Midwest Money
91 episodes - English - Latest episode: 5 months 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
2024 Retirement Picture
December 16, 2023 06:00 - 18.3 MBDuring this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
What to do if your 401(k) match is cut
April 29, 2023 05:00 - 16.7 MBDuring this show, we’re going to discuss what you should do if your 401(k) match is suddenly cut.
Your nine-inning plan for getting into the market
April 22, 2023 05:00 - 8.22 MBDuring today’s episode, we’re going to discuss how you can build a nine-inning strategy to put some of your assets into the market.
Five types of insurance you probably need
April 15, 2023 05:00 - 17.5 MBDuring this show, we’ll examine five types of insurance you’ll possibly want to include in your financial strategy.
Big jump for Social Security’s COLA
April 08, 2023 05:00 - 18.7 MBDuring this episode, we’re going to discuss the recent announcement that Social Security’s COLA will rise 8.7% in 2023 and then shift into discussing having enough money during retirement.
Don’t rush into early retirement
April 01, 2023 05:00 - 17.5 MBWhile early retirement may sound like a dream, there are plenty of things nobody tells you about.
What to include in your retirement budget
March 25, 2023 05:00 - 18.5 MBIt’s easy to get caught up in the excitement as you near retirement, but before that fateful day, it’s important to have a fully fleshed out retirement budget. That’s our topic on today’s show!
Tips to not outlive your money
March 18, 2023 05:00 - 17.8 MBDuring the show today, we’re going to examine some tips that may help you build a financial strategy that can help provide enough cash to see you through your retirement.
Tax breaks for those 50 and older
March 11, 2023 06:00 - 20.5 MBDuring this show, we’re going to highlight some potential tax breaks for those older than 50.
Are you ready for RMDs?
March 19, 2022 05:00During this show, we’re going to look at some of things you need to know about RMDs.
What to do in the decade before retirement
March 12, 2022 06:00During this episode, we’re going to highlight some of the financial steps you may want to take in the final decade before you retire to potentially ensure your post-work life is secure and happy.
The nuts and bolts of long-term care insurance
March 05, 2022 06:00During this episode we’re going to look at the most essential nuts and bolts of long-term care.
What to know about taxes in 2022
February 26, 2022 06:00During this episode, we’re going to look at some of the tax filings mistakes and shortcuts that may raise red flags for the IRS.
A healthier mind and body may mean a healthier wallet
February 19, 2022 06:00During this episode, we’ll look at some of the ways you can improve your mental and physical health with the goal of maintaining healthy finances in retirement.
A Medicare primer for 2022
February 05, 2022 06:00During this episode, we’re going to breakdown some of the critical information you need to know for Medicare in 2022.
Preparing for Taxes in Retirement
January 22, 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.
Is a semi-retired life right for you?
January 15, 2022 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 solid step for not only your financial strategy but for your physical and emotional well-being.
2022 Financial Resolutions
January 08, 2022 06:00During this episode, we’re going to highlight some of the simple but potentially beneficial financial new year’s resolutions you can make before the first day of 2022.
Medicare insights and updates for 2022
December 11, 2021 06:00During this episode, we’re going to share Medicare insights and updates and talk about the changes that are taking place.
You can travel this winter and stick to a budget
December 04, 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.
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
Social Security COLA Is on the Rise
November 06, 2021 05:00During 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 other Social Security strategies.
Frightful mistakes that could haunt your retirement
October 30, 2021 05:00On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.
The things your kids and grandkids actually want
October 23, 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 16, 2021 05:00 - 5.39 MBDuring this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
Protect yourself and your money from scams
October 16, 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.
Legacy planning steps to take this fall
October 09, 2021 05:00Estate Planning Awareness Week runs October 18-22 and during this episode we’ll discuss steps you can take right now to begin the legacy planning process or to strengthen your current plan.
Working after retirement
October 02, 2021 05:00This episode focuses on one part-time jobs that may be a perfect fit for retirees because they provide enjoyment and socialization in addition to income.
Buying or selling a home? Here’s what you need to know
September 25, 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.
Fall Means It’s Time to Hit the Road
September 18, 2021 05:00This episode will detail some of the perfect fall trips that retirees can enjoy on their schedule and within their budget.
So, you want to retire early
June 26, 2021 05:00During today’s episode, we’re going to examine 10 things you need to know if you’re considering early retirement.
Declare your financial independence
June 19, 2021 05:00During today’s episode, we’re going to examine some of the things you can do right now to get yourself closer to true and lasting financial independence.
Debunking Retirement Myths
June 05, 2021 05:00During this episode, we’re going to examine some of the common myths about retirement and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, I’ll also share some of my 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 05:00During this episode, we’re going to 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.
Grow your financial garden
May 08, 2021 05:00During this episode, we’re going to discuss how you can grow the kind of financial garden that provides consistent retirement income.
You can travel on a retirement budget
May 01, 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.
Breaking down the Biden tax plan
April 24, 2021 05:00During this episode, we’re going to 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.
The 2021 Improve Your Finances Draft
April 17, 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.
Surprising retirement facts you probably didn’t know
April 10, 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 right financial steps during your last season
April 03, 2021 05:00During this episode, we’re going to get into the swing of the baseball season by highlighting some of the best final seasons in baseball history while also discussing steps people should take in their final year at work before retirement.
Questions to ask when choosing a financial services professional
March 27, 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.
What the American Rescue Plan means for you
March 20, 2021 05:00During this episode, we’re going to do a comprehensive analysis of the recently passed American Rescue Plan and what it means for people of all ages as well as business owners.
Eye-popping financial stats
March 13, 2021 06:00During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
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.
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 and the self-employed.
Financial steps in two stages
February 20, 2021 06:00During this episode, we’ll discuss smart financial decisions during two critical chapters of your life: your 20s and 30s and your 50s.
Should I Buy a House?
February 13, 2021 06:00During this episode, we’re going to discuss the benefits of buying a home as well as the benefits of not buying a home.
Understanding 401(k)s
February 06, 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.