse for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNING STRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!

  7. 300

    Episode 282 Do be a do bee and don’t be a don’t bee.

    You know, we're often told that retirement is this magical time where all our worries fade away. But the reality is, for many boomers, retirement comes with its own set of concerns. Coming up, two things to do and two things not to do to help you get to retirement.

  8. 299

    Episode 281 I get all my medical advice from Dr. Google

    Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH and talk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if you wanna stay HEALTHY, WEALTHY, and HAPPY.

  9. 298

    Episode 280“The Four Seasons of Retirement Planning”

    Coming up…we’re gonna celebrate the CHANGING OF THE SEASONS…and make sure you don’t get LEFT OUT IN THE COLD. Don’t miss our SPECIAL SEASONAL TIPS that you need to know for MAXIMUM FINANCIAL SUCCESS…from the SUNNY START of SPRING…to the FREEZING CHILL of WINTER!

  10. 297

    Episode 279 What? No mention of candy corn?

    Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-to house for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNING STRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!

  11. 296

    Episode 278 Just like the game Operation, just don’t hit the edge or the pieces will fly everywhere.

    Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving parts, we break it all down on today’s show.

  12. 295

    Episode 277 I get all my medical advice from Dr. Google

    Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH and talk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if you wanna stay HEALTHY, WEALTHY, and HAPPY.

  13. 294

    Episode 276 Hear ye hear ye, retirement is near, no need to live in fear

    Coming up…do you want to RETIRE LIKE ROYALTY? We got FOUR HARD LESSONS learned by MONARCHS about MONEY, and we’re gonna give them to YOU so you can KEEP YOUR FORTUNES safe in your own castle.

  14. 293

    Episode 274 Eenie Meenie Miney Moe

    A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not.

  15. 292

    Episode 275 “Those that fail to learn from history are doomed to repeat it.” Winston Churchill

    A hot and perhaps divisive topic—one that’s been on everyone’s mind as we approach the 2024 election—the intersection of presidential races and economic policies and how they could affect your financial future, especially if you’re nearing or enjoying retirement.

  16. 291

    Episode 273 Watch that last step, it’s a doozy.

    Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future costs, these missteps can significantly impact your retirement. We’ll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress-free retirement.

  17. 290

    Episode 272 Leave the ducks out of this.

    You’re five years away from retirement. Are you prepared both financially and emotionally for the transition? We’ll make sure you have your bases covered and give you a few important actions to take to help make sure you are ahead of the game. All that, after this.

  18. 289

    Episode 271 Let the countdown begin.

    Coming up today we’ll highlight some of the top retirement-related news stories this week, including some retirement regrets and offer you some tools to help you ease into retirement.

  19. 288

    Episode 270 Eenie Meenie Miney Moe

    A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not

  20. 287

    Episode 269 “I got five on it...” -Luniz

    What are the challenges facing Generation X in saving for retirement and why are Gen Xers being compared to Jan along the way? We cover that and more coming up on today’s show..

  21. 286

    Episode 268 What happens when it’s 10,001 in one day?

    The retirement of 10,000 baby boomers every day can have several significant impacts on current retirees, as well as the broader economy and social systems. We’ll dig into that and more on today’s show

  22. 285

    Episode 267 Is GameStop still a thing? Am I too late?

    Coming up today we’ll answer the question: Should I continue to invest once you retire? The short answer is yes. We’ll tell you why when we kick things off right now

  23. 284

    Episode 266 “I got five on it...” -Luniz

    What are the challenges facing Generation X in saving for retirement and why are Gen Xers being compared to Jan along the way? We cover that and more coming up on today’s show..

  24. 283

    Episode 265 “Mother please, I’d rather do it myself.” Old TV commercial for Anacin

    Plenty to discuss this week including the latest on the Social Security go broke date. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who has strong feelings about our economy. And a new Gallup Poll on what American’s biggest financial fears are this year.

  25. 282

    Episode 264 What happens when it’s 10,001 in one day?

    The retirement of 10,000 baby boomers every day can have several significant impacts on current retirees, as well as the broader economy and social systems. We’ll dig into that and more on today’s show.

  26. 281

    Episode 263 Nothing endures but change. - Heraclitus

    Retirement planning has seen significant changes over the past 20 years, influenced by shifts in the economy, demographics, technology, and regulatory environments. Today we’ll review some of the most significant changes and how they can impact your retirement.

  27. 280

    Episode 262 “Only two things are infinite: the universe and human stupidity, and I’m not so sure about the former.” Albert Einstein

    Retirement is full of surprises. How we deal with them could impact to the success of our golden years. We break down the certainty of uncertainty in retirement

  28. 279

    Episode 261 " Mother Please I'd Rather do it myself" Old TV commercial for Anacin

    Plenty to discuss this week including the latest on the Social Security go broke date. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who has strong feelings about our economy. And a new Gallup Poll on what American’s biggest financial fears are this year

  29. 278

    Episode 260 “So if money is the root I want the whole damn tree.” -Dr. Dre.

    When it comes to retirement, there are many misconceptions that can be incredibly detrimental to folks in the future, and also, difficult to recover from. On today’s show, we clear up the confusion and help you avoid making missteps on your way to and through retirement, along with tips to help you save more. Stay tuned.

  30. 277

    Episode 258 It may be a late start but hey at least you’re starting.

    If you're beginning your retirement savings journey in your 50s, here's what you can anticipate and the actions you may need to contemplate. Today we dig into Retirement Savings: 8 Outcomes When You Begin Saving in Your 50s.

  31. 276

    Episode 257 Make sure your retirement rocks!

    We’re going to dig into some tips to help you get to retirement. Some are new and some have been around a long time. In both cases, the information is rock solid and could make a positive difference in your retirement.

  32. 275

    Episode 256 “Interest is up and the stock market’s down.” -Hank Williams Jr.

    On today’s show, we outline five important questions to ask your advisor about inflation and its impact on you and your retirement plan.

  33. 274

    Episode 255 Boom goes the dynamite.

    When it comes to financial literacy, social media has done a lot of damage. We’re exposing some of the worst financial planning advice to go viral on social media, exploring why it’s so dangerous, and doing a bit of financial influencer myth-busting to perfect the record on today’s show. Stay tuned

  34. 273

    Episode 254 “Lately there ain't been much work on account of the economy…” -Bruce Springsteen

    Coming up today, how to identify the retirement planning concerns that matter the most, tips to help you along the path on your retirement road trip, and questions to be asked and answered before you drive off into the sunset.

  35. 272

    Episode 253 “They say a cluttered desk means a cluttered mind, well I say an empty desk means an.." -Michael Scott, The Office

    Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights. What better time to eliminate any “March Madness” in your financial plan than now?

  36. 271

    Episode 252 Money can’t buy you happiness, but it can buy you a yacht big enough to pull up right alongside it.”- David Lee Roth

    Coming up today, we explore the best way to clarify your retirement savings strategy, discuss tax tips and new legislation regarding that might change the world of Social Security as we know it. All that and more, starting right now on ________.

  37. 270

    Episode 251 “Save the neck for me, Clark.” -Cousin Eddie, National Lampoon's Christmas Vacation

    The holiday season is upon us, so we’re covering moments from your favorite Christmas movies and the financial planning lessons we can take from each. It all starts, right now.

  38. 269

    Episode 250 “You better check yo self before you wreck yo self.” -Ice Cube

    Everybody’s more productive when you have a checklist. Your retirement checklist, coming up.

  39. 268

    Episode 249 “You better check yo self before you wreck yo self.” -Ice Cube

    Everybody’s more productive when you have a checklist. Your retirement checklist, coming up.

  40. 267

    Episode 248 “Get over on that other field and have some asthma–get out of here!” -Jimmy Johnson

    On today’s show, we have strategies, lessons, and words of wisdom from the game of football to apply to your financial plan, so you can retire like a champion. We kick it off, right NOW.

  41. 266

    Episode 247 Ch-ch-ch-ch-Changes (Turn and face the stranger) David Bowi

    Retirement is all about change and how we adjust to those changes. Today we’re going to outline some things that may be an unexpected change and we’re talking about more than money, but health too. Stay tuned.

  42. 265

    Episode 246 I just want a bucket without holes in it.

    We all have items to check off that bucket list as we get into retirement. Today we turn the table and share the retiree 'unbucket-list'. We've got a list of things that you probably want to avoid in retirement.

  43. 264

    Episode 245 " I am 100% certain that I am 0% sure of what I'm going to go-: - Chris Traeger, Parks & Recreation

    On today's show, we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started.

  44. 263

    Episode 244 " I've heard there's going to be a recession. I've decided not to participate." - Walt Disney

    When it comes to retirement planning, one of the most important components is generating income to last you through retirement. On today's show, how you can do this despite challenging economic conditions. It all starts now.

  45. 262

    Episode 243 "Diversify your Millions, you can live off the interest." -Xzibit

    As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process we've put together steps to help you get started.

  46. 261

    Episode 242 "Save the neck for me, Clark." -Cousin Eddi, National Lampoon's Christmas Vacation

    The holiday season is upon us, so we're covering moments from your favorite Christmas movies and the financial planning lessons we can take from each. It all starts, right now.

  47. 260

    Episode 241 " That's just the cold hard truth, but I still throw a few back, talk a little smack, when I'm feelin' bulletproof." - Toby Keith

    It's important to know the cold, hard truth of your financial situation when planning for retirement. On today's show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement, and ROIs. And it all starts...right now

  48. 259

    Episode 240 Auld Lang Syne

    On today's show as another year draws to a close let's make sure our retirement plan is ready for the new year.

  49. 258

    Episode 239 "They say we learn from mistakes, so that's why they mistakes me." - Lil Wayne

    There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, Plus how you can overcome six common financial fears, And it all starts right now.

  50. 257

    Episode 238 Just wait till version 13 is released.

    As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. On today's show, we check some highlights

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ABOUT THIS SHOW

We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.

HOSTED BY

Northern Alliance Financial

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