Podcasts

Chris talks books with special guest Maryanne Moffo. Listen in to hear about what books may be right for you!

Not having a beneficiary for your retirement accounts can be a costly mistake in the long run! Learn the reasons why it’s important to designate a beneficiary for your retirement accounts.

Healthcare in retirement is currently ranked as number two but is on its way to number one. Chris interviews Tim O’Mally from the Nationwide Retirement Institute on this topic & Medicare. This is part 3 of a 3 part series

Retirement most likely can affect women differently than men! Learn what the differences are in this interview with Roberta Eckert from the Nationwide Retirement Institute. This is part 2 of a 3 part series.

Social security is a very complex topic to cover. Chris & Vice President of the Nationwide Retirement Institute, Steven Calandra, talk about social security and its many aspects that may affect your retirement. This is Part 1 of a 3 Part Series.

Choosing an executor for your will is no simple task. Here are some traits to look out for & tips to consider when choosing the right executor for you.

Health Savings Accounts are a useful, tax efficient investment vehicle that can save you money in taxes in the long run. Chris interviews Nationwide’s very own David Harris on what this tax efficient vehicle is and what it can do for you in your retirement!

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.

Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning.

In continuation to the tax law changes proposed by the Biden Administration, here are a few updates & more possible changes that could occur.

If you are an adult you should have a will. Wills can protect those closest to you in the unfortunate circumstance that you pass away. Chris goes over what options you have in order to create a will for yourself.

Debt is a hard thing to avoid but it isn’t impossible to reduce it as much as possible. By making some smart financial decisions, you too can obtain the benefits of living debt free. Here are some things you should think about in terms of debt.

Debt to income ratio or DTI is a number that is often used to measure how much debt you have versus the amount of income you make. Learn how this number can affect your chances of getting a loan or mortgage.

Identifying what level of middle-class you classify as can be tricky due to several factors. Chris reveals some helpful information to think about when answering this popular question.

Buying an investment property can be complex & knowing these four considerations before you buy can help you in the long run.

Follow these 7 money saving tips to help you become a successful saver in your day to day life.

It’s incredibly important to take steps to protect yourself especially in the financial world. Cybersecurity should be taken seriously & here are some basic safeguards you can use to protect yourself.

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!