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
Increase Happiness & Get Ahead at Work
June 09, 2019 05:00Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.
Questions about a Phased Retirement
June 02, 2019 05:00A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?
Tax Refund Options to Improve Your Finances
May 18, 2019 05:00Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can improve your finances.
Creating a Retirement Plan
May 05, 2019 05:00Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation
Medicaid vs Long-Term Care Insurance
April 28, 2019 05:00In this show we will examine the differences between Medicaid and long-term care insurance. They are different solutions to different issues you may face. We hope this show will help clear up some of the confusion between the two.
Financial Challenges for Women in Retirement
April 21, 2019 05:00This episode talks about the financial challenges for women in retirement and options for addressing those challenges.
Ways to Maximize Your Retirement Investments
April 07, 2019 05:00Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.
Triathlon of Life
March 31, 2019 05:00Looking at the three stages of life and how retirement is its own race, not the finish line.
What if You Never Plan to Retire?
March 24, 2019 05:00Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.
Financial Challenges for Women in Retirement
March 17, 2019 05:00This episode talks about the financial challenges for women in retirement and options for addressing those challenges.
All About Annuities
March 10, 2019 06:00Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.
Spending Less in Retirement
March 03, 2019 06:00Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..
Retirement Conversations for Couples
February 24, 2019 06:00Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,
Medicaid and Medicare - Things to Know
February 17, 2019 06:00In this episode we talk about the differences between Medicare and Medicaid and talk about what is covered by Medicaid and what you need to know to help plan your healthcare costs in retirement.
Qualified vs. Non-Qualified Money
January 27, 2019 06:00In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.
Rollover Precautions
January 20, 2019 06:00Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
5 Traits of Successful Teams
January 13, 2019 06:00In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.
Celebrities Legacy Planning Mistakes
December 09, 2018 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.
5 Steps to Prep for a Better Retirement in your Sixties
December 02, 2018 06:00Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.
6 Downsizing Myths to be Aware of in Retirement
November 25, 2018 06:00When it comes to downsizing, there are a lot of options. In this show we discuss strategies and options and how downsizing can help you with your income in retirement.
Your Guide To Medicare
November 18, 2018 06:00In this episode we discuss strategies to help you get the most out of your Medicare and how to better understand it.
Surprising Ways to Boost Your Savings and Retirement Income
October 28, 2018 05:00Listen in to this episode for some great tips on how to help increase your savings and retirement income!
How to Reset Retirement Plans to Weather a Downturn
October 21, 2018 05:00The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.
The Financial Caddie and You
October 14, 2018 05:00The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.
10 Tips to Control Expenses in Retirement
October 07, 2018 05:00Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.
401(k) During a Job Change
September 30, 2018 05:00What do you do with that 401(k) or retirement account when you change jobs. There are options, some better than others. Listen in as we discuss which options might be best for you.
Do Couples Work Together to Prepare for Retirement?
September 23, 2018 05:00Planning for retirement as a couple can be a unique challenge. In this episode we discuss retirement planning tips and strategies for retirement.
Ways to Avoid Returning to the Workforce after Retirement
September 16, 2018 05:00You don't want to retire and then be forced to return to work because of your finances. It happens a lot, usually because of a lack of planning. In this show we go over tips to help you make sure this doesn't happen.
Debt Danger
August 26, 2018 05:00Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.
Weather the Heat in Retirement
August 19, 2018 05:00In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.
Are You Asking the Right Retirement Questions?
July 29, 2018 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Living to Age 100 and Beyond!
July 15, 2018 05:00Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.
Preparing your Retirement Garden
June 17, 2018 05:00Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!
Are You Financially Literate
May 06, 2018 05:00What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.
Be Aware, Changes to Social Security and Medicare
April 29, 2018 05:00Your Social Security and Medicare benefits are changing. Listen in to find out how.
Schedule Your Retirement Check-Up
April 15, 2018 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Retirement Planning for Couples
March 04, 2018 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Are the Millennials in Your Life Financially Wise
December 17, 2017 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Is Your Retirement Prepared for a Bear Market?
November 19, 2017 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Tips to Help Create Your Retirement Strategy
October 29, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
The Costs of Financial Procrastination
October 22, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
The Benefits of Life Insurance
September 24, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Retirement Rumors to Ignore
August 13, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Working With an Advisor, What to Expect
July 30, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
The Benefits of Delaying Retirement
July 16, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Rookie Retirement Mistakes
May 28, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
7 Retirement Myths
May 14, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Financial Planning for Women
April 28, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
What's Keeping You From Early Retirement?
April 14, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Planning for Taxes in Retirement
April 07, 2017 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.