Financially Speaking
223 episodes - English - Latest episode: 7 days ago - ★ - 1 ratingNavigating retirement can be challenging, but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore important retirement topics such as taxes, 401(k)s, financial plans, health insurance, and Medicare. Our team provides insights and practical advice into these often complex topics - giving you the knowledge and confidence you need to address your retirement concerns and build a stronger financial future. Don’t tackle retirement planning by yourself. Let Financially Speaking be your trusted guide every step of the way.
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Episodes
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.
How to Handle a Bear Market
July 03, 2022 05:00The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.
401(k) mistakes you should avoid
May 29, 2022 05:00In this episode, we look at common 401(k) mistakes and what you can do to avoid them.
What the Fed rate hike means for you
May 22, 2022 05:00During this episode, we’re going to examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.
Fight Back Against Inflation
May 15, 2022 05:00In this show we address our current high rate of inflation and some of the budgetary and spending steps you can take to fight back against it.
What to do during market volatility
May 08, 2022 05:00During this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.
Retirement Tips for Women
April 10, 2022 05:00During this episode we’re first going to focus on retirement tips and insights for women before closing out the show with a conversation about ways retirees may be able to secure dental care.
Social Security: Myth Versus Reality
April 03, 2022 05:00During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.
Are you ready for RMDs?
March 20, 2022 05:00During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.
Retirement in Four Phases
February 20, 2022 06:00During this episode, we’re going to closely examine the four phases of retirement and in the final segment we’ll discuss working part-time in retirement.
A Medicare primer for 2022
February 13, 2022 06:00During this episode, we’re going to highlight some of the changes that are coming to Medicare in 2022. Additionally, we’ll also break down some important Medicare basics.
Tax strategies and insights for 2022
February 06, 2022 06:00During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.
Preparing for taxes in retirement
January 30, 2022 06:00During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.
Keep your finances in good cheer this holiday season
December 26, 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.
Medicare insights and updates
December 12, 2021 06:00During this episode, we’re going to share Medicare insights and updates that will be useful for people already enrolled in Medicare and for those approaching their enrollment window.
The things your kids and grandkids actually want
November 21, 2021 06:00During 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
November 07, 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.
Finding Money in Retirement
October 10, 2021 05:00During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.
Retirement Changes — Past, Present, and Future
October 03, 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.
Fall Means It’s Time to Hit the Road
September 26, 2021 05:00This episode will detail some of the perfect fall trips that retirees can enjoy on their schedule and within their budget.
Retirement Lifestyle Trends
September 05, 2021 05:00During this show, we’ll highlight some of the pluses and minuses of retiring abroad. In the final segment, we’ll examine another trend and what retirees should know about tiny house living.
Retirement and Financial Steps at Important Ages
August 21, 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.
Tips to Make Retirement Travel Easier
August 14, 2021 05:00During today’s show, we’re going to discuss the many ways retirees can start traveling again post-pandemic while also staying on budget.
Yes, You Can Save Money on Healthcare
August 07, 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.
So, You Want to Retire Early
August 01, 2021 05:00On this episode, we examine the 10 potentially critical things you need to know if you’re considering early retirement.
Your Financial Time Machine Is Already Here
July 04, 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?
June 13, 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.
Grow Your Financial Garden
June 06, 2021 05:00During this episode, we’re going to discuss how you can grow the kind of financial garden that provides consistent retirement income while also stabilizing your finances long before you retire.
Find YOUR Retirement Lifestyle
May 30, 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.
How to Have Fun on a Budget
May 16, 2021 05:00During today’s episode, we’re going to illuminate some of the ways you can have fun and travel the world in a way that truly lets you explore while also keeping you within the parameters of your financial strategy.
Surprising Retirement Facts You Probably Don’t Know
May 09, 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.
Breaking down the Biden tax plan
May 02, 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.
Questions to Ask When Choosing a Financial Services Professional
April 18, 2021 05:00During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
Financial Steps in Three Stages
April 11, 2021 05:00During this episode, we discuss smart financial decisions during three critical chapters of your life: your 20s and 30s, your 50s, and during your retirement.
What the American Rescue Plan Means for You
March 21, 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.
Should I Buy a House?
March 14, 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.
Understanding 401(k)s
February 28, 2021 06:00During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).
Are You Retiring Soon?
February 21, 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.
Social Security in 2021
February 14, 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 Get Over Your Retirement Fears
February 07, 2021 06:00During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.
In-Demand Jobs for Older Workers
January 31, 2021 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.
Medicare Premiums and Your Retirement Strategy
January 24, 2021 06:00During this episode, we’re going to examine some of the financial changes coming to Medicare in 2021, as well as some general insights and advice into this essential retirement tool.
What to Do if You Want to Retire Right Now
January 17, 2021 06:00During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.
When to Stop Saving for Retirement
January 10, 2021 06:00During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.