Episodes

  • Lifestyle and Legacy - Financial Myths and Realities

    Lifestyle and Legacy - Financial Myths and Realities
    Jul 5 2025
    In this episode, we debunk common financial myths that can hold you back from achieving your goals. We'll separate fact from fiction, exploring the realities of building wealth, managing debt, and planning for your future. Tune in to gain clarity and confidence in your financial journey, empowering you to make informed decisions for both your lifestyle and your legacy.
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    Less than 1 minute
  • Planning for Long-Term Care Expenses in Retirement

    Planning for Long-Term Care Expenses in Retirement
    Jun 28 2025
    Planning for Long-Term Care Expenses in Retirement is your essential guide to understanding and preparing for the financial realities of long-term care. Join us as we demystify the costs, explore various planning strategies, and discuss insurance options to help you protect your assets. Tune in to gain the knowledge and confidence needed to secure your financial future and peace of mind in retirement.
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    Less than 1 minute
  • Legal Planning in Retirement: A Crucial Step for Security and Peace of Mind

    Legal Planning in Retirement: A Crucial Step for Security and Peace of Mind
    Jun 14 2025
    This episode delves into the essential legal preparations you need to consider for a secure and serene retirement. We'll explore critical documents like wills, trusts, and power of attorney, explaining how each safeguards your assets and healthcare wishes. Tune in to understand why proactive legal planning is the cornerstone of a truly peaceful and protected post-career life.
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    Less than 1 minute
  • Downsized? What Are Your Options

    Downsized? What Are Your Options
    Jun 7 2025
    In this episode, we tackle the immediate aftermath of job loss and explore concrete steps you can take to regain financial stability. We'll discuss essential actions like assessing your severance package, understanding unemployment benefits, and strategically managing your immediate budget. Tune in to learn how to turn a layoff into an opportunity for financial reassessment and growth.
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    Less than 1 minute
  • Figure Out Your Finances!

    Figure Out Your Finances!
    May 24 2025
    Navigating the world of investments can feel overwhelming, but it doesn't have to be. We'll break down common investment jargon and explore strategies for beginners. Tune in to learn how to confidently start building your financial future, one smart investment at a time.
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    Less than 1 minute
  • The Psychology of Retirement

    The Psychology of Retirement
    May 17 2025
    We explore the psychological impact of leaving the workforce, finding new purpose, and redefining identity in retirement.
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    Less than 1 minute
  • Key Traits of a Good Financial Advisor

    Key Traits of a Good Financial Advisor
    Apr 26 2025
    Navigating the world of finance can feel overwhelming, and choosing the right advisor is a critical first step. This week, we delve into the essential qualities that separate a truly helpful financial advisor from the rest. We'll explore traits like fiduciary responsibility, clear communication, and a genuine commitment to your long-term goals, empowering you to make an informed decision for your financial future.
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    Less than 1 minute
  • Planning for Inflation and Healthcare

    Planning for Inflation and Healthcare
    Apr 19 2025
    Planning for your financial future requires a keen understanding of two significant and often intertwined forces: inflation and healthcare costs. This week, we delve into practical strategies for navigating rising prices and the ever-increasing expenses associated with healthcare. Our expert guests will share actionable tips on investment strategies that can outpace inflation and effective ways to plan for healthcare needs at every stage of life.
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    Less than 1 minute