Posted November 10, 2024 The Closing Bell – Ending the year strong with strategic financial moves In this episode, we’ll dive into actionable strategies to optimize your finances before the year ends. From tax-saving tips… Play
Posted November 3, 2024 Gen X Retirement Planning and Solutions Today we’re diving into the unique financial challenges and opportunities facing Generation X as they navigate retirement planning. We’ll… Play
Posted October 27, 2024 Fixed Index Annuities: What You Need to Know Learn about fixed index annuities (FIAs) and how they work. Discover the potential benefits and risks of investing in… Play
Posted October 20, 2024 Understanding Buffered Index Products In this episode, we dive deep into Buffered Index Portfolios. We’ll break down how these investments work, including their… Play
Posted October 13, 2024 What The 2024 Election Means For Your Finances Will the election have an effect on your investments? In this episode we look at election year finances, how… Play
Posted October 6, 2024 How Lower Interest Rates Impact the Economy and Consumers In this episode, we dive into the complex relationship between interest rates and the economy. Discover how lower interest… Play
Posted September 29, 2024 The Retirement Blueprint: Strategies for a Happy & Healthy Future In this episode, we discuss essential strategies to ensure a comfortable and fulfilling retirement. From understanding your unique financial… Play
Posted September 22, 2024 Protect Your Loved Ones and Secure Your Future In this episode, we’ll discuss the importance of estate planning and life insurance. Learn how to create a comprehensive… Play
Posted September 15, 2024 Financial Regrets in Retirement and How to Avoid Them In this episode, we’ll delve into the common financial regrets retirees often express and explore practical strategies to avoid… Play
Posted September 8, 2024 Coping with Retirement After Losing a Partner In this episode, we explore the emotional and financial challenges faced by individuals who lose their partner after retirement…. Play