Podcasts

Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan.

Chris interviews Vice President of the Nationwide Retirement Institute, Steven Calandra, on a deeper dive into tax efficient retirement income planning. This is part 1 of a 3 part series on tax efficient retirement planning

Due to Inflation, Social security benefit checks are increasing 5.9% based on the cost of living adjustment (COLA) set by the Social Security Administration. This is the biggest annual Increase we’ve seen since 1982.

There are a few risks that every pre-retiree on the homestretch should know in order to be properly prepared for their retirement. Know what risks you should mitigate & how!

Learn what you have to consider before taking on massive student loan debt!

Learn how to simplify your financial life as much as you can! Don't allow your finances to get more complicated than they need to be!

Don’t be caught off guard! Here are 6 surprising retirement facts no one tells you about!

Learn the importance of making sensible financial choices over making frugal ones.

Retirement can be a stressful topic especially when you are trying to find the right time to finally do it. To help prepare you for retirement, here are 5 signs that indicate you are ready to retire.

Learn the benefits of making pre-tax contributions to a retirement plan and how they could save you some money on your tax obligations

Should you take social security benefits right at age 62 or later? Find out which will work for you!

Learn the basics of social security benefits, how to calculate it, receive it, & explore it.

Learn 4 beneficial areas of the CARES Act & how it helps you!

Learn from a teacher's perspective on how to prepare for retirement.

10 things you need to know about the secure act

Listen to what required minimum distribution (RMD) choices you can take.

Learn exactly what you need to start thinking about as retirement approaches

Inflation is definitely a sneaky thief. Learn all the way's inflation can take from you.

This episode sheds some light on the trends that are impacting financial advisors.

Learn the benefits of gifting to charities using your IRA.