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Amazon MusicLandmines and Opportunities in SECURE Act 2.0
Another round of retirement changes are on the way after President Biden passed SECURE Act 2.0 into law on December 23rd. While we’ve been anticipating
January 19, 2023
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2022 Year in Review
Market volatility became the norm in 2022. In this episode, we will be discussing the ups and downs of the last year, from volatility to
December 21, 2022
Year End Planning (It’s Not Too Late)
We are heading toward Christmas and The New Year at lightning speed. We are only weeks away from 2023. It looks like we came off
December 8, 2022
The FTX Scandal: The Difference Between Wisdom & Knowledge
Happy Thanksgiving! We wish you all the blessings of the holiday as we spend time with family and friends and gather for the long Holiday
November 22, 2022
The Elections are Over! Now What?
The elections are over! (At least most of them are) Now what? It seems like, over the past month, we have been bombarded with nasty
November 10, 2022
ABC’s of Medicare
You’ve probably seen the commercials with the legendary quarterback, Joe Namath or Tom Selleck and William Shatner (Captain Kirk). They are selling Medicare Advantage plans
October 20, 2022
Weather the Storm and Don’t Lose Focus
“This is one nasty storm”. This has been the sentiment heard from so many people living in the path of the hurricane in south central
September 29, 2022
Inflation, Early Retirement, & Proposed Changes to Social Security
In a normal year, just one of these topics would be significant news for us to discuss, but 2022 is filled with headlines that impact retirement planning. On this episode, we’re going to provide an update on inflation and the indicators to be watching, share stats on the early retirement trend, and give you the truth on the latest proposed legislation that impacts Social Security.
September 8, 2022
What the Inflation Reduction Act Means for Planning
Washington recently passed the Inflation Reduction Act, which on the surface appears to be aimed at solving the inflation problem. But there’s much more inside the bill, including a few different items that directly impacts financial planning. We’ll break down this new legislation on the podcast and highlight other laws that might be on the way.
August 25, 2022