Mistakes and Questions
401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid? And what even is a 403(...
Creating Lifestyles Building Legacies
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About
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Social Security Changes May Impact Your Monthly Check
Changes in Social Security can have a big impact on your personal finances in retirement. How will the most recently announced changes impact your per...
Tips to Reduce Spending and Avoid Wasteful Spending
How can you adjust your spending to save more to meet your financial goals? Are you spending money in a wasteful way? In this show we talk about some ...
Life Insurance Basics and Options
What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?
Examining Retirement Realities
This episode looks at some hard retirement facts that are often overlooked. Have you missed or ignored these uncomfortable truths?
The Seven Deadly Sins of Retirement Planning
This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and ...
Money and Relationships
Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussin...
Retirement Communities, Wealth Building & Budget
This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you n...
Avoid Phone Scams/What are Tariffs?
This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?
Shocking Retirement Statistics and Mistakes
This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways t...