Turning Savings Into A Real Retirement Plan

By |2025-04-16T20:47:27+00:00April 17th, 2025|Podcast|

We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving into a great retirement plan.

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Is 2025 A Bad Time To Retire?

By |2025-04-03T14:38:34+00:00April 3rd, 2025|Podcast|

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?

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Presidential Missteps & Retirement Planning: What NOT to Do

By |2025-04-03T14:23:22+00:00April 3rd, 2025|Podcast|

Great leaders make great decisions, but even presidents have made mistakes. And just like in history, financial missteps can have serious consequences. Today, we’re looking at some of the biggest blunders in presidential history and how they translate into retirement planning mistakes you’ll want to avoid.

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Long Term Care

By |2022-09-09T23:12:07+00:00September 3rd, 2020|Podcast|

We have recently been receiving many questions about LTC and not just how to get coverage but actually getting help, care and assistance when we need it. As we age this gets tougher and for many who lost a spouse or are single there is added worry on how to protect and care for ourselves. This week, Mike addresses some of the things that have been coming up lately with many friends, clients and colleagues.

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The Truth About Longevity Risk

By |2022-09-09T23:14:09+00:00August 20th, 2020|Podcast|

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.

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Financial Issues That Are Particularly Challenging For Women

By |2022-09-09T23:13:50+00:00August 6th, 2020|Podcast|

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

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