06:37

Navigating Market Volatility: Corrections and Opportunities

06:57

How Old is Too Old for a Roth Conversion?

04:21

What is the Retirement Bucket Strategy?

07:37

The 4 Expenses Retirees (Almost Always) Underestimate

05:25

The Secrets to Optimizing Your Social Security as a Couple

05:22

Should Couples Retire Together?

05:46

5 Benefits of Working in Retirement

07:14

Hoping to Make a Catch-Up Contribution? One Big Change for High Income Earners

05:38

5 Financial Resolutions for a Happy & Successful 2024

05:08

Can I Retire Early?

03:33

The Difference Between Traditional & Roth IRA

03:47

This One Social Security Mistake that Could Cost You $100k!

06:04

Who Needs an Estate Plan?

05:01

The Importance of Creating an Income Plan and a Spending Plan

06:33

Social Security COLA Jumps 3.2% in 2024... But Medicare Part B Jumps 5.9%

06:00

Can I Retire Early?

05:27

Inheriting a Roth IRA? What You Need to Know

05:12

3 Strategies to Minimize Your Social Security Taxes

06:40

Top Tricks Used to Scam Older Adults (And How to Spot Them!)

05:25

Should You Really Exchange that Annuity?

06:12

One of the Toughest Transitions in Retirement: Becoming a Spender Instead of a Saver

05:24

Is It a Good Idea to Max Out Your 401k?

04:37

What Happens if You Die Without a Will?

03:47

Conversion as a Gift to Your Beneficiaries

06:10

Hidden (and not so hidden) Fees, Penalties, and Taxes in Retirement

04:32

What Should I Do With My Old 401k?

05:21

Understanding the 3 Different Tax Buckets to Reduce Your Taxes in Retirement

04:38

3 Retirement Risks that Could Cause You to Run out of Money

05:03

Reasons to Roth. Four Reasons You Should Consider a Roth Conversion Now.

04:18

Will I Lose My Social Security Benefits if I "Unretire" or Go Back to Work?

04:20

3 Reasons Your Social Security May Be Lower in 2023

04:51

3 RMD Changes for 2023

04:57

Proactive Planning and 5 Key Financial Resolutions for 2023

07:35

SECURE Act 2.0 Passed by Congress: Later RMD's, 529-to-Roth Rollovers, and Other Tax Planning Ideas

05:19

The Only Retirement Account that is Triple Tax Advantaged!

04:41

Help Your Favorite Charity While Reducing Your Taxes

04:33

The Clock is Ticking on 2022 Roth Conversions

03:15

New 2023 Tax Bracket Income Levels & New 2023 Standard Deductions

05:13

NEW Retirement Account Contribution Limits for 2023

04:27

2 Pros & 2 Cons of Target Date Funds

04:01

4 Year-End Tax Strategies for 2022

04:00

2023 Sees BIGGEST Social Security COLA in Decades! So When Should You Claim?

05:50

Should You Take that Pension Buy Out Now?

05:09

Are Annuities a Good Investment?

05:28

Who Needs Long Term Care Insurance?

04:51

Big Changes to Social Security COLA for 2023?

06:41

5 Step Financial Check Up

01:06

Student Loan Pause Ending

06:47

Retiring in a Bear Market? Beware "Sequence Risk."

04:33

2022 NEW Required Minimum Distribution Factors - Changing for the First Time in Decades!

05:58

The MYTH of Retiring in a Lower Tax Bracket

05:10

Why Feeling Terrible about The Economy can be Good News for Your Money

03:44

Retirement Withdrawal Rates - Is the 4% Rule Outdated?

02:52

Recent Market Declines

06:10

Market Sell Off

02:34

Financial Literacy Month - Difference Between Roth & Traditional IRA

02:26

Financial Literacy Month - The Importance of Creating a Spending Plan

03:02

FINANCIAL LITERACY MONTH: The Importance of Correctly Naming Beneficiaries

03:26

FINANCIAL LITERACY MONTH: Social Security 101

04:56

SECURE Act 2.0 - Potential BIG Changes to Retirement Plans