Dec 29, 2022

Having a million dollars saved for retirement isn’t providing the type of confidence that it used to for pre-retirees, and many people feel like they’ll need a little luck to be successful in retirement. Is that really the case and what’s a more realistic target number today? We’ll take a look at a recent...

Dec 22, 2022

Today’s show is all about answering your financial questions and we have four great ones for you that cover a few important topics.

We’re going to answer questions about annuities, which is a product that not everyone understands. We’ll also talk about what to do if you come into a surplus of income, whether...

Dec 15, 2022

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover at least the top 5 mistakes people make in their 401(k)s.

Here’s some...

Dec 8, 2022

The one constant in life is change, and there are frequent changes that you have to be aware of to make sure you’re getting the most out of your retirement plan. Here are five changes to the retirement landscape that you should be aware of in 2023.

Here’s some of what you’ll learn in this episode:

• Details on the...

Nov 22, 2022

Today’s episode will be all about your questions as we dive into our mailbag to cover three different scenarios.

Each of these is great and we’ll spend time tackling each topic in depth. We’ll first talk about when you should shift your investing strategy to a conservative approach. Then we’ll help someone work...