Arizona Financial Talk
53 episodes - English - Latest episode: over 2 years ago -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.
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Episodes
Is a semi-retired life right for you?
December 11, 2021 06:00During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.
Keep your finances in good cheer this holiday season
December 04, 2021 06:00During this episode, we’re going to discuss some of the steps you can take right now to purchase everything on your gift-buying list without wrecking your budget and potentially damaging your retirement.
Social Security COLA is on the rise
November 27, 2021 06:00During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.
Infrastructure bill and 2022 financial resolutions
November 20, 2021 06:00During this episode, we’re first going to look at how the recently passed infrastructure bill may have benefits for retirees and older Americans. In the final two segments, we’ll highlight some potentially wise financial new year’s resolutions for 2022.
Get Ready for Black Friday
November 13, 2021 06:00During this episode, we’re going to examine some of the must-have holiday items you may want to wait until Black Friday to purchase. In our final segment, will highlight some ways you can keep your holiday spending under control this year.
The Proposed Tax Plan
November 06, 2021 05:00In this episode Aaron looks at the proposed Biden Tax Plan and what it might mean for you and your finances.
The things your kids and grandkids actually want
October 30, 2021 05:00During this episode, we’re going to discuss some of the things you may have sitting in your home that your kids and grandkids may want to take off your hands.
Protect yourself, and your money, from scams
October 23, 2021 05:00During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
Strategy Steps to Take This Fall
October 16, 2021 05:00On this episode, we’re going to discuss two important upcoming dates: The fall Medicare open enrollment period that begins Oct. 15 and Estate Planning Awareness Week, which begins Oct. 18.
Frightful Mistakes That Could Haunt Your Retirement
October 09, 2021 05:00On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.
Yes, You Can Be Frugal AND Happy
September 11, 2021 05:00This episode will highlight that a frugal retirement doesn’t mean a retirement without many of the hobbies and activities you enjoy. You can be frugal and happy.
Retirement Changes — Past, Present, and Future
September 04, 2021 05:00During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next 10 years.
What You Should Know About Buying or Selling a Home
August 21, 2021 05:00During this show, we’re going to discuss some of the important things you should consider if you’re buying or selling a home in today’s red-hot marketplace.
Yes, You Can Save Money on Healthcare
July 31, 2021 05:00During today’s show, we’ll highlight the numerous ways you may be able to save money on healthcare while still ensuring that you’re receiving all the services you need.
Retirement and Financial Steps at Important Ages
July 24, 2021 05:00During this show, we’ll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
A Declaration of (Financial) Independence
June 26, 2021 05:00During today’s episode, we’re going to examine some of the things you can do right now to potentially get yourself closer to true and lasting financial independence.
Debunking Retirement Myths
June 19, 2021 05:00During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.
Your Financial Time Machine Is Already Here
May 29, 2021 05:00During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.
Are You Ready for Inflation?
May 22, 2021 05:00Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
Find YOUR Retirement Lifestyle
May 15, 2021 05:00During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.
Breaking down the Biden tax plan
May 01, 2021 05:00We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
Surprising Retirement Facts You Probably Don’t Know
April 24, 2021 05:00During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.
The 2021 Improve Your Finances Draft
April 17, 2021 05:00During this episode, we’re going to examine some of the big and small ways you can improve your finances for the rest of 2021 as well for years to come. This week’s episode is modeled after the upcoming NFL draft with our host “drafting” some favorite financial tips.
Financial Steps for Veterans and Rookies
April 10, 2021 05:00It’s spring and among the many things that brings is the return of baseball. To get in the spirit, we take a look at what steps “veterans,” or people in the last year of their career, may want to take before retirement. Then we highlight steps “rookies,” or people in the first year of their career, may benefit from taking.
Eye-Popping Retirement Statistics
April 03, 2021 05:00During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
What the American Rescue Plan Means for You
March 27, 2021 05:00During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.
Social Security in 2021
March 13, 2021 06:00During today’s episode, we’re going to discuss some of the changes you’ll see to Social Security in 2021 as well as what you can do to adjust your own retirement strategy to address those changes.
How to Be Happier at Work
March 06, 2021 06:00During this episode, we’re going to look at how you can make yourself happier at work. Today’s advice comes from three different categories: “today,” “this month,” and “this year.”
Are You Ready for Tax Season?
February 27, 2021 06:00During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
Financial Steps in Three Stages
February 20, 2021 06:00During this episode, we discuss smart financial decisions during three critical chapters of your life: your 20s and 30s, your 50s, and during your retirement.
Should I Buy a House?
February 13, 2021 06:00During this episode, we’re going to discuss the benefits of buying a home, the benefits of not buying a home, and the benefits of being a long-term renter.
Are You Retiring Soon?
January 30, 2021 06:00During today’s episode, we’re going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.
Financial New Year’s Resolutions
January 16, 2021 06:00During today’s episode, we’re going to discuss financial new year’s resolutions that may help you enjoy more financial security in 2021, along with a fun twist at the end of the show.
Position Your Finances for 2021
January 09, 2021 06:00During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year. In the final segment, we’ll discuss what snowbirds need to do before they head off for warmer climates.
Financial Advice for Young Workers
December 19, 2020 06:00During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.
Declutter and Make a Profit
December 12, 2020 06:00During this episode, we’re going to talk about how you can declutter before or during retirement to make better use of your space and potentially put some money back into your wallet. We’ll also break down changes coming to Social Security in 2021.
Don’t Fall for Financial Myths
December 05, 2020 06:00Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.
In-Demand Jobs for Older Workers
November 28, 2020 06:00In this episode, we discuss employment anxiety among older workers and look at some jobs that are in demand for them, especially those who are 62 and older.
Is it time to break up with your bank?
November 21, 2020 06:00When it comes to determining whether or not you should switch banks, there are six key elements you should consider. We discuss all six in this episode.
Celebrities Legacy Planning Mistakes
November 14, 2020 06:00Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.
What You Need to Know About Annuities
November 07, 2020 06:00During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
Legacy Planning During the Pandemic
October 31, 2020 05:00During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial decisions that may make sense during the pandemic.
Don’t Make These Spooky Retirement Mistakes
October 24, 2020 05:00During this episode, we’ll have a scary-good time discussing some common retirement mistakes and what you can do to potentially avoid them so that your retirement is delightful, not frightful.
Retirement Planning Options with Special Guest Kathryn Grimco
October 17, 2020 05:00In this episode Aaron welcomes special guest Kathryn Grimco. They discuss the most important options you need to consider when planning and saving for retirement.
Get Financially Ready for Fall
October 10, 2020 05:00During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs. We’ll also look at ways you may be able to save a few bucks on your holiday shopping.
Retirement Strategy After a Divorce
October 03, 2020 05:00During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.
All About 401(k) Rollovers
September 26, 2020 05:00What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).
A Guide to Roth IRAs
September 19, 2020 05:00Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.
What Retirement Savings Tools Should You Consider?
September 12, 2020 05:00During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are otherwise self-employed.
Protect Your Retirement in the COVID-19 Economy
September 05, 2020 05:00In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.