Financial Focus
132 episodes - English - Latest episode: 2 days 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
Retirement for a New Generation
April 27, 2024 05:00 - 17.4 MBDuring this show, we’re going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.
Generational Vault And Enhanced Planning: A Powerful Combo
April 13, 2024 05:00 - 18 MBDuring this episode, we’ll discuss enhanced planning and Generational Vault.
Harnessing The Power Of Social Security
April 06, 2024 05:00 - 17.2 MBDuring this episode, we’ll discuss Harnessing the Power of Social Security and its importance to your financial strategy.
Simple But Powerful Financial Steps
March 23, 2024 05:00 - 15.7 MBOn this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50.
Sensible Strategies For Retirement Account Withdrawals
March 16, 2024 05:00 - 15.8 MBDuring this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.
Your Four Retirement Chapters
March 09, 2024 06:00 - 17 MBOn today’s show, we’re going to discuss your four chapters of retirement.
Women’s Retirement Planning Needs
February 24, 2024 06:00 - 15.9 MBDuring this episode, we’ll examine and discuss retirement steps that are unique to women.
2024 Retirement Picture
February 17, 2024 06:00 - 16.5 MBDuring this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
Don’t Let Your Retirement Become A Horror Story!
February 03, 2024 06:00 - 15.8 MBDuring this episode, we’re going to discuss younger worker’s retirement anxiety as well as retirement preparation at different ages.
Is It Time To Go Back To Work?
January 27, 2024 06:00 - 15.2 MBOn this episode, we’re discuss unretirement and whether it may be for you.
Don’t Let Your Retirement Become A Horror Story
January 20, 2024 06:00 - 16.1 MBDuring this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.
2024 Social Security COLA Changes
January 13, 2024 06:00 - 17.1 MBDuring this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.
It’s Scam Season — Protect Yourself!
January 06, 2024 06:00 - 16.2 MBDuring this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.
Leave No Social Security Stone Unturned
December 30, 2023 06:00 - 16.3 MBDuring this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.
Build. Save. Thrive.
December 23, 2023 06:00 - 16.1 MBDuring this episode, we’ll consider steps you can take to build more, save more, and thrive more.
Year-End Tax Strategy Steps
December 16, 2023 06:00 - 17.1 MBOn this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.
Financial Strategy Steps for Fall
December 02, 2023 06:00 - 16.7 MBDuring the show today, we’re going to highlight some potential strategies for estate planning that can help you head into fall with a stronger financial strategy.
Wiping Out Debt Before You Retire
November 25, 2023 06:00 - 16 MBDuring this episode, we’re going to discuss some of the steps you can take to get out of debt.
How your retirement money is taxed
November 18, 2023 06:00 - 17.4 MBDuring this episode, we’re examine various types of retirement income and what kind of taxes each of them may be subject to.
Key Retirement Steps for Women
November 11, 2023 06:00 - 17.4 MBDuring this episode, we’re going to discuss key financial steps designed specifically for women.
The Truth About Your Retirement Money
November 04, 2023 05:00 - 16.5 MBDuring this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.
Harnessing the Power of Social Security
October 07, 2023 05:00 - 16.2 MBIn this episode we discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.
A Retirement Reality Check
September 30, 2023 05:00 - 16.2 MBDuring this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire.
The Future of Retirement
September 23, 2023 05:00 - 16.3 MBOn this show, we’re going to look at the future of retirement and how in three or four decades from now it will likely look very different than it does today.
Retirement Steps During Two Key Phases
September 16, 2023 05:00 - 16.2 MBIn this episode we’re going to discuss retirement steps you may want to take when you’re at two unique moments: 10 years away from retirement and five years away from retirement.
Retired and Considering Part-Time Work? You Call the Shots
September 09, 2023 05:00 - 15.8 MBDuring this episode, we’re going to look at some job ideas for retirees who are looking to work a day or two a week, whether to earn extra money or to just get out of the house and socialize.
Family Harmony with Enhanced Planning
September 02, 2023 05:00 - 17.8 MBDuring this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life.
Summer Travel Doesn’t Have to Blow Up Your Budget
August 26, 2023 05:00 - 17 MBOn today’s program, we’re going to look at some summer vacations that can be enjoyed without blowing up your budget or imperiling your financial strategy.
The Changing Landscape of Healthcare
August 19, 2023 05:00 - 16.7 MBThis episode features an examination of the rising hospital at home movement.
Is The FIRE Strategy Right For You?
July 29, 2023 05:00 - 16.7 MBDuring this episode, we’ll examine the FIRE, or Financial Independence, Retire Early, movement.
How to Be Content in Retirement
July 22, 2023 05:00 - 15.5 MBIn this episode we discuss some of the steps you can take to build a content and fulfilling retirement.
What to Know Before You Retire
July 15, 2023 05:00 - 16.1 MBDuring this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.
Key financial steps at 50
July 08, 2023 05:00 - 15.4 MBDuring this show, we’ll highlight some of the financial resources available to people when they turn 50.
Looking to retire early?
July 01, 2023 05:00 - 16.4 MBDuring this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.
Financial steps for every part of the game
June 17, 2023 05:00 - 16.6 MBDuring this episode, we’re going to look at financial steps for those who are in the last inning or two of their careers.
Social Security Strategies
June 10, 2023 05:00 - 17.8 MBDuring this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.
You Can Beat the Heat on a Budget
June 03, 2023 05:00 - 14.7 MBDuring this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.
How to Save on Retirement Withdrawals
May 27, 2023 05:00 - 15.8 MBDuring this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.
What to do if your 401(k) match is cut
May 20, 2023 05:00 - 16.4 MBDuring this show, we’re going to discuss what you should do if your 401(k) match is suddenly cut.
Healthy body. Healthy mind. Healthy wallet.
May 13, 2023 05:00On this episode, we’ll discuss how maintaining your physical and mental health may help you increase the likeliness that you don’t outlive your assets.
Retirement tips for 2023
April 22, 2023 05:00 - 18.7 MBThis week we discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.
These assets are key for a happy retirement
April 15, 2023 05:00 - 16.5 MBDuring this show, we’ll discuss how healthy lifestyle habits may help you preserve the assets you need to maintain your preferred retirement lifestyle.
Should you unretire?
April 08, 2023 05:00 - 15.2 MBDuring this episode, we’re going to explore the concept of unretirement and what factors you can use to decide if it’s right for you.
Is $1 million enough?
April 01, 2023 05:00 - 16.3 MBDuring this episode, we’re going to seek to determine if $1 million is enough to provide yourself with your preferred retirement lifestyle.
What you need to know about long-term care
March 25, 2023 05:00 - 16.3 MBIn this week's show, we’re going to discuss some of the most popular retirement destinations around the world as well as right here in the United States.
Steps for building retirement wealth
March 18, 2023 05:00 - 15.3 MBDuring this episode, we’re going to examine some of the steps you can take to build wealth for retirement.
Understanding Social Security survivor benefits
March 11, 2023 06:00 - 18.3 MBDuring this episode, we’ll take a thorough look at Social Security survivor benefits.
Don’t make these legacy plan mistakes
February 25, 2023 06:00 - 17.5 MBDuring this show, we’re going to highlight and discuss some common legacy planning mistakes and what you can do to avoid them.
Do you need a 401(k) tune up?
December 31, 2022 06:00 - 17.7 MBDuring this episode, we’re going to discuss an essential 401(k) issue: the importance of maxing it out.
What to know about 2023 Medicare costs
December 24, 2022 06:00 - 19.8 MBDuring this episode, we’re going to examine the cost changes coming to Medicare in 2023.