Financial

Ep. 126 – The Market Is High Should I Sell

Have you been asking yourself whether it is time to sell or buy? It is perfectly normal to be nervous about your money in the current mar...

Ep. 124 – IRAs – Required Minimum Distributions

Do you have any strategies surrounding your Required Minimum Distributions (RMD)? Required Minimum Distributions (RMDs) references money ...

Ep. 122 – Inflation And Your Retirement

How will the suspected slightly higher 2021 inflation going to affect your retirement plan? Inflation is the increase of prices in an eco...

Ep. 121 – Myra Oliver – Down Home Money

If your goal is to achieve financial freedom and save for your retirement, you need to start planning for it as early as now to avoid str...

Ep. 120 – How To Protect Against Being Scammed

Scamming is increasingly becoming more creative and more sophisticated than ever before. How then do you stay informed and protected from...

Ep. 119 – Wine Down – Tips and Lessons Learned for Retirement Planning

How prepared are you for your retirement? As you get closer to retirement, it is important that you think about how things are going to p...

Ep. 118 – 4 Questions to Help Your Income Plan

You’re finally approaching retirement after years of building your retirement income. What do you have to do now that you have arrived at...

Ep. 117 – Diane Pleuss – Finding a New Career After Age 50

Have you ever thought of franchising as something you can do after the age of 50? If you are not ready to retire yet, but you were downsi...

Ep. 116 – 4 Steps to a Healthy, Financially Secure Retirement

When looking to hire a financial advisor, what are some of the things you need to be aware of? Hiring the right financial advisor for you...

Ep. 115 – Andrew Opdyke – The Economy-Inflation-Unemployment-Evergrande

How is the economy going to change now that we’re in the fourth quarter of 2021? Is it still going to be like the last 3 quarters or not?...

Ep. 114 – Protect Against Identity Theft and Fraud

Have you ever been concerned about identity theft or being a fraud victim? In today’s cyberworld, identity theft and fraud have become mo...

Ep. 113 – Steve Moskowitz – Small Business Tax Planning

Did you know that there are ways you can save on your taxes as a small business? Big Fortune 500 companies do it all the time, and they m...

Ep. 112 – 8 Mistakes to Avoid When Choosing an Advisor

What are some mistakes that you want to avoid when choosing an advisor? When choosing an advisor, there are some mistakes that could caus...

Ep. 111 – Wine Down – Mortgages – Fear Selling – Getting Hacked

Do you have questions about retirement planning that you want to be answered over a glass of wine? In this episode Secure Your Retirement...

Ep. 110 – 10 Step Layoff Survival Guide

Are you worried about the idea of a layoff happening to you? Whether you’re close to retirement or know someone at risk of getting laid o...

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