Episodes

  • Your Guide to the CARES Act

    Your Guide to the CARES Act
    Apr 18 2020
    The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.
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    Less than 1 minute
  • All About 401(k) Rollovers

    All About 401(k) Rollovers
    May 2 2020
    What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).
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    Less than 1 minute
  • 5 Steps to Prep for a Better Retirement in your Sixties

    5 Steps to Prep for a Better Retirement in your Sixties
    May 9 2020
    Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.
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    Less than 1 minute
  • A Guide to Roth IRAs

    A Guide to Roth IRAs
    May 16 2020
    Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.
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    Less than 1 minute
  • Medicare – A Beginner’s Guide

    Medicare – A Beginner’s Guide
    May 30 2020
    Medicare can be a confusing subject. There are so many parts, rules and regulations. Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare.
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    Less than 1 minute
  • Ways to Maximize Your Retirement Investments

    Ways to Maximize Your Retirement Investments
    Jun 6 2020
    Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.
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    Less than 1 minute
  • Life Insurance Basics and Options

    Life Insurance Basics and Options
    Jun 13 2020
    What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?
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    Less than 1 minute
  • Critical Social Security Rules

    Critical Social Security Rules
    Jun 20 2020
    For many people, Social Security is the key element of their financial retirement strategy, so it’s critical to understand Social Security’s many rules, regulations and quirks. Additionally, in most cases, Social Security should be only one component of a robust strategy.
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    Less than 1 minute