Mind Your Money artwork

Mind Your Money

34 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 3 ratings

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

Medicare premiums and your retirement strategy

May 01, 2021 05:00

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.

Legacy Planning During the Pandemic

April 24, 2021 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.

What Retirement Savings Tools Are Right For You?

November 21, 2020 06:00

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.

Mastering the Last Five Years

November 14, 2020 06:00

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.

Rainy Day Feeling

November 07, 2020 06:00

A rainy day can ruin your mood, a downturn in investments can make you want to panic. Here’s strategies to help avoid both.

What you need know about annuities

October 31, 2020 05:00

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.

New Generation Retirement Planning

October 31, 2020 05:00 - 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.

Retirement Strategy After a Divorce

October 24, 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.

Preparing for retirement when you’re single

October 17, 2020 05:00

During this episode, we’ll be examining tips and strategies that may be helpful if you’re likely to retire as a single person. Though there are some challenges to taking a solo retirement adventure, there are also plenty of exciting and rewarding opportunities, too. And, with the right strategy and commitment, you can enjoy a solo retirement with the lifestyle and experiences you’ve always wanted.

Medicare Beginner’s Guide

October 10, 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.

Saving for Retirement without a 401(k)

October 03, 2020 05:00

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.

What are these discount drug cards?

September 26, 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.

What you should know about life insurance

September 19, 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.

Covid-19 New Rules

July 04, 2020 05:00

A lot has changed because of Covid-19. You need to know how it affects your finances and what you can do about it. We talk about that and more in this weeks show.

A Wish is not a Plan

June 20, 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.

How to Do Something Besides Worry about COVID-19

June 13, 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.

Back to the Basics

April 04, 2020 05:00

In our current environment with the virus and how it has affected our lives, our jobs our finances and even our investments now is a good time to discuss basic planning and maybe be better prepared after we make it through this.

Retirement Strategy after Divorce

February 22, 2020 06:00

Divorce is a disruptive force in life. It can have an impact on your retirement saving and strategy as well. This episode looks at some options for resetting your retirement strategy in the aftermath of a divorce.

The Danger of Nonessential Spending

February 15, 2020 06:00

Where does your money go each month? How much are you spending on dining out, entertainment, or your hobbies? If you can’t answer that question, it might be time for a budget.

Tips for Happiness in Retirement

February 08, 2020 06:00

You have worked long and hard to make it to retirement. How can you ensure that you are experiencing the type of enjoyment you desire in retirement? It is more than simply having enough savings or financial security. This show examines some potential tips to help.

4017 6 Estate-Planning Mistakes Celebrities Made

February 01, 2020 06:00

So many celebrities die without a will or a legacy plan in place. We discuss how to avoid this and other legacy planning mistakes.

5 Questions that can Help You Feel More Prepared for Retirement

January 11, 2020 06:00

Examining the 5 questions that can help you feel more prepared for retirement.

Nine Common Misconceptions About Retirement Investing

January 04, 2020 06:00

Breaking down nine common misconceptions about retirement saving and investing.

Investment Options for Retirement Planning

November 30, 2019 06:00

Examining the different types of investment options for retirement planning.

Three Unexpected Retirement Costs

November 23, 2019 06:00

Breaking down three costly issues you might not be planning for in retirement.

Recovering from a Late Start on Retirement

November 16, 2019 06:00

Three ways to help you recover from a slow or unorganized plan for retirement.

Tax Free Retirement, WFLA, November 14, 2020

November 09, 2019 06:00

Tax Free Retirement, WFLA, November 14, 2020

The Golden Rules of Buying Indexed Universal LIfe Insurance

November 09, 2019 06:00 - 5.39 MB

The Golden Rules of Indexed Universal Life Insurance and You.

Relationship-Killing Money Issues

October 19, 2019 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?

Beware the Bear Selfie

October 12, 2019 05:00

Modern life can throw a lot of distractions in our paths. We can be so caught up in chasing the moment, that we endanger our future, both physical and financial.

3 Hurdles for Women in Retirement

September 21, 2019 05:00

Women face different hurdles in retirement from men. We break down three of the most common issues.

Retirement Underdog

September 14, 2019 05:00

Everyone enjoys a good underdog story. James Harrison was told he was too small, too slow, and didn’t have what it took to make it in the NFL. Harrison retired as the All-Time Sack Leader in Puttsburgh Steeler’s History. Is your retirement at a crossroads? Do you feel that you retirement is over even before it has begun? It may not be too late. Just like Harrison you need a plan and regime.

Volcano Market Volatility

September 07, 2019 05:00

Market volatility often feels like a rumbling volcano that could erupt at any time. It’s time to make sure your Market Volatility Emergency Plan is in place.

Russian Retirement

August 31, 2019 05:00

Strategies to help avoid outliving your retirement