all episodes

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

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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

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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.

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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.

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