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Midwest Money

91 episodes - English - Latest episode: 7 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.

Investing Business social security roth ira 401k medicare medicaid long term care
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Episodes

Financial steps in two stages

February 20, 2021 06:00

During 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 06:00

During this episode, we’re going to discuss the benefits of buying a home as well as the benefits of not buying a home.

Is 2021 your retirement year?

January 30, 2021 06:00

During 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.

Saving for Retirement without a 401(k)

January 23, 2021 06:00

401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.

Financial New Year’s Resolutions for 2021

January 16, 2021 06:00

During today’s episode, we’re going to discuss financial new year’s resolutions that may help you enjoy more financial security in 2021.

Get Your Finances Ready for 2021

January 09, 2021 06:00

During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year.

Financial Advice for Young Workers

December 19, 2020 06:00

During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.

Retired? Declutter for Profit

December 12, 2020 06:00

During this episode, we’re going to talk about how you can declutter before or during retirement to make better use of your space and potentially put some money back into your wallet.

In-Demand Jobs for Older Workers

December 05, 2020 06:00

During this episode, we’re going to discuss jobs that are currently in-demand for older workers, typically those who are 62 and older, who are near retirement or already retired.

Medicare premiums and your retirement strategy

November 28, 2020 06:00

During 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.

New Generation Retirement Planning

November 21, 2020 06:00 - 5.39 MB

Do 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 you need know about annuities

November 21, 2020 06:00

During this episode, we’ll be taking a close look at annuities to help you understand what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

What to do if you want to retire right now

November 14, 2020 06:00

During 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.

New Alimony Tax Rules and Your Retirement Savings

November 07, 2020 06:00

How the Tax Cuts and Jobs Act of 2017 will impact alimony and retirement accounts through new rules.

When to Stop Saving for Retirement

October 31, 2020 05:00

During this episode, we’ll examine scenarios when temporarily pausing saving for retirement may make broader financial sense.

Legacy Planning During the Pandemic

October 24, 2020 05:00

During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial steps you may want to take during the pandemic.

Fast Financial Fixes

October 17, 2020 05:00

During this episode, we’re going to discuss the ways you can make some small but powerful changes to your financial habits. Combining a few of these steps could have a profound impact on your finances.

Relationship-Killing Money Issues

October 10, 2020 05:00

This episode covers potential issues related to finances that can impact your relationship, marriage or other interpersonal interaction. How can you avoid these potential issues?

Your Guide to Medicare 2020

October 03, 2020 05:00

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B.

Get Your Finances Ready for Fall

September 26, 2020 05:00

During this episode, we’ll discuss how fall is the perfect time to assess your current finances to determine if your current budget is meeting your needs.

Retirement Strategy After a Divorce

September 19, 2020 05:00

During today’s show, we’ll be discussing how you should go about developing a strategy for retirement after you’ve gone through a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that can make a big difference when it comes to your financial well-being.

Mastering the Last Five Years

September 12, 2020 05:00

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to help better position yourself to enjoy the rewarding and comfortable retirement you’ve always wanted.

What Retirement Savings Tools Are Right For You?

September 05, 2020 05:00

During this episode, we’ll discuss various retirement savings tools that might be a good fit for your overall financial strategy, whether you work for someone else, own a small business, or are self-employed.

Death and Taxes

September 05, 2020 00:00 - 5.39 MB

Do 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.

Personal Loans and Credit Cards

August 29, 2020 05:00

What are the differences between personal loans and credit cards? Are there advantages, disadvantages?

Pensions. Should you Take a Lump Sum Payment?

August 15, 2020 05:00

If you are fortunate enough to have a defined benefit pension, you will likely be given the opportunity to take a lump sum payment at some point in your retirement. What are the things you should consider? What are the benefits and challenges that come with a lump sum payment? This episode examines some things you may want to keep in mind.

Tips for Adjusting to The Emotional Part of Retirement

August 08, 2020 05:00

Retirement comes with emotional and psychological challenges as well as financial ones. This episode looks at tips and tactic from two different sources that can help you manage and thrive in retirement. Prepare yourself to conquer that emotional rollercoaster.

Renting VS Owning in Retirement

August 01, 2020 05:00

There are many things to consider when looking at housing options in retirement. Will you stay in your current home? Will you buy a new home or condo? Or is renting better for your situation? This episode examines some of the options.

What you should know about life insurance

July 25, 2020 05:00

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.

Childproof Your Retirement

July 18, 2020 05:00

Children are a huge part of many retiree’s lives. However, they can also cause a huge drain on retirement savings and income. This episode looks at some of the ways to minimize their impact.

What are these discount drug cards?

July 11, 2020 05:00

You may have seen commercials for prescription drug cards that can save you money on your medications. Are they real? Are these cards related to insurance somehow? This episode looks at what these cards do, where they come from and how they can impact you.

How to travel in retirement without breaking your budget

July 04, 2020 05:00

For many people, regular travel during retirement is one of their dreams. But travel can often be very expensive, especially for people on fixed incomes. In this episode, we discuss numerous ways you can enjoy a retirement full of travel without completely wiping out your retirement nest egg.

Preparing for Retirement Together

June 27, 2020 05:00

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

Preparing for retirement together

June 27, 2020 05:00 - 5.39 MB

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

Things to Consider before Taking a 401(k) Loan

June 20, 2020 05:00

Examining some of the pros and cons of taking out a 401(k) loan.

Is Your Retirement Off Balance

June 13, 2020 05:00

A brief discussion of how to re-balance the 3 Legged Retirement Income Stool.

A Wish is not a Plan

June 06, 2020 05:00

We all have hopes and dreams for our retirement. But those don’t truly become goals unless you have a plan on how to achieve them. This episode looks at some steps you can take to turn those retirement wishes into goals.

Medicare Beginner’s Guide

May 23, 2020 05:00

Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare. This can be a confusing subject. There are so many parts, rules and regulations. We break some of those parts, rules and regulations down for you.

The Secure Act: Changes to IRAs

May 16, 2020 05:00

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

How to Do Something Besides Worry about COVID-19

May 09, 2020 05:00

There are a few things that you can do in light of COVID-19 that will help you understand your path to retirement better and can help you do something besides worry.

Episode 1 of the Midwest Money Radio Show!

May 02, 2020 05:00

What is the Midwest Money Radio Show? Tune in to find out Anthony Maheu and his company and what his intentions are with this podcast.