Category: Financial Planning

Episode 179: Social Security COLA and Timing

Choosing when to claim Social Security can have a huge impact on your retirement plan. A lot of people are unsure about whether they should delay Social Security or take advantage of another significant COLA increase.

Today we are going to look at some of the different options you may have and narrow down the reasons they may or may not be for you. We are also going to cover the ins and outs of spousal benefits so you can go into your decision-making with as much knowledge as possible.

September 22, 2022 No Comments

Episode 178: Money Marketing Headlines

We’re bombarded with headlines about money all the time. With technology and social media at our fingertips, it’s more important than ever to control how you react to that. We’ll explain why it’s critical to your long-term financial success.

September 1, 2022 No Comments

Episode 174: Mid-Year Financial Review Checklist

It’s mid-July, so let’s do a mid-year checkup on your finances. We’ll share why you need to be proactive with your tax planning and how that can payoff in the long run.

July 14, 2022 No Comments

Episode 172: Target-Date Funds and Leasing vs. Buying A Car

Is your 401k invested using target-date funds? If so, you could be getting hit harder during these tough economic times. We’ll explain why. We’re also talking cars this episode and our thoughts on leasing vs. buying a new or used car.

June 2, 2022 No Comments

Episode 171: Retirement Statistics – How Do You Measure Up?

A recent study found that the average American needs to save $1.04 million for a comfortable retirement. That’s one of the many fascinating statistics shared in the study. Join us as we share more of the findings and talk about how most retirees stack up.

May 19, 2022 No Comments
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