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.
Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more abou...
Are your retirement accounts a ticking tax time bomb waiting to go off in retirement? In this episode we talk about what can be done to minimize your ...
Today we are going to talk about some of the must-know rules and information regarding Social Security. Figuring out Social Security benefits can get ...
Are annuities good or bad? There are a lot of misconceptions out there and not all annuities are created equal. Everyone's situation is different so y...
In this episode we look at why it is so important to have someone with experience and a fiduciary responsibility leading your financial team. We all n...
In this episode David and John talk about the need for a lifetime of income in retirement and ways to help you possibly achieve that goal by maximizin...