Financial Wellness Radio

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Your retirement savings and planning changed dramatically when President Trump signed the SECURE Act into law on December 20,2019. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.

Today is our monthly edition of Bulls, Bears, and the Stock Market Roller Coaster! We are going to talk about recent financial markets behavior and performance. We will put a historical perspective on events and give our thoughts on what might lie ahead.

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.

Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.

How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?

Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Parts A, B, C & D and what you need to know to come up with a solid medicare strategy.

There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.

This is our monthly edition of Bulls, Bears, and the Stock Market Roller Coaster! We look at recent financial markets behavior and performance. Markets are unpredictable and volatility has been interesting! We give helpful thoughts and tips to help you weather these ups and downs.

Every project requires the correct tools. When building your financial future, you need the right tools to evaluate and analysis your strategy. This episode examines some potential options.

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(b) and how is it different?! This episode examines the ins and outs of 401(k)s.

Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.

The stock market has had its ups and downs in 2019. This show covers what has been happening up to the month of September and what may come in the following months.

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 how to avoid them.

Data breaches are all too common. Capital One, Equifax and even your favorite restaurant may have been hacked. What can you do to protect your important information?

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 helpful tips to help you accomplish that.

This episode is our monthly market report. Looking at the markets and the economy, what is happening, and how to be prepared for the ups and downs ahead.