If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning... more
How can an annuity help you secure income in retirement? Annuities often come with a reputation for being complicated, expensive,... more
Last year, Americans donated $558 million to charities. 69% of those donations come from individuals. They also donated 4.1 billion hours... more
What could a Trump White House and Republican-controlled Congress mean for your finances? In this episode, we break down the... more
How does Medicare Open Enrollment work? Do you need a supplement plan? How do you choose between a Medigap or... more
On November 8th, 2024, Medicare announced that in 2025, Medicare Part B will cost $185 per month per person—an increase... more
In this episode, we’re diving into the often-overlooked tax benefits of 529 plans. Most people know that 529 plans can... more
The S&P 500 is having another stellar year, yet small-cap stocks—representing the smallest publicly traded companies in the United States—haven't... more
The 2024 election is just days away, and soon you'll have your final chance to cast your vote. With so... more
In some states, probate is avoidable. However, in many states, you can avoid having your estate go through the probate process. I... more
Protecting your finances from hackers is more critical than ever. Cybercriminals are getting more sophisticated, accessing sensitive information like social... more