Financially Speaking
217 episodes - English - Latest episode: 21 days ago - ★ - 1 ratingSmall 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
What You Should Know Before You Retire
April 07, 2024 05:00 - 39.1 MBDuring this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.
Preparing for RMDs
March 17, 2024 05:00 - 39.1 MBOn this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.
What The 2024 Election Means for Your Finances
March 10, 2024 06:00 - 39.1 MBDuring today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
What The 2024 Elections Means For Your Finances
March 10, 2024 06:00 - 39.1 MBDuring today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
A Guide To Roth IRAs and Roth IRA Conversions
March 03, 2024 06:00 - 39.1 MBDuring this episode, we’re going to get deep into the details about Roth IRAs and Roth IRA conversions.
Harnessing The Power Of Social Security
February 11, 2024 06:00 - 39.1 MBUnlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.
Simple But Powerful Financial Steps
February 04, 2024 06:00 - 39.1 MBOn this episode, we’ll discuss some simple but powerful financial steps you can take at ages 50 and 65.
Sensible Strategies For Retirement Account Withdrawals
January 28, 2024 06:00 - 39.1 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
January 07, 2024 06:00 - 39.1 MBOn today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.
Women’s Retirement Planning Needs
December 17, 2023 06:00 - 39.1 MBDuring this episode, we’ll examine and discuss retirement steps that are unique to women.
The 2024 Retirement Picture
December 10, 2023 06:00 - 36.9 MBDuring this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
Year End Financial Tune Up
December 03, 2023 06:00 - 39.1 MBDuring this episode, we’re going to examine some potential end of year financial to do’s.
Retirement Planning At Different Ages
November 26, 2023 06:00 - 39.1 MBDuring this episode, we’re going to discuss younger worker’s retirement anxiety about finances, as well as retirement preparation at different ages.
Is It Time To Go Back To Work?
November 19, 2023 06:00 - 39.1 MBIn this episode, we’re discuss unretirement and whether it may be right for you. Do you want to work in retirement? Do you need to work in retirement? We offer ideas to help you answer these financial questions.
Social Security’s COLA is Rising Again
November 12, 2023 06:00 - 39.1 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.
Strategies for Transferring Your Wealth to Your Kids
October 29, 2023 05:00 - 39.1 MBDuring this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.
Frightful Financial Mistakes
October 08, 2023 05:00 - 39.1 MBDuring this episode, we’ll have a little Halloween-themed fun while discussing common financial mistakes and how to avoid them.
How Much Do I Really Need To Retire?
October 01, 2023 05:00 - 39.1 MBDuring this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.
The Truth About Your Retirement Money
September 24, 2023 05:00 - 39.1 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.
Wiping Out Debt Before You Retire
September 10, 2023 05:00 - 39.1 MBDuring this episode, we’re going to discuss some of the steps you can take to get out of debt.
Key Retirement Steps for Women
September 03, 2023 05:00 - 39.1 MBDuring this episode, we’re going to discuss key financial steps designed specifically for women.
How Your Retirement Will Be Taxed
August 27, 2023 05:00 - 39.2 MBDuring this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.
How To Know That It’s Time To Retire
August 20, 2023 05:00 - 39.1 MBDuring this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.
A Beginner’s Guide to Inflation
August 06, 2023 05:00 - 39.1 MBIn this episode, we’re going to take a closer look at inflation; what it is, how it happens, what can be done to control it and how it affects consumers.
The Future of Retirement
July 23, 2023 05:00 - 39.1 MBOn this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.
Retirement Steps During Three Key Phases
June 18, 2023 05:00 - 39.1 MBDuring this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.
Summer Travel Doesn’t Have to Blow Up Your Budget
June 04, 2023 05:00 - 39.1 MBOn today’s program, we’re going to look at some 2023 summer vacations that can be enjoyed without blowing up your budget or imperiling your financial strategy.
Retired and Considering Part-Time Work? You Call the Shots
May 28, 2023 05:00 - 39.1 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.
What to Know Before You Retire
May 21, 2023 05:00 - 37.8 MBDuring this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.
The Changing Landscape of Healthcare
May 14, 2023 05:00 - 39.1 MBThis episode features an examination of the rising hospital at home movement as well as long-term care insurance.
Healthy body. Healthy mind. Healthy wallet.
May 07, 2023 05:00 - 39.1 MBOn 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.
Key steps at 50 and 65
April 23, 2023 05:00 - 39.1 MBIn this show, we highlight some of the financial resources available to people when they turn 50 and 65.
Looking to Retire Early?
April 16, 2023 05:00 - 39.1 MBDuring this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.
Tax Breaks for Those 50 and Older
March 19, 2023 05:00 - 39.1 MBDuring this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.
What to know about the SECURE 2.0 Act
February 26, 2023 06:00 - 39.1 MBDuring this episode, we’re going to breakdown the federal SECURE 2.0 Act, which may have major implications for millions of retirees.
Retirement Tips for 2023
February 05, 2023 06:00 - 39.1 MBDuring this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.
Get Your Finances Ready for the Future
January 29, 2023 06:00 - 39.1 MBDuring this episode, we’re going to look into some of the things you can do to improve your finances and strategies for the coming months.
Get your finances ready for 2023
January 29, 2023 06:00 - 5.39 MBDuring this episode, we’re going to look into some of the things you can do to improve your finances in 2023
Should You Unretire?
January 08, 2023 06:00 - 39.1 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.
Do you need a 401(k) tune up?
November 13, 2022 06:00During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.
Year End To Do List
October 23, 2022 05:00During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.
Don’t make these legacy plan mistakes
October 16, 2022 05:00During this episode, we’re going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.
These assets are key for a happy retirement
October 09, 2022 05:00During today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.
What the Inflation Reduction Act means for you
October 02, 2022 05:00During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.
Don’t overlook these critical planning steps
September 18, 2022 05:00During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.
Five types of insurance you should consider
September 11, 2022 05:00During this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.
How Do I Know When It’s Time to Retire?
September 04, 2022 05:00During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.
How your retirement may be taxed
August 14, 2022 05:00During today’s show, we’re going to take a close look at various types of retirement income and how each of them may be taxed.
Tips to not outlive your money
August 07, 2022 05:00During today’s show, we’re going to address the importance of not outliving your money during retirement.
Recession-proof your retirement
July 24, 2022 05:00Many experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.